ATM - A2 Milk Corporation Limited

[Harrie]

Usually you get a fairly good indication a couple of days before the results are out...(SPK trending down from highs before the results, SLI trending up before the results) On that basis, doesn't look that good with the ATM SP struggling to get over the 51 mark.
Either that or cards are being played close to the chest. Will be interesting see weed.

[babymonster]

i think ppl just not sure what the result will be tomorrow... could be just making a little of profit or a little of loss.. i expect it might not move much tomorrow.. 2c up or down max...

[Jasemc]

Still abig seller in market. Look at xro how it jumped up after seller gone. Tomorrow will be good news but how mụch fresh milk into chína can make Úp for exchange rate will be big. Everything else should be predictable sales uk improving USA to start baby formula in china improving. Exchange rate and big seller/s may be the decider what happens tommorow.

[Snoopy]

Question for you NT.

In your opinion would you consider that camel, sheep, buffalo milk etc would be more effective/potent in ameliorating diabetes, autism, cholesterol, Irritable Bowel Syndrome, Crohn’s disease, hepatitis and leaky gut etc, than a2 milk?

Trick question? Camel, sheep, buffalo milk etc is a2 milk!

SNOOPY

[iceman]

I am hoping/dreaming that a big growth in A2 Platinum sales into Australia will reduce some of the negative (for us NZ$ holders) effect of the NZD/AUD FX rate.

Still abig seller in market. Look at xro how it jumped up after seller gone. Tomorrow will be good news but how mụch fresh milk into chína can make Úp for exchange rate will be big. Everything else should be predictable sales uk improving USA to start baby formula in china improving. Exchange rate and big seller/s may be the decider what happens tommorow.

[blobbles]

I am hoping/dreaming that a big growth in A2 Platinum sales into Australia will reduce some of the negative (for us NZ$ holders) effect of the NZD/AUD FX rate.

They were reporting 38% growth in Australia not long ago, hopefully that has held and we can add in fresh milk sales to China and (I expect) decent growth in UK. Wouldn't expect much from the US yet, if they ever sign with one of the big supermarkets there... that will be buy time for sure. At the moment US is probably not even off the ground. Good news from UK/China/Aus and I expect some northward momentum. Providing Milford aren't playing games... ahem... cough cough... sorry I mean... as long as everything else remains constant(ish).

Yep, recent plunge has a lot to do with the NZD/AUD exchange rate knocking off a big chunk of revenue for A2. Poor buggers (including me!).

[MAC]

I am hoping/dreaming that a big growth in A2 Platinum sales into Australia will reduce some of the negative (for us NZ$ holders) effect of the NZD/AUD FX rate.

What will be really quite interesting will be the extent to which the enormous drop in farm gate milk prices boosts margins, it will depend on what ratio of supply is fix contracted.

a2mc haven’t historically told us, as far as I’m aware, how much supply is contracted at a fixed rate and how much is procured direct at a market rate.

Potentially this may well more than offset any movements in Fx which has not been as great for this particular reporting period, at only 4.5% by aggregate calculation.

Analyst price targets have not altered leading up to the report, usually a good sign.

IMO it would take an absolutely appalling report tomorrow to justify the 47% drop in SP from 96c.

Good luck to shareholders and all those looking to enter on this dip.

[NT001]

Question for you NT.

In your opinion would you consider that camel, sheep, buffalo milk etc would be more effective/potent in ameliorating diabetes, autism, cholesterol, Irritable Bowel Syndrome, Crohn’s disease, hepatitis and leaky gut etc, than a2 milk?

Off the cuff, no, logic says A2 milk would do the trick just as well. But if a medical specialist said you actually need a bit of extra nutrition and are at a suitable location, one or two of the other milks might come into the picture.

Incidentally, the cholesterol theory has pretty much gone down the tubes now. Latest thinking is it was basically propounded by Big Pharma as a fraudulent pretext for selling billions of dollars worth of statins. The facts have actually been out there for years, and I refused statins when advised to take them because I knew they were a hoax. A book called The Great Choleterol Con by Dr Malcolm Kendrick has been on the market for years (my copy is dated 2007). Kendrick is a British GP who is a bit like A2's Prof Woodford - he got suspicious, boned up on the whole topic and then wrote the book which he threw at Big Pharma. If you're on statins, consult your GP, and if he/she doesn't know about the change of view, tell him or her to get up to date.

I'm also not sure that A2 would ameliorate leaky gut, it just ameliorates the conditions that are due to leaky gut.

[Ginger_steps_]

I am hoping/dreaming that a big growth in A2 Platinum sales into Australia will reduce some of the negative (for us NZ$ holders) effect of the NZD/AUD FX rate.

of the 4 supermarkets i visit on a regular basis a2 formula seems to hardly move at all - single tin shelf space (where milk has gained a few rows), the shelf space for formula is also at knee height... Hopefully thats not representative of the wider sales. Good luck holders!

[babymonster]

again dumping at the end of the day.. Sp back to 51c