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ATM - A2 Milk

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  • ATM - A2 Milk

    Winner, isn't this a brilliant company?

    Edit by Fatportfolio
    Last edited by fatportfolio; 04-07-19, 09:54 AM. Reason: Hopefully make Winner's day.

  • #2
    Rated outperform by 5 analysts, with a little bit left to go to target price.

    http://www.4-traders.com/A2-MILK-COM...022/consensus/

    Comment


    • #3
      Multiple funds buying progressively higher amounts of A2M for their portfolios is always a good sign. On the flipside, Director's recently took some profits off the table.

      Growth is still relatively explosive, and they have a very good capture of the premium market for infant formula (IF) in China. Also, watch the UK and US sectors this year as they really start to ramp up.

      IMHO, the Lion case against A2M in the courts right now will result in a judgement in A2M's favour. It is without base or merit, as Lion very obviosuly did not do their homework and are trying everything to stop the taking over of sector share, and A2M also has a counterclaim out against LIon.

      Finally, you have A2M as a potential takeover target from a foreign entity, which has been speculated upon numerous times in the past year or two. It is a possibility going forward.

      Comment


      • #4
        They very nearly quadrupled their interim profit and now trade on a very realistic PE considering the growth rate.
        As they continue to grow I expect they'll achieve better internal efficiencies through attaining more critical mass.

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        • #5
          Howdy old timers. Did y'all miss me? :-)
          Don't drink and buy shares in a downtrend, you bloody idiot!

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          • #6
            Hi KW,

            Its so nice to talk to you again and yes I have missed you heaps !

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            • #7
              Originally posted by KW. View Post
              Howdy old timers. Did y'all miss me? :-)
              We did, though we tried to keep your perls of wisdom alive for future investor generations :}.

              Great to have you back & welcome to the new forum! Looks like we are rapidly reaching critical mass ... Moosie, Roger, crackity, and now you (in no particular order)! Great stuff!

              Comment


              • #8
                A2 are having a great run!

                What's the story with their IP? I thought​ they had some significant IP due for expiry?

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                • #9
                  A lot of 3B's and Ceasing to be SSH notices out the past few weeks. I'm calling a top here, especially since it surpassed my bullish target of $2.80 on the ASX!

                  Comment


                  • #10
                    Originally posted by Moosie View Post
                    A lot of 3B's and Ceasing to be SSH notices out the past few weeks. I'm calling a top here, especially since it surpassed my bullish target of $2.80 on the ASX!
                    How is the chart looking?

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                    • #11
                      I sold my smallish parcel at 3.17, before it went to 3.25 odd. It's growth can only be exponential until it hits the top of the A2 milk supply curve, which is definitely not exponential. Even the CFO passed comment on input issues in the near term. Another one back on the watchlist, for me anyway

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                      • #12
                        Originally posted by Sol Invictus View Post
                        does this still have legs left?
                        What you want to ask is where do you see the SP in 5-10 years time.......given the growth and monopoly on a desired product......me thinks it won't be anywhere near $3.
                        Has it got ahead of itself ....probably but only until the next leg up

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                        • #13
                          Originally posted by snapiti View Post

                          What you want to ask is where do you see the SP in 5-10 years time.......given the growth and monopoly on a desired product......me thinks it won't be anywhere near $3.
                          Has it got ahead of itself ....probably but only until the next leg up
                          In my opinion the relaxation of recent cross border e-com regulations by Chinese authorities have started to de-risk associated threats with that market. This along with ATM recently acquiring a stake in SML has further made road easier to get the CFDA registration required by 1st Jan 2018. These two things essentially take care of any threats associated with Chinese market plus their popularity with Daigou channel. Then we're left with the pending court case with Lion to be heard in Nov, and my gut feel is that there'll be an out of court settlement before that in favour of ATM.

                          In light of above factors while the current sp looks at top of the curve, its still an attractive investment long term. Hence, although I got tempted to take profits looking at recent price surge past $3 mark, have firmly resisted that urge and tucked them in the bottom drawer for now.

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                          • #14
                            A2 share price action has been pretty predictable - it surges going in to a market update, then sells off. I suggest funds may be selling a bit early to get ahead of it this time. However a long term view says this is still a hold. Buy after the upcoming upgrade announcement, when punters who bought the rumour sell the fact.
                            Don't drink and buy shares in a downtrend, you bloody idiot!

                            Comment


                            • #15
                              I'm holding tenaciously like a Beagle with its bone that won't let go. Based on average analyst forecast this is trading at 25 times FY18 earnings which seems pretty reasonable and from a TA perspective its looks great too.

                              Comment

                              HLG

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