ATM - A2 Milk Corporation Limited

[BlackPeter]

Did not eventuate ..

Where does that leave us ???

I guess the shape of the trend curve looks very similar to other so called growth companies (like WYN, XRO, PEB, to name just a few). Admittedly - they make already a profit (the others don't) , but the PE (around 60) is outrageously high.

I suppose the trend will go up again if & when
- they either manage to get their PE down to acceptable levels (i.e. either increase earnings or drop share price) or
- if shareholders are again chasing the tech growth bubble or
- if they consistently demonstrate a growth rate justifying their current PE (which would mean a growth rate around or north of 50%):
quite difficult to do that sustainably
- if some unexpected / random event happening which would bring A2 milk into the focus of a new group of potential share holders
with deep pockets (like WYN's announcement of their deal with the UAE authorities, which launched their SP ...)

Just my 2 cents.

[janner]

Agree ..

Still accumulating..

Blah Blah for the hundred what evers ....

[NT001]

I think it far more important to ask A2 why they are not making a chocolate milk. Preferably with Valrhona chocolate. With both dark and milk (chocolate) versions. And one with coffee. I would start drinking milk again if this were available. Thanks.

I realise you're joking, but a more practical issue is why baristas and sellers of other specialist products using milk are not being pressured by their customers and educated by A2MC to switch to A2, as some are in Australia. They proudly advertise the fact they are a2-only, partly because they say it makes better coffee.

[airedale]

In a price competitive coffee shop/café market I wonder how much the coffee seller would have to increase the cost of a cup of coffee to maintain profit margin when using the more expensive a2 milk.
Or perhaps increased sales would allow for a smaller profit.
Any coffee shop owners like to comment.

[MAC]

In a price competitive coffee shop/café market I wonder how much the coffee seller would have to increase the cost of a cup of coffee to maintain profit margin when using the more expensive a2 milk.
Or perhaps increased sales would allow for a smaller profit.
Any coffee shop owners like to comment.

I was buying a2 flat whites at the local café when I lived in VIC, it did cost more actually, was a couple of years ago, might have been an extra 20c or something like that.

There are quite a lot of exclusively a2 café’s now though, all they offer in those café’s is a2.

Not sure you'll find any coffee shop owners here, advertising in the local market isn't really important for ATM, would though be interested in any cafe's offering a2 in Christchurch if not too far across town.

http://www.theage.com.au/victoria/a1...523-38ue7.html

[janner]

Still very positive the share price is holding fairly steady despite heavy selling.

With some occasional very heavy buying .. Hmmmm..

Manipulation ???...

[see weed]

I was buying a2 flat whites at the local café when I lived in VIC, it did cost more actually, was a couple of years ago, might have been an extra 20c or something like that.

There are quite a lot of exclusively a2 café’s now though, all they offer in those café’s is a2.

Not sure you'll find any coffee shop owners here, advertising in the local market isn't really important for ATM, would though be interested in any cafe's offering a2 in Christchurch if not too far across town.

http://www.theage.com.au/victoria/a1...523-38ue7.html

If you can get five cups of coffee from 2 litres of a2 and you pay $2 extra for a2 2litre, then that is 40c charge extra on each cup of coffee. If you get 10 cups then it's only 20c extra charge. This has given me a good idea, and might visit a couple of cafe's very soon, but will make sure they are close to countdown or other a2 supplier. I will keep you posted.

[see weed]

With some occasional very heavy buying .. Hmmmm..

Manipulation ???...

Will be interesting how far the lastest seller is going to push sp down. The seller, selling about 8,000 to 10,000 shares every 3 minutes for over 5hrs on Friday. Will the seller carry on come Monday? If so, it looks like the seller can choose to push sp down to whatever price they want. Thats ok by me, will just wait and jump back in when they have finished.

[MAC]

Bought in last week at .58, only a smallish holding for now. Don't like the science but the market opportunity is there none the less.

I think you’ll reflect on that quite well Black Knat, buying in at close to two year lows, the company's come a very long way in that time.

[Harrie]

Interesting article MAC posted regarding A2 specifically dedicated cafes in Vic Australia.
The points raised in that article lead me back to my little hobby horse regarding highlighting the fact that a large % of lactose intolerance deemed to represent around 20% of the UK market could be associated with A1 beta casein intolerance and not lactose at all.
Question for the 18th MAC: What is A2 doing in the UK about getting the supposed lactose intolerant to try A2.
If there is no reaction to A2, what a fantastic story that can be made.
Q2: Is there any A2 supply problems in the UK currently?