Thanks for sharing. Interestingly they have downgraded to eps of 31 cps for FY21...same as some old dog on here ...and they're not predicting much of a recovery in FY22.
EPS +17% in F22 and +33% in F23 not too shabby in the great reset
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
UBS Buy rating TP NZ$15.60 and number 3 on NZ top 10 buys. For some an opportunity for others a train wreck disaster but certainly interesting year ahead............ Time has arrived to place your bets folks
The word takeover got bandied around a bit a few years ago (at least on here), when A2 were taking over the world. All quiet now.
Is this the cheapest/easiest it is going to be? Reasonably open share register. Market cap >50% off its peak. Production capacity locked in. Still plenty of cash.
Market cap $7.5b (hey they want $4.5b USD for Rocket Lab).
Get taken over by someone with more clout, deeper pockets?
What do you mean by " another down grade" ??... missed the boat and now stand there yelling out for revenge lol.
Should have jump on the boat when it was $9ish.
Post of the week for sure. You're now a fully accredited member of the "B" team
Sheesh,how many 'posts of the week' are there...?Should you not give it out once at the end?
Post of the week in my opinion. I was brought up to respect my elders and listen to them. How some others have been brought up is quite frankly anyone's guess. Frankly I really like Balance's politically incorrect style of posting, (its quite refreshing), as much as the content.
What's the bet that the B team (yourself included because your user name also starts with B) have all been successfully investing for a very, very, very long time.
But what would we know....
To be clear because some people think I am just on here to gloat, I am not. I think the chances of another downgrade for FY21 resulting in major broker downgrades for FY22 and beyond is extremely serious and very real. In my view this goes a lot further down the rat hole...nobody can say the B team didn't warn them !
The word takeover got bandied around a bit a few years ago (at least on here), when A2 were taking over the world. All quiet now.
Is this the cheapest/easiest it is going to be? Reasonably open share register. Market cap >50% off its peak. Production capacity locked in. Still plenty of cash.
Market cap $7.5b (hey they want $4.5b USD for Rocket Lab).
Get taken over by someone with more clout, deeper pockets?
Or everyone else just rowing their own A2 boat???
I'm damn sure few closed door meetings are taking place around this matter in some parts of world and they'll take time to eventuate.
UBS Buy rating TP NZ$15.60 and number 3 on NZ top 10 buys. For some an opportunity for others a train wreck disaster but certainly interesting year ahead............ Time has arrived to place your bets folks
Same UBS who had a TP of $20.50 just before the 18 Dec 2020 downgrade?
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.
What do you mean by " another down grade" ??... missed the boat and now stand there yelling out for revenge lol.
Should have jump on the boat when it was $9ish.
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