A2M 0.00% $6.88 the a2 milk company limited

Media Updates, page-1623

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    I don't think Geoff would intentionally hold back news, and even if he did (managing to dance around continuous disclosure rules) we shouldn't be celebrating that type of manipulation in any way - the transparency and integrity of a2m is one of the core reasons I remain comfortable holding a2 as a heavily overweight position in my portfolio. FYI - there was no "downgrade" for a2m this year - it was simply a reality check (officially a trading update / guidance) for the market to not get ahead of themselves estimating super high revenues when there were other factors at play ie label changes. That reality check was not only the integrity I was referring to above, but also a very wise move by management to avoid a massive report day sell off - we did take a hit initially, but look at the SP recover now, while approaching a somewhat known result. In some respects I hope Jayne continues Geoff's conservative nature in such circumstances as mentioned above.
    Last edited by Ginger_steps_: 15/08/18
 
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