ATM - A2 Milk Corporation Limited

[Leftfield]

Its interesting that Synlait and ATM have been pacing each others SP in recent times and yet have a look at Synlait's chart and ATM's chart and you tell me which one from a TA perspective looks dramatically better...and then there's the much lower PE for Synlait as well. I know their fortunes are inextricably related but nonetheless there are considerable differences. That said I now own more ATM than Synlait although I am presently scratching my head wondering if this is really all that clever...

Mmm interesting. Both are good companies to have in yr portfolio.

While the recent SML SP chart may look better from a TA perspective, when you compare 2yr historical SP performance as per the following chart, ATM has performed about 350% better than SML

Attachment 9789

What will happen in the future?

IMO SML's potential is more capital intensive and tied to its NZ production facilities. By comparison, ATM's less capital intensive potential is tied to multiple production facilities in NZ, AUS, UK, and USA with the benefits of any Frontera production as yet untapped. ATM seems to be disrupting traditional diary production/marketing methods.

Which share will perform best in the longer term? It's going to be interesting to see.

[Leftfield]

"Managing Director & CEO Succession

Further to the announcement advising of the appointment of Ms Jayne Hrdlicka
as Managing Director and CEO of The a2 Milk Company Limited, the Board of
Directors is now very pleased to confirm that Jayne will take up these roles
on Monday, 16 July 2018."
I'm guessing a trading update might be timed around this date - pure speculation tho!

[winner69]

Gave up counting after $4 million as to what her remuneration could be

And then noticed its in AUD as well

https://stocknessmonster.com/announc...tm.nzx-320449/

[winner69]

"Managing Director & CEO Succession

Further to the announcement advising of the appointment of Ms Jayne Hrdlicka
as Managing Director and CEO of The a2 Milk Company Limited, the Board of
Directors is now very pleased to confirm that Jayne will take up these roles
on Monday, 16 July 2018."
I'm guessing a trading update might be timed around this date - pure speculation tho!

as a new CEO she might want to get rid of all the ghosts (write offs) and start with a clean slate ...ha ha


Isn't that how things work

[whatsup]

as a new CEO she might want to get rid of all the ghosts (write offs) and start with a clean slate ...ha ha


Isn't that how things work

which are ?

[winner69]

which are ?

Maybe nothing but one never knows

Seems to be the standard reply when a new CEO comes on board ...often wipe the slate clean and all that

[Leftfield]

as a new CEO she might want to get rid of all the ghosts (write offs) and start with a clean slate ...ha ha Isn't that how things work

Pretty cynical pessimistic view Winner (not like you at all)

Given that the current CEO is remaining to work along the new CEO for the next 6 months, (and given his past exemplary management) I would be more optimistic and think ATM will be ready to make quite a few more positive market updates over the transition period.

[MikeE]

What does everyone see the share price at for this stock in 18 months?

[Lego_Man]

What does everyone see the share price at for this stock in 18 months?

One hundred dollars

[Ggcc]

What does everyone see the share price at for this stock in 18 months?

It all depends on the up and coming report on the future turnover. Too early to say. $16-18 if positive. Much lower if things don’t go to plan.........