A2M 0.67% $5.23 the a2 milk company limited

"If he knew exactly how the company was going to perform in that...

  1. 1,689 Posts.
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    "If he knew exactly how the company was going to perform in that period he would have been a lot better to have held until now and received another NZd3,500,000, over and above what he did get...

    I suspect if you asked him, he would likely say, in hindsight, perhaps he should have kept them longer. He still holds 5,600,000 shares and/or options."

    Well said, thejuicer!

    The potential of China's market is so huge that it's beyond everybody's imagination, including this gentleman, Mr Babidge. a2 Platinum® has just a tiny of ~2.6% of market share in China so far, there is still a large room for a2 Platinum® to expand, along with other nutrition products in the future!

    This 2.6% of share, "while growing at a substantial rate, is modest in the context of the overall market in China and thus highlights a considerable growth opportunity for the Company", as stated in the 1H17 Report.

    Of course, there are always risks of doing business in Chins, as in everywhere in the world. Mr Babidge and his team has been doing extremely well in China, as compared with some of the others, such as Bellamy's and Blackmores. I firmly believe that A2MC will continue to surprise us, including Mr Babidge himself, in a very pleasant way in the future!

    Some people complain that Mr Babidge is too conservative about the sales of a2 Platinum® for 2H17. But please remember that he is a gentleman, a conservative character which has been clearly reflected even by his dealings of his own shares so far...

    Cheers!
 
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