ATM - A2 Milk Corporation Limited

[davflaws]

They also mentioned that population growth is slowing and there are less babies being born in China. Obviously, this means the market size is going to shrink.

That isn't obvious to me. The key metric is the number of upper middle class babies. Is the Chinese standard of living rising fast enough to compensate for the declining birthrate?

[Blue Skies]

That isn't obvious to me. The key metric is the number of upper middle class babies. Is the Chinese standard of living rising fast enough to compensate for the declining birthrate?

There were just over 10 million babies born in China last year (down from 11.79 in 2019). Blaming a declining birth rate is equivalent to taking several of buckets of water out of an Olympic size swimming pool Imo, just another excuse.

[silu]

I think it was Balance who talked about "divergence" here. Why keep money invested in one company while it's going for a restructuring with some hope & prayer attached to it when there are other investing opportunities around. Is it only takeover activity that keeps one holding?

[winner69]

Difference being that when CVT provides a market earnings update it is revised upwards such as on 13 April there was a greater than 10 percent UPgrade. ATM should take tips from CVT and learn how to do a proper update.

Maybe A2 learnt from the Comvita of old - years of useless forecasts and downgrades losing all credibility in the process

Never too late to learn and change your ways

[mike2020]

CVT isn't holding a perishable product.

[ShouldHaveHeld]

I think there was some doco? news report the other day about how parents are moving away from Cows milk to alternatives like almond etc... Cannot find the link for it though unfortunately as it was glimpse of it on TV.

[Getty]

TV3.

Gave a few warnings that much of that stuff was not suitable for under 5's, so probably not material to ATM.
2 spoons of sugar per litre added to many as well, gotta get 'em addicted eh?

[BlackPeter]

TV3.

Gave a few warnings that much of that stuff was not suitable for under 5's, so probably not material to ATM.
2 spoons of sugar per litre added to many as well, gotta get 'em addicted eh?

LOL - what exactly do you think does Synlait puts into its Infant formula? From memory - about 2/3rd of the weight of the formula is made from real milk ... the rest are additives including various sugars.

[BlackPeter]

LOL - what exactly do you think does Synlait puts into its Infant formula? From memory - about 2/3rd of the weight of the formula is made from real milk ... the rest are additives including various sugars.

Here is the list of ingredients for
A2's (Synlait's) IF:

A2 Platinum ingredients.JPG

Yum - nature pure ... and just in case you are wondering: galacto-oligosaccharide are various complex sugar structures ...

[Getty]

It was presented as a negative by the nutritionist anyway, but it was liquid form, not powder.

I'm not on the stuff myself, so I should leave it to others, lol