When the Bubble Bursts, page-10

I agree with many of your points but I don't agree with a few.

I don't agree with the following..

"A2M has the opportunity to become a reliable growth stock well into the future. It must still prove to the market that it can convert potential into year on year profit growth. I believe this will come in time. But it needs time."

We have shown revenue growth 4 years running and it will soon to be 5 years running when FY16 comes to a close. The expansion into infant formula over the last two years has allowed the company to exceed revenue forecasts. Isn't this enough evidence of a growth stock whereby we are looking to grow revenue 100% in FY16 from FY15?

I would like to also discuss the recent expansion into the US and UK. This expansion into these two huge markets has obviously cost us money but what happens once those markets take off like the Australian market did?

I did some estimates on potential growth and I didn't even account for future growth with UK and USA. See below.

http://hotcopper.com.au/threads/a2m-3-party.2679563/page-479?post_id=16868373#.VrFkOe9f3X4

There is a valid reason why A2 is not moving lower with the rest of the market. Many believe in the growth story and they will continue to trade with a forward PE based off growth potential. If they were to be sold down heavily with such rapid growth in such short times frames then investors would arrive because many on the sidelines know of the potential that A2 hold. They are continually winning market share even though their products are priced at much higher premiums to other companies products. There are so many stocks on the market worth hundreds of millions and not turning profits and in sectors looking very shaky. I think those are the stocks that investors should be concerned with.