A2M 0.36% $5.61 the a2 milk company limited

A2M $3 Party, page-319

  1. 1,649 Posts.
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    We differ on the following:

    The announcement only reflected the better than expected November. Nothing beyond that.

    December & January actual figures have not been factored in. It stands to reason that if November beat expectations, then Dec and Jan are likely to do the same which would mean a revised forecast[except it would be current reporting based on actual sales]. Dec and Jan have not been announced and is not factored into the price. The previous forecast range should either be at the highest point on the range or higher.

    [P.S The A2m stock has been valued at $2 on "Your money Your Call" Sky/FOX [not sure which channel] with the current earnings forecast, so really, if it were not for global market turmoil we should be around $1.80-$2 already as a platform.]

    In addition and probably most importantly: Beside actual profit, a supply announcement would have a profound effect because it means A2m will gain market share. Meaning on the heels of Bellamy's.

    So

    Bellamy's--> $13
    A2M --> $1.60

    The only difference? Time.

    My 2 cents worth
 
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