A2M 1.42% $6.23 the a2 milk company limited

A2M Strategic Valuation, page-42

  1. 76 Posts.
    lightbulb Created with Sketch. 52
    There is some real risk that they were pulling forward sales... this could have been going on for up to 2 years.

    basically in covid they could have turn to customers and said "buy now our supply chain is going to be disrupted" after 2 years of stuffing a few extra tins in each half.

    the problem gets bigger every half.

    throw in the disappearance of a channel (the biggest one at that) and fundamental analysis is stuffed

    ignore my sentiment my judgement is so bad I don't want to kid myself that changing it is worthwhile
 
watchlist Created with Sketch. Add A2M (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.