ATM - A2 Milk Corporation Limited

[dreamcatcher]

11/11 and 12/12 outcome will be an important gauge

[Balance]

3 reasons to avoid ATM :

https://www.raskmedia.com.au/2021/11...asxa2m-shares/

[Master98]

https://www.businesswire.com/news/ho...vember-11-2021
Semi-Annual MSCI index review due on 11/11, question is if ATM will still remain inside MSCI index.

[aperitif]

https://h5.ecdataway.com/wx/report-l...nth=2021-11-06

http://www.myguancha.com/post/20410.html

[aperitif]

https://www.sohu.com/a/500212473_100243785

[dreamcatcher]

3 reasons to avoid ATM :

https://www.raskmedia.com.au/2021/11...asxa2m-shares/

Interestingly within the same article Mr Jensen wrote "I’m quite bearish on the A2 Milk share price. But greener pastures may be on the horizon. Check out why these analysts rate the A1 Milk share price a BUY"

"According to reporting by the Australian Financial Review, some investors are now thinking that the A2 Milk share price may well be good value now.

The newspaper noted that fund manager Perpetual Limited (ASX: PPT) has been building a position in the business as it fell to approximately $5.50 per share"


https://www.raskmedia.com.au/2021/10...rice-as-a-buy/


Nov 17th AGM probably get an update on 11/11 Single Day sales

[couta1]

Interestingly within the same article Mr Jensen wrote "I’m quite bearish on the A2 Milk share price. But greener pastures may be on the horizon. Check out why these analysts rate the A1 Milk share price a BUY"

"According to reporting by the Australian Financial Review, some investors are now thinking that the A2 Milk share price may well be good value now.

The newspaper noted that fund manager Perpetual Limited (ASX: PPT) has been building a position in the business as it fell to approximately $5.50 per share"


https://www.raskmedia.com.au/2021/10...rice-as-a-buy/


Nov 17th AGM probably get an update on 11/11 Single Day sales

You would hope they can offer up something even slightly positive at the AGM, that last report was utterly abysmal.

[dreamcatcher]

@aperitif Great find many thanks.......

Translation: After entering November and 3 days of fierce competition Aptamil still maintained its top position with sales leading the second place by a large margin. In general, imported brands account for the majority of the 20 brands on the list and a2's performance is outstanding, jumping from the fourth place in the October list to the second place. From the beginning of the pre-sale on October 20, Feihe had strong momentum until the end of the first phase, catching up with Royal Mei Su Jiaer, maintaining the third place steadily closely following the second-ranked a2. Yili and Banner, who were not on the list in October, successfully entered the top 20 at the end of the first stage.

Very true couta1

[Balance]

@aperitif Great find many thanks.......

Translation: After entering November and 3 days of fierce competition Aptamil still maintained its top position with sales leading the second place by a large margin. In general, imported brands account for the majority of the 20 brands on the list and a2's performance is outstanding, jumping from the fourth place in the October list to the second place. From the beginning of the pre-sale on October 20, Feihe had strong momentum until the end of the first phase, catching up with Royal Mei Su Jiaer, maintaining the third place steadily closely following the second-ranked a2. Yili and Banner, who were not on the list in October, successfully entered the top 20 at the end of the first stage.

Very true couta1

Same 11/11 discussion every year and as usual, it means bugger all to ATM's underlying performance.

https://www.sharetrader.co.nz/showth...mited/page1788

Meanwhile, the good news is that Bell Porter keeps plugging its BUY recommendation on ATM :

https://www.fool.com.au/2021/11/09/i...ce-dirt-cheap/

Bell Potter continues to believe that the A2 Milk share price is not reflective of its turnaround potential. Particularly given its belief that the company could double its earnings by FY 2026.

It explained: “There is no change to our Buy rating. We see the scope for EPS to double by FY26e, if A2M can execute on the China offline expansion strategy, while recovering 50% of the lost sales (from FY20-21) in English label IMF. Exiting the loss making US assets or navigating a turnaround at the MVM asset would likely accelerate this turnaround. We do not see the current share price as reflecting this potential.”

All in all, the broker appears to see this as a buying opportunity for investors.

[dreamcatcher]

Same 11/11 discussion every year and as usual, it means bugger all to ATM's underlying performance.
All in all, the broker appears to see this as a buying opportunity for investors.

These Shopping Promotions same period yearly and potentially alter companies sales performance as one Auckland based company 'Grin Natural' saw its sales go through the roof ahead of the Singles' Day holiday and sold 115,000 toothpastes in 115 seconds in China during an online event ...

Apologies if you find these discussions meaningless or boring.