Media Updates, page-13461

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Rorschach88

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15/11/23

15:57

Post #: 70919358
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Originally posted by talk-less: ↑

That’s what I’m hoping for.

I’ll speculate and say we’ll get a lot of what we already know.
They will cover the years highlights and repeat the challenges of the current market and not to get our hopes up for a couple years.

But they’ll mention China growing market share.
Focus on continuing to build brand awareness.
Further growing sales in China with increased awareness in satellite cities for mother baby stores and domestic e-commerce, China label is doing particularly well.

New partnerships like Tim’s mentioned that we probably already know of. Maybe a new product, prepackaged 400ml bottle of Tim’s coffee x a2 milk.
Im expecting this - one day - could be a little early for it.

An update on the US. Mention of the smaller supermarkets carrying Platinum, maybe how it’s been received, and hopefully news on Amazon.
Probably nothing solid here that will get us excited regarding US, just a sniff at the potential.
We need to learn something new about the US that we don’t already know.

Some news on capital management, future plans but they Won’t say a thing about synlait and anything relating to it. Probably smart not to. No need to air dirty laundry, it will leak when it’s all over.

Expecting an announcement that we are focusing on the “Silver Generation” and investing in developing something for this demographic.
100% necessary to announce this, pretty disappointed if they don't, every other dairy company has announced plans relating to this market for growth potential in the last 12 months or does it already.

and because of all of the above they will mention how they believe shares are underpriced and over performing and announce a buyback.
fingers crossed, fools if they don’t.

(you’re going to be disappointed for a long time if you keep chasing a divi from them.)

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I'm all for a buyback at these oversold levels.
A BB should stablise the price and maybe trigger a squeeze!
GLTAH

A2M Price at posting: $3.78 Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

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