Agree that these are the two best brands to play the China consumption story for IF. You are also right to point out that BAL's sales growth has been limited by supply.
If think the Fonterra supply contract for BAL is a game changer, and A2M needs to announce an expansion project for Synlait or a new production agreement to get to the next level. Demand is there, supply can't keep up and that doesn't look like changing any time soon.
If I could see more A2 stage 3 around, or knew there was more in the pipe, I would be an enthusiastic buyer of the stock.
- Forums
- ASX - By Stock
- A2M
- A2M / BAL, heavily undervalued
A2M / BAL, heavily undervalued, page-12
-
-
- There are more pages in this discussion • 29 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add A2M (ASX) to my watchlist
(20min delay)
|
|||||
Last
$6.35 |
Change
0.000(0.00%) |
Mkt cap ! $4.597B |
Open | High | Low | Value | Volume |
$6.30 | $6.40 | $6.27 | $8.477M | 1.335M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 5355 | $6.35 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.37 | 5827 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 5355 | 6.350 |
1 | 24733 | 6.330 |
4 | 29508 | 6.320 |
3 | 32257 | 6.310 |
1 | 8772 | 6.300 |
Price($) | Vol. | No. |
---|---|---|
6.370 | 5827 | 2 |
6.380 | 8772 | 1 |
6.390 | 17888 | 6 |
6.400 | 9179 | 3 |
6.420 | 13409 | 5 |
Last trade - 16.10pm 09/10/2024 (20 minute delay) ? |
Featured News
A2M (ASX) Chart |
The Watchlist
AHK
ARK MINES LIMITED
Ben Emery, Executive Director
Ben Emery
Executive Director
SPONSORED BY The Market Online