A2M 1.97% $5.48 the a2 milk company limited

Ann: FY24 Results commentary and outlook, page-157

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  1. 520 Posts.
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    To me, that sounds like they have a plan for the cash within 2 years, so I'm not thrilled to have to wait for FY26/27 for some exciting developments they have outlined. However, I'm fascinated to wonder what the company will look like then, and I have no choice. I just hope I can hold on until then.

    As if they will sit on cash for no reason for another five years. No chance.
    Your mob will show up with flaming torches and kick the doors in.

    Where were you four years ago? The world was as big as my backyard; I couldn't leave a 5km radius for more than an hour daily.
    With that uncertainty, as if they were going to give up their security but pay out a divi.

    It's been frustrating to hold with faith, but they've taken that time to get things right and put the company on a stronger footing.
    Despite the share price, this is a stronger company for it.

    It sounds like you'll have to wait a year or two to see what happens, and for that time, we will have to suffer people crying about "give me a dividend, what are you doing with that cash pile?" when it's black and white explained right there.

    You should be pissed with Synlait and be demanding answers about how they messed up the supply chain.
    a2 has taken measures to get that back on track.
    a2 now has more power to control their destiny because of the recent moves.

    MVM gives them power and flexibility for nutritional manufacturing supply capability, innovation and China slots, etc.
    Good. I am happy they are playing the long game. China is massive. We're not anywhere close to what we can be.
    Management had great foresight to take us that way.

    https://hotcopper.com.au/data/attachments/6413/6413599-96a9cbe47f8a5ff9abc4b85d5fd05fb1.jpg

    Last edited by talk-less: 27/08/24
 
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