JLB, we have been on couple forums, namely BAL and MFG and I do enjoy your posts. However I do disagree with your interpretation about the guidance forecast for second half. Your interpreting the revenue going backwards but i see it going forward of up to 25%. My interpretation is Geoff was hosing down expectations due to supply constraints and volatile Chinese regulations. His done the right thing. Another few point of differences between A2 and BAL are:
1) A2 demand is higher than what BAL experienced
2) Singles day performance blitzed BAL, filling top few spots in Stage 3
3) Clearly has Diagou support
4) Better management
For the SP to go back below $1.80, revenue will need to drop substantially. I don't see it happening.
However the next 6 months is the key for A2. If you follow the timeline of BAL and BKL, it is around this time that revenue began to drop.
Half yearly earnings., page-46
-
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add A2M (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$4.81 |
Change
-0.090(1.84%) |
Mkt cap ! $3.482B | |||
| Open | High | Low | Value | Volume |
| $4.92 | $4.95 | $4.80 | $8.716M | 1.802M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 10795 | $4.81 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.83 | 5662 | 1 |
View Market Depth
| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| A2M (ASX) Chart |