ATM - A2 Milk Corporation Limited

[Balance]

Gallons, are you an American Balance, nothing wrong with that, just curious? You argued that water could be taken because water was being "wasted", I just pointed out that is not a logical argument and your last comment is not relevant.

And I am in agreement with you on that point - about billions being flushed out to sea as a matter of course.

There is a need to highlight the fact that water sources are replenishing if they are properly monitored and managed.

[Balance]

is that means more competitors？

Yup - NZ IF has enjoyed zero tariff under the FTA with China so other countries are now going to enjoy the same benefit.

[Biscuit]

And I am in agreement with you on that point - about billions being flushed out to sea as a matter of course.

There is a need to highlight the fact that water sources are replenishing if they are properly monitored and managed.

The devil is in the detail. Firstly, despite decades of research we still don't have a full picture of, for example, the Canterbury aquifers. How much water can we take without having a significant negative impact and how will that resource change over the long term. What negative impacts are we comfortable with (and in Canterbury many people will already point to existing problems, eg. drying up rivers). How much of a buffer should we build in and how do you manage new and existing rights especially if/when the resource contracts. My view is we need to be more conservative than we have been, do the science first, respect the natural systems and common ownership values and always build in massive buffers.

[Waltzing]

"Canterbury " south island of NZ is so valuable and really must be cared for with an ever increasing vigilance.

The Chinese consumer really does seem to like made in NZ.

They seem to trust and one of NZ's best horticultural growers north of auckland is i think chinese.

Second generation chinese born here will create that link between the two countries.

Cultural ties will surely be the key to farther trade and Brand Kiwi should be the goal.

[Balance]

https://www.fool.com.au/2020/12/30/w...m-share-price/

‘Big brokers were surprised with the magnitude of a2’s earnings downgrade and were reserved with their new price targets.

On 21 December, Citi retained its sell rating with a price target of $9.50, while Morgan Stanley lowered its price target from $12.40 to $11.00.’

[tomm]

Oh, not the Motley Fool ...

[Balance]

https://www.shortman.com.au/stock?q=A2M

Shorters adding on to their position rather than continue to cover.

Interesting.

[Balance]

A third downgrade is now a strong probability with a new CEO wanting to wipe the slate clean so to speak after he takes over.

"Morgan Stanley believes a broader change is now required to restore growth settings for the respective channels, and lacks conviction regarding the company's mitigation strategies and/or whether the latest update signals the end of the downgrade cycle, given a new CEO will start in January."

[Baa_Baa]

https://www.shortman.com.au/stock?q=A2M

Shorters adding on to their position rather than continue to cover.

Interesting.

Punters should exercise caution reading this Shortman data being 4 days lagging, in fact the current link is as at 22 December.

[longy]

Punters should exercise caution reading this Shortman data being 4 days lagging, in fact the current link is as at 22 December.

Gross Short is reducing I think. Form memory the gross short was higher. On the 24th is was 0.15% and on 30th it was 0.09%