A2M

8.89%

$6.25 the a2 milk company limited

A2m - time to short, page-366

First 366 Last

Share
Profile

Follow
Drumo

7,420 Posts.

1369

29/09/17

18:23

Post #: 27560178
Share

Originally posted by winsomelosesome ↑

I am not saying A2M is a bad company and never have. What I am saying value is not growing like the share price would have us believe. If the price can come back to its real intrinsic value and not the imaginary one people are talking about. Then I will definitely buy. Also there are a lot of assumptions in your post. None of which are guaranteed as of yet. So just remember that. Now lets presume hypothetically those numbers ends up being true. 900m revenue. NAPT if 160 million. My value is between $2.50 to $3 range. Even with NPAT of 300 million. Value is around $4. Current price $5.90. Was $6.50 the other day. To me that indicates the market is expecting results to be better than what even you are quoting. If they are not expecting this. Then sadly they have all become irrational and simply buying this stock for no other reason than it is going up. And don't want to miss out on the rewards if it continues to rise.

Now lets look at the other side. We know the share price is rising faster than value. Because the market has decided that this stock deserves to be trading at a premium to real value. Based on a hypothetical projection. Now what happens to your theory if for what ever reason people stop falling for the hype. Sales begin to decline. Revenue reduces and so does the profit. With all the extra premium already factored into the share price. This thing will collapse into the abyss. If those numbers are just slightly less than what people are expecting. Your whole theory is based on the fact that the worst case will not happen to this stock. We know in the stock market that the probabilities of things not working out like we wanted are very high. Look at TLS, TPM for example now. Last year they were making new highs daily (euphoria everywhere) and now the end of the world is nigh. Why people want to ignore the risks and only focus on the hypothetical reward is crazy IMO.

Expand

Why do I get the feeling your related to Hokey....

Value is related to what the market says after doing forward research based on facts, get it...

A2M Price at posting: $5.86 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

4DX

4DMedical lands Philips US reseller deal with eye to Veterans Affairs' market post-lung damage

ESR

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

The market's shrugged at China's stimulus measures all year. Why is this one different?

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

ZER

Zeta Resources seeks to resolve the Panoramic takeover story

STK

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

The winners & losers on market if negative gearing were gone

DEG

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

NAM

ACCC seeks Olam divestments before its acquisition of Namoi Cotton can go ahead

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

There are more pages in this discussion • 455 more messages in this thread...

First 366 Last

Add A2M (ASX) to my watchlist

(20min delay)
Last $6.25		Change 0.510(8.89%)		Mkt cap ! $4.525B

Open	High	Low	Value	Volume
$6.24	$6.77	$6.05	$29.65M	4.654M

Buyers (Bids)

No.	Vol.	Price($)
1	152106	$6.56

Sellers (Offers)

Price($)	Vol.	No.
$6.00	370	1

View Market Depth

No.	Vol.	Price($)
1	152106	6.560
1	176	6.500
1	78	6.370
1	222	6.320
1	620	6.300

Price($)	Vol.	No.
6.000	370	1
6.010	6365	1
6.030	18	1
6.080	227	2
6.100	4440	1

Last trade - 11.20am 27/09/2024 (20 minute delay)

A2M (ASX) Chart

A2m - time to short, page-366

4DMedical lands Philips US reseller deal with eye to Veterans Affairs' market post-lung damage

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

The market's shrugged at China's stimulus measures all year. Why is this one different?

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Zeta Resources seeks to resolve the Panoramic takeover story

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

The winners & losers on market if negative gearing were gone

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

ACCC seeks Olam divestments before its acquisition of Namoi Cotton can go ahead

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

A2m - time to short, page-366

Top Stories

4DMedical lands Philips US reseller deal with eye to Veterans Affairs' market post-lung damage

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

The market's shrugged at China's stimulus measures all year. Why is this one different?

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Zeta Resources seeks to resolve the Panoramic takeover story

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

The winners & losers on market if negative gearing were gone

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

ACCC seeks Olam divestments before its acquisition of Namoi Cotton can go ahead

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News