ATM - A2 Milk Corporation Limited

[BlackPeter]

Pity A2 share price not doing as well as Synlait’s ...that’s up more than 20% on last weeks low post that dreadful downgrade

A2 up 10% in same period

Synlait the milk sector star.

Do dead starlets bounce?

While Synlait sells to various suppliers at low margins (competing with Fonterra) - their only big margin customer is A2 (and at times whoever buys the Lactoferrin, but that market is patchy ...). I guess they are at this stage basically linked at the hip with A2M and see no reason whey they should do better than A2M, unless market puts big hopes on this still secret non diary customer who is supposed to materialize at some stage over the next handful of years ...

[Leftfield]

Has China's trade war with Australia ended up with China shooting itself in the foot?

Interesting ABC article here.

[Beagle]

https://www.nzherald.co.nz/business/...EAM5JVLWMQDFI/

Long road back for ATM.

[bull....]

i dont think a2 are even on pinduoduo , so makes ya wonder about all that marketing spend

[Master98]

i dont think a2 are even on pinduoduo , so makes ya wonder about all that marketing spend

Since trading update already three big players reduced their holdings, are they washing their cards or just like rats jumping off sinking boat? from short term the picture for ATM really not good, they have to spend millions to destory old stocks, re-build unofficial channels, and marketings.

[Leftfield]

Some would say that investors continually adjusting their portfolios up or down based on TA and FA signals is merely business as usual.

[aperitif]

337E4F6F-F017-4BA7-AF41-EEE0EADA43A9.jpg DC0EB55E-299F-4E3A-9F8D-505FEA33548C.jpg667CAEB8-E4C0-4899-8CE2-3DFAF478193B.jpg

See three pics above

[BlackPeter]

Nice pictures. Do you want to share with us where and when they have been taken?

[Master98]

337E4F6F-F017-4BA7-AF41-EEE0EADA43A9.jpg DC0EB55E-299F-4E3A-9F8D-505FEA33548C.jpg667CAEB8-E4C0-4899-8CE2-3DFAF478193B.jpg

See three pics above

just remind you, A2 major profit come from unoffical channels which sell their engish label IF, profit from chinese label IF which sold on local china market is much much less.

[bull....]

News that British multinational consumer goods giant Reckitt Benckiser Group will take a £2.5 billion ($4.57 billion) hit on the sale of its struggling baby formula business in China is not a good sign for The a2 Milk Company.

https://www.afr.com/companies/manufa...0210608-p57z0t