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A2M, THE A2 MILK COMPANY LIMITED
early birds
post Posted: May 10 2021, 03:52 PM
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In Reply To: early birds's post @ Feb 25 2021, 09:06 AM


8.91 as i type,
not sure where support for this one, 6---7 bucks ??? unsure.gif
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today it hit low of 5.93. the down beat seems gonna keep going.
i guess a2m have to come up with something like "" drink a2m , u can immune from covid-19"" , for sure SP gonna flight up again!! sound joke?? in current world , you never know!! lmaosmiley.gif



 
plastic
post Posted: Mar 17 2021, 01:16 PM
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No point in crying over spilt milk. But it does give a bit of an insight into what she is really all about.

https://www.stuff.co.nz/business/300254685/...-over-mistruths




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What did Uncle Mel do to us?
 
early birds
post Posted: Feb 25 2021, 09:06 AM
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In Reply To: early birds's post @ Feb 25 2021, 08:07 AM

still think it will go under 10 bucks to me

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8.91 as i type,
not sure where support for this one, 6---7 bucks ??? unsure.gif



 
early birds
post Posted: Feb 25 2021, 08:08 AM
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In Reply To: early birds's post @ Feb 25 2021, 08:07 AM

a2 Milk tanks on NSX
Tom Richardson

Shares in a2 Milk are down 17.3 per cent to $NZ9.20 in early trade on the New Zealand Stock Exchange after the infant formula business downgraded earnings guidance in releasing its half year results this morning.

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early birds
post Posted: Feb 25 2021, 08:07 AM
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In Reply To: early birds's post @ Nov 19 2020, 08:43 AM

https://www.afr.com/companies/manufacturing...20210224-p575io

While our performance in the competitive “11/11″ online sales event showed year-on-year growth with higher promotional activity, sales in the period following that event were below expectations with subdued pricing,” the company said.

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not sure how market will reacting to this report?? bad news has been priced in??
still think it will go under 10 bucks to me. unsure.gif


 
plastic
post Posted: Dec 1 2020, 06:00 AM
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With the tariff action taken against TWE recently, the message is the Chinese are serious about what they say when it comes to trade retaliation.

That does not bode well for all those other China dependent trading companies including the likes of A2 Milk.

The chart certainly agrees with such a thing.



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What did Uncle Mel do to us?
 


early birds
post Posted: Nov 19 2020, 08:43 AM
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The A2 Milk Company fell yesterday despite the company reaffirming earlier revenue guidance for the half-year to December and the June 30 full year. (it was one of the few companies to do so).

The shares fell 4.8% to $13.98.

The September guidance was to expect first-half revenue of $NZ725 million to $NZ775 million and full-year revenue of $NZ1.80 billion to NZ1.90 billion. An EBITDA margin of around 31% is also expected.

However, it has warned that its full-year guidance is dependent on an improvement in the daigou channel and continued growth in its China label business, which seems to be why the shares weakened yesterday.

Chairman David Hearn told the meeting:

“We did also anticipate that there would be continuing short term softness in retail daigou, primarily due to reduced tourism from China and dramatically fewer international student numbers.

“However, we did not anticipate the strict and prolonged lockdown in Victoria which has impacted our corporate daigou/reseller channel significantly.

“As a consequence, with weakness in pricing and uncertainty for the duration of the lockdown, we have seen a significant downturn in this channel, and whilst we believe it will ultimately be temporary, it will have an impact on our performance this year, which we made clear to the market as soon as the extent became apparent.

And then there’s the pandemic:

“However, due to the volatility arising from COVID-19, and the difficulties this presents with forecasting, naturally there is uncertainty to this forecast,” CEO Geoff Babidge told the AGM yesterday.

But the company remains confident of the 2020-21 outcome.

“We continue to observe strong underlying brand health metrics, in particular in China, including market share expansion, and growth of brand awareness and loyalty measures.

“This gives us confidence that, notwithstanding the current headwinds, the fundamentals of the business over the medium term remain sound,” the meeting was reassured.

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still think it will going under 10 bucks within 6 months. unsure.gif

 
early birds
post Posted: Sep 28 2020, 08:31 PM
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In Reply To: nipper's post @ Sep 28 2020, 05:52 PM

don't know about circuit break , but things strike me is that how come someone still try to paying over 17, 18 bucks for the stock and the tension between china and australia really gets higher months ago??

try to squeeze shorters like me ah?? cool.gif seems i'm the one had last laugh lmaosmiley.gif
to me it worth less than 10 bucks, as the relation gets uglier by the day,
i had a lot to say about it. but not in here. we just think about investment, dealing with what likely to happen and where to put our money!! tongue.gif




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nipper
post Posted: Sep 28 2020, 05:52 PM
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QUOTE
I am not alone in the business community saying that something needs to change [with Australia China relations]. We need to find some formula that works. The political tensions appear to be escalating and we need a circuit breaker
Geoff Babidge, CEO, The a2 Milk Company

A la recherche de daigous perdus



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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

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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?
 
 


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