ATM - A2 Milk Corporation Limited

[Ruby]

https://www.newstalkzb.co.nz/on-demand/week-on-demand/
Weds 03 March @ 06:15.
Andrew Kelleher,financial adviser talking to Mike Hosking this morning.

Overnight Global dairy auction prices up.
Global dairy price index; up 15%
Whole milk powder prices(WMP); up 21%....great for Mataura Valley Milk (MVM)
Listen very closely when you get to 3:19.
Anectdotal comments of exporting companies noting a real surge in demand for NZ cash products (includes health supplements,INFANT FORMULA,manuka honey).
"Chinese consumer turning back in volume to their trusted brands..."

[Akane]

WOW..... ASX beat it to $9.65AUD = $10.33 NZD ! Unbelievable , love it! Wondering who have missed the boat...?
Now..., how many down grades do you want...?

5% done, only another 95% to go

[percy]

https://www.newstalkzb.co.nz/on-demand/week-on-demand/
Weds 03 March @ 06:15.
Andrew Kelleher,financial adviser talking to Mike Hosking this morning.

Overnight Global dairy auction prices up.
Global dairy price index; up 15%
Whole milk powder prices(WMP); up 21%....great for Mataura Valley Milk (MVM)
Listen very closely when you get to 3:19.
Anectdotal comments of exporting companies noting a real surge in demand for NZ cash products (includes health supplements,INFANT FORMULA,manuka honey).
"Chinese consumer turning back in volume to their trusted brands..."

Interesting post.
Infant Formula =ATM and SML.
Manuka Honey = CVT Comvita.
Health Supplements= PAZ Pharmazen [trading on www.usx.co.nz]

[LEMON]

Saw this advertised last night via social media.
Felt I would share.
Bay of plenty company I believe?
Some popular products they produce already.

https://lewisroadcreamery.co.nz/coll...mogenised-milk

[Gregnz]

Saw this advertised last night via social media.
Felt I would share.
Bay of plenty company I believe?
Some popular products they produce already.

https://lewisroadcreamery.co.nz/coll...mogenised-milk

Thats great news. Need many more companies to start producing A2 milk to expand the overall market. Not cheap though, Lewis Rd A2 1.5L for $6.50. I currently pay $6.50 for 2L Anchor A2. Lewis Rd target the top end of the premium customer segment.

[Biscuit]

https://www.newstalkzb.co.nz/on-demand/week-on-demand/
Weds 03 March @ 06:15.
Andrew Kelleher,financial adviser talking to Mike Hosking this morning.

Overnight Global dairy auction prices up.
Global dairy price index; up 15%
Whole milk powder prices(WMP); up 21%....great for Mataura Valley Milk (MVM)
Listen very closely when you get to 3:19.
Anectdotal comments of exporting companies noting a real surge in demand for NZ cash products (includes health supplements,INFANT FORMULA,manuka honey).
"Chinese consumer turning back in volume to their trusted brands..."

Will be interesting to see what effect that has on ATM. I'd think we should see a lift today on the back of this, particularly if it is perceived as chinese consumer turning back to "trusted brands" - but what evidence is there for that assumption?

[MichelleH]

Zuru launched/partnership A2 Milk, yesterday, with producers "Trust Code"


https://www.linkedin.com/feed/update...9228144107520/

[Balance]

Clutching at straws, when does the insiders trading window close? Rejoice then if he hasn’t sold. Market is too quick looking for any signs of positivity, follow the money, not the commentators here or anywhere else. Own your decisions, only you can make them.

https://www.goodreturns.co.nz/articl...for+2+Mar+2021

Infant formula exporter A2 Milk Company was driving the recovery today, rising 5.5% to $10.02.
Trethewey said investors may have been encouraged by a filing to the NZX today which showed a top executive had not sold any shares, despite being in the post-earnings window where he was able.

Worse than clutching at straws - Trethewey obviously has no idea of the history of executives selling in this company and is feeding wrong information to the market!

What's unbelievable is that he is a portfolio manager at Milford!

Exhibit 1 :

http://nzx-prod-s7fsd7f98s.s3-websit...551/329100.pdf

Peter Nathan exercised 800,000 options into shares at 63c per share - 24 August 2020.

Exhibit 2 :

http://nzx-prod-s7fsd7f98s.s3-websit...806/329507.pdf

Peter Nathan sold 750,000 shares at between $19.90 to $20.34 - 27 August 2020.

Executives have to exercise their options first, before they can sell - with disclosure only after the sale!

[Ruby]

AS has been noted before,most of the exec team have sold various parcels of shares over the years within there allotted window to sell each year.
Here is one example from 2018,Peter Nathan sold 170,000 odd at 11.99 & added some options.
It is hardly as if last year was something new.GB sold heaps in the early days in the $1-2 range.
It has become a prickly subject mainly because of Jayne & her somewhat mercenary approach.
You can't blame GB, Nathan & Sussan M enjoying some of the fruits of their labour.
http://nzx-prod-s7fsd7f98s.s3-websit...032/285723.pdf

[Balance]

AS has been noted before,most of the exec team have sold various parcels of shares over the years within there allotted window to sell each year.
Here is one example from 2018,Peter Nathan sold 170,000 odd at 11.99 & added some options.
It is hardly as if last year was something new.GB sold heaps in the early days in the $1-2 range.
It has become a prickly subject mainly because of Jayne & her somewhat mercenary approach.
You can't blame GB, Nathan & Sussan M enjoying some of the fruits of their labour.
http://nzx-prod-s7fsd7f98s.s3-websit...032/285723.pdf

Nobody is blaming them (good on them, I say) but here's two observations:

1. They aggressively sold last year after a bullish Annual Results which was downgraded a month later.

2. How did Peter Nathan come upon another 320,000 shares via performance options, given the disastrous results from Asia Pacific?

Then, there's the Milford manager with his misinformation.