ATM - A2 Milk Corporation Limited

[Beagle]

Wait for the reaction of Australian shareholders and analysts - could be a very rough day & week ahead for A2M.

https://www.marketscreener.com/quote...22/financials/ At this point average analysts view is they're forecasting a recovery in FY22 over FY21 as follows :-
Sales recovering from $1,382m in FY21 to $1,640m in FY22 to $1,910 in FY23
NPAT recovering from $232m in FY21 to $281m in FY22 to $346m in FY23

I think there's substantial risk around those recovery assumptions and FY21's numbers.

[sb9]

Totally consistent with the new CEO going through the company's operations and businesses with a fine tooth comb before resetting strategy & giving suppliers like SML indications of future demand.

Fourth downgrade on the way, I would say.

The way things are going with sp, market has already priced in a fourth downgrade, its all about future landscape under new CEO that'll determine further course of action. Most of what laid out in SML's numbers isn't anything new.

Things are in very fluid place right now with A2, SML and MVM all in strategic play with their respective Chinese counterparts/owners.

[Balance]

The way things are going with sp, market has already priced in a fourth downgrade, its all about future landscape under new CEO that'll determine further course of action. Most of what laid out in SML's numbers isn't anything new.

Things are in very fluid place right now with A2, SML and MVM all in strategic play with their respective Chinese counterparts/owners.

Market is pricing in uncertainties.

A fourth downgrade is one of the uncertainties.

CEO ‘quitting’ just like Jayne is another. You read it here first.

[winner69]

The way things are going with sp, market has already priced in a fourth downgrade, its all about future landscape under new CEO that'll determine further course of action. Most of what laid out in SML's numbers isn't anything new.

Things are in very fluid place right now with A2, SML and MVM all in strategic play with their respective Chinese counterparts/owners.

Our governments silence on human rights in China is deafening ....shame

[Balance]

Our governments silence on human rights in China is deafening ....shame

But okay with human rights in the Middle East & Islamic countries, as long as Cindy gets to wear the hijab?

And don’t forget the US where minorities are being stripped off their voting rights / that’s okay too?

[Sideshow Bob]

Confirmed today by SML, but have said before that clearly A2 can't forecast their way out of a paper bag. To be this was exhibited by their series of announcements last year and the rapid downgrades.

Don't even have an ERP system says Jayne.

[alokdhir]

Our governments silence on human rights in China is deafening ....shame

After seeing what China is doing to H&M and Nike ...they are told to keep quite by our exporters ...mainly Fonterra ...ATM is a small fry

[Balance]

Confirmed today by SML, but have said before that clearly A2 can't forecast their way out of a paper bag. To be this was exhibited by their series of announcements last year and the rapid downgrades.

Don't even have an ERP system says Jayne.

Not true - no less than the Chairman (who sold heaps of shares before the downgrade) refuted Jayne’s claims?

He must know what he is saying as he sold those shares close to ATH!

[Balance]

After seeing what China is doing to H&M and Nike ...they are told to keep quite by our exporters ...mainly Fonterra ...ATM is a small fry

Now now - we want to encourage the likes of W69 to stick up for human rights.

But not human rights in Middle East or US, it seems?

It is okay to have double standards in NZ?

And there was an anti-Asian-racism rally in Auckland yesterday - I thought I saw W69 there but I guess I am mistaken.

[rayonline]

I sold up at 9.14. ASB Morningstar still says accumulate ;-)

7.50? 6.50?