ATM - A2 Milk Corporation Limited

[Gunner]

China is threatening to impose bans on up to $6 billion of key Australian exports from Friday under a widely distributed notice sent to the country's food and wine distributors, raising fears of a second wave of economic coercion as diplomatic relations hit a new low.
The addition of copper ore and sugar to a growing list of commodities targeted by Chinese authorities alarmed the agricultural and mining sectors, which were on Tuesday scrambling to verify the authenticity of the notice.

Lucky we are not in Australia then.

[Justin]

Lucky we are not in Australia then.

as long as Jacinda doesn’t do anything stupid we should be in the clear

[Gregnz]

as long as Jacinda doesn’t do anything stupid we should be in the clear

All I see it doing is increasing demand for NZ products.
Most of A2’s supply including their proposed investment in Mataura valley is all joint ventures with the Chinese.
A2’s investment in Synlait is also a joint venture with the Chinese.

[Leftfield]

All I see it doing is increasing demand for NZ products.
Most of A2’s supply including their proposed investment in Mataura valley is all joint ventures with the Chinese.
A2’s investment in Synlait is also a joint venture with the Chinese.

Well said Gregnz.

Over on HC respected poster jzhuang has posted this update on A2 China sales (including an optimistic update showing a 77% increase via export stats ex Lyttleton.) Here's the link.

jzhuang echoes my thoughts that the Daigou decline is a temporary distribution channel shift.

• "The most important thing for me is underlying customer demand is still proven to be very strong. However, rather than believing in full recovery of daigou channel, My hope is on the channel shift in the short term. I'm overall quite optimistic from mid term perspective. The growth story should not stop for at least next a couple of years.
• With continuous strong customer demand and good signs of sales recovery being observed recently, I believe A2MC will achieve higher end of their revenue forecast ($725m - $775m), or even slightly better. We should be able to see a clearer view on AGM day coming in 2 weeks' time."

Of course this is just one opinion. A2 may be down, but it isn't out.

As usual... DYOR and take responsibility for your own decisions.

[Gregnz]

Well said Gregnz.

Over on HC respected poster jzhuang has posted this update on A2 China sales (including an optimistic update showing a 77% increase via export stats ex Lyttleton.).

Thanks, I like the part where he predicts $A 16 by end of 2020.

Fingers and toes crossed here.

[Waltzing]

If his investigation into exports are correct then the 14 low should hold and make a very nice addition to the support levels in this stock and im sure holders will be relieved for the present.

[see weed]

Only half dozen .....need the whole dozen for a meal

Need to have a 5 min break between half dozens. You are more than welcome to come along and down a dozen oysters and if you like an upside down beer. Was there last Saturday for happy hour from 3pm to 6pm.

[Lion_graf]

Worth a watch.. an overview and valuation on our beloved a2. A lot of stuff already known to us shareholders but if you learn something new from it your welcome..

https://youtu.be/G4pPuaTog64

[couta1]

Well hello Sharesies punters.

[MarineSalvage]

one share at a time they will make ATM the new BGI

Well hello Sharesies punters.