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05-11-2020, 02:30 PM
#17731
Does the US consumer believe in the product as the China market does. We have had contact with Bio Chem personal on the subject of proteins in milk products.
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05-11-2020, 02:50 PM
#17732
In response by Bull mentioning Bubs earlier. Expecting Bub's supply chain to be changing shortly with them purchasing a factory in Beihai - China (worlds fastest growing city) to manufacture IF from Australian product eliminating Daigou traders............
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05-11-2020, 02:53 PM
#17733
Originally Posted by Waltzingironmansinlgescul
Does the US consumer believe in the product as the China market does. We have had contact with Bio Chem personal on the subject of proteins in milk products.
What I do know is that milk and dairy in the USA tastes like crap. Might be personal preference but I’m certainly not a fan of orange cheese which tastes like plastic, or milk that tastes like water.
My gut says A2 will make significant in roads in the USA, another big opportunity.
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05-11-2020, 03:22 PM
#17734
Member
Originally Posted by couta1
UBS target of $22.50, this one at $23 and my own at $25, let's take the $23.50 average and be done with it.
And morning star has valued it at 16.30...
Gives you an avg of $21.95
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05-11-2020, 03:32 PM
#17735
Like this bit from Forbar:
ATM is trading at a one year forward PE of ~24x (~21x adjusted for cash and ~19x when also adjusted for US losses) — attractive against any benchmark.
Attractive ...and cheap
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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05-11-2020, 03:32 PM
#17736
the market is right its only worth as much as the market says , broker reports are what they are and are adjusted all the time . probably down in time
one step ahead of the herd
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05-11-2020, 03:33 PM
#17737
Originally Posted by bull....
the market is right its only worth as much as the market says , broker reports are what they are and are adjusted all the time . probably down in time
Guru analysts about as good as pollsters
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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05-11-2020, 03:50 PM
#17738
Originally Posted by Gunner
He must genuinely believe what he says, otherwise he is wasting his time if he thinks he can any effect on its share price through this platform
Maybe, but a deluded sense of self importance can blind one to reality, unless you are an insto then your influence on the sp of this stock is zilch other than to shake a few newbies and fearful holders out.
Last edited by couta1; 05-11-2020 at 03:52 PM.
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05-11-2020, 03:54 PM
#17739
Originally Posted by bull....
the market is right its only worth as much as the market says , broker reports are what they are and are adjusted all the time . probably down in time
Market thought it was worth $21 a few weeks ago, now reckons its worth $14. Can't have been right both times.
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05-11-2020, 03:57 PM
#17740
Originally Posted by Biscuit
Market thought it was worth $21 a few weeks ago, now reckons its worth $14. Can't have been right both times.
Funny thing this sharemarket, when things are on sale people run for the hills and dump their stock, but when things are selling at a hefty premium and high P/E people are lapping it up and buying up large. (FOMO drives most of the sharemarket I reckon, not fundamentals or technical analysis)
I only shop at sales.
Last edited by Gregnz; 05-11-2020 at 04:26 PM.
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