ATM - A2 Milk Corporation Limited

[Sideshow Bob]

It would be to your advantage.
The other company would be forced to ratchet up its sales, make hasty and poor strategic decisions.
The All Blacks sometimes win games before the match has even started.

Can look at it both ways - glass half full, or glass half empty (of A2 milk)

Needless to say, time to ratchet up supply, IF production, China listings etc - not a tap you can just turn on

[sb9]

Pretty solid result. broadly in line in with their earlier trading update.

Nice to see NPAT came ahead of expectations.

Expecting sideways movement in the short term until singles day (11/11) and ASM, unless Synlait results next months show something else.

[Nasi Goreng]

It would be to your advantage.
The other company would be forced to ratchet up its sales, make hasty and poor strategic decisions.
The All Blacks sometimes win games before the match has even started.

Apple are pretty good at this... they provide a forecast for the current quarter and nothing further out (their guidance is pretty much 2 months in advance). For new products such as Apple Watch, they don't even share how many units they sell...

[Muppett]

I’m beginning to think the investing (gambling) world would be a much better place if companies only had to report once every few years.

All this regular reporting etc etc etc just confirms we are all traders / gamblers / punters who are driven crazy without a form guide to study.

None of us are real investors ...OK one in a thousand might be

Kiwi fruit (gold) was nice for breakfast ....and plain cheap milk on the porridge

The more time yo spend on researching, investigating, re-weighting your portfolios etc... the more likely you are a trader, even if your original intention was to hold and not sell. That's proven in the courts.

Set and forget with this stock is long gone.

[Muppett]

Pretty solid result. broadly in line in with their earlier trading update.

Nice to see NPAT came ahead of expectations.

Expecting sideways movement in the short term until singles day (11/11) and ASM, unless Synlait results next months show something else.

I had NPAT in the $190-$206 range. Not sure $195.7m is ahead of expectations.
Maybe the NZ opening SP and Aussie open will tell us.

[Sideshow Bob]

PE at the opening price of $11.13 = 41.62 (based on using after tax profit)

[minimoke]

We are already almost 2 months into the 19FY, so should have some sort of idea - continuous disclosure.....

Gives us time to digest 2018 results. Rest a moment and then look forward to first half guidance. Time to roll out the Cheddar Cheese advert.

(I like the $340m war chest. Handy to have on hand to help see off competitors or buy a new opportunity or grow yoru markets. Quite content to sit and wait - and in the meantime strapped in tight for the roller coaster.)

[silu]

Milking it: Is A2 milk worth the extra cost?
https://www.stuff.co.nz/life-style/f...the-extra-cost

You could say the same about the share price.

[Beagle]

PE at the opening price of $11.13 = 41.62 (based on using after tax profit)

Market is forward looking and we're already well into the FY19 year. Average analyst forecast has ATM on a FY19 PE of 29.

I agree mm...just hold, strap yourself in and let growth do its thing.

[couta1]

The more time yo spend on researching, investigating, re-weighting your portfolios etc... the more likely you are a trader, even if your original intention was to hold and not sell. That's proven in the courts.

Set and forget with this stock is long gone.

Funny how 4 traders only give this a one star trader rating, how far wrong could they be.Lol.