I have no problems with your calculations and as a holder I wish A2M could achieve as higher growth as possible. But I wouldn't be as optimistic as your estimation for the time being regarding FY18 EPS The uncertainty to me however lies into 1. How Synlait's capacity is helping A2M is unknown to me. Would be great if someone could give me some measurements on that. 2. CFDA approval is great advantage but constantly changing consumer trends in China's market need to be closely monitored. They pump and dump popular products for whatever (no) reasons. This is certainly not happening so far reflecting great jobs by A2 m executives, but if it happens it changes things quickly. This is the key risk to me moving forward. Personally I loaded up more shares recently assuming results update in November would beat forecast hard, but I would recommend reviewing A2M's performance related to China market IN TIMELY MANNER by all means. After all If most Chinese moms suddenly want BAL IF or other brands, they will manage to get it at any cost regardless CFDA approval. Finger crossed for Nov trading update and go from there.
is it time to buy or to wait for a correction?, page-74
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Last
$7.03 |
Change
0.005(0.07%) |
Mkt cap ! $5.053B | |||
| Open | High | Low | Value | Volume |
| $7.00 | $7.04 | $6.94 | $3.224M | 460.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 21 | 9862 | $7.02 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.03 | 10500 | 9 |
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| Last trade - 11.05am 18/07/2024 (20 minute delay) ? |
| A2M (ASX) Chart |