AHF australian dairy nutritionals limited

2.17%

4.5¢

AHF vs JAT, page-2

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27/06/24

12:17

Post #: 74507058
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Originally posted by sydney6791 ↑

These two companies are quite comparable as they are running similar products in same food sector in Australia

products: AHF :a2 organic milk/ infant formula
. JAT : dairy nutrition powder

MC: AHF $14m JAT $55m AHF is 1/4 of JAT
Cash: AHF $5m. JAT$2m
Management:
. AHF ex the a2 milk company senior management members
JAT: Chinese background team
Profit: AHF : $-3m ( but management just changed)
. JAT nil ( just break even)
NET asset as at April 2024 :
. AHF $31m ( only $0.6m intangible asset)
. JAT. $6.8m ( including $5m intangible asset)

conclusion: compared with JAT, AHF is significantly undervalued, AHF’s current SP/MC is still only 40% of its tangible assets, even after the management has recently been changed. With the new management ( a2 milk company background) in charge of the business now, we expect AHF could still focus on a2 milk production and could be developed as a mid scare Aussie dairy company in next two years.

By the end of this year, AHF’s market capital will exceed JAT’s.

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You forgot the comparison that both shareholders have been severely scewed by management in the past it will hang around for a while yet. Jat still has a lot of issues from the past.

They very different company.

Over 48 million market cap by end of year ?? How? they cant make money and that is over 3x current share price 7cents No way

AHF Price at posting: 2.2¢ Sentiment: None Disclosure: Not Held
3 Upvote

0 Great analysis

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(20min delay)
Last 4.5¢		Change -0.001(2.17%)		Mkt cap ! $33.44M

Open	High	Low	Value	Volume
4.7¢	4.7¢	4.5¢	$27.37K	598.8K

Buyers (Bids)

No.	Vol.	Price($)
1	88136	4.5¢

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Price($)	Vol.	No.
4.6¢	1447	1

View Market Depth

No.	Vol.	Price($)
1	88136	0.045
2	319047	0.043
1	119047	0.042
6	645024	0.040
1	68000	0.039

Price($)	Vol.	No.
0.046	1447	1
0.047	182734	4
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0.049	421000	2
0.050	19950	2

Last trade - 15.03pm 01/08/2025 (20 minute delay)

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AHF vs JAT, page-2

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AHF vs JAT, page-2

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