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13-04-2021, 03:51 PM
#21101
Bell Potter who were bashing A2 previously have upgraded their rating to "Buy"...explains price rise today.
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13-04-2021, 03:57 PM
#21102
Member
Originally Posted by Gerald
Thanks Gerald. Great news to see Daigou might start to recover. But I wish the new CEO still work out strategy of distribution as daigou should not be a major long-term distribution channel.
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15-04-2021, 10:32 AM
#21103
With half way through April, they should've good handle on how previous quarter ending March went and also trend into the last quarter. We shouldn't be too far away for an update from the company, be very interesting.
Last edited by sb9; 15-04-2021 at 11:45 AM.
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15-04-2021, 11:41 AM
#21104
Originally Posted by sb9
With half through April, they should've good handle on how previous quarter ending March went and also trend into the last quarter. We shouldn't be too far away for an update from the company, be very interesting.
I guess just looking at the pattern it would be about time for the next step down, wouldn't it?
SMLdownsteps.JPG
But then they say that the past is not a reliable indicator for the future ... and sometimes they are right (and often wrong ).
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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15-04-2021, 11:59 AM
#21105
All within 48 hours :
https://www.fool.com.au/2021/04/13/i...m-share-price/
Bell Potter has taken a more positive view on the A2 Milk share price. This is due to the belief that issues causing its recent downgrade cycle are reversing.
The report first highlights A2’s move to materially scale back its Australian infant milk formula (IMF) deliveries to address excess stock.
It notes that exports from Synlait Milk Ltd (ASX: SM1) to Australia were down 72% in the past 6 months since September 2020, relative to the 6 months to August 2020. Bell Potter said that “inventory infill appears to have materially contracted, addressing one element of the inventory build”.
In terms of Australian exports to China, the report highlights two sequential monthly gains in finished infant formula exports since the December 2020 lows. Interestingly, the broker did not expect an uplift to occur so early on, calling this an early sign of life.
https://www.fool.com.au/2021/04/14/a...t-uncertainty/
According to a report in yesterday’s The Australian, as a result of Australia’s delayed vaccine rollout for COVID-19, the country appears unlikely to reach herd immunity by the end of 2021 and therefore not open its borders to international students.
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15-04-2021, 12:00 PM
#21106
https://www.shortman.com.au/stock?q=A2M
Shorters continue to cover, providing short term price support.
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15-04-2021, 03:30 PM
#21107
Chinese Diary companies SP's rally after government announcement that it should remove all birth control to encourage people to have more children. See it here.
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15-04-2021, 06:38 PM
#21108
Originally Posted by Left field
Chinese Diary companies SP's rally after government announcement that it should remove all birth control to encourage people to have more children. See it here.
Problem is that there are not anymore enough Chinese females in an age young enough to reproduce in order to keep population numbers up. The biological clock can't be fooled. Anyway - good to see good old hype working again :
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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16-04-2021, 02:14 PM
#21109
Originally Posted by BlackPeter
Problem is that there are not anymore enough Chinese females in an age young enough to reproduce in order to keep population numbers up. The biological clock can't be fooled. Anyway - good to see good old hype working again :
With the greatest of respect, BP, what utter tosh!
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17-04-2021, 10:41 AM
#21110
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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