ATM - A2 Milk Corporation Limited

[Balance]

The article is actually quite well thought out.
A2 will become a commodity - it is a matter of when not if.
It is the when that counts and we are not there yet.
So ride it now but keep an eye on the changing environment.
Only a fool would think that the market won't change with time.

Article certainly supports Jayne's strategy of spending up NOW while ATM has the market positioning to entrench itself as THE A2 MILK company.

Just as Coca Cola is in the soft drinks market.

Let's see what Geoff (and/or new CEO) say.

[dobby41]

Article certainly supports Jayne's strategy of spending up NOW while ATM has the market positioning to entrench itself as THE A2 MILK company.

Just as Coca Cola is in the soft drinks market.

Let's see what Geoff (and/or new CEO) say.

It certainly reinforces the view that the company can't rest on its' laurels and needs to work to make gains (and keep what it has).
First mover only goes so far.

[Balance]

Meanwhile, shorters have bought back 15m shares since a month ago - providing price support.

[Sideshow Bob]

The NZ Herald paywall article from a couple of days ago, detailed headwinds for A2 is in todays ODT.

Unfortunately they don't put any such articles on the ODT website.....

[sb9]

Inching close to AU $15 mark as shorts seem to be covering in time for 1H results and be ready for fresh attack from high price point later on.

[couta1]

Inching close to AU $15 mark as shorts seem to be covering in time for 1H results and be ready for fresh attack from high price point later on.

I'm not sure if its shorts covering or the likes of Morgan Stanley buying more to lend out to shorters, with a down day or two inevitable on the US market not too far away I reckon it's more likely the latter.

[allfromacell]

Did someone say something about margin pressure? What an embarrassment for Sam Teeger.

"The stock was upgraded by Citi after analysis of distribution channels, with Australian retail stores and daigou channels showing many of its products were out of stock.
Analyst Sam Teeger notes that daigou feedback indicates that a2 rmains the most popular brand even after recent price increases.
The broker lifted its price target to $14.85 from $12.30, and the stock last traded up 1.3 per cent to $14.85."

[see weed]

Hey couta1! I did very well today, and waited, and jumped in at 14.52, 1c above the low. Yippy yi ya .

Seems so long ago...8/1/20. The sp dropped to 14.37 half hour after buying at 14.52, but closed at 14.60. Just sitting back now, all fully stocked up, and waiting for results.

[Cadalac123]

Wonder if SML will go up on the positive news from ATM on its next report. These two used to follow each other so closely and are completely disconnected now..

[Ggcc]

Did someone say something about margin pressure? What an embarrassment for Sam Teeger.

"The stock was upgraded by Citi after analysis of distribution channels, with Australian retail stores and daigou channels showing many of its products were out of stock.
Analyst Sam Teeger notes that daigou feedback indicates that a2 rmains the most popular brand even after recent price increases.
The broker lifted its price target to $14.85 from $12.30, and the stock last traded up 1.3 per cent to $14.85."

No way doom and gloom is here to stay. Oh wait that has been mentioned to us numerous times