Australia's largest stock trading and investment forum Australia's #1 stock forum

A2M

Click for more information

2.25%

$6.37 the a2 milk company limited

Media Updates, page-14205

First 14205 Last

Share
Profile

Follow
Tahora

1,056 Posts.

182

27/03/24

12:26

Post #: 73081607
Share

Originally posted by werdplaya58: ↑

With everything that has come to pass since then, and especially seeing similar developments with BUB later on, I've come to believe that Peter Nathan in particular did probably mislead everyone about the outlook in his area of responsibility (Asia Pacific region).

PN has since been cosying up to the same corporate daigou (Andy Zhang) even after the latter went on to wreck BUB in eerily similar circumstances. It suggests to me that they had mutually beneficial "understanding" which underpinned the failed strategy A2 had of "incentivising" daigou throughout all the downgrades.

I wouldn't be surprised if PN kept much of old management and board in the dark as well. I am sure that they genuinely did need a better inventory tracking system, and it's much better that they have one in place now. Transparency overall is better. Not least of all because I suspect he knew inventory wasn't moving but since it wasn't visible, there was plausible deniability.

To his credit Bortolussi is the one who came in and put an end to that strategy of incentivising daigou, wrote off the old stock, and ultimately showed PN where the door was.

Expand

WOW!!!!
Do you have proof of any of this.
This is a bloody big call

A2M Price at posting: $6.15 Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

NEU

Neuren sees FDA greenlight for 3rd trial into children with Phelan-McDermid syndrome

Arika to pump $3.2M into gold exploration at WA's Yundamindra following strong maiden program

CHM

Leukaemia patient shows complete response in Chimeric Therapeutics' latest trial

NYR

Nyrada rat study shows no genotoxicity in brain injury drug NYR-BI03

RCE

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

There are more pages in this discussion • 564 more messages in this thread...

First 14205 Last

Add A2M (ASX) to my watchlist

(20min delay)
Last $6.37		Change 0.140(2.25%)		Mkt cap ! $4.612B

Open	High	Low	Value	Volume
$6.24	$6.40	$6.23	$6.204M	979.3K

Buyers (Bids)

No.	Vol.	Price($)
1	3066	$6.37

Sellers (Offers)

Price($)	Vol.	No.
$6.39	8962	2

View Market Depth

No.	Vol.	Price($)
1	3066	6.370
7	30512	6.360
2	22216	6.350
1	8221	6.340
2	8721	6.330

Price($)	Vol.	No.
6.390	8962	2
6.400	23681	11
6.410	5156	2
6.420	12175	3
6.430	8921	2

Last trade - 16.10pm 07/10/2024 (20 minute delay)

A2M (ASX) Chart