A2M $3 Party, page-374

hi,

do you think a2m to drop $1 is misleading as well? please do not be bias and put both perspectives on the table.

At least I can see the logic behind the $3, as people may be over optimistic the Feb anno result?(the chance is small but not 0%)

for people who claims stock will drop below $1, what are your bases? current p/e? future of ANZ IF? Do you know what kind of news a2m will have to release in Feb to get stock to $1?

IMO, couple points to make before the Feb Anno
1. A2m trades and reports based on $NZ dollar, and there has been substantial changes since last update.(for people claiming a2 already factored in/forecast the fx change before last Anno, please think again. is it logical for a milk company to forecast fx into their financial report?)
2. the current A2 pricing increase proposal is a bit out of sync, and is triggered by Bal. is it logical for A2m to know the Bal pricing increase plan in Nov and factored into a2 Dec anno? in ANZ, there is strict commercial laws on incorrectly using competition information.