Personal A2M AGM Observations, page-32

First 32 Last

Share
Profile

Follow
sully24

107 Posts.

46

23/11/20

18:54

Post #: 49079931
Share
Originally posted by boerse: ↑

As a new HC member and taking some advice from other HC contributors, I will ignore posters who even doubt that I am holding shares in A2M. I still don't understand why and on what basis these doubts would arise. I am not a short seller, nor do I have any interest in encouraging the continued decline of the A2M share price. My hope is that A2 Milk might take some notice, as I have also articulated my thoughts and suggestions with the A2 management, which is unfortunately sluggish to reply.

A few additional thoughts about the current sales strategies of A2 Milk:

Given that the overseas student (daigou) supply chain is deemed to be such an important part in the A2M IF formula distribution chain, it would be counterproductive to keep supermarket shelves intentionally empty, in order to imply exclusivity. The media repeatedly reported on these students emptying what was left on these shelves pre-Covid, with them repeatedly re-entering stores in order to circumvent the 2 cans per person limit. These reports then also featured young parents commenting on these situations, even physically attacking daigous. Would the shelves have been kept replenished, these situations would not have arisen with parents and daigous being content.
It might also be an idea for A2 Milk to consider a quick response delivery service for supermarket chains. Rather for supermarkets having to wait a number of days for new supplies to arrive, small decentralised supply depots could act much faster, avoiding disappointed customers. Why not also, as already done in China, set up small promotion stalls in some suppermarkets. Some of you might have noticed similar set-ups in your preferred supermarket, with enthusiastic vendors marketing their products, with you subsequently buying it and possibly switching brands on a permanent basis.
I agree with HC members commenting on the lagging and often outdated A2M website. Given their enormous cash reserves, they could employ just one extra, digital technology competent person to keep their website up to date.
One of the criticism about the former CEO Ms. Hardlicka was that she was reluctant to relocate from Melbourne to Sydney and her adversity to frequent interstate and overseas travel in general. Having a Chair (Mr. Hearn), based 17,000km away in London, might not be the best approach for a dynamic business such as A2 Milk.

Thank you for your assumed interest and consideration.

Expand

Speaking of A2 empty shelves. Woolworths Warwick WA 20.11.2020. Bubs IF Clearance.
A2M Price at posting: $13.65 Sentiment: Buy Disclosure: Held
11 Upvote

0 Great analysis

Reply

Top Stories

RAD

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

SGP

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

PAM

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

First 32 Last

Add A2M (ASX) to my watchlist

(20min delay)
Last $4.91		Change -0.010(0.20%)		Mkt cap ! $3.554B

Open	High	Low	Value	Volume
$4.93	$4.96	$4.89	$5.556M	1.127M

Buyers (Bids)

No.	Vol.	Price($)
7	63209	$4.90

Sellers (Offers)

Price($)	Vol.	No.
$4.92	20435	4

View Market Depth

No.	Vol.	Price($)
7	63209	4.900
5	17985	4.890
2	255	4.880
1	12000	4.870
1	10000	4.860

Price($)	Vol.	No.
4.920	20435	4
4.930	37	1
4.950	3000	1
4.960	16894	4
4.970	22231	3

Last trade - 16.10pm 19/11/2024 (20 minute delay)

A2M (ASX) Chart

Personal A2M AGM Observations, page-32

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Personal A2M AGM Observations, page-32

Top Stories

Radiopharm extends radioimmunotherapy trial to 5 more cancer types

Things finally 'looking different' for up-and-down Hot Stock tip Stockland

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News