ATM - A2 Milk Corporation Limited

[Beagle]

Yes winner . I brought a pile a while ago so very pleased today. Would be wrapped with $15 but think around $7 to $8 more likely unless a takeover.

If they have stabilised the ship what are they going to do with all that cash.

Spend it on another loss making milk processing plant somewhere else in the South Island

Ship might be starting to be stabilized but appears to be capable of only earning half as much. Throw tens of millions extra per half year on marketing and tens of million more on administration and management resource...what could possibly go wrong

[winner69]

Wow, 8 cents per share in earnings down 50 % from pcp...might make 17 cps this year. Gargantuan increases in marketing costs and administration costs, see page 7.
Forward PE is 37...priced higher than some of our leading companies with a multi year track record of strong growth.
http://nzx-prod-s7fsd7f98s.s3-websit...542/364914.pdf
DYOR, I am not touching it.

Make $235m and only on a PE of 20 ……god like CEO and that cash mountain ….all looking good …..cheap as at the moment

[Lease]

Make $235m and only on a PE of 20 ……god like CEO and that cash mountain ….all looking good …..cheap as at the moment

Winner, where is $235m from? Did I miss something?

[sb9]

Make $235m and only on a PE of 20 ……god like CEO and that cash mountain ….all looking good …..cheap as at the moment

And today’s report basically buried the bear case scenario for foreseeable future.

[Dassets]

And today’s report basically buried the bear case scenario for foreseeable future.

Not really, they have the same problem. One product in one market makes the money. The USA is an absolute failure. The only positive with it is once they close it earnings will rise but it will signal the failure of strategy to be a broad and multi-market international player.

Also it is possible the diagou shopping network breaches the export license system in Australia and here.

[Beagle]

Not really, they have the same problem. One product in one market makes the money. The USA is an absolute failure. The only positive with it is once they close it earnings will rise but it will signal the failure of strategy to be a broad and multi-market international player.

Also it is possible the diagou shopping network breaches the export license system in Australia and here.

I'm with you that the problems have not gone away. They spent nearly a whopping $100m on marketing in the half year to try and stabilize the ship and stop it taking on more water. Vast amounts more will be required and all it takes at any stage is the stoke of a pen by the CCP and they go back to being the Titanic taking on more water again. Too much dependency on one market. I don't like it because I can't get comfortable with the metrics or the risks involved.

[dreamcatcher]

Good result for bubs.......

[Balance]

http://nzx-prod-s7fsd7f98s.s3-websit...383/366146.pdf

ATM out of S&P/NZX10 & NZX MidCap.

The indignity of it all.

[nztx]

http://nzx-prod-s7fsd7f98s.s3-websit...383/366146.pdf

ATM out of S&P/NZX10 & NZX MidCap.

The indignity of it all.

Ouch I reckon

[Balance]

Looking at this piece of news in Oct 21 and then, the news around its recent results :

https://www.nzherald.co.nz/business/...UIAJRBCV3C7MA/

ATM must be one of the most manipulated stocks in the market - a few institutions playing the reef fishes out there like whales herding shrimps.