ATM - A2 Milk Corporation Limited

[Harrie]

Seller took the end of the day off. Wonder if that is also a pattern? Friday drinks? Out on the harbour in a yacht? Down at the golf course? Probably one of these...

Maybe, but more likely that the 5pm boys have made a strategic move by letting the price build up in the next couple of days and by the end of the week hit the buyers and those 1c or 2c below whatever the last traded price was. They don't want to frighten off any intending buyers by going in too overtly.

[NT001]

It looks like the anticipated Australian listing of a2MC could be well timed to coincide with a shift in investor sentiment away from mining and in favour of the ag sector. Here are selected paragraphs from an article in The Australian that is possibly paywalled for some.

IF Melbourne stockbroker Hugh Robertson had any doubts that agricultural and food companies had become the new favourite of the stock exchange, they were quickly erased this week.

“Agriculture is unquestionably the new ‘cool’ in the market and it’s not all that surprising. It’s something this country does really well, is sustainable and, with the world running out of food, you couldn’t wish for better macro settings,” says Robertson.
“We are starting to see a sea change among some of the smartest individual investors moving into the sector, and when that happens you know other investors will follow hook, line and sinker.”


There is no doubt that the eyes of savvy investors are already *focused on the floats flagged in the sector for this year....


A2 Milk, with a health-linked brand that is the envy of every other milk processor, is “seriously contemplating” a listing this year to fund its expansion.

[iceman]

Thanks NT001. Yes the timing is probably good for an ASX listing and hopefully it will provide some support for the lagging SP. Not quite right what they say though about "listing to fund its expansion". As far as I understand it, they will not be raising any funds from the listing !

It looks like the anticipated Australian listing of a2MC could be well timed to coincide with a shift in investor sentiment away from mining and in favour of the ag sector. Here are selected paragraphs from an article in The Australian that is possibly paywalled for some.

IF Melbourne stockbroker Hugh Robertson had any doubts that agricultural and food companies had become the new favourite of the stock exchange, they were quickly erased this week.

“Agriculture is unquestionably the new ‘cool’ in the market and it’s not all that surprising. It’s something this country does really well, is sustainable and, with the world running out of food, you couldn’t wish for better macro settings,” says Robertson.
“We are starting to see a sea change among some of the smartest individual investors moving into the sector, and when that happens you know other investors will follow hook, line and sinker.”


There is no doubt that the eyes of savvy investors are already *focused on the floats flagged in the sector for this year....


A2 Milk, with a health-linked brand that is the envy of every other milk processor, is “seriously contemplating” a listing this year to fund its expansion.

[sb9]

Buckle up for another bumpy ride this week.....downtrend forming

[babymonster]

Yes, hopefully the 5pm boy won't push it down further.

Buckle up for another bumpy ride this week.....downtrend forming

[MAC]

http://www.examiner.com/article/the-...oods-expo-west

[NT001]

http://www.examiner.com/article/the-...oods-expo-west

Well, examiner.com is not exactly the New York Times but it does apparently get quite a lot of viewers, so on the basis that all publicity is good publicity, this won't have hurt a2MC and its A2 milk message one bit. It's actually a kind of alternative news blogsite that pays for contributions even from untrained journalists, so it's not surprising perhaps that this article contains the odd factual inaccuracy. Such as saying that cow populations originally had a mix of A1 and A2 protein, when the whole point about A2 is that it was the original milk, before A1 came along through a chance genetic mutation and created havoc in cows milk. But hey, the writer got quite a bit of the explanation right and it's a complex subject for newbies, so let's give credit where it's due.

It's good to see that a2 milk is getting noticed at the Anaheim natural foods expo, and there was one little detail in the article that stood out: the company is aiming to have a2 milk on the Californian market "within the next couple of months". Great.

[MAC]

Has anyone a commentary update from Craig’s,

This time last year they initiated coverage with a price target of 90c

I understand following the recent HY a couple of weeks ago they increased their price target back to 92c

http://www.odt.co.nz/news/business/2...nities-a2-milk

[see weed]

I have a good gut feeling about a2 milks future.

[silu]

I've been waiting for an entry point for quite some time now. Still waiting.