ATM - A2 Milk Corporation Limited

[couta1]

was it 250% on 10 cans or 250% on 1000000 cans big difference

Talk about clutching at straws, you sound like a desperate shorter. PS-The next short incineration is coming and it will be glorious to watch as always.

[Leftfield]

was it 250% on 10 cans or 250% on 1000000 cans big difference

More likely it was revenue $$$$$$$ !!

[Balance]

was it 250% on 10 cans or 250% on 1000000 cans big difference

It's actually a good question - does anyone know?

I think it will have to be in the ball park of $10m last year, and increase to $25m this year?

https://www.nzherald.co.nz/business/...ectid=12284691

If an outfit like Ecostore can sell $2.83m this year, then ATM must be at least 10 times that.

[Sideshow Bob]

It's actually a good question - does anyone know?

I think it will have to be in the ball park of $10m last year, and increase to $25m this year?

https://www.nzherald.co.nz/business/...ectid=12284691

If an outfit like Ecostore can sell $2.83m this year, then ATM must be at least 10 times that.

Last FY they turned over $405m in China (presume excluding daigou), so would be interesting to see what effect or portion 11/11 sales were of this.

Hopefully there will be a trading update around the AGM. Last year, this included 4 month trading figures, and also commentary on 11/11 sales (last year sales tripled and A2 Platinum was ranked 2nd brand across 4 major platforms).

Share price could do with some good news.....hopefully next Tuesday.

[RGR367]

"By category, infant formula was the most popular category from New Zealand......" https://www.stuff.co.nz/business/far...as-singles-day But duh, no figures to back it up.

[see weed]

was it 250% on 10 cans or 250% on 1000000 cans big difference

So what you are saying is 10 cans last year is now 35 cans this year or 1,000,000 cans last year is now 3,500,000 cans this year. So how many cans did they sell in that 24hr 11/11? And at what price....$80 per can?

[Balance]

"By category, infant formula was the most popular category from New Zealand......" https://www.stuff.co.nz/business/far...as-singles-day But duh, no figures to back it up.

Irrespective of numbers, as ATM is unlikely to release due to commercial sensitivity(?), the critical point is that ATM's A2 IF is unquestionably the clear leader when it comes to IF brand awareness in China.

That is some serious achievement and let's hope that ATM can continue to lever off that in the years ahead.

The company needs to come out strongly and unequivocally at the ASM that revenue growth is offsetting margin reduction and is increasing profits and cash flow.

[Balance]

So what you are saying is 10 cans last year is now 35 cans this year or 1,000,000 cans last year is now 3,500,000 cans this year. So how many cans did they sell in that 24hr 11/11? And at what price....$80 per can?

Those are the questions we are all seeking answers to.

ATM would be doing us all a huge favor by giving some guidance.

[couta1]

Irrespective of numbers, as ATM is unlikely to release due to commercial sensitivity(?), the critical point is that ATM's A2 IF is unquestionably the clear leader when it comes to IF brand awareness in China.

That is some serious achievement and let's hope that ATM can continue to lever off that in the years ahead.

The company needs to come out strongly and unequivocally at the ASM that revenue growth is offsetting margin reduction and is increasing profits and cash flow.

Jayne needs to choose her words carefully and not be too conservative in her AGM presentation otherwise the game players will continue to trash the sp.

[Ggcc]

Jayne needs to choose her words carefully and not be too conservative in her AGM presentation otherwise the game players will continue to trash the sp.

I don't think she should choose her words carefully, she just needs to tell it how it is. Regardless what the share price is today she is aiming for the share price to be much higher in 5 years time. Rod Drury mentioned that those who hold XRO longterm will truly benefit and look at them now (overpriced for me, but then I can't spit sour grapes forever). If Jayne mentions something similar to what Rod mentioned, we will see ATM become a $20-25-30 dollar share, but we don't know when.