ATM - A2 Milk Corporation Limited

**Ggcc** · 21-12-2020, 03:06 PM

Originally Posted by petty

Hell of a bearish feed this has become. I'm an investor not a trader. As Buffet said you should only be prepared to invest in stocks by asking yourself if you would be happy to hold them if the stock market closed for 5 years. I agree with comments made here indicating that downgrades are COVID related therefore I see the 5 year horizon similar now to how I saw it in January 20.
Having said that I appreciate many here are traders and therefore your approach will be different.
For investors who are new to investing. Be mindful of coming here (sharetrader) for investment advice or insights. DOYR, follow your convictions and if you're an investor be guided by where you see A2 in 5 years not 5 months.

(That being said what a painful pre christmas kick in the guts)

Well said and I hold your view. Many have egos that are present during hindsight

**Gregnz** · 21-12-2020, 03:55 PM

Hindsight is a great thing. Gosh if we all got our predictions right 100% of the time we would all be billionaires.

**Balance** · 21-12-2020, 04:02 PM

Originally Posted by Gregnz

Hindsight is a great thing. Gosh if we all got our predictions right 100% of the time we would all be billionaires.

Downgrades come in threes.

How’s that for foresight?

**Balance** · 21-12-2020, 04:06 PM

Originally Posted by Balance

Downgrades come in threes.

How’s that for foresight?

And how about those who confidently stated that ATM would not be affected when the pandemic broke out in March because it is so well positioned as an essential food?

Point being that market conditions do change and well managed companies adapt their businesses to be as much in tune with such conditions as possible.

**Gregnz** · 21-12-2020, 04:16 PM

Originally Posted by Balance

And how about those who confidently stated that ATM would not be affected when the pandemic broke out in March because it is so well positioned as an essential food?

Point being that market conditions do change and well managed companies adapt their businesses to be as much in tune with such conditions as possible.

Purely my opinion, but I’d think A2 management are currently adapting their business. As I’ve said previously, maybe this was the wake up call they needed?

**Balance** · 21-12-2020, 04:17 PM

Originally Posted by Gregnz

Purely my opinion, but I’d think A2 management are currently adapting their business. As I’ve said previously, maybe this was the wake up call they needed?

2 downgrades in 3 months?

Let me make a call here - they have not got a clue!

Too busy gilding the lily and to make matters worse, some were busy selling shares.

**alokdhir** · 21-12-2020, 04:20 PM

Originally Posted by Balance

Downgrades come in threes.

How’s that for foresight?

I acknowledge your point also and also acknowledge that many of you warned here many a time after sept downgrade ...

Most want to hear what they thinking ...which actually means not hearing at all ...as if one doesn't process other point of view in the same manner as his own then he might as well not listen or debate about any views or issues

**Gunner** · 21-12-2020, 04:22 PM

Originally Posted by Balance

Downgrades come in threes.

How’s that for foresight?

Post covid, this will continue on as if 2020 -21 never happened. This is obviously far from ideal but this doesnt change the 5 year forecast. Plenty of stocks have had downgrades only to bounce back with avengence with time.

**Balance** · 21-12-2020, 04:24 PM

Originally Posted by Gunner

Post covid, this will continue on as if 2020 -21 never happened. This is obviously far from ideal but this doesnt change the 5 year forecast. Plenty of stocks have had downgrades only to bounce back with avengence with time.

So sure?

IF Karicare A2 $31.99 vs A2 $44

The competitive landscape is changing.