@Investbest92
OK well thanks for responding with some actual points and not just the usual railing against instos.
1. The best and only thing they can do to shatter the insto narrative is to deliver results. Talk is cheap and I can necer understand why you and others want more of it from management - this whole notion that the CEO should take time out from running the business to obsess over what shorters and brokers are saying is beyond absurd and misguided to me. Just let results do the talking.
2. Quarterly results would mean the results can do the talking more often.
3. They are doing more than having 'a look' into other markets, they are already in other markets. I rattled off a list of them earlier. Do I think they should push harder in those markets? Yes for sure, but just be prepared for an increased marketing spend and potential impact on margins in the short term. Which means inevitably more SP pain until the marketing pays dividends. Can you stomach that?
4. Yes agree about canning facility, but remember they are in acquisition mode currently, which could explain the decision not to build one. If it turns out they are just speeding up the process by buying one instead
5. They usually mention 11/11 at the AGM update but I wouldn't really expect them to give play by play on a sales event while it's happening. I mean no other company does that, so why would they? Again, it's only the bottom line that does the talking. I post the 11/11 rankings etc but am under no illusion that it is anything other than a temperature check using a kind of dodgy thermometer.
6. You're a bit behind as they already released senior nutrition products earlier this year. I'm sure I already drew your attention to that previously. Check them out as they could be beneficial for curing forgetfulness and other symptoms of aging !
7. I'm not concerned about day to day fluctuations in the SP and I don't watch it religiously. I made a long term investment in the stock. Well, two investments really. The first was in 2015 and then post COVID when I decided to hang around. The problem for some people is they have clung onto the same expectations and investment logic for the company from pre 2020. It is a different world now, a different company, a different market etc. I've accepted that and still see potential in the A2M story which is why I'm still here.
(20min delay)