ATM - A2 Milk Corporation Limited

[Balance]

Interesting to see who is in behind it......trying to make it look cottage when they are anything but.....

https://nutricia.co.nz/karicare/prod...E&gclsrc=aw.ds

And Karicare officially switches their Gold Plus sub-brand from A1 over to A2 formulation.

[Beagle]

Looks like ATM's first mover advantage is being eroded away at quite a considerable pace.

[Balance]

Looks like ATM's first mover advantage is being eroded away at quite a considerable pace.

Looks to me like the other companies have no problem accessing A2 milk, and in turn produce A2 IF to compete.

Only one way to go for ATM imo - increased competition resulting in significantly reduced margins.

Fourth downgrade almost a certainty imo when new CEO has done his evaluation and reset the strategy for ATM.

[Beagle]

Looks to me like the other companies have no problem accessing A2 milk, and in turn produce A2 IF to compete.

Only one way to go for ATM imo - increased competition resulting in significantly reduced margins.

Fourth downgrade almost a certainty imo when new CEO has done his evaluation and reset the strategy for ATM.

That doesn't auger well for profit growth in future years does it !

[Biscuit]

That doesn't auger well for profit growth in future years does it !

Augury now! Its all omens and augurs for some of you guys. I think I will set aside the magical thinking and wait to see how well they can return to growth this year.

[Balance]

That doesn't auger well for profit growth in future years does it !

Update on prices at my local Pak n Save :

Haven A2 IF $27.99

Karicare Gold Plus A2 IF $26.99

ATM A2 IF (at Countdown) $44.00

Long long way for ATM’s prices to fall to meet the competition.

Writing is on the wall.

[Akane]

New yearly lows everyday, lovin' it!

DISC: I hate myself.

[Getty]

That doesn't auger well for profit growth in future years does it !

The use of an auger normally means someones .getting screwed.

May not augur well for their future!

[imarktu]

New yearly lows everyday, lovin' it!

DISC: I hate myself.

This is the kind of content I'm here for.

DISC: Also wallowing in self-loathing

[Biscuit]

Update on prices at my local Pak n Save :

Haven A2 IF $27.99

Karicare Gold Plus A2 IF $26.99

ATM A2 IF (at Countdown) $44.00

Long long way for ATM’s prices to fall to meet the competition.

Writing is on the wall.

Quick look at New World online, Anchor Blue 2L milk $4.58; Value Standard 2L $3.51. Gee, that's a 30% premium for Anchor Blue!! That can't auger/augur well for Anchor eh?