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06-11-2020, 08:08 PM
#17781
Member
Originally Posted by Justin
China is threatening to impose bans on up to $6 billion of key Australian exports from Friday under a widely distributed notice sent to the country's food and wine distributors, raising fears of a second wave of economic coercion as diplomatic relations hit a new low.
The addition of copper ore and sugar to a growing list of commodities targeted by Chinese authorities alarmed the agricultural and mining sectors, which were on Tuesday scrambling to verify the authenticity of the notice.
Lucky we are not in Australia then.
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06-11-2020, 08:47 PM
#17782
Member
Originally Posted by Gunner
Lucky we are not in Australia then.
as long as Jacinda doesn’t do anything stupid we should be in the clear
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06-11-2020, 08:54 PM
#17783
Originally Posted by Justin
as long as Jacinda doesn’t do anything stupid we should be in the clear
All I see it doing is increasing demand for NZ products.
Most of A2’s supply including their proposed investment in Mataura valley is all joint ventures with the Chinese.
A2’s investment in Synlait is also a joint venture with the Chinese.
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07-11-2020, 08:49 AM
#17784
Originally Posted by Gregnz
All I see it doing is increasing demand for NZ products.
Most of A2’s supply including their proposed investment in Mataura valley is all joint ventures with the Chinese.
A2’s investment in Synlait is also a joint venture with the Chinese.
Well said Gregnz.
Over on HC respected poster jzhuang has posted this update on A2 China sales (including an optimistic update showing a 77% increase via export stats ex Lyttleton.) Here's the link.
jzhuang echoes my thoughts that the Daigou decline is a temporary distribution channel shift.
- "The most important thing for me is underlying customer demand is still proven to be very strong. However, rather than believing in full recovery of daigou channel, My hope is on the channel shift in the short term. I'm overall quite optimistic from mid term perspective. The growth story should not stop for at least next a couple of years.
- With continuous strong customer demand and good signs of sales recovery being observed recently, I believe A2MC will achieve higher end of their revenue forecast ($725m - $775m), or even slightly better. We should be able to see a clearer view on AGM day coming in 2 weeks' time."
Of course this is just one opinion. A2 may be down, but it isn't out.
As usual... DYOR and take responsibility for your own decisions.
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07-11-2020, 08:54 AM
#17785
Originally Posted by Left field
Well said Gregnz.
Over on HC respected poster jzhuang has posted this update on A2 China sales (including an optimistic update showing a 77% increase via export stats ex Lyttleton.).
Thanks, I like the part where he predicts $A 16 by end of 2020.
Fingers and toes crossed here.
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07-11-2020, 10:54 AM
#17786
If his investigation into exports are correct then the 14 low should hold and make a very nice addition to the support levels in this stock and im sure holders will be relieved for the present.
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07-11-2020, 11:17 AM
#17787
Originally Posted by winner69
Only half dozen .....need the whole dozen for a meal
Need to have a 5 min break between half dozens. You are more than welcome to come along and down a dozen oysters and if you like an upside down beer. Was there last Saturday for happy hour from 3pm to 6pm.
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07-11-2020, 03:19 PM
#17788
Member
Worth a watch.. an overview and valuation on our beloved a2. A lot of stuff already known to us shareholders but if you learn something new from it your welcome..
https://youtu.be/G4pPuaTog64
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09-11-2020, 10:11 AM
#17789
Well hello Sharesies punters.
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09-11-2020, 10:32 AM
#17790
Member
one share at a time they will make ATM the new BGI
Originally Posted by couta1
Well hello Sharesies punters.
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