Alterego's figures form part of the picture. However their last figures were an interpretation of a Brokers opinion of forward sales. If you wish to only believe Brokers thats up to you.
Andy haha and Mark 06 provide information on the flow of product, both to retail in Aus (aztec) and Daigou (Marks logistics). This is vital as it hints at issues WAY BEFORE they become an ann to investors.
The sample size is irrelevant as it indicates flow, you don't need lots of pallets, you just need a steady state to determine ups and downs.
Saying that it is only relevant to gauge sentiment of Daigou surely shows its value as BAL suffered greatly after it excluded Daigou. Wouldn't you like to know when Daigou sentiment changes towards A2.....I as sure as hell would.
I am not a fanboy of Mark, him and I have had a couple of battles about retail but I respected his info on logistics. Did I care about his guesses at SP....No , just like I don't care about yours, hokey's or anyone else's.
The SP is determined by the market, not by the value of the company. Marks, Andy's and other information assists me to determine the value of the company, not its SP.
A2M Price at posting:
$2.30 Sentiment: Buy Disclosure: Held
(20min delay)