ATM - A2 Milk Corporation Limited

[zigzag]

A side note... Infant formula at my local Coles supermarket has gone from $32 a tin down to $24. What may have caused such a radical drop?? Supply shortage - therefore its going out of date on the shelves? Uptake a bit slow?

Perhaps it was destined for China, and has been diverted, because of access problems.

[Ginger_steps_]

Been watching dairy auction prices lately?

Yes, but does that justify a 25% drop in product price? None of the competitors have changed their prices.

[Joshuatree]

Im a novice in T/a but that looks like the lower risk way to buy back/ in sommeller which is what I'm waiting to do Big vol too today. re 13 million million.

[Ginger_steps_]

Or its a big FU to the Australian dairy companies who are trying to distort the A2 branding. They are pricing the product as if it were standard formula not niche - hence taking the big guys on directly. May be a very smart move, it will at least allow them to test the Aussie market for infant formula.

I hope this is the case!

[MAC]

A side note... Infant formula at my local Coles supermarket has gone from $32 a tin down to $24. What may have caused such a radical drop?? Supply shortage - therefore its going out of date on the shelves? Uptake a bit slow?

Looks like the babes like it Gingersteps;

http://www.productreview.com.au/p/a2...a-stage-1.html

http://www.productreview.com.au/p/a2...n-formula.html

Perhaps Coles are doing one of those down down down down things they do at present ?

[Ginger_steps_]

Looks like the babes like it Gingersteps;

http://www.productreview.com.au/p/a2...a-stage-1.html

http://www.productreview.com.au/p/a2...n-formula.html

Perhaps Coles are doing one of those down down down down things they do at present ?

Wow those a rave reviews aren't they! Its definitely not a down down discount as they are marked differently with a red tag. Its not a special either as they are marked with yellow tags. They normal white price tags that go into the plasctic tag holders have been changed so I guess its a long term price change. Perhaps price was the biggest factor in people not buying it.... Interesting to see on the product review site that the RRP is $41.50!! And if you click the "show prices" button it says $189 on ebay for sales in Asia. Wow.

[MAC]

Thanks for that GS, I suspect KW is right, that ATM may well be kick starting market share for platinum now in Australia by taking on the incumbents directly for a while.

Given that the Synlait plant is operating at less than full capacity this year, and not meeting its production output quota, I would not be surprised to hear that ATM might take an opportunity to increase the contracted platinum production rate too.

[nextbigthing]

Hello, Police, I'd like to report a theft. Someone is stealing ATM shares at 72c.

Perhaps the crime is someone selling them at that price.

[MAC]

We must be getting close to receiving an investor presentation on this, hello, Geoff, Susan ?


NORTH AMERCIA MARKET ENTRY
The launch of a2™ brand fresh milk into the United States market has been under consideration for some time and is to be the next priority growth initiative. Given the UK business is now established and showing growth from a small base, the Board considers an entry plan for the USA should now be developed. The Company has strong intellectual property rights and know-how in this market and consumer research confirms the attractiveness of the A2 proposition. In addition, the industry and market dynamics are considered favourable to a market entry strategy for our product.

The plan would involve the Company establishing its activities through a wholly owned USA subsidiary and recruiting a small management team with in-market experience. As part of the development, a2™ brand milk will be showcased at a major natural foods exhibition to be held in California in March.

[PartyPooper]

Any news would be nice at the moment. Going from 5% on my portfolio to -4% thanks to my large ATM holding on average 82 cent buy, brings a tear to my eye right now.

Keeping the faith for now.