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20-03-2019, 08:53 AM
#2031
 Originally Posted by RTM
And their biggest customer is also a partial owner to complicate things further. Need to own ATM as well to enjoy the full profit I guess.
they have the s/h in them too stop anyone taking them over i reckon , probably the only reason
one step ahead of the herd
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20-03-2019, 08:58 AM
#2032
STRONG GROWTH EXPECTED IN THE SECOND HALF OF FY19
We remain on track for our full year canned infant formula (IFC) volume guidance at between 41,000 – 45,000 MT, with significantly higher volumes forecast to be delivered in the second half of FY19 compared to the second half of FY18, which saw only an 11% uplift on the first half.
The volume growth in the second half of FY19 is driven by strong growth in The a2 Milk Company’s™ (a2MC) infant formula products. We maintain our outlook that full year profitability is expected to increase in FY19,
Obviously some serious investment in new staff and R&D going on to drive growth in FY20 and beyond. "Rome wasn't built in a day"
Last edited by Beagle; 20-03-2019 at 08:59 AM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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20-03-2019, 08:59 AM
#2033
Impressive result applauded by Shareholders
Love their headlines
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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20-03-2019, 08:59 AM
#2034
1H18 GP per MT 1,400 (up from 800 PCP)
1H19 GP per MT 1,164 (2H19 1195 )
They had signal the outlier of 1H18 last year.
Expecting an overreaction to this one -10%
Future growth is significant.
Great hold for many years to come.
Cheese acq online August, Pokeno and Dunsandel adding in for next year's supply.
The market will end up being surprised by what is not very surprising.
Last edited by hardt; 20-03-2019 at 09:03 AM.
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20-03-2019, 09:00 AM
#2035
Ah here's the problem. Too busy w@anking around with this "diversity" palava.
"As part of our commitment to looking after our people, we launched our Diversity and Inclusion working group at the end of 2018. The group aims to bring to life diversity and inclusion in our business. A special sub-group to support women leaders has also been launched."
Focus should be selling product to customers and increasing value to shareholders.Well, so far they score a big "FAIL".
Time for them to cut the crap and focus solely on getting best people for the job - and they need that because some of them are failing to control expenses.
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20-03-2019, 09:00 AM
#2036
Originally Posted by minimoke
Not impressed. Revenue gone up but cost of sales gone up more. This is going backwards
No divie.?
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20-03-2019, 09:02 AM
#2037
Originally Posted by winner69
Earnings weighted to second half mate
See BlackPeter ....earnings are going to be weighted to second half
No worries
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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20-03-2019, 09:03 AM
#2038
Originally Posted by percy
No divie.?
cash has dropped, YOY, $75m down to $13M. I dont want to see them borrowing just to pay a divy.
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20-03-2019, 09:03 AM
#2039
Originally Posted by percy
No divie.?
Minimoke should be happy ...something didn’t go backwards
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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20-03-2019, 09:05 AM
#2040
At least they have nothing to get rid of in Venezuela.
(or have I missed that to ?)
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