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  1. #18191
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    Quote Originally Posted by winner69 View Post
    From Kingfish announcements it appears as if they are still buying / accumulating / taking a punt on A2

    Looks like they about a million more shares than six months ago
    U sure have a very keen eye buddy . Last NAV report had it at 14 % up from 13% on last week while price went down slightly ...clearly shows they adding to their position .

    Many have great regard for the Kingfish portfolio and its outperformance as its price keeps going up just for its 2% divvy policy , total disconnect at the moment to its intrinsic worth . IMHO this story will not end well ....I mean KFL SP ...not their outperformance . ATM is their Top pick for next year boost to NAV after FPH / MFT having done a lot this year !!

  2. #18192
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    Quote Originally Posted by Bjauck View Post
    It is quite ironic that NZ joined the UK and the other five eyes nations in insisting that China uphold the Joint Declaration Treaty with the UK on Hong Kong. The UK itself has threatened to disregard its Treaty with European Countries if it becomes inconvenient.

    Why is it called the Five Eyes and not the Ten Eyes? Is it because each of the five nations is one-eyed?
    And many countries (not sure if NZ was one of them) called the UK out for that.
    Note - the UK threatened but hasn't yet, China threatened and has.

  3. #18193
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    Quote Originally Posted by dobby41 View Post
    And many countries (not sure if NZ was one of them) called the UK out for that.
    Note - the UK threatened but hasn't yet, China threatened and has.
    Many parties and people within the UK also called the UK government out on it too. The British treaty breaking provisions are in a bill (Internal Market Bill) that is currently going through the UK Houses of Parliament. The UK government (run by right-winger Boris Johnson) fully intends the Treaty breaking provisions to become law. I think this threat and intention are enough for the British Government (and Five Eyes) moral high-ground to be undermined when it comes to the attitude to International Treaties and law.

    EU launches legal action against UK over controversial Brexit bill
    https://www.euronews.com/2020/10/01/watch-live-von-der-leyen-makes-brexit-statement-after-uk-mps-approve-controversial-bill
    Last edited by Bjauck; 23-11-2020 at 12:28 PM.

  4. #18194
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    Quote Originally Posted by alokdhir View Post
    U sure have a very keen eye buddy . Last NAV report had it at 14 % up from 13% on last week while price went down slightly ...clearly shows they adding to their position .

    Many have great regard for the Kingfish portfolio and its outperformance as its price keeps going up just for its 2% divvy policy , total disconnect at the moment to its intrinsic worth . IMHO this story will not end well ....I mean KFL SP ...not their outperformance . ATM is their Top pick for next year boost to NAV after FPH / MFT having done a lot this year !!
    at June 30th A2 was 14.6% of KFL holdings about $60m at share rice of $20.19

    The fund is 11% larger now and even though A2 share price was $14.54 A2 was reported as 14% (probably 13.6% in reality).

    Sort of says that they now have 1.3 million more shares than at June 30th and about $63m invested in A2

    Strong support / belief for/in the A2 story and its long term future.

    As couts say its the 87% real investors like Kingfish slowly increasing their overall share
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  5. #18195
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    geo risk increasing, remember our politicians are new at the job... i dont think they are going to rock the boat though..(hey arnt that silly are they) , next report is awaited.. Kingfish have been done well .. so far.

    so much for no likely hood of china doing to NZ what its done to Aus.
    Last edited by Waltzing; 24-11-2020 at 06:06 AM.

  6. #18196
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    A2 liquid UHT milk now launched in China via JD Mall and T mall. See link here.

    Good to see this strategy to diversify away from IF powder and extend market penetration into other age groups.

    I stand to be corrected, but understand the A2 UHT milk is being sourced ex Aus (effectively broadening distribution channels into China as well.)
    Last edited by Leftfield; 24-11-2020 at 10:32 AM.

  7. #18197
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    More Competition


    Keytone Dairy (ASX:KTD) is pleased to announce it has received a materially increased sales forecast from Nouriz (Shanghai) Fine Food Co., Ltd (“Nouriz China”) for the manufacture of Nouriz China’s private label whole and skim milk powder into China for calendar year 2021.



    Nouriz China has provided Keytone with a materially increased sales forecast, up by 24 per cent for the next calendar year, compared with the prior 12 months to October 2020. The growth comes on the back of:

    a significantly increased sales forecast received from Walmart China (announced to the ASX on 24 September 2020) of NZD $7.2m, 257% larger than the 12 months of Walmart sales to September 2020 and 3.8x larger than the prior Walmart China forecast provided; and
    a key contract win with leading New Zealand grocer Foodstuffs for the manufacture of their whole and skim milk powders, forecast to be worth NZD $7.1m over two years.

  8. #18198
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    Competition isn't necessarily a bad thing, it shows there is significant demand for the product(s).

  9. #18199
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    Quote Originally Posted by daveypnz View Post
    Competition isn't necessarily a bad thing, it shows there is significant demand for the product(s).
    Unless someone else is moving in on your patch.

  10. #18200
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    Quote Originally Posted by Gunner View Post
    Unless someone else is moving in on your patch.
    We talk about demand but its market share that really counts

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