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  1. 12-07-2018, 02:12 PM #9451
    Dust
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    FY2018 figures are ahead of analyst estimates, but some margin compression look set to kick in FY19 onwards which arent incorporated into alot of the analyst's models. Unfortunately mgmt's commentary dont really give any indication on the scale of these cost increases. Guessing market's just pricing in that uncertainty today.
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  2. 12-07-2018, 02:24 PM #9452
    bull....
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    just as we thought bounce at open folloowed by grind down
    one step ahead of the herd
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  3. 12-07-2018, 03:33 PM #9453
    Beagle
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    Quote Originally Posted by Dust View Post
    FY2018 figures are ahead of analyst estimates, but some margin compression look set to kick in FY19 onwards which arent incorporated into alot of the analyst's models. Unfortunately mgmt's commentary dont really give any indication on the scale of these cost increases. Guessing market's just pricing in that uncertainty today.
    Extract from press release
    Notwithstanding the higher expenditure referred to above, the EBITDA to Sales ratio for FY2019 is assumed to be broadly consistent with the Company’s expectations for FY2018.
    Press release speaks for itself on margins in my opinion. I guess its human nature that some people will try and interpret things their own way...
    Last edited by Beagle; 12-07-2018 at 03:37 PM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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  4. 12-07-2018, 04:11 PM #9454
    winner69
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    Quote Originally Posted by Beagle View Post
    Woohoo !!!! They just did $262m for the last quarter against guidance of $250m (4.8% beat for the quarter against mid point of forecast for those that want to know the facts) so I'd say they're comfortably on their way to your target for FY19. http://www.4-traders.com/A2-MILK-COM...ncials/Trading on a forecast FY19 PE of 31.
    You might say a ‘beat’ but a2 would say ‘broadly in line’ if they commented
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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  5. 12-07-2018, 04:21 PM #9455
    couta1
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    Quote Originally Posted by winner69 View Post
    We’ll be over 12 bucks by days end
    I want some of what you've been smoking. PS-The update today was pointless IMO.
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  6. 12-07-2018, 04:34 PM #9456
    BlackPeter
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    Quote Originally Posted by couta1 View Post
    I want some of what you've been smoking. PS-The update today was pointless IMO.
    Don't forget - there is still a gap to fill around $9.50 ...
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)
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  7. 12-07-2018, 04:38 PM #9457
    couta1
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    Quote Originally Posted by BlackPeter View Post
    Don't forget - there is still a gap to fill around $9.50 ...
    Trump could help with that gap.Lol.
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  8. 12-07-2018, 04:53 PM #9458
    winner69
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    Quote Originally Posted by couta1 View Post
    I want some of what you've been smoking. PS-The update today was pointless IMO.
    It was green when I posted that and going well
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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  9. 12-07-2018, 05:03 PM #9459
    couta1
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    Quote Originally Posted by winner69 View Post
    It was green when I posted that and going well
    This thing has a mind of it's own, I suppose just another standard day with a 46c price spread.
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  10. 12-07-2018, 06:40 PM #9460
    bohemian
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    I'm out finally, at least for a while. So it's bye bye ATM and hello FANGMAN. Good luck to holders.
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