JAT: From 6c —> 5c —> 4–> 3–> 2c —1c?, page-122

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chris23231

1,565 Posts.

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18/09/20

15:25

Post #: 47454683
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Originally posted by meghotcop: ↑

You are right. There are all kinds of conclusions to be drawn. But if I want to make money, I have try to draw the right ones and to avoid the wrong ones. I will feel safer with my investments, when my conjectures are somewhat corroborated by Mr. Market. ... and I am here to listen to other opinions.

For me, the unique differentiating proposal for A2M (I am a holder) is the A2 casein and the achievable margins and scales. KTD (I am a holder) and JAT (I don't hold), to my regret do not seem to achieve (yet) the same "grip" or "traction" on the market as A2M can. A2M, also, does pretty good in China as per recent announcement (I think I wrote about that somewhere else). So, A2M has and is doing well with China, has not suffered, is kind of "NEW ZEALAND", is buying a Chinese owned facilty in NZ. ... and therefore the price chart bears that out.

Chris23231: Could you add some detail to your statement: "Jat is better positioned than a lot of similar companies ie ktd and bubs."

On your initial statement:

I know that ore is also available say from Brazil or elsewhere. I just think that my general statement about China and Australia re iron ore holds. I link an online article here:

https://*********.com.au/china-shooting-itself-foot-if-bans-australian-iron-ore/#:~:text=China's%20heavy%20reliance%20on%20iron%20ore%20from%20Australia&text=Miners%20in%20India%2C%20Iran%20and,to%20comply%20with%20national%20shutdowns.&text=In%20the%20first%20four%20months,rose%201.2%25%20year%20on%20year.

Funny enough, it was dated 16th May this year.

All in good spirit, I am not here to win an argument.

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A2m clearly stated sales suffered from the daigou channels being dropped. Saying their revenue in china hasn't dropped might not be all that accurate

JAT Price at posting: 2.6¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

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