ATM - A2 Milk Corporation Limited

[Beagle]

The ATM shorters must be real masochists, surely there are easier ways to make a buck! ( My recommendation - Forget about timing the market, with ATM it is all about time in the market.)

Very well said !

[JeremyALD]

Does anyone here own BAL? Any thoughts on the difference in value of the two?

[couta1]

News Snippet on the ASX "The A2 milk company expands US business to the North East"

[JoeGrogan]

https://www.reuters.com/article/a2-m...-idUSL3N1PB38G

Goodbye shorters

[Leftfield]

https://www.reuters.com/article/a2-m...-idUSL3N1PB38G
Goodbye shorters

Great news... thanks for sharing/posting. Almost feel sorry for those Aussie shorters!

[winner69]

The path to global domination continues

North East USA .....60 million consumers

https://www.nzx.com/announcements/313102

Nice

No worries here

[Beagle]

GROWTH

[silu]

Besides California the North East US is the perfect market for A2 Milk. Wondering how big their marketing budget is for this market alone?

[hardt]

Does anyone here own BAL? Any thoughts on the difference in value of the two?

Well I used to own BAL up until August when I sold around $8 - now it is $13.60

I don't fully understand why a revised EBITDA +3% above previous forecast causes the market to add 25% to its value.

Revenues revised up +15% so one can clearly they are dumping stock with that margin.

BAL products are in a more competitive space.

BAL has a higher valuation than A2M which also does not make sense to me.

[silu]

Loving this snippet from an article in The Australian "“I think one of the major reasons could very well be that 25 per cent of the US population have self-diagnosed themselves as lactose intolerant,’’ Mr Waltrip said."