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A2M, THE A2 MILK COMPANY LIMITED
plastic
post Posted: Jan 30 2020, 04:06 AM
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Between the China deal and the just signed by Trump USMCA deal, dairy is going to go nuts for the Americans. If they are farming A2 herds then the writing must be on the wall for A2m.



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What did Uncle Mel do to us?
 
plastic
post Posted: Jan 18 2020, 07:00 PM
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If the biggest beneficiaries of the US - China trade deal are the farmers, then it would go without saying, dairy farmers will also be one of the biggest beneficiaries.

What will happen to the Au. N.Z. A2 milk demand if the Americans are able to supply the same or similar product with a trade agreement to ensure demand?
This scenario does not fill me full of optimism for a A2M shareholder's fate.




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What did Uncle Mel do to us?
 
blacksheep
post Posted: Dec 9 2019, 11:19 AM
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In Reply To: early birds's post @ Dec 9 2019, 08:46 AM

Extract AFR
QUOTE
Hearn insisted the board was right behind Hrdlicka’s strategy to ramp up marketing spending to help build the brand on the ground in China, where A2 Milk’s past strategy of selling into the country via the import channel known as the daigou trade will no longer deliver the same growth as it once did.

But where Hrdlicka has been prepared to sacrifice margin to get there, it appears that the board feels less sure about that part of the plan.


QUOTE
“The issue if there is one is about execution and balance. We want to balance between very strong growth and attractive margins.”


https://www.afr.com/chanticleer/behind-hrdl...20191209-p53i2b
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
early birds
post Posted: Dec 9 2019, 08:46 AM
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In Reply To: plastic's post @ Dec 9 2019, 07:18 AM

sound like board infighting ----bad sign for the Co.



 
plastic
post Posted: Dec 9 2019, 07:18 AM
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QUOTE
It is understood there may have been concerns about the direction the company had taken under Hyrdlickas tenure and her interaction with key stakeholders"


https://www.nzherald.co.nz/business/news/ar...jectid=12292063

CEO quits all of a sudden. Company brings back the old hand as interim CEO to commence immediately. Which means, the current CEO's agreement to step down as CEO is effective immediately.
Why then does she say she will, "work closely with the board and new CEO as required to ensure a smooth transition"? She must still be on contract but relieved of CEO duties hence the agreement.
But as the quote above states, its the stakeholders who are calling the shots. Since when do stakeholders, who are not shareholders, get to have the final say on hire and fire decisions? Was she working for shareholders before stakeholders? Or was she just there for a quick money grab? Ten million bucks for eighteen months isn't a bad gig. Which leaves the final query hanging; who is in the Board's ear?





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What did Uncle Mel do to us?
 
nipper
post Posted: Nov 24 2019, 08:46 PM
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QUOTE
a2 Milk provided solid revenue guidance and margin upgrades at its AGM, thanks to price increases, product launches and benefits from the Synlait Milk contract renegotiation. Improved disclosure addressed a number of market concerns, Macquarie notes. The broker has made only minor forecast adjustments but has lifted its target to $16.20 from $15.70.

Outperform retained




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 

sentifi.com

Share Cafe Sentifi Top themes and market attention on:


blacksheep
post Posted: Nov 22 2019, 03:26 PM
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In Reply To: blacksheep's post @ Nov 19 2019, 01:28 PM

Tribeca Investments fund manager Jun Bei Liu tips A2 for China potential
QUOTE
Liu said A2 price was not expensive when one considered its potential in the Chinese infant formula market.

She said A2 had a big potential for sales in China’s mother and baby store market as well as its current sales offline.

“A2 is in a unique position to take advantage of the market in China,” she said.

She said its products were already some of the top 10 selling brands online in China.

“It is building a premium brand in a competitive market,” she said.

“Where others have failed, A2 has done it incredibly well.”

read more - https://www.theaustralian.com.au/business/m...cac972cc7d82c0f
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Nov 19 2019, 01:28 PM
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In Reply To: blacksheep's post @ Aug 23 2019, 11:54 AM

Up 10.19% today after upgrading it's earnings margin guidance. Also announced a renegotiated/extended supply agreement with Synlait
Total short positions as at 13/11/19 were 7.68% https://www.shortman.com.au/stock?q=a2m

FY20
• Overall, for FY20 we anticipate continued strong revenue growth across our key regions supported by brand and marketing investment in
China and the US and the development of both capability and infrastructure to support in-market execution
• As an outcome of strategic gross margin focus, full year EBITDA margin % is now anticipated to be stronger than previously communicated and in the
range of 29-30% with gross margin benefiting from:
− Improved price yield
− COGS reduction (including the effects of favourable FX)

1H20
• For 1H20, we anticipate revenue in the range of $780 million to $800 million with growth demonstrating strong performance against strategy:
− China label infant nutrition sales forecast to be approximately $135 million representing a growth rate of ~84%
− CBEC1
infant nutrition sales forecast to be approximately $155 million2
representing a growth rate of ~54%
− ANZ English label infant nutrition sales forecast to be approximately $350 million representing a growth rate of ~9%
− US sales forecast to be approximately $27 million representing a growth rate of ~110%
− Australia fresh milk sales forecast to be $75 million representing a growth rate of ~12%

• EBITDA margin % in 1H20 is expected to be higher than FY20 and in the range of 31-32% as a result of:
− Increased cost of goods (including lactoferrin and packaging materials) in 2H20 and increased levels
of strategically important trade marketing activation in China
− Phasing of marketing and capability investment slightly weighted to 2H20; full year marketing
investment expected to be approximately $200 million


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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: early birds  
 
plastic
post Posted: Oct 12 2019, 07:30 AM
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Hows this US China trade deal gonna affect local agriculture commerce and stocks?



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What did Uncle Mel do to us?
 
blacksheep
post Posted: Aug 23 2019, 11:54 AM
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In Reply To: blacksheep's post @ Mar 5 2019, 08:22 PM

Updated chart below following recent FY19 Results
Total short positions as at 16/8/19 = 6.66%
QUOTE
Thu 22nd Aug, 2019 2,936,518 735,079,675 0.39% 7,706,570 38.10%
Wed 21st Aug, 2019 7,459,688 735,079,675 1.01% 19,754,680 37.76%
Tue 20th Aug, 2019 1,037,505 735,079,675 0.14% 5,901,336 17.58%
Mon 19th Aug, 2019 3,887,856 735,079,675 0.52% 8,099,533 48.00%

https://www.shortman.com.au/stock?q=A2M
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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