Will A2M be removed from ASX100 on Friday?, page-15

First 15 Last

Share
Profile

Follow
qqkazzoo

47 Posts.

14

10/06/21

16:36

Post #: 53773919
Share

Originally posted by boerse: ↑

In my opinion (and really only my own analysis) there would have been a different outcome if the management of A2M would have relied on more reliable logistic models. Being so dependant on organised small clusters of overseas tourists/students, visiting local chemists and supermarkets with their guarded shopping trolleys being loaded with 2 cans at a time was obviously not sustainable in these international travel restrictive times. If Australian miners would have relied on tourists having to photograph pieces of coal, ore or lithium with these images then being uploaded to social media sites and orders subsequently sent via Post Offices, their charts would look very similar to A2M's depressing graphs. On a positive side, groceries shopping at Coles and Woolworths is now a much less stressful experience once again.

Expand

I've heard this arguement a few times and don't get it. They do direct to China sales. They don't rely on the channel. In the past, before covid disruptions many argued how great A2 was for "relying" on the daigou channel. This logic is flawed too.. They have been doing business where customers buy their products. Perhaps not rapidly adapting to the "new normal" is a valid arguement, but they have many business channels, and either rely on all of them, or rely on none of them depending on how you see it.

A2M Price at posting: $5.51 Sentiment: None Disclosure: Held
12 Upvote

0 Great analysis

Reply

Top Stories

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Making money: How many microcaps should be in an investor's portfolio?

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too