ATM - A2 Milk Corporation Limited

[Leftfield]

Agree SB9 I was being a tab conservative with a humble 30 PE..... exciting times to be a holder.

[hardt]

Sorry got carried away thinking those numbers are for 3 months but they are for 4 months.

So my revised numbers are Revenue of $850ml and NPAT of $175ml and that gives revised forward EPS of 24c. Based on this my revised price range based on PE of 40-50 is
$9.60 - $12.00.

I would expect a hefty re-rate under 40x as the law of large numbers takes hold of their % growth.... whether that is next year or never ( who knows )

[Beagle]

Good solid numbers. Shareholders should be happy with that.

[hardt]

Geez... there are some awful questions coming in...These people do not listen at all.

Geoffrey is bright red answering these mongoloids questions about Fresha Valley.

[see weed]

It's a great meeting and you shouldn't have sold 10k of ATM earlier this morning...... my new projection range for the SP is $NZ8.50 to $NZ12.00

However whether the market agrees will be interesting!

I didn't sell 10,000 this morning. A bit pi..sed off I didn't go to meeting. Is there any way of getting a video of meeting after it has finished. Not up to all this new tech.

[bonne vie]

Geez... there are some awful questions coming in...These people do not listen at all.

Geoffrey is bright red answering these mongoloids questions about Fresha Valley.

Seems unusual , doesnt appear to be any institutions asking questions like normal

[sb9]

I would expect a hefty re-rate under 40x as the law of large numbers takes hold of their % growth.... whether that is next year or never ( who knows )

I wouldn't think so....large numbers are part of bigger growth yet to unfold.

One thing quite distinctive I've noticed in Geoff's tone of voice this morning at ASM re the court case with Lion, he sounded extremely positive and bullish that they're going win this case and fight aggressively to achieve that outcome.

[moka]

FYI The AGM can be accessed online here https://www.virtualmeeting.co.nz/register/a2MC17

Thank you for posting the link Silu, it worked well. It wasn’t on my to-do list today but it was time well spent. My first AGM and it was a virtual one and I didn’t have to worry about parking in central Auckland, much easier. Technology is amazing. I just had to make my own cup of tea afterwards, no virtual cup of tea yet.

[Leftfield]

I didn't sell 10,000 this morning. A bit pi..sed off I didn't go to meeting. Is there any way of getting a video of meeting after it has finished. Not up to all this new tech.

Glad to hear... my apologies. The original post has now seemingly disappeared, however someone posted they got nervous this morn and sold 10k ATM shares and I mistakingly thought it was you. Apologies and relief.

Check out the ATM website as the video of the meeting may appear there. V impressive.

[see weed]

Glad to hear... my apologies. The original post has now seemingly disappeared, however someone posted they got nervous this morn and sold 10k ATM shares and I mistakingly thought it was you. Apologies and relief.

Check out the ATM website as the video of the meeting may appear there. V impressive.

Thanks, apology accepted. I did post this morning about half hour after open that someone a bit nervous had sold a bit over 10,000. I deleted it, not wanting to jinx the market, but did sell a little bit this afternoon at 5k profit.