Guys guys
You are all overthinking this. its simple a2 went from 6th seller by units to no 1 seller by number of units and from 6th to 2nd by value of units sold. The real real key here is how incredibly close to Aptamil A2 is. Aptamil has not been outsold on singles day by number of units. It has 17% market share. The next highest market share is 9%. So a2 is now very very close to Aptamil, and you can bet its selling as well in landed stores. A2 this year sold 2.5times what it sold last year. That is 150% increase. a2 said the only reason they didn't sell more was because they ran out of stock.
Now inventory was over 107 metric tons at the end of last year way up from 67 at the end of 2018. So demand growth must be, cannot not be exponential, and the only barrier between 10% market share for a2 is its ability to supply. However scarcity of supply is not a bad thing it just makes the product even more attractive to the Chinese.
I don't care about revenue growth in the last four months, I think we are going to see a2 point to a very very rapid increase in market share and that of itself will light a long lasting eternal fire under the stock.
- Forums
- ASX - By Stock
- A2M
- Chart Update
Chart Update, page-8973
-
- There are more pages in this discussion • 16,258 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add A2M (ASX) to my watchlist
(20min delay)
|
|||||
Last
$6.85 |
Change
-0.030(0.44%) |
Mkt cap ! $4.952B |
Open | High | Low | Value | Volume |
$6.93 | $6.98 | $6.83 | $10.27M | 1.490M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 18844 | $6.84 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.85 | 41602 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 11039 | 6.840 |
1 | 3000 | 6.830 |
4 | 17920 | 6.820 |
4 | 9541 | 6.810 |
2 | 5020 | 6.800 |
Price($) | Vol. | No. |
---|---|---|
6.850 | 41602 | 1 |
6.860 | 548 | 1 |
6.870 | 8050 | 3 |
6.880 | 16820 | 3 |
6.890 | 5115 | 2 |
Last trade - 16.10pm 15/07/2024 (20 minute delay) ? |
Featured News
A2M (ASX) Chart |
The Watchlist
RCE
RECCE PHARMACEUTICALS LTD
James Graham / Dr Alan Dunton, MD & CEO / Non-Executive Director
James Graham / Dr Alan Dunton
MD & CEO / Non-Executive Director
SPONSORED BY The Market Online