ATM - A2 Milk Corporation Limited

[see weed]

Could've made a good money by doing nice trade in the past few days 186 to 198....

From memory there was one trade at 1.86. Was looking at getting back in, but no sellers at 1.87, and 600 selling at 1.88, and 4000 at 1.89 which I missed out on. So the sp ended that day on 1.90. Have since jumped back in.

[sb9]

From memory there was one trade at 1.86. Was looking at getting back in, but no sellers at 1.87, and 600 selling at 1.88, and 4000 at 1.89 which I missed out on. So the sp ended that day on 1.90. Have since jumped back in.

Back up to $2 mark and looking rather solid now...

[see weed]

Back up to $2 mark and looking rather solid now...

Yep, looking good.

[sb9]

Further evidence about growing demand for A2 Infant Formula, courtesy Hotcopper...

http://www.abc.net.au/lateline/vodcast.htm

• We meet the new breed of professional shoppers, buying Australian products to order for a growing Chinese clientele [mp4] (03/08/2016)

ABC Lateline last night, click [mp4] to view the programme and see what it says about A2m.

Bring on FY results on 24th....

[King1212]

Further evidence about growing demand for A2 Infant Formula, courtesy Hotcopper...

http://www.abc.net.au/lateline/vodcast.htm

• We meet the new breed of professional shoppers, buying Australian products to order for a growing Chinese clientele [mp4] (03/08/2016)

ABC Lateline last night, click [mp4] to view the programme and see what it says about A2m.

Bring on FY results on 24th....

Excellent!!!

[see weed]

Back up to $2 mark and looking rather solid now...

Up to the next level now, with jump from $2 to $2.04 at 11.30 am. Is dat you sb9 accumulating before the big positive results out very soon this month?

[sb9]

Up to the next level now, with jump from $2 to $2.04 at 11.30 am. Is dat you sb9 accumulating before the big positive results out very soon this month?

Wish I had big deep pockets (like you ) to keep topping up. Looking very good now for the results to be due in 3 weeks.

[Jasemc]

Will all depend on if they can increase production to meet IF demand in China. Hopefully announcement in end of year !

[NT001]

Will all depend on if they can increase production to meet IF demand in China. Hopefully announcement in end of year !

I disagree that it "will all depend" on if they can increase production to meet IF demand in China. Viewing A2MC as a one-trick pony with everything depending on IF to China is a risky proposition for two big reasons. Firstly, the China market is subject to a number of influences that A2MC has little control over, ranging from regulatory issues to competitive factors. Not that there's any competition in the "A2 milk" niche, but if the big European formula makers flood the China IF market, either directly or through daigou operators, they could potentially force overall prices in China down.

Secondly, I think we tend to underrate the potential impact of A2MC's operations in the UK, USA and NZ. Amidst all the focus on China, these other markets hardly ever get mentioned in discussions of the A2MC share price. It's not that they are yet having much effect on the balance sheet, but I'd be looking for some fairly interesting announcements about how things are going, which could certainly stimulate positive hopes for the near future and thus help augment the SP.

These could include plans to launch new exports from NZ. Hopefully these would include an expansion of IF production of course. But there are other options too, and A2MC has been carefully keeping its NZ plans under wraps (why tell Fonterra your secrets?). We know it does have plans to become a significant player in NZ as from 2017, and staff on the ground already working on them. NZ is a huge producer of surplus milk and has hundreds if not thousands of farmers standing ready to earn premiums by supplying A2. A more active strategy in NZ could also boost NZ shareholder interest in A2MC, which has nosedived over the past year or so with the emphasis moving to Australia.

[NT001]

It looks like A2MC's law suit against Lion/Pura in Australia to stop them labelling their milk as "A2 Protein" may have yielded results. A contributor to HotCopper who is currently in Western Australia has noticed that Pura's milk bottles there now appear to be carrying a new label that omits the offending text. Not in NSW and Victoria as yet. It'll be interesting to see if Lion has backed down or there's been a settlement.