AHF australian dairy nutritionals limited

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Great - advertising and marketing costs were $330k for 2024....

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werdplaya58

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2013

09/01/25

01:11

Post #: 77325773
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Originally posted by jamman399: ↑

Great questions! I agree it’s worth digging into the actual numbers instead of just chasing hype. Here’s how I’m looking at it:

1. Cash Flow & Profitability - Yes, they posted a $1.16M loss in Q1, but that doesn’t necessarily invalidate their path to cash-flow positivity if cost-cutting measures (like reduced marketing spend) kick in right away. I’m watching the quarterly reports closely for any sign of that shift.

2. New Product Timeline - True, there’s not necessarily going to be immediate revenue from the upcoming product until the next financial year. The 20 year veteran ex –A2 team’s history suggests they know how to build distribution channels quickly, so if they execute, they can ramp sales faster than a typical small-cap might.

3. Leadership & Fundamentals - Past performance (including older management bios) isn’t a guarantee, but it does hint at capabilities. The reason I highlight those backgrounds is because they’ve scaled a dairy company before—if they can replicate even part of that success, the fundamentals could improve significantly.

I’m with you: we need more data than promises. In my view, it’s a bet on whether management’s game plan to cut overhead and streamline production can bear fruit ahead of the new product launch. If they deliver on those basics, the ‘spin’ becomes tangible progress. If not, we’ll see it in the next couple of reports.

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Great - advertising and marketing costs were $330k for 2024. Halved down already from $660k in 2023.

So let's say they slash that further - somehow - while launching a new product. Which you must agree makes zero sense. But I'll play along.

Where are they finding the remaining $6M+ turnaround in their FY25 financials that you are claiming?

AHF Price at posting: 6.3¢ Sentiment: None Disclosure: Not Held
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Great - advertising and marketing costs were $330k for 2024....

Iberian expansion: Megado turns to Europe with Spanish copper mines

HotCopper Highlights, Week 24: Israel boosts Energy; Meeka eyes production & Mag7 back

Week 24 Wrap: WW3 looms (again); US econ data tepid & silver surfing

ASX Ltd notches upward on sale of company meant to fix CHESS 3 years ago

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

'Sure to be busy': Advance's Yuquivo drilling gets off to top start with first-hole hits

Zip's stunning comeback: Is this the start of a $14 revival?

Clinuvel shares dip, even as CEO comes back from temp leave

Gold, Brent Crude spike as Israel strikes Iran in worst-case scenario

Resolution's dual-listing to 'expedite growth' – and sets stage for NASDAQ foray

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Great - advertising and marketing costs were $330k for 2024....

Top Stories

Iberian expansion: Megado turns to Europe with Spanish copper mines

HotCopper Highlights, Week 24: Israel boosts Energy; Meeka eyes production & Mag7 back

Week 24 Wrap: WW3 looms (again); US econ data tepid & silver surfing

ASX Ltd notches upward on sale of company meant to fix CHESS 3 years ago

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

'Sure to be busy': Advance's Yuquivo drilling gets off to top start with first-hole hits

Zip's stunning comeback: Is this the start of a $14 revival?

Clinuvel shares dip, even as CEO comes back from temp leave

Gold, Brent Crude spike as Israel strikes Iran in worst-case scenario

Resolution's dual-listing to 'expedite growth' – and sets stage for NASDAQ foray

Featured News

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