ATM - A2 Milk Corporation Limited

[peat]

its not going to do the share price any further good if the sales portals are all out of stock!

[minimoke]

its not going to do the share price any further good if the sales portals are all out of stock!

Time to look at Synlait again. 35,600 tonnes of IF produced in 2018. 2019 estimated to be 41 - 45,000 tonnes. Is this enough to meet ATM demand. If not, will cash rich ATM go shopping for another supplier? Create demand, supply will follow.

[Beagle]

Time to look at Synlait again. 35,600 tonnes of IF produced in 2018. 2019 estimated to be 41 - 45,000 tonnes. Is this enough to meet ATM demand. If not, will cash rich ATM go shopping for another supplier? Create demand, supply will follow.

Yeap even at that top end of 45,000 tonnes that's just 26% production increase compared to over 80% increase last year. What's going on here ? Is Synlait pulling our leg with this extremely conservative forecast or do they have remaining production constraints despite new packaging and manufacturing capability added last year or are ATM IF sales generally not as gangbusters as the single's day reports / out of stock reports suggest ? Someone needs to get to the bottom of this situation and therefore given your location and the location of the pending Synlait annual meeting do you mind if I nominate you for the task ?

[couta1]

I like to keep it simple and follow the Coutometer, the same one I used for ZEL.Lol

[allfromacell]

Yeap even at that top end of 45,000 tonnes that's just 26% production increase compared to over 80% increase last year. What's going on here ? Is Synlait pulling our leg with this extremely conservative forecast or do they have remaining production constraints despite new packaging and manufacturing capability added last year or are ATM IF sales generally not as gangbusters as the single's day reports / out of stock reports suggest ? Someone needs to get to the bottom of this situation and therefore given your location and the location of the pending Synlait annual meeting do you mind if I nominate you for the task ?

What about the increased inventory levels ATM reported in their report, they had $50M worth of finished goods on hand (valued at cost), I've got no clue how many MTs that is in formula but I imagine it's significant. If all theses shops are sold out I would hope the inventory levels are now pretty low.

[BlackPeter]

Anyone going to Synlait annual meeting on 28 November to get the good oil (milk ?) on this production situation ?

I intend to and plan to report, if there is anything of interest ;

[winner69]

I intend to and plan to report, if there is anything of interest ;

Give my regards to Ruth if she is present ...thanks

[minimoke]

Someone needs to get to the bottom of this situation and therefore given your location and the location of the pending Synlait annual meeting do you mind if I nominate you for the task ?

I may get there if I can find my proxy form

[BlackPeter]

Give my regards to Ruth if she is present ...thanks

I suspect she will be - always an interesting dress ;

Not sure, though, whether she knows you under your penname? Does she?

[minimoke]

Another ex quantas / jetstar employee joins the fold.

Lisa Burquest the new Human Resources Director. I'm hoping ATM isn't going to be the resting zone for ex airline people.