ATM - A2 Milk Corporation Limited

[winner69]

I'm a little puzzled that a2MC is pursuing the ABC under Australia's Consumer Protection Law rather than suing for defamation, .........."

Don't think companies (at least any with more than a handful of employees) can sue for defamation

[see weed]

atm sp looking strong this morning

[Kirk]

Is it correct that the lower NZ OCR goes the more appealing this stock will be (all other factors held constant)

[ziggy415]

lower kiwi $ versus the AUD very very good for ATM.

you warming to this company snap....now that Mac is incognito we need a new A2 champion.....heck you may even raise your 40 cent fair value to somewhere near macs

[winner69]

atm sp looking strong this morning

Yes most things up up today

world a happy place and lower interest rates here and watching our $ fall is good as well.

[see weed]

Look at last 6 months chart. Normally sp would start to fall back to 50c by now. Something feels different this time around, or am I counting my chickens before they hatch. Over 51,000,000 shares traded in 8 days. Three times more buyers than sellers at the moment.

[ziggy415]

well I have said in the past, on this thread, that ATM could be the next coke....is that bullish enough for you.
I did double my holdings @ 49 as the share price hit support at these levels, after buying a few at 58 on the way down.
I also ran a test on a mate of mine who does not drink milk as it gives him a crook stomach.
He did take some convincing to try it but did not feel ill after having it in a coffee.
He now use's it all the time.
Still sits in my speculative portfolio along side WYN.
I do like how they have a proven track record at going for a market and winning(Aussie).
Seems to be very well managed and I know their margins are growing as the price of milk at the farm gate gets hammered.
Really really like the way they grow the company from profit....this is very hard to find amongst growth stock.
Not totally convinced yet and shares are expensive based on fundamentals that's why it is in my speculative portfolio but in my opinion one of the best speculative stocks on the NZX.
Happy holding and believe any publicity is good publicity.

fair enough snapiti....does look to have some upside but cant see how you can have good fundamentals but still grow the company from profits....if we gain traction in the UK do we then spend profits in say France. etc..when does profit start to appear on the bottom line...being a plumber its all about the bottom line

[Harrie]

Has MAC been thrown out of the forum, if so why, or has he voluntarily exited?

[Jasemc]

Has MAC been thrown out of the forum, if so why, or has he voluntarily exited?

Depression with sp

[NT001]

The fact is that there is plenty of anecdotal evidence supporting the proposition but no definitive scientific evidence. In law they will rely on scientific evidence and fact.

I'm mystified about your repeated assertions Harrie that there is "no definitive scientific evidence". What exactly do you want "definitive scientific evidence" of, and how do you define what constitutes "definitive scientific evidence"? What would satisfy you? What is the "proposition" that you consider unproved?

There is clear proof that the A1 and A2 milk proteins are different, and no debate about that. Hundreds of scientists around the world are working on the precise implications of this with regard to medical conditions such as autism, schizophrenia, milk protein intolerance, SIDS etc, not to mention digestive problems of course.

The recent Curtin trial using human subjects showed that milk drinkers react differently to A1 and A2, and more work is planned on this, using a larger subject sample and looking at further specifics. That doesn't mean the first clinical trial was inconclusive, just that the researchers want more detail. That research will go on and on. Are you disputing the results of the Curtin trial? I'm not aware of any respected scientist in this area of research who is doing so, just some non-medical trolls including certain nutritionists with ties to Dairy Australia.

Research papers published in peer-reviewed scientific journals around the world, not disputed by Big Dairy or anyone else, verify that A1 milk generates a narcotic peptide in the digestive system (BCM7) that is not generated by A2 milk. That's not a matter of debate. Nor is it disputed that A2 is the natural milk produced by human mothers and other lactating mammals such as sheep, goats etc and even by cows except for a proportion in some countries such as NZ that have a gene mutation originating in European breeds.

It is also now well established, despite doubts expressed some years ago on rather spurious grounds by the European Food Safety Authority, that BCM7 can escape through the gut wall and enter the bloodstream. And from there it can enter the brain with observed harmful medical consequences that have been described in published research papers.

Are you saying this body of research, which again is undisputed, does not constitute definitive scientific evidence? What exactly do you want? There are dozens of research teams in many countries working on this line of inquiry, which shows it is a genuine area of global scientific and medical concern way beyond Australasia and a2MC, and no one is coming up with contradictory results.

Yet a2MC is carefully not making claims in this area. It is pushing a2 milk solely on the digestive issue, where there is hard scientific evidence. So what "proposition" are you saying remains unproven?

There is also the anecdotal evidence, as you mention. This of course is rejected by some scientific purists who still say anecdotal evidence has no value and should be ignored. The scientific world is now changing its view on that outdated dogma, and it is now resorted to mainly by those who can't find any other line of argument. Some medical specialists in Australia are already prescribing a switch to A2 after witnessing the anecdotal benefits attested to by scores of families in relation to medical conditions such autism.

It's true that there is no "definitive" evidence yet that BCM7 is a causal factor in type 1 diabetes and ischaemic heart disease, because that will require very difficult longitudinal human studies taking decades. There's some supporting evidence, but not yet definitive. So all we can say right now is that no one has yet come up with any other credible explanation for the remarkable epidemiological correlation, discovered by a2MC's co-founder Corran McLachlan, between A1/A2 consumption and the prevalence of those diseases in countries round the world. Remember, it was well known for many decades that most of those who died of lung cancer were smokers, but it took a very long time to produce watertight evidence of a causal link.