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A2M

1.50%

$5.90 the a2 milk company limited

A2m stock in 2017 jan end ?, page-123

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sabbeth

216 Posts.

07/01/17

13:22

Post #: 21739256
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Originally posted by Hokey 5771 ↑

The problem is the price at the checkout does not matter what the science is the majority do not pay 4.79 for two litres of milk they just don't and won't

Hence why A2 will always be a small niche product for those who believes it helps there intolerance or like me love the taste happy to pay up for it

Most CSIRO scientists in human health I contacted -yes I did do my own research said there is simply no proof that A1 is going to harm you as they said if there was it would carry health warnings like smokes

A2 is a fantastic business no one can deny what they have done is unbelievable in a short time however I feel they will hit the wall this year as competitors discount against Australian COys into china one of the reasons BAL is in trouble

What people need to see with all these graphs showing increased sales and market share is that they are coming if a near zero baseline

If you look at that same graph Aztec put out in 2 years I doubt the growth will be anything like it is now as the place in the market has been determined

If I have a lemonade stand and sell 1 cup of lemonade in a month but next month I sell 3 it's a huge rise get my drift read the data knowing that it's of a near zero base

The earnings however is impressive my own model has A2 at 2.12 in 2017 2.34 in 2018 and 2.56 in 2019 so very modest growth next three years

The sp is irrelevant if your long as that is out of your control it's in the control of algo bots

It's getting interesting inthe 1.80s but will be back up
The truck time in the 1.70s I have a feeling BAL will really rock this sector with more news on competitor discounting

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Let's wait for the 1H2017 results in Feb

A2M Price at posting: $1.96 Sentiment: Hold Disclosure: Held
7 Upvote

0 Great analysis

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