My position for next week. Not cause I am clever or very often right, just for the record.
The price is going to remain stable and even perhaps move backwards a little
The report will detail increased costs along with increased sales within consensus
Australian and English label sales will be disappointting (predicting we loose market share in IF in Oz). We will hear nothing from Kevin
Forward projections will be like the sea as the tide goes out artound Phillip Island, flat with little interest or ambition or detail
There will be some excuse re America, and we might wake Blake up and get a comment
Sales 1.3B New Zealand
There will be nothing about a buyback or dividend.
Ambitions will be very achievable and not stretch management.
Sorry guys / girls that the way I am feeling right now. Fat balance sheet, lazy management and Board. 11 Senior bloodsuckers for basically a one trick pony (Compare this against Bega with 12 Senior Management but a much more diverse product range) sadly I think we have gone the way of Synlait all about signals not value.
A2M Price at posting:
$4.91 Sentiment: Buy Disclosure: Held
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