ATM - A2 Milk Corporation Limited

[winner69]

Been no ‘analyst’ reports published as to how A2 numbers are not reliable and the future is bleak ...that would be a real ‘distort’ report.

[LEMON]

I think we can expect to see the $14 range until another positive announcement or the HYR till we see any movement again in the SP.
Doesn't seem to be moving much over the past few days
Then again a bad report could see A2 drop an even lower do we think?

A2 still has a healthy back pocket, wonder what they plan to spend that money on, advertisement, new products?

[tomm]

I think we can expect to see the $14 range until another positive announcement or the HYR till we see any movement again in the SP.
Doesn't seem to be moving much over the past few days
Then again a bad report could see A2 drop an even lower do we think?

A2 still has a healthy back pocket, wonder what they plan to spend that money on, advertisement, new products?

They are a marketing business and yes they are expanding themselves into the world. They marketing their products heavily into China , Usa ...
As the Management and the Board indicated at the last guidance , the only problem they had was the daigou chanel and they will still match and forward the forcast earning.
I am sure they had a record of over delivery.
Very looking at above $15/share before Christmas.

[Waltzing]

Just cant seem to kick up. More stuff happening in HK. Just shows that the CCP doesnt know nor care about capital flight and my friends who have left say they have no plans to return to the trading floors in Hong Kong. These are mostly australians who have now left. Singapore is now seen as a safe haven in the political storm. If the local vaccine works in china then other china products will get a boost. It certainly looks a buy if the market is not effected and it looks like AUS and NZ govt will be careful.

[Biscuit]

Just cant seem to kick up. More stuff happening in HK. Just shows that the CCP doesnt know nor care about capital flight and my friends who have left say they have no plans to return to the trading floors in Hong Kong. These are mostly australians who have now left. Singapore is now seen as a safe haven in the political storm. If the local vaccine works in china then other china products will get a boost. It certainly looks a buy if the market is not effected and it looks like AUS and NZ govt will be careful.

Bit late for the AUS govt to be careful, Jabberwocky.

[Waltzing]

"Bit late for the AUS govt to be careful"

yes ! but it has perhaps offered a buying op. If the consumer ignore central command. Is there a buy china campaign on ?

[Biscuit]

...... Is there a buy china campaign on ?

Certainly not in Australia, Jabberwocky.

[Waltzing]

Good point Biscuit but where do you buy local goods... everything is , almost everything has made in china on it... Is there a central command in china for the locals to buy local?

[Biscuit]

..... Is there a central command in china for the locals to buy local?

It's natural evolution, Jabberwocky. First they make cheap crap, that silly people buy because it is cheap; then, as they get better at quality control, more people want to buy it because it is cheap but the quality is ok; then the price goes up to match the better quality and everyone is briefly happy; then it gets trendy, the price goes up and only silly people buy it.

[tomm]

It's natural evolution, Jabberwocky. First they make cheap crap, that silly people buy because it is cheap; then, as they get better at quality control, more people want to buy it because it is cheap but the quality is ok; then the price goes up to match the better quality and everyone is briefly happy; then it gets trendy, the price goes up and only silly people buy it.

Exactly and the Prime great people will just trust the A2Milk brand from New Zealand for their babies.