hey A2 lovers and haters, I took time to put on spredsheet the...

hey A2 lovers and haters, I took time to put on spredsheet the last announcement: with 2/3 of Q4 under the belt they are calling 1200-1250$ pretty tight range, indicates high confidence level and they are only blind to 1 month of actual sales data. So if you break down the numbers to achieve $1267, you need to repeat Q3 results ($295) which it is a good thing, as the way I read it the drop in sales bottomed if they can repeat a quarter sequentially in challenging environment. This also indicates that from here we should see steady organic growth with the strategic clean up of the stock up and down stream. Liquid ANZ is a $ 1,8 B TAM and A2 already achieved 12% market share so plenty of room to continue growing in a space where basically you have no competitor as A2 is the only brand present in all the country with premium brand and price power....again if we close at $1250 M it is a 12% drop vs. previous year FY20 (COVID inflated number) and plenty of cash with a black swan in the middle this is still a tier 1 company. ...