ATM - A2 Milk Corporation Limited

[see weed]

The second wave

There could be a 3rd, 4th, and 5th wave before it hits $16. And before the shorters start again. This little down this morning will be good for anyone who missed out.

[Bjauck]

ATM has been a good story for the NZ share market and a very good long term investment for me but it grew to dominate my portfolio. It has weathered market access challenges in the past, but I am out of my depth in analysing the intricacies of its value (so is my sharebroker too I think!) and business. After long contemplation I sold 1/2 of my holding yesterday. Time now to think about a dividend yielding replacement investment.

[minimoke]

ATM has been a good story for the NZ share market and a very good long term investment for me but it grew to dominate my portfolio. It has weathered market access challenges in the past, but I am out of my depth in analysing the intricacies of its value and business. After long contemplation I sold 1/2 of my holding. Time now to think about a dividend yielding replacement investment.

Thats part of my plan - but not for another 5 or so years. In the meantime I'm prepared to ride the risk

[sb9]

Another interview with Jayne on yourmoney show across the ditch.

https://www.yourmoney.com.au/shows/t...ruary-20-2019/

Enjoy...

[winner69]

Remember — A2 won’t becometge next Daone in a day

[allfromacell]

Another interview with Jayne on yourmoney show across the ditch.

https://www.yourmoney.com.au/shows/t...ruary-20-2019/

Enjoy...

I get a geoblock. Where are you watching from?

[Lewylewylewy]

Apologies if this has already been shared or mentioned:
https://www.odt.co.nz/rural-life/dai...-a2-production

[winner69]

I see US sales are only a paltry NZ$23m for half year (say v Australia of $400m plus)

Just imagine what the number will be in a few years as A2 gets more coverage / acceptance.

[allfromacell]

I see US sales are only a paltry NZ$23m for half year (say v Australia of $400m plus)

Just imagine what the number will be in a few years as A2 gets more coverage / acceptance.

Nice to see Jayne and co doubling down on the marketing budget too. The marketing team is really talented at ATM so I expect lots more growth to come.

[Balance]

I see US sales are only a paltry NZ$23m for half year (say v Australia of $400m plus)

Just imagine what the number will be in a few years as A2 gets more coverage / acceptance.

ATM just needs to target the Asian market over there first - 20m+ population who will happily embrace ATM when they become aware of its inherent goodness for lactose intolerant Asian stomachs!