ATM - A2 Milk Corporation Limited

[sb9]

Down another 1% plus on ASX today

Make that 2% down..

[Lease]

Does not mean that its premium positioning is not taking a beating - ultimate proof will be sales numbers.

When China consumers can get the genuine NZ product, shipped all the way from NZ to their door, at over 40% discount - what does that say about the advertised China label price?

At JD.com, search by "sales volume", A2 Chinese label stage 3 IF rank at No. 6. Same products: Bellamy at No. 28, Aptamil at No. 31, Nestle at No. 69.

You yourself can check my above-mentioned.

[Balance]

At JD.com, search by "sales volume", A2 Chinese label stage 3 IF rank at No. 6. Same products: Bellamy at No. 28, Aptamil at No. 31, Nestle at No. 69.

You yourself can check my above-mentioned.

I am sure you are right, Lease - no need for me to check.

Issue is how much of ATM sales volume actually go through JD.com of the company’s total sales.

Anyone know?

[aperitif]

Peter Nathan’s 800,000 options expire 12th May,2021. Instos keeping this price depressed so he gets punished for his poor performance and complacency the last 9 months.

[winner69]

Deleted...somebody answered

[BlackPeter]

Peter Nathan’s 800,000 options expire 12th May,2021. Instos keeping this price depressed so he gets punished for his poor performance and complacency the last 9 months.

Sounds like one of these crazy conspiracy theories. Frankly, I think you overestimate the sense of fairness and the resolve of "the institutions", whoever this might be.

Worse - you clearly misjudge what might drive a bunch of greedy competing institutions - there are only two things diving them: !) For the respective fund manger to earn a big bonus and 2) for the respective institution to make money. If 1 and 2 are conflicting, than 1) prevails.

Punishing poor performing board managers by artificially keeping the share price low is clearly nothing which would drive them ... unless it would be related to the bonus payment of the fund manager ;

[xp04]

Peter Nathan’s 800,000 options expire 12th May,2021. Instos keeping this price depressed so he gets punished for his poor performance and complacency the last 9 months.

Peter Nathan executed those options on 2nd of March. http://nzx-prod-s7fsd7f98s.s3-websit...484/341612.pdf

[Balance]

Peter Nathan executed those options on 2nd of March. http://nzx-prod-s7fsd7f98s.s3-websit...484/341612.pdf

He got them for 60c - so still plenty of gains to be made - but obviously not as much as when he exercised them.

[xp04]

He got them for 60c - so still plenty of gains to be made - but obviously not as much as when he exercised them.

Gains or no gains or how much will be known when he sells them. Could be tomorrow, could be in two years time, no point to play guess game

[winner69]

Make that 2% down..

And now 3%