ATM - A2 Milk Corporation Limited

[dreamcatcher]

No reason why daigou can't buy from NZ Chinese Bonded stores via internet the whole package available including delivery GST free

[porkandpuha]

This is turning into a very nasty thread with personal attacks - and not even ATM related.

Any chance we could go to discussing ATM, please?

And this is when A2 is having a good day!

[bull....]

seems the wall st futures had a fall and a2 followed

[Ohdoyle]

I'm just going to state the obvious here. Such a dramatic rise on a down day is probably not a bad signal. Yes shorters are closing out positions but there are still plenty short to do the same.

If there is a genuine shorters race for the door then the price has some way to run.

I am a recent investor in atm. Simply because after a few years of seeming over valued it finally seemed liked it was priced ok if revenue growth continues. That plus I thought there was and still is too much short on this.

Discl. Nervous holder.

[xp04]

No reason why daigou can't buy from NZ Chinese Bonded stores via internet the whole package available including delivery GST free

Actually there is a reason. And it's the same reason why you do not see that many daigou in nz in comparison with au.

[dreamcatcher]

Actually there is a reason. And it's the same reason why you do not see that many daigou in nz in comparison with au.

Because they cannot buy from supermarkets and post but they can buy from NZ Chinese stores and deliver direct to China addresses.

All from Bonded Stores.... Wife sends plenty to rallies

[bottomfeeder]

I have a relatively small holding in ATM. But, what is stopping me buying more is that a Fonterra dairy farmer I know has A2 milk cows, so its nothing new. Also I see Anchor is advertising A2 milk on the Television. A2 Milk does not have a monopoly, and is just another player in the market now. So when Fonterra sees that it is really profitable, they will ramp up their production. How does this bode for the future profitability of ATM.

[xp04]

Because they cannot buy from supermarkets and post but they can buy from NZ Chinese stores and deliver direct to China addresses.

All from Bonded Stores.... Wife sends plenty to rallies

or you can buy online with delivery to china?
Out of curiosity, how long does it take to deliver from nz to china now?

[Gregnz]

I have a relatively small holding in ATM. But, what is stopping me buying more is that a Fonterra dairy farmer I know has A2 milk cows, so its nothing new. Also I see Anchor is advertising A2 milk on the Television. A2 Milk does not have a monopoly, and is just another player in the market now. So when Fonterra sees that it is really profitable, they will ramp up their production. How does this bode for the future profitability of ATM.

Huh? Anchor in NZ produce A2 milk for the A2 Milk Company? The television ad’s are promoting A2 Milk Company ‘A2 Milk’.

[Balance]

Huh? Anchor in NZ produce A2 milk for the A2 Milk Company? The television ad’s are promoting A2 Milk Company ‘A2 Milk’.

ATM Infant formula $44, Karicare A2 (improved formulation) $32

ATM can justify premium of 37.5%?

Only one way for price and margins to go now that new entrants have woken up to the market potential.