A2M the a2 milk company limited

Closing price above $1.82 is crucial, page-1071

  1. 41,259 Posts.
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    Great post, Workonboats, a lot there but just questioning 3 of ur points:
    1) Is A2M/ ATM a "farming stock"? I thought the reason for the buoyancy in A2M stock was that the A2 component would trump all other milk/ dairy products in its digestive properties and scientific properties. If A2M was considered thru F/A by the market to be a farming stock, it would be nowhere near $5.11, it is not a Fonterra type stock on that basis IMHO

    2) Will not the reappearance of CGT will IMHO have an impact on the NZX? A lot of NZX only stocks such as FBU, AIR/AIZ, CNU, PGG and SPK amongst others seem to be feeling the heat of the election campaign. This could be a real risk or it might be subject to market overreaction but Labour since Lange, Clark and up to present has not been kind to agri stock prices in the past. That might be sentiment or T/A but it is a correlation that is difficult to refute beyond looking at economy, the time that Labour was in power and other explanatory factors.

    3) President Trump to date in fact has been President during a somewhat unprecedented bull market on Wall Street. I am aware of the possibility of a market correction and the "monstering" ability of the market to mean revert. It would be interesting to see what broker recommendations would be on A2M/ ATM for a downturn scenario. Have there been any? Could A2M be inversely correlated to a "correction" or "monster" scenario? Would P.R.C. consumers be more likely to substitute away from or into A2 from other cheaper varieties.

    3a) (avoiding 4 which is unlucky and rhymes with death) The 19th Party Congress has on its Agenda a potential "ceiling" to dairy products in the P.R.C. If The Party was to create a consumer floor on IF, milk products and the like, how would that affect A2 sales in the P.R.C. in the future? In rural areas, The Party is already concerned by the "price" of dairy and imposition of a "ceiling" would not be good for A2M.
    Last edited by JCoure: 03/09/17
 
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(20min delay)
Last
$7.93
Change
0.130(1.67%)
Mkt cap ! $5.741B
Open High Low Value Volume
$7.87 $7.99 $7.71 $17.74M 2.261M

Buyers (Bids)

No. Vol. Price($)
4 111 $7.93
 

Sellers (Offers)

Price($) Vol. No.
$7.96 3799 2
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Last trade - 16.13pm 27/06/2025 (20 minute delay) ?
A2M (ASX) Chart
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