A2M 0.53% $5.68 the a2 milk company limited

Citi Research - Nestle to Win, page-22

  1. 9,247 Posts.
    lightbulb Created with Sketch. 888

    The important thing to remember with the stock market is it is volatile.


    A2M feels like a safe haven:

    - EBITDA growing

    - Distribution points and geographical points growing rapidly

    - Product range growing

    - Supply struggling to keep up with demand

    - another positive report expected in Feb19 (we might get a trading update in Jan19)

    - 12/12 China sales day expected to boost results

    - so many options with packaging, supply and other operational and product synergies

    - takeover target for the big guys (Nestle)


    Watch out this is the beginning of a major upward re-rate in my opinion.  With share price depressed almost 30% from highs approaching $14 there is plenty of upside for value investors.

    Last edited by prosperity: 12/12/18
 
watchlist Created with Sketch. Add A2M (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.