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  1. #21
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    There was a recent news article saying A2 was the only way NZ dairy could keep competitive in international market. Also they said most of NZ current dairy herd is A2 but mot of our breeding bulls are not so we seem to be drifting away from A2 production at the moment. I'm not sure of these facts but they were in a recent ODT.
    Felix, qui potest rerum cognoscere causas

  2. #22
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    FarmerGeorge see link in my last post. Article was suggesting the opposite

    Article was quoting comments from Lincoln University farm management and agribusiness professor Keith Woodford

    quote:

    Coincidentally, while the majority of New Zealand's cows produced A1 milk, most of the country's top bulls were genetically A2, he said.

    ......


    He said that around 500 farmers in New Zealand were now intentionally mating their cows using A2 bulls as a "risk management strategy", and suggested Australian farmers were being left behind on the issue.

  3. #23
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    quote:Originally posted by Enumerate

    Someone wants a bit of a stake.
    Hi Enumerate - I'm interested as to why to think this. Most of the trades seem pretty small so I thought the main reason for the increased demand was quite a few small guys wanting in rather than someone accumulating a bit of a stake.

    I'm wondering if ATM has got a bit ahead of itself or if there are still legs in this run yet. I'm happy to hold and wait and see for now, I put 50% of my shares up for sale at .30 a few days ago (when it was trading at around .22). 30c seemed miles away then but I'm glad now that they didn't sell

  4. #24
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    quote:Originally posted by corran
    Most of the trades seem pretty small so I thought the main reason for the increased demand was quite a few small guys wanting in rather than someone accumulating a bit of a stake.
    Its difficult to tell the difference between small guys getting in and a single holder accumulating. None of the big guys are selling; to build a stake you need to take out quite a number of small holders.

    This is "classic" biotech pattern:

    - Initial holders hanging in there - price holds up;
    - "Stale Bulls" - makes newer and lower lows
    - Dark days - low volume, low price
    - Explosion - driven by "events", price surge

    Usually it is best to sell on the exuberance and buy back later. This can be usually be done a few times. However, I tend to hold the stocks I like - I am petrified of being "out" when the market discovers the value.

    This stock would do much better on the ASX.
    Do not consider my postings as investment advice. I am here to share research and to speculate on what might be. The boundary between fact and conjecture might not always be clear - best to treat all comments as speculation.

  5. #25
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    All things Diary are good news for investors at the moment. A bit of this sentiment is probably flowing over into support for A2's shareprice.

    I'm a shareholder of A2 as of a month or so back and very happy with the last couple of weeks shareprice performance.

    Going forward I'm happy to stay a shareholder as I like the tone of the Chairmans (Cliff Cook) communications over the last year or so. They all have a positive future outlook for this company.

    Any new longer life products with better margins has to be good news for A2.

    A couple of comments I especially liked from the recent FLLYR announcement dated 14th June 2007.

    quote:"A2C has turned the corner with its reinvestment in Australia and launch into the US market."

    Cook states that A2C is actively pursing new product opportunities other than liquid milk.

    "We see the potential for a2 milk(TM) to be used in a wide array of functional milk-based applications such as infant formula, protein powders and dietary supplements. These additional opportunities will allow A2C to launch shelf stable, high margin products, which will provide consumers worldwide with the premium benefits of a2 milk(TM)".

  6. #26
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    quote:Originally posted by D_Pick
    Going forward I'm happy to stay a shareholder as I like the tone of the Chairmans (Cliff Cook) communications over the last year or so. They all have a positive future outlook for this company.
    Yes, I agree.

    The company has a bit of the "suppressed science" tone to it. The fact that BCM7, the metabolic by-product of A1 beta caesine, causes so many blood lipid problems and is something that Fonterra wants to keep quiet. The solution is so simple ... the benefits are manifest ...

    I have been a holder for a very long time - before the share consolidation. Current pricing is still lower than my entry. Fortunately the vast bulk of my holding was acquired during the darkest days.

    When you think of upside revenues for this stock - some very very large numbers are possible.
    Do not consider my postings as investment advice. I am here to share research and to speculate on what might be. The boundary between fact and conjecture might not always be clear - best to treat all comments as speculation.

  7. #27
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    With another book being released about the advantages of A2 milk it will be interesting the affects on the share price over the next few days.

