A2M 0.36% $5.61 the a2 milk company limited

Ann: 1H22 Results Commentary, page-60

  1. 5,998 Posts.
    lightbulb Created with Sketch. 525
    Consensus was $60M so they have met that. Encouraging that things have stabilized and the excess inventory has been cleared out without killing the company (i.e. unlike BAL). Also encouraging is the 2022 figures.

    China cannot sustain a dropping birth rate for too long. Think of western countries in the 60's and you see where China is economically at the moment.

    The only potential major risk/ issue I see at the moment is mass covid getting into China, who knows what will happen there.



 
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$5.61
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$5.69 $5.74 $5.60 $10.03M 1.776M

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2 4199 $5.61
 

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$5.64 2719 1
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