ATM - A2 Milk Corporation Limited

[Beagle]

I reckon that Easton guy is talking a lot of normal broker dribble, blaming the Nestle product as the reason why A2 is down 9 2% for the week, while BAL is down 14%, and they don't sell A2 milk.

Yeah I noticed that. Ballamies fell $A1.76 today ! ATM was the outperformer.

[forest]

Long term I don't think the Nestle move changes the long term strong growth prognosis for this company. (Quote, Beagle)

I think that is quite possible, also I did a search to see if Nestle's Atwo formula is A1 free.
Could not find that spelled out therefor I think it is possible that Atwo contains A1 as well.
Atwo might just be a promotion gimmick.
What do others think?

[couta1]

Long term I don't think the Nestle move changes the long term strong growth prognosis for this company. (Quote, Beagle)

I think that is quite possible, also I did a search to see if Nestle's Atwo formula is A1 free.
Could not find that spelled out therefor I think it is possible that Atwo contains A1 as well.
Atwo might just be a promotion gimmick.
What do others think?

I suspect it is not pure A2, plus it does not have Chinese regulation approval so can only be sold on the internet, along with quite a few other fake A2 products. I see another Herald beat up article today, those clowns just don't get it, A2 is a premium hot product, Chinese mum's won't settle for any unproven or fake product, they go for the best and are happy to pay the price for it.

[NZSilver]

I suspect it is not pure A2, plus it does not have Chinese regulation approval so can only be sold on the internet, along with quite a few other fake A2 products. I see another Herald beat up article today, those clowns just don't get it, A2 is a premium hot product, Chinese mum's won't settle for any unproven or fake product, they go for the best and are happy to pay the price for it.

Yeh fonterra only just got it...(and they invented it) So it may take the herald a few more years.

[dumbfounded]

Long term I don't think the Nestle move changes the long term strong growth prognosis for this company. (Quote, Beagle)

I think that is quite possible, also I did a search to see if Nestle's Atwo formula is A1 free.
Could not find that spelled out therefor I think it is possible that Atwo contains A1 as well.
Atwo might just be a promotion gimmick.
What do others think?

'Allo 'allo, I think the name says it is not - Atwo means it has both A1 and A2; hence Atwo

[Beagle]

Locked in profits on one third of my A2 shares late last week. I still see huge potential but I decided to reduce my stake due to the extreme volatility and breech of the 30 day MA.

[couta1]

Locked in profits on one third of my A2 shares late last week. I still see huge potential but I decided to reduce my stake due to the extreme volatility and breech of the 30 day MA.

Nervous holders should spend a few hours reading the hotcopper A2m thread, ignore the blatant downrampers and trolls, take note of the long term holders and the well researched to help clarify things in your own mind. IMO any further SP weakness will be temporal and driven by sentiment only, plenty of game players in action to scoop up shares from weak hands, fundamentals remain rock solid and the future outlook bright. PS-For those who think Nestle is any serious threat to A2, you need to do more research on the company and it's previous history in China with it's milk sales. PPS-The only threat I see from them is a takeover offer.

[forest]

Couta I agree, anybody thinking of selling is likely doing them self a favour by doing more research. Hot copper is a good place to spend some time on.
Reading the last 3 annual and interim reports would be an other.
The saying of the trend is your friend comes to mind.
Check the trends of revenue, cashflow, NPAT, Cash and cash equivalent, Margins. All very positive. How many companies have these trending positively at a high rate all at the same time.

As an example the last 5, six months periods, net margins were from 1H16 to 1H18 in that order: 7%, 9%, 15%, 18% and 23%.

FPH has a great profitable growth story even though it competes with the big boys, it does this by specialising. I see ATM in the same light.

[Beagle]

Thanks guys and yes I spent quite a bit of time reading the Hot Copper thread late last week. Technically this is looking a little bit weak having broken down through the 30 day MA. Well respected contributor KW thinks the same and for the record I didn't follow her by trimming my position. I was oblivious to her posts as I was so tied up reading hot copper I forgot to read the other N.Z. forum late last week. I simply feel more comfortable having no more than 1/7th of my net liquid assets in any one investment, that's just how it is and I guess there's not much point fighting you're core beliefs in terms of risk management.
Philosophy 101 "To thine own self be true" It just is what it is...I prefer to sleep peacefully at night and not have to worry about massive volatility in any one share having a serious impact on my overall position and am happy to accept the corollary of that, that I won't make as much money out of A2 going forward as I otherwise would have. That's okay, there's great gains to be had in the long run in SUM other places...more than one way to skin a cat when it comes to retirement planning.
Ironically, I feel now that Nestle are in on the science of A2, if their product doesn't go that well I feel the chances of a takeover is greatly improved...(still at peace with last weeks decision though).

Going to review a precious metal investment option this week...this one https://www.youtube.com/watch?v=tzoZe3ihxf8
Investment tip of the week. You can't take money with you when you die, might as well enjoy some of it along the way 4 way switchable exhaust sound is pretty sick !!

[see weed]

Locked in profits on one third of my A2 shares late last week. I still see huge potential but I decided to reduce my stake due to the extreme volatility and breech of the 30 day MA.

Tax man will be happy. But am sure you have that sussed. I have done the opposite and have been locking in losses for the last 4 weeks to get the profit down before 31/3/18.