  8. #28
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    I am firmly of the belief that A2 milk could be a very significant development for the dairy industry. Ignoring the science, for a moment, the marketing "spin" is a golden gift if you want to differentiate NZ milk production from the rest in new and emerging markets.

    Technical advances in gene testing technology mean that the base costs of the company in certifying herds are dropping through the floor. Hopefully the value of having an A2 certified herd and the value of the brand will mean that this translates to increased margin.

    Of course, an organisation like Fonterra should wake up to the value here. For the moment, A2 is building A2 herds in the US and Australia ...
    Do not consider my postings as investment advice. I am here to share research and to speculate on what might be. The boundary between fact and conjecture might not always be clear - best to treat all comments as speculation.

  9. #29
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    Looks like the recent A2 health interest, and the accompanying share spike were taken as an opp by larger holders to sell down.

    I thought I heard in radio commentry that Fonterra has A2 bull semen already and could if it wished, have an all A2 heard in a short period of time.

    Anyone know:

    1 How does A2's control over its intellectual property allow it to make money from Fonterra (if at all)?

    2 How much (i.e. to what extent and for what period) protection does their intellectual property have, non NZ i.e. world markets. For example can it easily be copied/duplicated by others and not infringe on A2 rights?

  10. #30
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    Patents protect gene tests and Trademarks protect the A2 brand.

    If you are going to certify a herd as A2 you need access to both sets of IP.

    It is no use saying - "We think we are dominant A2-beta-caseine" - much easier to say "A2 Milk" - you need a license to say that.

    Patents are of the order of 18 years - Trademarks are more or less forever.
    Do not consider my postings as investment advice. I am here to share research and to speculate on what might be. The boundary between fact and conjecture might not always be clear - best to treat all comments as speculation.

  11. #31
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    more than 4 years since the last post on this thread! anyone still watching or holding ATM?

    I've got a few tucked away in the bottom drawer, I don't follow them closely but saw they recently announced their first ever annual profit. Share price is up about 100% so far this year.

  12. #32
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    Quote Originally Posted by corran View Post
    more than 4 years since the last post on this thread! anyone still watching or holding ATM?

    I've got a few tucked away in the bottom drawer, I don't follow them closely but saw they recently announced their first ever annual profit. Share price is up about 100% so far this year.
    I brought 25,000 replacing my Charlies as a my speculation stock a few months back. They don’t appear to trade all that often, going on memory I don’t think any were traded at all last week, but today 243,000 went through closing at $0.23. I'll also have put mine in the bottem draw, and will have a look in about 4years, thats if Fontera havn't taken them over before that.

  13. #33
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    Well done to holders and good to see an NZ company make it from start-up to profitable business!

    However, while it seems like the risk around investing in ATM has reduced, if I was holding, I'd be considering taking some profits.

    While a maiden profit is a great result, it is difficult to see the kind of significant growth in NPAT for 2012 that would justify a PE of 55. And while it appears the market has room to expand, it is likely to require a significant amount of capital to achieve growth, unless they use the royalty approach.

    I guess the reality is that at least half the value in the shares is coming from the intellectual property assets rather than the operating business. A much more tricky area to value and requires a bit more knowledge and time. However, unless the IP is sold to a larger entity via takeover or royalty, it is going to require ongoing capital to extract value from it, which would tend to mean ongoing dilution.

    Can't rule out a sudden takeover announcement - still small enough that someone might offer a premium to get the IP - but, personally, I don't generally invest on speculative binary outcomes, as I find it too hit and miss.

  14. #34
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    Quote Originally Posted by Lizard View Post
    Well done to holders and good to see an NZ company make it from start-up to profitable business!

    However, while it seems like the risk around investing in ATM has reduced, if I was holding, I'd be considering taking some profits.

    While a maiden profit is a great result, it is difficult to see the kind of significant growth in NPAT for 2012 that would justify a PE of 55. And while it appears the market has room to expand, it is likely to require a significant amount of capital to achieve growth, unless they use the royalty approach.

    I guess the reality is that at least half the value in the shares is coming from the intellectual property assets rather than the operating business. A much more tricky area to value and requires a bit more knowledge and time. However, unless the IP is sold to a larger entity via takeover or royalty, it is going to require ongoing capital to extract value from it, which would tend to mean ongoing dilution.

