ATM - A2 Milk Corporation Limited

[HKG2301]

In the short term sentiment rules, but longterm there is no hiding from the numbers

If you are a true & total believer in market efficiency and have an investment horizon beyond one year, maybe. I'm neither.

Even ignoring the current 'Covid/Fed/Tesla/Robinhood/GameStock/Reddit/Wallstreetbets earthquake shaking the markets you surely have to acknowledge that 'spin' and sentiment (fear & greed) often have a HUGE influence. One which can last long enough for a fleet-footed investor to make far greater gains than a buy&holder. Not talking day- or options-trading here, just your average investor who keeps his eyes on the market and is willing to trade when a shorter-term opportunity presents.

In fact, I'd argue that, in current markets, the idea of buy & hold investing is not only very limiting, it's wrong! [Except perhaps for the likes of Mr Buffet, but I'm no Buffet!]

It's with that view that I find this tsunami of book-talking a bit of a bore...

[Balance]

Problem is - analysts try to predict the price which is value plus hype ... and they are terrible hype forecasters, but - aren't we all ?

Look at the consistency and track record of the analyst & broker - that’s more useful than analysts’ absolute calls.

It is well known in the stockbroking industry that there are no prizes for trying to be a hero & get calls right - stick with the pack & everyone is either right or wrong.

And that means regurgitating in the main what the companies state, with slight adjustments either way.

[Joshuatree]

Its a basic golden rule of *your* investing. One that Buffet often kicks back on too. Not saying you are wrong, but even you alluded to it yourself that the risk/reward you seek is specific to your own point/age in life. My point is if Coutta, among others, diversifed for the sake of diversifying from 2016 through to 2020 they would have missed the crazy growth. It goes both ways.

So true. But what happens when all/most of your eggs in one basket turns sour/south?. It puts one in a horrible situ.We humans dont like to crystallise a loss and can be like the frog in a pot of water heating up; do nothing or become defensive, spruik, promote,pump the stock and encourage others to buy, follow, support .Ones integrity can be challenged when everything is at stake.Im never putting myself in that situ again.I was in the NZX 87 crash and learnt from that..
I cant convince my friend to take some profits or at least free carry his ONLY holding, in Tesla, he is ( a few days ago, its dropped re 20% since )up re 800% has made re $2.5 mill plus, and says is holding for 10 years. But he is not pumping it spruiking it, trying to influence anyone but simply shares his complete and thorough research and knowledge with me when we meet and i ask questions. Hope ATM comes right for holders and believers.

[Beagle]

So true. But what happens when all/most of your eggs in one basket turns sour/south?. It puts one in a horrible situ.We humans dont like to crystallise a loss and can be like the frog in a pot of water heating up; do nothing or become defensive, spruik, promote,pump the stock and encourage others to buy, follow, support .Ones integrity can be challenged when everything is at stake.Im never putting myself in that situ again.I was in the NZX 87 crash and learnt from that..
I cant convince my friend to take some profits or at least free carry his ONLY holding, in Tesla, he is ( a few days ago, its dropped re 20% since )up re 800% has made re $2.5 mill plus, and says is holding for 10 years. But he is not pumping it spruiking it, trying to influence anyone but simply shares his complete and thorough research and knowledge with me when we meet and i ask questions. Hope ATM comes right for holders and believers.

Extremely frustrating trying to help your friends take a more professional approach to investing isn't it !
First mover advantage only lasts so long and then it rapidly dissipates and dwindles down to the point where its gone...something that seems lost on a lot of ATM and Tesla shareholders !
Plenty of competition is now here and VAST amounts of further competition is coming....eventually A2 Milk and Tesla vehicles will be just another commodity.

[nztx]

ATM currently looks to be one of the few Green's in a sea of Red today ..

Did the market sneeze or catch a bad flu somewhere ?

[tomm]

ATM currently looks to be one of the few Green's in a sea of Red today ..

Did the market sneeze or catch a bad flu somewhere ?

You made my day LOL hahahah...

[LEMON]

https://assets-au-01.kc-usercontent....-%20250221.mp3

Analysts investor conference call link from y'day following release of HY results for those that are keen to know more...very insightful.

Not sure what to make of it.
A lot of expectations but they already implied this the last 3 times.

They mentioned how they now have a plan for Daigou in the future. Just wonder why a company with 700+ million could not implement this earlier.

Can someone maybe help me understand the discussion about having a tracer programme set up for inventory, Could someone highlight the reason?

Thanks.

[tomm]

Not sure what to make of it.
A lot of expectations but they already implied this the last 3 times.

They mentioned how they now have a plan for Daigou in the future. Just wonder why a company with 700+ million could not implement this earlier.

Can someone maybe help me understand the discussion about having a tracer programme set up for inventory, Could someone highlight the reason?

Thanks.

More accurate to work with stocks , whether it needs refill or old stocks stucks on the shelves, they can work it out by themselves insteads of rely to the stores to report back.

[LEMON]

More accurate to work with stocks , whether it needs refill or old stocks stucks on the shelves, they can work it out by themselves insteads of rely to the stores to report back.

Ahh that would make sense, the discussion took a spin off context at one point.
I thought maybe they lost a huge number of product somewhere.

Thanks for clearing that up.

[tomm]

Dipped my toe into ATM @ 9.15 ( 2200 ) is this the bottom, hope I dont get slaughtered once Aussie opens !

I think ATM is way over sold !

That price is a dream for this shares.