Half Yearly Results, page-24

One thing you don’t want to see is a lot of hoop la and hype going into a Hy report

Often it ends up underwhelming the reaction that most expect

We all know A2m will report good no’s maybe great no’s but so does me market

Despite a sharp pull back in the US A2 has run 20 per cent just in the last month as hype builds

As much as I want to see A2 blow the doors off and they may well do -I can’t see massive jumps on reporting day given the last months action

What we want to see is reaffirmation all is going well the US n Uk Are maybe finally gaining traction

Also we want to see that market share in China ticking up


I just think it’s prudent to trim expectations as some suggesting 11 dollars report day are rather optimistic a lot of what we know will see is now priced in

This reporting season we are not seeing stocks jump
Much on great reports in some instances they fall

I saw one the other day revenue up
333 per cent NPAT Boomed debt lowered massive forward prospects it went down !

Point is A2 will report well we know that the market knows it so it’s business as usual

Is it possible A2 could double from here next 2 years Yes if revenues continue to climb