    Can't rule out a sudden takeover announcement - still small enough that someone might offer a premium to get the IP - but, personally, I don't generally invest on speculative binary outcomes, as I find it too hit and miss.
    Yesterday ATM went up 2 cents from 25 and today went up another 5 cents to 30. Over 30% in two days. Perhaps it time to heed your advise Lizard and take litle profit. Or maybe hang on a little longer, after a few more details emerge from todays news release.

    A2 Corporation Limited is pleased to announce an expansion of its operations into the United Kingdom and Ireland. The Company has today entered into agreements to establish a sales and marketing joint venture in association with Robert Wiseman Dairies PLC (Robert Wiseman).

  15. #35
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    Todays medis release, a good result, I guess this company has a future

    A2 more than triples 1H net profit as sales jump 56%
    Tuesday 21st February 2012
    Text too small?
    A2 Corporation, the NZAX-listed alternative milk company, said first-half net profit more than tripled, boosted by a legal settlement, as sales jumped 56 percent.
    Net profit rose to $3.1 million in the six months ended Dec. 31, including a $1.1 million settlement of a legal dispute with a former Korean licensee, compared with $900,000 in the same six months of 2010, it said in a statement.
    Sales rose to $30.1 million from $19.3 million with the vast majority of revenue in Australia where the company said it now has 4.7 percent of fresh milk in the grocery category.
    Chairman Cliff Cook said the company's results were very pleasing in the face of price discounting of fresh milk in Australia.
    “While the Australian supermarket chains are going head-to-head in discounting standard milk, a2 brand sales have continued to accelerate with no change in our pricing,” Cook said.
    Managing director Geoffrey Babidge said the growth is “consistent with our growth strategy to position a2 as an innovative, fast-moving consumer goods and ingredients company with a global focus.”
    Rising Australian sales “demonstrate that consumers in this market understand the a2 brand proposition and are willing to pay a significant premium over standard milk for our products,” Babidge said.
    A2 claims its milk is healthier than traditional A1-type milk although those claims haven't been backed by scientific evidence.
    The company plans to launch in Britain later this calendar year and is looking at expanding into other markets “in the not too distant future.”
    It is working on introducing an a2 branded infant formula in a market in Asia, he said.
    It is also “continuing to explore opportunities” with its New Zealand licensee to build brand awareness and sales “consistent with the successful business model in Australia.” New Zealand sales were just $1.7 million of which just $3,598 was to external customers. New Zealand sales to external customers were reported as $214,417 for the six months ended December 2010.
    A2 will commission its own A$8.4 million fresh milk processing facility in Sydney later this month and initially it will supply the New South Wales market while existing contract processors will support growing demand in other states of Australia, the company said.
    A2 didn't declare a dividend. Its shares are up 1 cent at 26 cents, down from their high at 30 cents last November but up from the 11 cent low in March last year.

  16. #36
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    IRG have recommended A2 Corp as “Speculative”
    I find this a little odd as they have been in the black for the last year, their revenue has increased 56% for the 6 months period ending Dec 2011 to $30 mill. With a profit of $3.1 mill. They are in the process of selling their milk in the UK, so this should add to their income big time.
    Currently trading at $0.43 (been high as $0.45)

  17. #37
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    Macquarie Research today
    Price catalyst
    12-month price target: NZ$0.56 based on a Sum of Parts methodology.
    Catalyst: FY12 results announcement in September, strategic review results,
    infant formula strategy announcements.

    Action and recommendation
    A2 Corporation continues rapidly down its growth path. Notwithstanding
    some small operational issues in Australia, it continues to hit its development
    targets. With the potential for a value enhancing transaction and development
    of new markets we remain comfortable with our investment thesis.
    Outperform maintained.

  18. #38
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    Managing to get in the news papers in the UK.

    http://www.dailymail.co.uk/health/ar...nsitivity.html

  19. #39
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    Quote Originally Posted by turmeric View Post
    Deosn't appear to be the most talked about company on here but out of interest there is a trading halt on A2C as of 9:00am. Any thoughts about what this might be about?
    Main board listing?

  20. #40
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    Me too.would they have a trading halt for that though?

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