ATM - A2 Milk Corporation Limited

[Snoopy]

I can't understand why ATM is not a $2 billion company and in the NZX 50. What has XRO got that ATM hasn't

Did you use the wrong smiley KW? I would have used this one ;-P.

Of course, if you pick the one share on the NZX (XRO) that is obviously more overvalued than A2, then A2 is value in that limited comparative sense. But comparing something that is grossly overvalued, with something that is obscenely overvalued, does not identify 'value' in my books.

SNOOPY

PS Looking to get into Xero as well at sub $1

[MAC]

Interesting comments within the back end of this video interview with Geoff Babidge.

A suggestion of a development in conjunction with another partner within the next 12 months. USA and Canada was mentioned.

http://www.foodbev.com/news/intervie...h#.UdPgMDunq64

[MAC]

Does A1 milk also exacerbate symptoms of neurological disorders such as autism and schizophrenia ?.

This fellow seems to think so.


http://www.jfhc.co.uk/new_research_s...ers_81974.aspx

[hilskin]

According to this article A2 Milk Corp have helped him with funding along with Autism research Institute and National Institute of Drug Abuse.
Don't have a problem with the funding side of things but I don't think we should get tooo excited about this release just yet. Need to see what evidence they have........need to prove to the scientific community as they are the ones that are going to help convert everyone to A2 milk a lot quicker than the rate we are currently going at.

http://www.thegrocer.co.uk/opinion/the-grocer-blog-daily-bread/a2-milk-serves-a-bitter-pill/344976.blog

[hilskin]

http://www.sciencemediacentre.org/ex...lk-and-autism/

This is what some Professors are saying about the news release.

[MAC]

There is certainly no doubt that taking on such a large entrenched establishment head on shows ATM really do have serious cojones.

I wonder though if they are really stupid enough to have just scored an own goal, or, do they have a larger strategy to roll out for the purpose of initiating debate and for drawing other health professionals into this area of research ?.

Only time will tell, it will be an interesting watch over the coming months.

[MAC]

Considering this a little further.

These types of health assessments can go for years if not decades, and over this time there will be health professionals, investors and consumers on both sides of this debate and others to come. However, open debate and consumer awareness, on top of ATM’s existing marketing, will only serve to further grow their market share from what is presently a low level.

It took ATM several years to achieve 6.9% market share in Australia. In perspective, if ATM were to potentially achieve 6.9% market share across their longer term target market of Australia, UK, Europe, USA and Canada, over let’s say the next 7 or 8 years, then this would make them one of the largest fresh milk companies, if not the largest.

ATM may well be at the early stages of what could potentially be a very solid long term trend. If the Australian growth story may be applied as a precedent, then after less than a year selling in the UK, a 0.5% market share at FY13 would be a satisfactory result.

DISC: Holding, ….., and happy to patiently ride a growth driven up trend.

[hilskin]

ATM looks ready to move upwards again, hope big sellers stay away.

[bull....]

ATM looks ready to move upwards again, hope big sellers stay away.

People might be buying back in now since synliat has done its book build

[hilskin]

Whenever it has it's next run, who knows maybe today???? , I don't think we'll see these prices in the low 60c range again unless something goes wrong.