ATM - A2 Milk Corporation Limited

[winner69]

Tuned in to the radio this morning to see if ATM featured in te business news

ATM refused Radio NZ to join the analyst briefing and didn't front up with a promised interview. Wierd

Get left with chief cheerleader from Milford to give us the good oil

http://www.radionz.co.nz/audio/player/20147611

[winner69]

thanks for that link winner...... not a convincing cheer leading performance......

The Milford guy happy though ...has to be though doesnt he

And Mr Mair and is nudge nudge wink wink is a good sign

[see weed]

FX rate play right here if I've ever seen it.

"We would have made $14M EBITDA if other economies weren't QE'ing themselves to death and pumping our dollar"

Well, the Kiwi has fallen near 10% vs AUD and is going to keep falling throughout FY15.

Moose verdict: buy the dips

It is starting to look a bit dippy now. If it goes any lower, will have to top up again

[Balance]

Talked to an industry player who is independent of Fonterra and ATM - small players are going to get squashed within the next 3 years in China. A place to be avoided at all cost.

[see weed]

Talked to an industry player who is independent of Fonterra and ATM - small players are going to get squashed within the next 3 years in China. A place to be avoided at all cost.

Wow, we better give a2 a call and tell them to get out of china and chase USA market. Bal. can you mention this at the agm for us thanks, See Weed.

[Jasemc]

Their hope is the point of difference. They have a couple of years yet to establish this in china.

[ziggy415]

Talked to an industry player who is independent of Fonterra and ATM - small players are going to get squashed within the next 3 years in China. A place to be avoided at all cost.

Originally Posted by ziggy415
These acquisitions come amid a government-led push to raise food standards and strengthen the supply chains in the industry. China is also seeking to consolidate the infant formula industry and aims to form three to five companies with annual sales of more than 5 billion yuan each by the end of 2018, according to a plan released in June by the State Council, the country’s cabinet.
good or bad for atm



A2 deals thru bright dairy which is a state run company which also co owns sinlait milk processor.....above announcement may not be problem for ATM

[Balance]

Wow, we better give a2 a call and tell them to get out of china and chase USA market. Bal. can you mention this at the agm for us thanks, See Weed.

Fonterra's JV with the Chinese is indicative of what's happening in that country. The Chinese are fed up to the back teeth with food safety issues and will tackle this via allowing a few big companies to operate in their market.

Anyway, the player I was talking to is subcontracting their manufacturing/processing plant to one of the big players. Cut their losses while they can.

Don't shoot the messenger - passing on the view of one player.

[Jasemc]

A2will be owned by the Chinese by then if it gets traction.

[Ginger_steps_]

Isnt a2 the only fully A2 formula product in China at present? If health concerns are high on the agenda then wont that translate into a2 being highly sought after? Furthermore, what if a large scientific study finds that a1 milk is linked to autism etc - a2 could land themselves a huge market share as well as some pretty valuable IP.