The CEO must be thinking—“did I make the right move”??? . He has got some serious challenges and this deafening silence is more intriguing than surprising to me.
The CEO must be thinking—“did I make the right move”??? . He has got some serious challenges and this deafening silence is more intriguing than surprising to me.
No skin off his nose - the lower the sp, the better for his options strike price!
So all in good time - CEO will make his announcement when he is well and truly ready.
Meanwhile, his silence must certainly be spooking the analysts & brokers who cover the stock if he is on a vow of silence until he is ready - they usually do updates and get the company to comment on the factual aspects of their updates.
We are now on a PE ratio of around 20 and dropping. It's being priced now as a no-growth company that might see a bit of a bounce in profit once covid relents. How realistic a valuation is this? I reckon that is an overly pessimistic share price and an overly pessimistic view of the company's ability to adjust and come back from these set-backs.
The fundamental is changing. ATM matured to a stable company. at $3.50 price range. PE is around 10, PB is around 2.3. Div is zero maybe. If PE(2021) decreases, the ratios look worse.
Single product needs new market to keep high growth rate. Unfortunately, A2 failed to develop new market, such as Vietnam. Or develop product differentiation strategy. However, cannot see any new products coming into the market.
Its competitor, Fonterra seems to have a good year.
We are now on a PE ratio of around 20 and dropping. It's being priced now as a no-growth company that might see a bit of a bounce in profit once covid relents. How realistic a valuation is this? I reckon that is an overly pessimistic share price and an overly pessimistic view of the company's ability to adjust and come back from these set-backs.
Market is pricing in a profit downgrade so PE will be much higher than 20.
Originally Posted by JohnnyTheHorse
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