ATM - A2 Milk Corporation Limited

[bull....]

NZ getting more involved in china/ aus dispute?

Wellington in no position to mediate Beijing-Canberra talks


New Zealand's new Foreign Minister Nanaia Mahuta said on Tuesday that New Zealand could help negotiate a truce between China and Australia amid the escalating trade and diplomatic spat

the article says

New Zealand is not in a position to blame China or to mediate - as Wellington is fundamentally in the same boat with Canberra on this issue.

In the face of its disputes with China, Australia wants to ally itself with other members of the Five Eyes alliance, including New Zealand. Some media reports claim that the alliance is planning sanctions against China

https://www.globaltimes.cn/content/1210247.shtml

is it payback did they find bugs or something in a2 infant formula? they might be wanting to tell NZ to shut up. this would be bad as 48% of a2 revenue is china

[alokdhir]

So much negative speculation, could end up with a relief rally after the announcement when they realize things ain't so bad after all!

Most likely if announcement is anything better then company will not be trading anymore ...lol

But on serious thought ...It seems we have a real big issue on our hands ...multi day Halt for ATM is unprecedented step ...which must have needed massive justification to do so !

Either way up or down ...expecting big moves after news is out !!!

Down side actually maybe more cushioned due to massive shorts in the system ....upside can be super massive ...just needs something positive

[bull....]

looks like Mahuta insulted them ... oh no

[alokdhir]

looks like Mahuta insulted them ... oh no

What ever she says will never get any negative response from China ....NZ is too small ...will make China look very bad in world eyes bullying a small country like neutral NZ

Secondly our PM is the darling of the world opinion ...She knows how to play and get sympathy ...China will not cross paths with that ...they too smart for such petty loosing battles

[Waltzing]

Five eyes support was pushed out the door early this week by the AUSSI's. This is a long game the Kanga's want to play and like the JAP found on the KOKODA trail those out back Kanga's can be stubborn. If you want to see the kind of stubborn stuff the english used to be made of the defense of Kohima by the Kents is a good example. I dont think the new young chinese understand what they are up against. They think the blighty boys are whimps...NZ will be pulled into line soon enough. Our defense rely's on AUS. We dont have any defense. Much bigger game being played out at the moment. The PM is a possum in the search lights..beating trump is one thing.. china is a much bigger harder game player. ART of War.

[Balance]

PUT price doesn't appear to be too low, but they only make money if lower than the PUT price right?

Put is a downside protection - so obviously expecting the sp to drop below $13.00 to exercise the $13.00 puts.

[Greekwatchdog]

Here it is http://nzx-prod-s7fsd7f98s.s3-websit...349/337791.pdf

[bull....]

its funny no new zealand papers reported the fact that nz offered to mediate and china shot NZ advances down?

[tomm]

https://www.sharecafe.com.au/2020/12...tock-as-buy-6/

BROKER NEWS
December 18, 2020

A2M – UBS rates the stock as Buy

By Broker News | More Articles by Broker News
RELATED COMPANIESTHE A2 MILK COMPANY LIMITED

a2 Milk is in a trading halt ahead of a potential update to its guidance.
Some issues facing the company include a slower-than-expected recovery in infant formula sales via daigou channels and surplus channel inventory, suggests UBS. The broker believes demand will return over time with receding covid led disruptions.
Choosing to look through the short-term earnings volatility, UBS maintains its Buy rating with a target of NZ$20.50.
Sector: Food, Beverage & Tobacco.

Current Price is $A13.28. Target price not assessed.

[bull....]

Here it is http://nzx-prod-s7fsd7f98s.s3-websit...349/337791.pdf

massive downgrade ​just like we say ballamies situation could halve in price ? on this news