ATM - A2 Milk Corporation Limited

[Lease]

Yet its widely used by analysts, go figure.

All analysis is based off assumptions, whatever method you used. Research dictates how accurate you are/will be. Analysis is only as good as the time spend conducting it.

That's why I hardly look analysts valuation figure. I do read analyst reports from time to time but mainly after factual information as they have chance to meet management, conduct on site visit, etc.

DCF may be useful for companies which have stable earnings but in today's world I can barely see businesses have stable earnings.

[winner69]

That's why I hardly look analysts valuation figure. I do read analyst reports from time to time but mainly after factual information as they have chance to meet management, conduct on site visit, etc.

DCF may be useful for companies which have stable earnings but in today's world I can barely see businesses have stable earnings.

One thing with analyst valuations / targets is that invariably they are 15%-20% higher Han whatever eventuates

Must be a story in that somewhere

[NT001]

I was thinking last night we have to get ATM moving up, so I put in an order this morning for a healthy top-up at 69 cents and that seems to have done the trick. Damn.

[Master98]

I was thinking last night we have to get ATM moving up, so I put in an order this morning for a healthy top-up at 69 cents and that seems to have done the trick. Damn.

no worry, sellers keen to sell at 69c-70c.

[winner69]

I was thinking last night we have to get ATM moving up, so I put in an order this morning for a healthy top-up at 69 cents and that seems to have done the trick. Damn.

Well done - you'll probably do very well

[NT001]

Well done - you'll probably do very well

Except that I missed out. But still hopeful.

[Master98]

Milford now hold over 13.75%, can i say it is Milford manipulate ATM share price?

[MAC]

Milford now hold over 13.75%, can i say it is Milford manipulate ATM share price?

I think it's more just short term thinkers correlating with XRO because that’s the sort of thing they do. But that won't last and at the end of the day such events just create a transfer of wealth from the fickle to the patient.

Brian Gaynor and the team of analysts at Milford will have much better access and information on the forward efficacy of ATM than most, Geoff doesn’t reply my emails though.

[Jasemc]

Yes Milford will have done a huge amount of research to commit to this company so they must have seen something they fell in love with maybe the flavour?

[MAC]

ATM is now trading at 68c just as it was way back in October 2012, some 22 months ago;

Since October 2012 we have seen six new markets established;

- Entry into the UK & Ireland fresh milk market.
- The buyout of Muller Wiseman to become the 100% UK venture owner.
- Entry into the Western Australia fresh milk market.
- Entry into the China infant formula market.
- Sign up of the Pactum Group agreement for UHT production.
- Entry into the NZ and Australian infant formula market.

Since October 2012 there have been seven new products launched;

- A2 Light Milk
- A2 No Fat Milk
- A2 Platinum Infant Formula
- A2 Long Life Full Cream Milk
- A2 Long Life full Light Milk
- A2 Long Life Yoghourt
- A2 Cream

ATM have also advised of an intention to expand into the US market and that they have prepared an entry strategy, perhaps the biggest market of them all.

Specials don’t stay on the shelf for long, first in first served.