A2M 0.90% $6.58 the a2 milk company limited

AgM update, page-93

  1. 420 Posts.
    lightbulb Created with Sketch. 69

    I cant help to do some scenario analysis:
    https://hotcopper.com.au/data/attachments/1837/1837190-ea2d09e5bfcf0ee4d43ddbf5ff9036d7.jpg

    worse case revenue assumes no growth in revenue (i.e 750 1H*2) best case revenue assumes 800*2+100M additional based on last yr's 2H revenue increase.

    Margin as advised. lower end of 28% and upper end of 30%(mid case is the most likely case)


    Good luck all lth
 
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