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  1. #7591
    percy
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    Quote Originally Posted by JeremyALD View Post
    This result is bloody exceptional. $100m NPAT?! That is outstanding.
    Well done holders.

  2. #7592
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    Or could it also mean Synlait cannot handle the volume even with their new factory and A2 need more processing power
    Stick to the strategy

  3. #7593
    Legend minimoke's Avatar
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    Quote Originally Posted by Scooter View Post
    Or could it also mean Synlait cannot handle the volume even with their new factory and A2 need more processing power
    Thats known. I guess saving grace is ATM shareholding in SML - they wont want to see that devalued.

  4. #7594
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    The result is fantastic but I think it will be the announced strategic relationship with Fonterra that will boost the SP today.

  5. #7595
    ShareTrader Legend Beagle's Avatar
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    http://nzx-prod-s7fsd7f98s.s3-websit...467/274777.pdf

    This is a phenomenal result in its own right, (EPS which is what really counts is up just on 150%) but when you consider that for much of this half they were supply constrained (Synlait's doubling of canning and drying facilities only kicked into gear in November) the future growth prospects look truly exceptional especially with the strategic arrnagements with Fonterra which look to secure their long term supply arrangements.

    Synlait, (I also hold) will do just fine with their recent doubling of capacity and other growth initiatives.

    For those that think the PE is too high I note half year EPS of 13.7 cps. It should be plainly obvious with the doubling of supply capability of Synlait now in full swing that the company should easily eclipse EPS for the full year of an absolute minimum of 30 cps, (my target is higher) and at $9.30 that puts ATM on a 2018 PE of 31.
    This company is shaping up as the premier growth stock on the NZX and I think that PE is very cheap for the way the company is growing and its medium and long term growth opportunities.

    ATM presents as an outstanding opportunity for shareholders to build wealth going forward. Disc: I topped up late last week and again yesterday.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  6. #7596
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    Isn't it funny how ASB Securities shows the announcement at 8.31am on their site, but blocks you from reading it. Over half an hour now.
    Last edited by see weed; 21-02-2018 at 08:05 AM.

  7. #7597
    Senior Member
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    Quote Originally Posted by Beagle View Post
    http://nzx-prod-s7fsd7f98s.s3-websit...467/274777.pdf

    This is a phenomenal result in its own right, (EPS which is what really counts is up just on 150%) but when you consider that for much of this half they were supply constrained (Synlait's doubling of canning and drying facilities only kicked into gear in November) the future growth prospects look truly exceptional especially with the strategic arrnagements with Fonterra which look to secure their long term supply arrangements.

    Synlait, (I also hold) will do just fine with their recent doubling of capacity and other growth initiatives.

    For those that think the PE is too high I note half year EPS of 13.7 cps. It should be plainly obvious with the doubling of supply capability of Synlait now in full swing that the company should easily eclipse EPS for the full year of an absolute minimum of 30 cps, (my target is higher) and at $9.30 that puts ATM on a 2018 PE of 31.
    This company is shaping up as the premier growth stock on the NZX and I think that PE is very cheap for the way the company is growing and its medium and long term growth opportunities.

    ATM presents as an outstanding opportunity for shareholders to build wealth going forward. Disc: I topped up late last week and again yesterday.
    I agree - they always have tons of cash. How many fastly growing companies can say that?

  8. #7598
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    You also think this is big acknowledgement by Fonterra that they need to jump onboard with ATM rather than try and compete a losing game. Good result for both companies.

  9. #7599
    ShareTrader Legend Beagle's Avatar
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    http://www.4-traders.com/A2-MILK-COM...22/financials/

    Before this announcement the average brokers expectation was for EPS of 23.7 cps for 2018. I'm expecting them to exceed brokers EPS targets for FY19 of 31 cps and am therefore expecting analyst upgrades on the back of this superb result.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  10. #7600
    ShareTrader Legend bull....'s Avatar
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    pe still very high ... expensive if your buying now i reckon
    one step ahead of the herd

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