ATM - A2 Milk Corporation Limited

[jimdog31]

all boring stuff

The Company’s outlook statement is included at page 24 of the presentation and confirms that the guidance provided in September 2020 is being maintained.

No mention of Singles day sales either

[sb9]

all boring stuff

The Company’s outlook statement is included at page 24 of the presentation and confirms that the guidance provided in September 2020 is being maintained.

As expected, nothing to see here BAU..

[winner69]

No mention of Singles day sales either

Don't think they mentioned it last year either

Leave that until a current year update or half year result

Might let something slip in question time

[jimdog31]

As expected, nothing to see here BAU..

I agree, there are alot of holders expecting a massive jump off the back of the AGm, but theres nothing to drive that

[sb9]

I agree, there are alot of holders expecting a massive jump off the back of the AGm, but theres nothing to drive that

Its always gonna be mammoth task having given update just as early as in Sep to change tack in less than 2 months time. These things take bit of time to readjust, at least 6-9 months before one can see meaningful traction.

[alokdhir]

Don't think they mentioned it last year either

Leave that until a current year update or half year result

Might let something slip in question time

Did mention 24% English label increase at 11/11 sales

Also noted that reconfirmation of previous guidance is shaky due to ongoing Covid problems ...talked about many assumptions ahead ...makes me wonder !!!

[alokdhir]

Its always gonna be mammoth task having given update just as early as in Sep to change tack in less than 2 months time. These things take bit of time to readjust, at least 6-9 months before one can see meaningful traction.

Please remember they gave strong growth outlook at results commentary on 19th August ...changed to down grade of growth in 40 days time ...

[sb9]

Please remember they gave strong growth outlook at results commentary on 19th August ...changed to down grade of growth in 40 days time ...

Of course they did, remember you come down faster by lift but moving up is very slow by stairs....

[alokdhir]

Of course they did, remember you come down faster by lift but moving up is very slow by stairs....

Agree ...lol

[Gregnz]

Did mention 24% English label increase at 11/11 sales

Also noted that reconfirmation of previous guidance is shaky due to ongoing Covid problems ...talked about many assumptions ahead ...makes me wonder !!!

in fairness they wouldn't be re-confirming guidance if their was no hope in hell of it being achieved. I agree with their comment to note volatility from Covid, they are basically saying that if China, Australia, NZ perhaps all ended up back in lockdown with massive outbreaks of Covid, it would be difficult to achieve guidance. Thats fair, given all the unknowns with Covid. Do we even have a vaccine, will it even work??