A2M 1.67% $6.70 the a2 milk company limited

Great analysis blackeyed,I kind of think corporate daigou...

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    Great analysis blackeyed,

    I kind of think corporate daigou activity may also be reduced as a result of the massive MBS rollout, around 30k stores.

    Think management knows this hence, the focus on MBS.

    The CEO and CFO will be doing their road trip to large shareholders perhaps next week for Q & A.

    If the major shareholders are not happy with capital management e.g, buybacks. dividends, they will let a2m know.

    A2 will take on board what the majors say as the majors can call a general meeting if they are not happy, They don't have to wait for the AGM.

    Suggest if no changes to capital management, and no major shareholder notices reducing holdings then all is good with the big players.

    I.e. they are happy with board / management and strategic direction.

    What do u think.





 
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