ATM - A2 Milk Corporation Limited

[Jaiden]

Shorters trying their parasitic best to pull the price down, that's what they do and exist for.

Or it's the current price is inflated by market hype, and this is just merely a correction.
Plenty of people's estimates of the share's fair value on this thread have been below the current value, so it's a possibility.

[hardt]

Shorts are an essential part of the market, great tool for investors as well.

There is a hugely different reaction to when a bull gets it wrong and when a bear gets it wrong.

Which is why I don't openly state what I am short on, I have been short on A2M as I hold ATM - shorting A2 is often a horrible experience for people.

[arc]

Time to take another look at these figures. How much would ATM have to pay if they really wanted to up their contracted A2 herd at well beyond the rate of natural breeding?
SNOOPY

Complex issue. As far as Im aware there is almost no "natural breeding", its all artificial methods these days. The industry focues on gathering and storing the Bulls "output". The cows tend to be just receivers of the output. The overall "quality" of the cow with its performance as a breeder, milk producer, herd temperament, Health issues etc all factor into the program. In reality both sets of genetics play a role in the end product being A2 capable or not. So specific DNA patterns coding for the desired a2 expression will need to be found categorized and selectively promoted. Remember those charts we saw in primary school depicting Mendel's (the monk) cross breeding of pea plants and the chances of specific traits being dominant or recessive/latent..

Edit: Some smaller sized cows have large udders and deliver more milk than physically larger cows.. another factor/variable in the equations.

[Snow Leopard]

While I think all this price action is great fun, I can understand that the late-comers are not so happy.

Best Wishes
Paper Tiger

[thestg]

Any guesses if a Dividend will be announced on the 21st, if so how much?

[winner69]

While I think all this price action is great fun, I can understand that the late-comers are not so happy.

Best Wishes
Paper Tiger

Probably not ...everybody seems to be winning ....and happy ...even on the down days

[see weed]

Any guesses if a Dividend will be announced on the 21st, if so how much?

5c to 10c would be nice.

[sb9]

5c to 10c would be nice.

My pick is make it worthwhile to call it a special, it had to be a minimum of 10c.

That would be an outflow of $72mln in funds. Remember they had $120mln as at end of Jun'17 and we are four months into new FY. As per my post the other day, they would be sitting on close to $165-$170 mln cash on hand as at end Oct'17.

10c special would still leave plenty on table of $100mln to execute their other plans, like share buyback and marketing expenses. If they wish they could do something like 12.5c as special dividend.

[Clints]

Has anyone seen the China study thread on HC?


https://www.ncbi.nlm.nih.gov/pubmed/29070042

Thoughts

[777]

My pick is make it worthwhile to call it a special, it had to be a minimum of 10c.

That would be an outflow of $72mln in funds. Remember they had $120mln as at end of Jun'17 and we are four months into new FY. As per my post the other day, they would be sitting on close to $165-$170 mln cash on hand as at end Oct'17.

10c special would still leave plenty on table of $100mln to execute their other plans, like share buyback and marketing expenses. If they wish they could do something like 12.5c as special dividend.

A special dividend would indicate that a regular dividend was not going to be paid. Hardly likely in my opinion.