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26-02-2019, 10:05 PM
#12551
Member
Originally Posted by dabsman
Hi all - what are the chances of a dividend this year? Sitting on a lot of cash and surely cant use all?
I think extremely low. Far too many good opportunities that have higher returns with ATM investing them than for the vast majority of investors/other businesses.
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26-02-2019, 10:51 PM
#12552
Member
Originally Posted by allfromacell
The ASX closed down just shy of 1% today while A2M closed at what I think was an all time high closing price. With over 35M shorts still open I wouldn't be surprised to see this run further while big volume buying continues.
The fundamentals are just so good, everything is lining up perfectly. Most of us were expecting a good result but very few expected it to be quite as great as it was.
Just out of curiosity where did you get the 35M number from? Thx
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27-02-2019, 12:52 AM
#12553
Originally Posted by longy
Just out of curiosity where did you get the 35M number from? Thx
Runs 4 days behind
https://www.shortman.com.au/stock?q=a2m
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27-02-2019, 11:33 AM
#12554
Aussie yesterdays close A$14.11 @ .9592 = NZ$14.71 ......................
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27-02-2019, 11:39 AM
#12555
Originally Posted by dreamcatcher
Aussie yesterdays close A$14.11 @ .9592 = NZ$14.71 ......................
Not looking like a good open on the Aussie at the moment.
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27-02-2019, 11:46 AM
#12556
BAL released a shocker this morning which will unjustifiably rub off on A2. One of the reasons mentioned for poor performance was "Observed slowercategory growth andbirth-rate in China, andincreased local supplyfrom competitors", perhaps they should have just said ATM is eating everyone's lunch.
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27-02-2019, 01:44 PM
#12557
Chinese baby trend pointing into the wrong direction (this is, if you want to sell more infant formula into China):
Fewer babies were born in China last year than in 2017, and already fewer had been born in 2017 than in 2016. There were 15.23 million new births in 2018, down by more than 11 percent from the year before. The authorities had predicted that easing and then abolishing the one-child policy in the mid-2010s would trigger a baby boom; it’s been more like a baby bust.
https://www.nytimes.com/2019/02/26/o...gh-babies.html
Apparantly - the removal of the one child policy came to late ... not anymore enough fertile females around to change the trend ...
Last edited by BlackPeter; 27-02-2019 at 01:50 PM.
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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27-02-2019, 02:06 PM
#12558
Originally Posted by BlackPeter
Chinese baby trend pointing into the wrong direction (this is, if you want to sell more infant formula into China):
https://www.nytimes.com/2019/02/26/o...gh-babies.html
Apparantly - the removal of the one child policy came to late ... not anymore enough fertile females around to change the trend ...
"Low fertility has its benefits. Fewer children probably means that more attention is paid to them, including in the form of more investment in education." It also means they can afford premium, safe, tummy happy milk powder during those all important formative years of their dear darling babies growth.
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27-02-2019, 02:23 PM
#12559
Originally Posted by minimoke
"Low fertility has its benefits. Fewer children probably means that more attention is paid to them, including in the form of more investment in education." It also means they can afford premium, safe, tummy happy milk powder during those all important formative years of their dear darling babies growth.
True - but this is not new. China went already through 2 generations of one child families. What is changing now is that overall the number of families with babies is drastically dropping (11% less babies in one year is drastic ....), but some of them might have now more than only one child, which means these multiple child families have even less money available to buy luxuries like infant formula coming from the other side of the globe ...
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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27-02-2019, 02:28 PM
#12560
Originally Posted by BlackPeter
True - but this is not new. China went already through 2 generations of one child families. What is changing now is that overall the number of families with babies is drastically dropping (11% less babies in one year is drastic ....), but some of them might have now more than only one child, which means these multiple child families have even less money available to buy luxuries like infant formula coming from the other side of the globe ...
The Chinese are no different from any one else on this front.
If a parent sees it as vitally important for the health and wellbeing of their child they will sacrifice near anything to give the child the best. So if A2 is on the mind of the chinese parent they will find a way of funding the purchase. (maybe its seen as an investment in the future - where a healthy child / children will be in a much better position to support their aging parents in later life)
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