Morningstar begins coverage!, page-2

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ricky_banker

9,706 Posts.

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20/09/18

08:20

Post #: 35714987
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Originally posted by Swage_17 ↑

Morningstar has finally begun coverage of A2m. They generally only cover well established companies... e.g. no way they would bother analysing bubs or even Bellamys. They only cover majors like BHP, large banks etc. I take their coverage of this as a positive sign (not that A2m wasnt well established before today).

They reckon 20% growth per year on average over the next 10 years (high growth now slowing down in future but 20% average). Nothing new in their comments that we dont already know. Mostly the biggest risk is possible scientific evidence that negates the effects of A2 milk but if we read all the comments from consumers who can drink this milk without digestive problems, I think we are safe. They have mentioned other risks but I cant them being a problem because of our management.

Valuation is 13.30AUD/14.6NZD. If I understand correctly, this is valuation for now, not a price target for 12 months.

I expect the SP to be above $13 after the AGM if there is no negative news in the AGM. If positive news then $15 by end of year. Positive news could be much higher than expected growth in USA and breakeven before the 3 year timeline in the last report.

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I was a able to convert our house painter to buy A2 Fresh Milk by advocating to try A2.

Fast forward, I bumped in to him again. I asked about A2. He said that he and his family are drinking the milk since I told him.

I asked why? He said they like the taste. It tastes 100% milk.

He does not know about the science about it.

A2Milk will be judged by its good taste and the science behind it is a bonus in my humble opinion. or vice-versa.

Believe in better. Feel the Difference.

GLTA. Happy Investing.

A2M Price at posting: $11.24 Sentiment: Hold Disclosure: Held
26 Upvote

1 Great analysis

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(20min delay)
Last $7.84		Change 0.080(1.03%)		Mkt cap ! $5.676B

Open	High	Low	Value	Volume
$7.78	$7.85	$7.66	$23.96M	3.091M

Buyers (Bids)

No.	Vol.	Price($)
2	2943	$7.80

Sellers (Offers)

Price($)	Vol.	No.
$7.84	8846	1

View Market Depth

No.	Vol.	Price($)
2	2943	7.800
1	12571	7.660
4	1033	7.650
3	2960	7.600
2	80	7.560

Price($)	Vol.	No.
7.850	8895	6
7.870	20243	5
7.880	7570	3
7.890	5400	2
7.900	2966	4

Last trade - 16.10pm 22/07/2025 (20 minute delay)

A2M (ASX) Chart

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