ATM - A2 Milk Corporation Limited

[zgnz]

This will certainly WOW intending Chinese investors

http://nzx-prod-s7fsd7f98s.s3-websit...020/307739.pdf

New US milk packaging seems to more clearly highlight the a2 brand logo. Has a more premium/quality feel to the design, and will stand out nicely. Think it’ll do well.

[allfromacell]

“Our sales growth ambitions for Bellamy’s in Australia, and the broader Asia Pacific region, will see investment in the local dairy industry to ensure the required capacity is in place to achieve these plans,” Mengniu CEO Lu Minfang said in a statement to the Australian Stock Exchange (ASX).

See they were fighting over bellamys infant formula in the shops yesterday after the takeover news ...... below news report

https://www.news.com.au/finance/busi...6eda56217a9dc7



heres my punt on the mengnui statement. that meng will buy fonterra australian assets to increase there dairy processing.

Rush to buy the formula before it's tainted by Chinese ownership?

[bull....]

Rush to buy the formula before it's tainted by Chinese ownership?

or tainted by carcingins

The South China Morning Post reported that Mengnui's major SOE shareholder, COFCO, had become a more active investor in Mengnui, including in quality control after a carcinogenic substance was found in its dairy products last month, despite an earlier pledge not to meddle in its operations.

https://www.afr.com/politics/china-b...0190916-p52rqw

[carrom74]

I wonder who are those "daring" traders at the NZX(both yesterday and today) who were willing to try their luck before the ASX(or the shorts) open??

Cant they just wait until 12?

[dompf]

I wonder who are those "daring" traders at the NZX(both yesterday and today) who were willing to try their luck before the ASX(or the shorts) open??

Cant they just wait until 12?

Maybe they think for once it will go their way. :>

[pg0220]

"China is putting up these barriers to trade which hurts the Australian company and then it offers to buy out Bellamy's."

Commenting on "conspiracy theories" that China had strategically depressed Bellamy's share price before launching the takeover bid, the Lowy Institute's China expert Richard McGregor said observers should be careful not to over-interpret events.



Hmmm.... It sounds like this is going to be an interesting one....

[RTM]

I have similar conspiracy theory but on a grander scale, both NZ and Oz. That they pushed up the price of dairy products to encourage farmers, companies to expand. That they then choked the prices and caused companies / farmers to come close to going broke. And so end up buying the developed assets, farms, processing, at bargain prices. They are playing the long game, in Oz and here.

[bull....]

yep spot on the ballamys news is negative for a2 , not even a presentation has excited the punters.

[couta1]

yep spot on the ballamys news is negative for a2 , not even a presentation has excited the punters.

Lol ,BAL trading at $12.90ish and A2 at $13.38, spot the undervalued one. PS-I'll give you a hint it ain't the organic one.

[bull....]

Lol ,BAL trading at $12.90ish and A2 at $13.38, spot the undervalued one. PS-I'll give you a hint it ain't the organic one.

are you using your bal windfull to bet the farm on the undervalued one lol ?