ATM - A2 Milk Corporation Limited

[iceman]

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.

Good post MAC and thanks for the reminders on why I have and continue to buy this company as a long term hold and fully expect S/P to continue its volatility for quite some time yet.

[Joshuatree]

I'm looking forward to buying; when the trend reaches the bend at the end.

[Master98]

I am tempted to buy at current price, but the selling pressure still quite huge, better to wait.

[Jasemc]

Should be helpful for ATM ?

[MAC]

Should be helpful for ATM ?

A2 retail prices in Australia have not altered in two years or so, during that time in NZ, and presumbably Australia, farm gate prices have risen, peaked, and are now dropping back.

Lower international commodity prices should over time lead to lower farm gate costs for ATM both here and across the ditch, thus greater overall gross margins, so yes it should be net positive for earnings.

[Jasemc]

And the falling dollar will help

[see weed]

Has anyone tasted A2? Went to Pak-n-Save today and could'nt find any.

[Joshuatree]

Countdown have it and it tastes fine.

[PennyPicker]

I've seen a couple of articles in the last week now like this; http://www.washingtonpost.com/blogs/...-be-a-reality/. Man made milk seems to have many pros and few cons. Couple that with growing public sentiment towards dairy farming and environmental impact and it could get some real traction.

Any consideration on this? Still a few years away, but it seems like blow for cow produced milk.

PP.

[Tsuba]

I've seen a couple of articles in the last week now like this; http://www.washingtonpost.com/blogs/...-be-a-reality/. Man made milk seems to have many pros and few cons. Couple that with growing public sentiment towards dairy farming and environmental impact and it could get some real traction.

Any consideration on this? Still a few years away, but it seems like blow for cow produced milk.

PP.

So what do they do with the real milk. Flush it down the drain or sell at a premium.