ATM - A2 Milk Corporation Limited

[Shareguy]

A new CEO so no doubt will be very conservative and under promising. Interesting that the English label is improving. Daigou channel should rebound to some degree as Australia opens up. I’m a hold on the Stock and believe that there is a good chance at these levels of some sort of take over.

[sb9]

A new CEO so no doubt will be very conservative and under promising. Interesting that the English label is improving. Daigou channel should rebound to some degree as Australia opens up. I’m a hold on the Stock and believe that there is a good chance at these levels of some sort of take over.

Well said, must say I give to CEO and the team for such a detailed presentation. Probably not great for shareholders in the short term, but this level of transparency was missing from earlier management. And good on DB to take bold step in that direction and give market more insight into company's operations and metrics.

[bull....]

Will we see previous lows tested SP $5.4 NZD, or maybe with this news on top of class actions push past to new lows? Shorts probably entered this morning with this negative update.

thats my bet

[44wishlists]

A new CEO so no doubt will be very conservative and under promising. Interesting that the English label is improving. Daigou channel should rebound to some degree as Australia opens up. I’m a hold on the Stock and believe that there is a good chance at these levels of some sort of take over.

Daigou channel is done through people traveling in and out of China. While China is still deploying the Covid zero strategy, regardless Australia opens or remains shut, Daigou is not going to work as pre-Covid

[dobby41]

Daigou channel is done through people traveling in and out of China. While China is still deploying the Covid zero strategy, regardless Australia opens or remains shut, Daigou is not going to work as pre-Covid

I thought it was done by posting it back to China rather than physical travel?

[Balance]

Well said, must say I give to CEO and the team for such a detailed presentation. Probably not great for shareholders in the short term, but this level of transparency was missing from earlier management. And good on DB to take bold step in that direction and give market more insight into company's operations and metrics.

Presentation is just that - easy to do and no doubt, would have been put together by consultants etc etc.

Market was looking for some hard data on how things are going and unlike Bubs, ATM either was unwilling or could not give a proper update on exactly how 1Q22 sales & margins have done. A really bad sign imo that the company is still in serious trouble on the MIS front.

Meanwhile, there is no compelling reason to invest in this stock - plenty of uncertainties still with what is an expensive stock at the current sp still pricing in strong growth.

[couta1]

Presentation is just that - easy to do and no doubt, would have been put together by consultants etc etc.

Market was looking for some hard data on how things are going and unlike Bubs, ATM either was unwilling or could not give a proper update on exactly how 1Q22 sales & margins have done. A really bad sign imo that the company is still in serious trouble on the MIS front.

Meanwhile, there is no compelling reason to invest in this stock - plenty of uncertainties still with what is an expensive stock at the current sp still pricing in strong growth.

Someones buying all those shares up for sale today and it isn't small players.

[sb9]

Presentation is just that - easy to do and no doubt, would have been put together by consultants etc etc.

Market was looking for some hard data on how things are going and unlike Bubs, ATM either was unwilling or could not give a proper update on exactly how 1Q22 sales & margins have done. A really bad sign imo that the company is still in serious trouble on the MIS front.

Meanwhile, there is no compelling reason to invest in this stock - plenty of uncertainties still with what is an expensive stock at the current sp still pricing in strong growth.

Yeah sure, horses for courses. Depends which side equation you sit on ultimately.

[winner69]

Presentation is just that - easy to do and no doubt, would have been put together by consultants etc etc.

Market was looking for some hard data on how things are going and unlike Bubs, ATM either was unwilling or could not give a proper update on exactly how 1Q22 sales & margins have done. A really bad sign imo that the company is still in serious trouble on the MIS front.

Meanwhile, there is no compelling reason to invest in this stock - plenty of uncertainties still with what is an expensive stock at the current sp still pricing in strong growth.

No Q1 numbers mentioned when they should know by now by now

Maybe the new fan dangled IT not up to speed yet and they’ve reverted to the old spreadsheets

[Balance]

Someones buying all those shares up for sale today and it isn't small players.

Big volumes have been happening on the way up and on the way down? Nothing unusual.