Question in my mind is when not if. How does A2 get there?
PE of 30x would require EPS of $3.33 per share or profit of $2400.
so based on profit margins of 35% they need to get sales to $6.8b which is 5x current levels.
how do they do this?
15% share of Chinese IF market which is equal to the current market leader. So based on disruption that is occurring should be 2 years away. That gives sales of $NZ3.1b.
USA - Win 10% share similar to Australian market. Sales added about $NZ1.5b
other products make up difference.
So not meant to be a ramp or justification to buy but rather the reason why I haven't sold a share for 2 years.
POWER OF COMPOUND BABY.
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