ATM - A2 Milk Corporation Limited

[skid]

I know the trend is your friend and I wouldnt be selling while this craziness is going on -but does any one else think this is getting just a bit ridiculous?

[silverblizzard888]

I don't have any shareholding in ATM, but from what I see that has happened if that ATM is being rerated from a company valued on its cashflows and profits to being a growth company. So expect 10 times revenues which forecast 300 million so i would not be surprised if this pops above $3.50.

If you consider
2013: 94 million
2014: 110million
2015: 150 millon

and

2016: 300-315million.

Revenue is doubling next year, thats super growth and for a company with a moat like A2 thats pretty big.

[see weed]

Thanks.Tried to buy 15000 before open at 1.12c. So put order up to $1.35 to be at the top of the queue to get them at $1.12, but someone else got them and I ended up paying $1.35. So quickly sold them at $1.36 five minutes later plus spp shares.

Bugger...Got that one wrong.

[Nasi Goreng]

I get what you are saying SB, who knows where this ends up? The big difference between ATM and most growth companies is that they are a good company with high distribution costs. A tech or even pharmaceutical company who might normally trade at 10xR would have much lower distribution costs and higher GM.

But throw all of that out of the window, for holders this could be the best game of musical chairs since XRO.

[Nasi Goreng]

Typo... Food company with high distribution costs.

[Joshuatree]

Just have a look on H/C and you will see the spruiking/pumping day trading ,backup the truck influencing going on. It will end in tears for many.Here on S/T we can keep p erspective usually.

[silverblizzard888]

I don't have any shareholding in ATM, but from what I see that has happened is that ATM is being rerated from a company valued on its foreseeable future cashflows and profits to being a growth company. So expect 10 times revenues which forecast 300 million so i would not be surprised if this pops above $3.50. (next year)

If you consider
2013: 94 million
2014: 110million
2015: 150 millon

and

2016: 300-315million.

Revenue is doubling next year, thats super growth and for a company with a moat like A2 thats pretty big.

If you look at current valuations it is valuing at 1.6 billion, not far off the current 150million revenue times 10.

[Joshuatree]

Contagion spreading to Beston foods BFC

[Thor]

For holders and non holders it might pay to look at this again to keep your emotions in check:

http://thefelderreport.com/wp-conten...ment-wheel.jpg

[black knat]

I am still holding a reasonible size parcel of shares having sold half at 1.26. Is there anyone on here who has valuation justifing the current price or higher? I don't ... so should sell I guess - but am free carried.