ATM - A2 Milk Corporation Limited

[Waltzing]

Next leg down is the MID 13... must hold here.

[Mr Slothbear]

Quick answer is that their low capital model changes a little.... but not fundamentally. They will retain the bulk of their cash.

In addition, in these low interest times, there may be better opportunities in ATM having some of their cash earning them increased margins and production flexibility/security versus nil interest in a bank. Also the Mataura plant has strong Chinese ownership connections that may strengthen ATM's leverage in that market.

Lastly it is not a done deal yet. ATM are quite rightly taking their time (from memory they have almost 12 months to finalise the deal,) and the final details may yet see the actual running/management of the plant 'contracted out' (say) to SML.

Good post LF.

I see the contracted management part with Synlait being q high possibility

Good post I concur

[tomm]

The Reasons why we as adults need to drink A2 Milk , you may not know it.

https://www.bbc.com/reel/video/p08ph...drinking-milk-

[macduffy]

Th most obvious reason is to boost the shareprice! I hold.

[CCcc]

yes, I agree with you. A2 milk does have its strong market position in Asian market.

[nztx]

I suspected that. But given the price level they have bought in at, likely they will be trying to push the share price higher?
Could be a good thing to deter our Ozzie shorting foes

Ouch .. does that mean a few of the shorting cousins over yonder may be in danger of losing the seats out of their grundies ?

Can't be a bad thing after what they pulled off 12 months ago playing similar tricks

[sb9]

Market Update Investor Call

https://thea2milkcompany.com/wp-content/uploads/IR-call_280920.mp3

Well worth spending a good 40min of your time listening to conf call following on from recent market update. Some pretty hard hitting questions for the management from Analysts and equally substantive response from GB and team. I particularly liked the question from the dude from Bank of America questioning recent share sales by executive team and Geoff's explanation for the same.

[jimdog31]

Market Update Investor Call

https://thea2milkcompany.com/wp-content/uploads/IR-call_280920.mp3

Well worth spending a good 40min of your time listening to conf call following on from recent market update. Some pretty hard hitting questions for the management from Analysts and equally substantive response from GB and team. I particularly liked the question from the dude from Bank of America questioning recent share sales by executive team and Geoff's explanation for the same.

Thanks Sb9 - Im not sure if the call was comforting though! They didnt actually address the selldown, the just addressed the surprise of sep trading. Found it elusive

[dobby41]

Found it elusive

Evasive even?

[couta1]

Thanks Sb9 - Im not sure if the call was comforting though! They didnt actually address the selldown, the just addressed the surprise of sep trading. Found it elusive

I wouldn't worry the executive team still own more shares than we could ever dream of owning.