a2 CEO interview 2days ago

Too many rubbish talk here and there.

Few people spend A LOT of time telling people to sell.


Why? They want to get in cheap or short the stock.


Guys. Just push ignore button.

U have done for these guys.


I have a good news for a2 share holders.

We are safe bet for at least H2 2016.


The revenue will be higher than forecast of $350M.

So hold ur share until further notice, I am expecting it in April.

Then Sell or Hold whatever u want to.


Why a2 is safe bet for at least 6 month?

Despite a concern of possible grey channel slow.


A2 has been asking up lifting SML's a2 production.

A2 needs to order at least 4month in advance.

Means a2 still trying their best to catch up the orders from ANZ and China.

+ other products sales increase too.

Especially a2 milk powder.

Margin of 2 milk powder= 1 platinum.


To be honest, I am not sure about a2's H1 2017. If anything happens to grey chennel,

Sales will decrease but new china law is just add appx. $9 tax on per tin.


If this still cheaper than direct china sale price, then grey channel will have no trouble and in fact grey channel will be more busy to send a2 over china.

Why?


1 more babies will be born from H1 2017.

Some no brainers say about breast feeding but,

As a father of 16month boy, no matter how hard u try to feed only breast milk, u will need a baby formula to feed ur baby.


I am sure H2 2016 result will be fantastic and I think a2 is keep growing for chinese market by dagous and direct sales.


Once u feed u baby certain powder, it is very unlikely to change to others.

Parents just dont want to do it.

We already have massive chinese mothers as a loyal customers.


They can simple buy other powder from their local markets but they spend some time to search a2 milk and study it and finally order through daigous.


These loyal customers tend to stay with a2 for at least for 2years.

Means a2 boom starts from late 2015,

Then 2016 and early 2017 is still high demand + word of mouth by thses massive customer + one more babies!.


Guys, anyone whos planing to sell at $1.60~$1.80, just hold for bit more.

Dont panic by other rubbish talkers.

*just think their intention.


When we hear good news from management, we will see $2+ again.


** and world stock market now getting to good time.

If US holds interst rate next week, bull market will continue.

China stock market looks good after meeting today.


No more reason to get worried.

This might be a good chance to buy a2 shares at this price.


I bought Origin shares at $4.10 few weeks ago thinking oil price is too low, will go up no matter what rubbish talkers say.

People were panic to sell that time at that low share price.

But U check the Origin price now.


Never sell shares for minus.

U invest in good company, if SP falls, just hold it will be up there any time.


When SP falls or flat, people like ........

U know who I am refering to...

They keep coming to ur forum and spend their precious time to tell u sell.

Even at weekend and dinner time.


***Have a read this interview with a2 CEO 2days ago in NZ paper.





***please do not qoute, I will not reply to u rubbish talkers.
If I dont reply, dear a2 share holders
Please do assume that people I was referimg to as a rubbish time waster.

Thanks!