A2M 0.49% $6.16 the a2 milk company limited

I understand your sentiment, but we are in consolidation mode...

  1. 3,916 Posts.
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    I understand your sentiment, but we are in consolidation mode now. It's only relatively boring and predictable because we got here so quickly and the regular earnings surprises are still fresh in the memory.

    GB took us to the point of transition but was smart enough to recognise the need for change of pace and vision- from a company with amazingly explosive growth to one that has amazingly protracted growth. I'm fine with boring if it's profitable in the long run.

    As exciting as it was you won't find many ~$10B companies that have regular earnings surprises (of the nice variety), and with the way the world is going these days no news is good news because it means they are staying on trajectory in fairly turbulent conditions.
 
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Last trade - 11.08am 09/05/2024 (20 minute delay) ?
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