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31-07-2013, 05:51 PM
#421
Member
I'm a holder and a consumer of A2 milk, and I can say for sure that it does actually taste so much better than regular milk. The A1 beta casein must also affect the taste of the milk. And yes it makes awesome flat whites, so creamy and delicious.
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31-07-2013, 06:04 PM
#422
Originally Posted by Thor
I'm a holder and a consumer of A2 milk, and I can say for sure that it does actually taste so much better than regular milk. The A1 beta casein must also affect the taste of the milk. And yes it makes awesome flat whites, so creamy and delicious.
Where do you get it? I'm looking for trim A2 in Auckland. Can get non trim from my local supermarket but don't drink full fat milk. Currently using 'Soy Milky' UHT which has a much nicer taste than A1 trim milk.
Last edited by biker; 31-07-2013 at 06:06 PM.
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31-07-2013, 07:12 PM
#423
Member
I'm pretty sure in NZ they only sell full cream milk, so you're out of luck. Full cream taste so much better though, and since the link between saturated fat and heart disease is pretty much debunked now (unfortunately the main stream still push the same old, wrong message, but it is changing slowly), there really is no reason to avoid it.
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01-08-2013, 07:41 AM
#424
And it tastes so much better than skim milk. (personal opinion off course). I grew up in a place where we milked our own cows and drank milk from the vat as it were. To call skim milk "milk" is an insult to me. It's just white coloured water.
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01-08-2013, 07:54 AM
#425
Member
Oh so right blackcap and back in the day you would get in the milk room and drink pure milk straight off the cooler or if you wanted to have it warm before it hit the cooler. So whats with our full milk now days if you put it in a cats dish and it sits for a day it goes jelly like, pure cows milk does not do that.
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02-08-2013, 10:22 AM
#426
What better indicator is there than 50% growth in market share within a competitive environment like this.
http://www.foodmag.com.au/news/coles...ning-milk-wars
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03-08-2013, 08:46 AM
#427
Junior Member
More potentially encouraging news...
A2, whose milk contains different proteins to ordinary milk, is another company both Lister and Davies say may surprise investors on the upside.
<a target="_blank" href="http://adclick.g.doubleclick.net/aclk%253Fsa%253DL%2526ai%253DBSgNXJxr8UbqMOs2EkgXL 5IHwCKuS6cEDAAAAEAEgADgAWIuW541kYKvssYXgGIIBF2NhLX B1Yi05MzY2ODY3MTc0MjAzNzcysgEPd3d3LnN0dWZmLmNvLm56 ugEJZ2ZwX2ltYWdlyAEJ2gFQaHR0cDovL3d3dy5zdHVmZi5jby 5uei9idXNpbmVzcy9tb25leS84OTk1NjkzL0NvbXBhbnktcmVz dWx0cy1xdWljay1hbmQtdGhlLWRlYWSYAuBdqQLWqXxUpk2qPs ACAuACAOoCHTY2NzQvb25sLnN0dWZmLmJ1c2luZXNzL21vbmV5-AKB0h6QA6ALmAOgC6gDAeAEAaAGHw%2526num%253D0%2526si g%253DAOD64_3BDYifWNaeY1OZgPfLbvS24qmEcg%2526clien t%253Dca-pub-9366867174203772%2526adurl%253Dhttp://www.mixandmash.org.nz/"><img src="http://pagead2.googlesyndication.com/pagead/imgad?id=CICAgIDQx-WcQRABGAEyCNg5WIaZnZ-_" width="300" height="250" border="0" alt="" galleryimg="no"></a>
Davies says a planned update about A2's entry into the United Kingdom and China is worth watching and could send the share price soaring, as did the company's April announcement regarding the introduction of a new infant formula to China and Australia.
"The UK operation is looking to follow in the footsteps of its success in Australia, where A2 currently enjoys a 6.9 per cent market share by sales value," he says.
"The level of penetration they get in the very competitive UK market will be of great interest (and) China also has great potential."
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03-08-2013, 06:08 PM
#428
The expansion into the UK market is indeed potentially enormous being a much larger market than that of Australia, aggressive advertising with Kylie Minogue, sales in 900 Tesco supermarket stores, and a newly appointed Chief Marketing Officer coming on board in September to drive a consolidated global strategy. The growth prospects for ATM are truly huge.
What impresses me most is that ATM are growing revenues at 45% p.a, but unlike other growth stocks (eg XRO) they are also concurrently managing margins and are generating positive NPAT as they grow.
Though, we shouldn't get ahead of ourselves in anticipating the reaping of all ATM's good efforts and investment.
ATM have been selling into the UK via the Wiseman JV for less than a year to June 2013, so we should not expect too much just yet in the way of revenues at FY13 reporting in a month’s time, and there will be, as a matter of growth JV costs to consider. I would be satisfied if ATM have entered with an inaugural part year (9 month) market share of 0.5%, IMHO this would represent a very good result in respect to the Australian ramp up when at that stage.
Infant formula product doesn't come onto shelves in China until September 2013 so therefore we will not see any revenue contribution at FY13, but we may see ramp up costs. We will have to wait until HY14 reporting to gauge the effectiveness of this venture.
The Australian revenues may be impacted by the 10% move in exchange rate, however, a month out from reporting ATM have not altered guidance of FY13 EBITDA of 11.2M before intercompany charges which last year were 1.5M or so.
I would be interested in the analysis of others ?
I'm calling for FY13 revenues of 92M (+48%) and NPAT of 5.0M as being a good solid result whilst ATM are investing heavily in future growth.
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03-08-2013, 07:24 PM
#429
Originally Posted by GRIFFIN
Oh so right blackcap and back in the day you would get in the milk room and drink pure milk straight off the cooler or if you wanted to have it warm before it hit the cooler. .
Aah !!.. Memories.. and there was a muck heap.. Pitch forked onto a cart.. Muck spreading was an art in those long forgotten days.. .. ..
Keep the milk.. Please.. I prefer the stainless way we do it today though..
Agree with comments on ATM's future..
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04-08-2013, 10:48 AM
#430
On a diff tangent I remember trying out A2 a few years back and not noticing much diff in taste but noticing itsfridge life wasnt as long. I also read at the time an article saying a study that said their were NO health benifits and i lost int. Seems that article was wrong but will allocate a little time looking for this and scanning A2 threads.
With a PE of 218 and mkt cap of $433 million and one prediction of $5 million NPAT one needs to be a believer in massive growth potential ahead. In 2 years price has gone from re 47c to 67c re 21% a year. Certainly a great leap of faith re ..." A2's entry into the UK and china is worth watching and could send the price soaring". Anyways could be a soft market for a while for white gold stocks , an op to buy in if one is a believer. Holding fonterra and synlait atm.
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