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  1. #9691
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    4.5 mill on ASX and 1.25 mill on the NZX is hardly small guys. and you are aware that bots etc feed the shares in in small lots endlessly and of hidden iceberg sellers etc i hope. So no we hav e no idea who is selling and how big or tiddly they are imo. T/A wise its broken down through the 60 and 180 DMA on my admittedly basic ASB chart. wishful thinking re takeover or have you seen some smoke?

  2. #9692
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    Hosking interviewed the new CEO this morning about 7-40am.

    http://www.newstalkzb.co.nz/on-air/m...-north-island/
    Last edited by 777; 02-08-2018 at 08:26 AM.

  3. #9693
    Speedy Az winner69's Avatar
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    How much does A2 make out of every sale of Anchor A2 milk?
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  4. #9694
    ShareTrader Legend bull....'s Avatar
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    hrdlicker interview - not the mike hosking one

    New a2 milk CEO Hrdlicka says China success requires strategy beyond daigous


    https://www.afr.com/business/retail/...0180801-h13epb


    talk about straegies , the weak share price and downgraded revenue and tie up with fonterra
    Last edited by bull....; 02-08-2018 at 08:21 AM.
    one step ahead of the herd

  5. #9695
    Speedy Az winner69's Avatar
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    Quote Originally Posted by bull.... View Post
    hrdlicker interview - not the mike hosking one

    New a2 milk CEO Hrdlicka says China success requires strategy beyond daigous


    https://www.afr.com/business/retail/...0180801-h13epb


    talk about straegies , the weak share price and downgraded revenue and tie up with fonterra
    This is good news and reassuring ....”Despite moderating the growth rate in 2018, a2 expects further revenue growth in 2019 .......”

    Lots of good stuff in the article ......will give the believers the warm fuzzies .....and reinforce the thinking that ATM is a $20 share next year
    Last edited by winner69; 02-08-2018 at 08:36 AM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  6. #9696
    ShareTrader Legend bull....'s Avatar
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    Quote Originally Posted by winner69 View Post
    This is good news and reassuring ....”Despite moderating the growth rate in 2018, a2 expects further revenue growth in 2019 .......”
    off the downgraded revenue figure and still on a high 35x earnings.
    one step ahead of the herd

  7. #9697
    Speedy Az winner69's Avatar
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    Quote Originally Posted by bull.... View Post
    off the downgraded revenue figure and still on a high 35x earnings.
    I was a bit confused about that comment that ‘the model is all but broken’

    Hate broken business models
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  8. #9698
    ShareTrader Legend bull....'s Avatar
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    Quote Originally Posted by winner69 View Post
    I was a bit confused about that comment that ‘the model is all but broken’

    Hate broken business models
    think that was bal they talked about and the big issues they are facing in china. its important to note that bal is facing hold ups now in approvals etc because of aussie not being in chinas good books a big potential problem for a2 which could happen by association
    one step ahead of the herd

  9. #9699
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    http://www.newstalkzb.co.nz/on-air/m...-north-island/

    Link to Hosking's interview with Jayne this morning.

  10. #9700
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    Quote Originally Posted by winner69 View Post
    I was a bit confused about that comment that ‘the model is all but broken’

    Hate broken business models
    On the print article it said "and that A2's model is 'far from broken" and has not been impacted so far by Nestlel's rival A2 product launch"

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