How to value A2M?, page-3

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chad987

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17/04/22

09:38

Post #: 60885422
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Originally posted by Rick19: ↑

A2M's cash balance of $700m odd must be factored into your calcs. Account for that, Price to sales is closer to 2.

I too am very bullish on agribusiness, i see it as a great sector to be invested in, inflationary pressures seem to be here for a while yet it seems. I hold large positions in two of the other companies you've mentioned in ING and BGA. To me they are the sector stand out companies. Both are mature business', trade at modest multiples and in my view are both screaming buy's at their current respective SP's.

I took a small position in A2M on Thursday morning at $4.63. In all honesty i'm not as bullish on A2M as in my view the road forward towards getting back to anywhere near the 52c EPS we saw a couple of years ago is much bumpier and far less straight forward but at current SP A2M certainly worth the punt.
If it drops below $4 i will add

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dont add cash, many companies have very poor ROIC.

imo it's all about profit recovery (or not), and china, stop looking at p/e p/s. a2 will never be a growth stock again.

Last edited by chad987: 17/04/22

A2M Price at posting: $4.68 Sentiment: None Disclosure: Not Held
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(20min delay)
Last $7.77		Change -0.070(0.89%)		Mkt cap ! $5.625B

Open	High	Low	Value	Volume
$7.83	$7.83	$7.66	$19.26M	2.491M

Buyers (Bids)

No.	Vol.	Price($)
1	1000	$7.75

Sellers (Offers)

Price($)	Vol.	No.
$7.78	14197	4

View Market Depth

No.	Vol.	Price($)
1	1000	7.750
3	14323	7.720
1	1297	7.710
1	1000	7.680
3	8768	7.660

Price($)	Vol.	No.
7.780	14197	4
7.790	2979	2
7.800	8894	5
7.820	5066	3
7.840	2934	2

Last trade - 16.10pm 23/07/2025 (20 minute delay)

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How to value A2M?, page-3

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How to value A2M?, page-3

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