ATM - A2 Milk Corporation Limited

[Leftfield]

a2 , fph really have been the safe havens for ones portfolio since the pandemic started. but if you picked the right stocks for the bounce you made far more money

Not much use looking at performance since the pandemic started.

Always best to look at your average returns over 5 years...... and in that measure I v much doubt any NZX share has outperformed A2 ( not to mention taxable short term trading v non taxable long term cap gains.)

[bull....]

Not much use looking at performance since the pandemic started.

Always best to look at your average returns over 5 years...... and in that measure I v much doubt any NZX share has outperformed A2 ( not to mention taxable short term trading v non taxable long term cap gains.)

correct long term gains from a2 are really great. but i would find it hard to believe a large % of people who got in under 50c are still holders.

anyway looks like the market had priced in the good sales increase from corona but might be worried about the impact of the full cupboards of stock

[Leftfield]

correct long term gains from a2 are really great. but i would find it hard to believe a large % of people who got in under 50c are still holders.

I actually think you are wrong...... there are a lot of under 50c holders still holding, it's just that they don't post much on this forum. I'm aware of family members of the original founders who continue to hold substantial holdings. Then there is staff and ex staff, directors and ex directors.......Good reminder to check the current register (but I'm too busy today to oblige.)

[davflaws]

Winner even excited..hmmm only problem is this makes my portfolio look more out of balance as it shoots up..

What an awful problem!

[sb9]

From today's AFR...

"Morgans analyst Belinda Moore said a2 Milk's margin guidance implied EBITDA of $NZ527 million to $NZ560 million, up 27.4 per cent to 35.4 per cent on the previous corresponding period. This is ahead of consensus of $NZ522 million."

https://www.afr.com/companies/manufa...0200422-p54m1j

[dreamcatcher]

My thoughts 17th April regarding SP moving between $20 - $22 been the new norm looks to be playing out ?

Don't be short changed ............GS NEW TP NZ$22.30 A$21.40

To-days exchange rate of .942 A$21.40 = NZ$22.71...............NICE

[see weed]

Pretty much guaranteed now for A2 to be included in ASX 50 with an outside chance of making into ASX 20 at next rebalance which is in June. It'll really be more safe haven then...

That sounds good.

[see weed]

From today's AFR...

"Morgans analyst Belinda Moore said a2 Milk's margin guidance implied EBITDA of $NZ527 million to $NZ560 million, up 27.4 per cent to 35.4 per cent on the previous corresponding period. This is ahead of consensus of $NZ522 million."

https://www.afr.com/companies/manufa...0200422-p54m1j

This also sounds good, but the print faded out after the first paragraph.

[see weed]

My thoughts 17th April regarding SP moving between $20 - $22 been the new norm looks to be playing out ?

Don't be short changed ............GS NEW TP NZ$22.30 A$21.40

To-days exchange rate of .942 A$21.40 = NZ$22.71...............NICE

That also sounds good, but who is GS New TP?

[Gerald]

That also sounds good, but who is GS New TP?

Goldman Sachs target price, "wouldn't pay too much attention to these clowns" - Couta1

https://www.streetinsider.com/Analys.../16772259.html