ATM - A2 Milk Corporation Limited

[Leftfield]

Speculation a2 sales are 2-3 times greater then 2017 with some sites out-of-stock already
https://www.alizila.com/2018-11-11-g...ping-festival/

Thanks for posting - if the speculation is right, my estimate of a 40 to 55% increase for ATM is v conservative! ATM sold out on the day on several sites. T - Mall reporting over $23 Billion in total sales for the event. Incredible.
The next update is going to be a cracker!

[dreamcatcher]

Maybe management are far ahead of game with well planned 11/11 strategy with most stores sold out and by not throwing the maximum available? stock means demand still exist for the remainder of the year. Remember we also have 12/12 next month.

[winner69]

Hope all this fantastic news leads to even more profit than expected

[winner69]

Thanks for posting - if the speculation is right, my estimate of a 40 to 55% increase for ATM is v conservative! ATM sold out on the day on several sites. T - Mall reporting over $23 Billion in total sales for the event. Incredible.
The next update is going to be a cracker!

DMOR leftie .....jeez 55% is only a $128m increase on last year

After 162% growth in F18 surely !00% growth in F19 eh ...or close to it


Growing market share at 2% points plus gives you your 55% growth ....and thats before market expansion/growth is taken into account


DMOR tells me China sales $450m in F19 ...just under 100% growth

And with the excitment in Australia group sales well in excess of $1.4 billion I reckon

If their internal 'forecast' get a bit out of line with consensus analyst forecasts ($1.25 billion) they will need to fess up (disclose) to the market


Watch the body language at the AGM next week

[Leftfield]

DMOR leftie .....jeez 55% is only a $128m increase on last year

After 162% growth in F18 surely !00% growth in F19 eh ...or close to it
Growing market share at 2% points plus gives you your 55% growth ....and thats before market expansion/growth is taken into account
DMOR tells me China sales $450m in F19 ...just under 100% growth
And with the excitment in Australia group sales well in excess of $1.4 billion I reckon
If their internal 'forecast' get a bit out of line with consensus analyst forecasts ($1.25 billion) they will need to fess up (disclose) to the market
Watch the body language at the AGM next week

Yee ha.... exciting isn't it. I love it when a company proves me wrong on upside sales revenue!! Yep I agree forecast TOTAL FY19 revenue of $1.4 billion is now looking easy peasy!!

(To be fair the TOTAL A2 estimated FY19 revenue of $1.4B was where I got my TOTAL sales revenue fig of 40 to 50% increase on $920 mill i.e. TOTAL not just China.... but love being proved conservative!! )

https://www.bloomberg.com/news/artic...d=premium-asia

[winner69]

WOW WOW
https://www.stuff.co.nz/business/ind...as-singles-day

Lamb doing OK as well

[Leftfield]

WOW WOW
https://www.stuff.co.nz/business/ind...as-singles-day
Lamb doing OK as well

Bought back the ATM shares I sold earlier this year at $13.56. Today's price $10.50.

[Muppett]

Does anyone know what impact last year's record 11/11 sales increase had on the bottom line for ATM?
From memory, it was jack ****.

[couta1]

Bought back the ATM shares I sold earlier this year at $13.56. Today's price $10.50.

Well done, might be the last chance over the next few days to obtain cheap shares before the volcano has another eruption.Lol

[minimoke]

Does anyone know what impact last year's record 11/11 sales increase had on the bottom line for ATM?
From memory, it was jack ****.

From teh AGM presentation last year:
"4M18 trading
• Group revenue of NZ$262.2 million:
– Reflects continued strong growth in nutritional products (ANZ, China) and positive momentum in USA, UK
– Includes some seasonal build ahead of key China e-commerce sales events, 11/11 Singles Day and 12/12"