Stocks to fly high in 2022, page-150

The only reason more people (may) have lost money on A2m is if they bought in at the peak. The company itself is NOT a derailed train, it's just making less money than it was.

The company still has a highly profitable underlying IF business in China, a highly profitable milk business in Australia (arguably the best fresh milk business), solid patents and a cash pile competitors can only dream of.

They had outsized profits due to Daigou which have subsequently been impacted by COVID which led to an inventory problem since rectified. They're now probably having some COVID related distribution issues being felt across many industries which will continue to play out but their products are very much in demand.

The bleating and doom mongering on here is something to behold. Before Corporate welfare it was taken as a given that businesses would have to deal with market downturns. COVID was out of their control, a2 management are responding to it.

A2's biggest failure seems to be they didn't donate enough to the LNP to get the same level of handouts as Casinos, (selected) Airlines, Harvey Norman and sundry other mates whose profits have been underwritten by Australian taxpayer money. Our money.

To be clear, I bought in at $1 and $2, sold most at $10 and $17 and have recently bought back around $6. My only beef with management is what on earth they're doing with the US strategy (can't see the payoff myself) and the Fonterra partnership in SE Asia which (after initial high hopes) seems to be a bit of a dud.

But derailed company it is not.