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06-02-2021, 12:57 PM
#19911
 Originally Posted by BlackPeter
Correct  ;
A bit like price is what you pay, value is what you make the spreadsheet come up with.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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06-02-2021, 01:37 PM
#19912
Bunch of desperate holders looking for answers...
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06-02-2021, 02:25 PM
#19913
Hah, got anything constructive to add? Hotcopper wants you back
Originally Posted by King1212
Bunch of desperate holders looking for answers...
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06-02-2021, 02:43 PM
#19914
All u all want to hear is atm will head back to $20...with short position around 7percent...n increasing up....u all might wonder why the sp keep down...
All u want to hear is positive comments ..lol
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06-02-2021, 03:03 PM
#19915
Bought recently but will sell on Monday and reinvest into other stocks. Fonterra perhaps, which is on a growth path and upgrading forecasts
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06-02-2021, 04:03 PM
#19916
Originally Posted by Habits
Bought recently but will sell on Monday and reinvest into other stocks. Fonterra perhaps, which is on a growth path and upgrading forecasts
Be careful with that. The listed FSF that you can buy into is the upstream processing part of the company. A higher milk price might be good for farmers. But it is bad for FSF because they have to pay for their milk to process at 'market rates'. As a processor, you do not want your input costs to go up!
SNOOPY
Watch out for the most persistent and dangerous version of Covid-19: B.S.24/7
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06-02-2021, 04:43 PM
#19917
The way many talk on this thread you’d think A2 is on its last legs and heading to the bankruptcy courts
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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06-02-2021, 04:44 PM
#19918
No, you have me wrong.
I just wanted to get some extra insight from you regarding the pressure the daigou channel is presently under and how this is adversely impacting the CBEC channels. Also how these two factors are providing a solid narrative behind shorting and in addition why the new CEO will have his hands full and ultimately fail to bring the company and it's share price back to the overpriced, frothy heights seen just under 12 months ago.
Your insights are usually a lot more substantial and sharp and I genuinely urge you return to your own high standards as I have a hunger for quality analysis.
Originally Posted by King1212
All u all want to hear is atm will head back to $20...with short position around 7percent...n increasing up....u all might wonder why the sp keep down...
All u want to hear is positive comments ..lol
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06-02-2021, 05:15 PM
#19919
Originally Posted by winner69
The way many talk on this thread you’d think A2 is on its last legs and heading to the bankruptcy courts
Aint that the truth, a good sign to be averaging in when the fear is almost palpable. Personally I don't really worry too much if it goes down or sideways for awhile, there's a few things the new CEO has to get fixed but that said they'll still be sitting on a cash mountain, making a truckload of revenue and profits.
Downside risk imho is minimal, upside risk is attractive at these prices. Happy to do the swings and roundabouts while things settle down, but haven't missed a re-entry and have some moola left over if SP goes lower.
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06-02-2021, 05:40 PM
#19920
Originally Posted by King1212
All u all want to hear is atm will head back to $20...with short position around 7percent...n increasing up....u all might wonder why the sp keep down...
All u want to hear is positive comments ..lol
Excuse me your majesty for saying thsi is not one of your better posts
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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