ATM - A2 Milk Corporation Limited

[Ggcc]

Well done Couta!!!!! You stuck to your guns and it paid off.

[Mr Slothbear]

Not hard to see why

no debt
massive cash in the bank
top tier management
Stealing market share in China
helped not hindered by Corona
no supply chain issues and product easily accessible to all
Track record which speaks for itself.

now compare that to whats going on elsewhere

dividends cancelled and suspended
capital raisings and big dilution
uncertainty and unpredictable future cashflows
Big supply chain issues for many

[Snow Leopard]

ATM my second biggest holding after BLT and way ahead of anything else.

I have one seriously unbalanced portfolio

$20 - bring it on.

[dreamcatcher]

ATM my second biggest holding after BLT and way ahead of anything else.

I have one seriously unbalanced portfolio

$20 - bring it on.

Maybe not long to wait for your $20 probably gap up on open but are you a slow drip feeder or full on seller with 618 June 1st - 18th shopping extravaganza IF accumulation about to start.

Sold 10% today @ $19.50 my thoughts, SP moving between $20 - $22 been the new norm.

[MPC]

I also have a target sell price of $21. No way I'm selling them all though, everything looking good to continue well for a long time yet. Well done.

[sb9]

Really?? What evidence have you that Geoff is standing down any time soon?

IMHO it is all 'Business as Usual' for ATM and it is extremely unlikely that ATM will repeat the mistakes made with their last CEO hire/fire. Happy to place my faith in the Board to get it right (and sort of hope that Peter Nathan gets the nod.)



Anecdotal news of ATM getting to 8% - 9% in the Chinese IF market is incredible. Shorts have all but disappeared.
Attachment 11310

Good times for holders!!

And as of 8th April, shorts are down below 5% at 4.98% and still to cover about 36.7 mln shares or so. Also, interesting to note the usual culprits (UBS) who rinse and repeat this one have not put out any SSH notice of accumulation in turn to lend to shorters. Makes you wonder what they know now?

I sincerely hope Mr Nathan gets a nod for CEO role, it'll be huge....

Was thinking to let another 5% go around $20 mark, but have changed my mind now and will sit tight and watch the fun.

[Leftfield]

And as of 8th April, shorts are down below 5% at 4.98% and still to cover about 36.7 mln shares or so. Also, interesting to note the usual culprits (UBS) who rinse and repeat this one have not put out any SSH notice of accumulation in turn to lend to shorters. Makes you wonder what they know now?

I sincerely hope Mr Nathan gets a nod for CEO role, it'll be huge....

Was thinking to let another 5% go around $20 mark, but have changed my mind now and will sit tight and watch the fun.

Our thoughts align....
1.) I stress Peter Nathan as CEO is pure speculation on my part, and he may not even want the role. But he does impress. Indeed there are a few other incumbents that could fit the role. Always good to promote from within IMHO.

2.) Like you I've held ATM since the .50c times. I've sold a few on the way up and have all my holding free-held (60% of my portfolio.)

I've decided not to sell any at $20 as ATM is just the share we all need in these Covid-19 times. A firm hold IMHO (much better than money in the bank!.) GLH.

[RGR367]

Our thoughts align....

......
I've decided not to sell any at $20 as ATM is just the share we all need in these Covid-19 times. A firm hold IMHO (much better than money in the bank!.) GLH.

Yup. Just like you and at 20 bucks is when we should be really averaging up again

[Oliver Mander]

so close....ATM.jpg

[Ted2]

$20 hit briefly! That was my magic number to sell some of my large holding but I can't quite pull the trigger.

Am I too attached to them because they've taken me on a such a wonderful ride from 50c?
At now over 90% of portfolio is this is a big risk?
I know the answer to both is YES but................