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10-12-2019, 08:48 AM
#15061
Originally Posted by couta1
Lol ,but if she had never joined A2 the sp would likely be near $20 by now.
lol if the company going to sacrifice some growth for margin the pe would be more likely to re rate down as the market adjusts future growth to lower rates
one step ahead of the herd
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10-12-2019, 08:48 AM
#15062
t_j’s mate Chelsea quoted in stuff yesterday
Chelsea Leadbetter, senior equity analyst at Forsyth Barr, said it was difficult to know the fulls ins and outs, "but having Geoff [Babidge] back is obviously a good thing".Analysts had struggled to understand some of the strategic comments coming out of the company.
Chelsea (and others) have not been doing their job properly
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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10-12-2019, 08:54 AM
#15063
Originally Posted by winner69
t_j’s mate Chelsea quoted in stuff yesterday
Chelsea Leadbetter, senior equity analyst at Forsyth Barr, said it was difficult to know the fulls ins and outs, "but having Geoff [Babidge] back is obviously a good thing".Analysts had struggled to understand some of the strategic comments coming out of the company.
Chelsea (and others) have not been doing their job properly
Our PEB lady is back?
Hope she has grown wiser and more independent from the Forsyth Barr 'be onside with our corporate clients where the big fees are ' culture!
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10-12-2019, 08:59 AM
#15064
Originally Posted by bull....
its not normal to have a great company so heavily shorted , 9% of the company is now shorted and has increase 2% in just the last few weeks. so some people are betting this company has lost the plot big time.
I see through your daily shorting rant, newbies and nervous holder ignore this daily downramping bull****, shorters will burn again in due course.
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10-12-2019, 09:04 AM
#15065
Originally Posted by couta1
I see through your daily shorting rant, newbies and nervous holder ignore this daily downramping bull****, shorters will burn again in due course.
is it any different to daily bullish rants? anyway in time barring short term moves we will know who is right the 9% shorting the stock or the rest
ive written the date post down so i can re post it in the future lol
Last edited by bull....; 10-12-2019 at 09:06 AM.
one step ahead of the herd
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10-12-2019, 09:13 AM
#15066
Originally Posted by bull....
is it any different to daily bullish rants? anyway in time barring short term moves we will know who is right the 9% shorting the stock or the rest
ive written the date post down so i can re post it in the future lol
Originally Posted by couta1
I see through your daily shorting rant, newbies and nervous holder ignore this daily downramping bull****, shorters will burn again in due course.
And we are non the wiser as to why Jayne left so abruptly - NBR writes that Chairman is very tight-lipped when questioned.
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10-12-2019, 09:25 AM
#15067
Queen of Cream
https://www.stuff.co.nz/business/118...-18month-reign
No wonder she looks smug, shareholders have been thoroughly "milked".
Last edited by Beagle; 10-12-2019 at 09:26 AM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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10-12-2019, 09:29 AM
#15068
Originally Posted by Beagle
Repeat:
Jane joined on 16 July 2018 when ATM's sp was $10.75 - it is now $14.62, was $15.15 before the shock announcement.
That's 36% up or $2.92 billion increase in market capitalization since she took the helm.
Contrary to whatever others may think, I think she deserved every cent of what she was paid - it is less than 1% of the wealth created under her term.
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10-12-2019, 09:30 AM
#15069
Originally Posted by Balance
And we are non the wiser as to why Jayne left so abruptly - NBR writes that Chairman is very tight-lipped when questioned.
The "more travelling" than anticipated seemed a feeble reason. What did she expect of with a company such as A2 milk?
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10-12-2019, 09:36 AM
#15070
Originally Posted by Bjauck
The "more travelling" than anticipated seemed a feeble reason. What did she expect of with a company such as A2 milk?
Exactly.
Note that there’s a confidentiality clause in the settlement between Jayne and ATM - the release yesterday of her ‘agreeing to leave’ was obviously a PR piece after much to and fro between lawyers and a settlement sum.
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