ATM - A2 Milk Corporation Limited

[Ggcc]

Fun in Woolworths

https://www.news.com.au/finance/busi...9c235b0fac4b1a

All these supermarkets say they will do something because the public don’t like to see it happening. It happens with Coca Cola in New Zealand, but in this case Coca Cola want it to stop. The purchasers mainly dairy owners just meet management at the back of the supermarket and buy in bulk as it is cheaper than buying via Coca Cola. Supermarkets don’t care where they get their sales from as long as they sell as much as they can and I don’t think A2 care where they sell..... Or would they get more selling it to China direct?

[winner69]

share price under $10;on NZX tomorrow by looks of it ...and SML will go down as well.

[Ggcc]

share price under $10;on NZX tomorrow by looks of it ...and SML will go down as well.

Oh well. If all goes as planned we will see the share hit $13 by Christmas and $15 by next year Christmas l, again if all goes as planned

[couta1]

share price under $10;on NZX tomorrow by looks of it ...and SML will go down as well.

HaHa you should know by now not to make early predictions on this stock.

[Beagle]

Fun in Woolworths

https://www.news.com.au/finance/busi...9c235b0fac4b1a

share price under $10;on NZX tomorrow by looks of it ...and SML will go down as well.

One wonders if the correction hasn't almost run its course, what with examples like this of ongoing rampant demand and the company itself confirming very solid sales for the first quarter. Synlait too has fallen a very long way from $13 in recent weeks. I think those who have the patience and that can withstand the current volatility will be well rewarded in time. Disc: Holding good sized position in Synlait.

[winner69]

HaHa you should know by now not to make early predictions on this stock.

Sorry mate - I should know better eh

Better afternoon on ASX so looking good for us tomorrow .....maybe well over 11 bucks

No worries

[Sideshow Bob]

Farmers weekly article on current A2 (and Synlait) share price issues

https://farmersweekly.co.nz/section/...s-rules-change

[Xerof]

One thing to add to the future of ATM. Has anyone taken the 10% drop in the last 6 months for the NZ dollar into account. We could see a 10% increase in the bottom line. Maybe $300+ million profit.

You wish. As if any Company would go completely unhedged.

Having said that, they may as well, as all hedging ever does is provide certainty for the duration of their hedge book, with a little bit of latitude for gains (or losses) at the margin, if their Treasurer has been given some 'flexibility' in the risk tolerance area. Boards these days are a little gun shy when it comes to governance issues; it was far less tied up in mumbo-jumbo practice and policy documentation in my day.

Discl: Treasurer for 35 years

[Leftfield]

Farmers weekly article on current A2 (and Synlait) share price issues
https://farmersweekly.co.nz/section/...s-rules-change

Thanks for posting/sharing.

[Balance]

Farmers weekly article on current A2 (and Synlait) share price issues

https://farmersweekly.co.nz/section/...s-rules-change

"Both A2 and Synlait are speculative stocks with prices that rose by $10 over the past two years before the recent retreat."

Interesting perspective?

Snakk and Plexxxure are speculative in my books but hi, who am I to argue with a journo if he writes athat companies which have real operations making hundreds of millions of dollars of sales and profits are speculative!