The company's financial results are what matters most and I'm not aware of any reason to think that the recently upgraded guidance would not be met.
I also think when all is said and done, the supply risk to the company is a bit overstated. Whatever happens at Synlait, if the conveyor belts don't keep continuously churning out A2 China Label, pretty every player in this situation stands to lose out in one way or another.
There have been many times in A2M's history where the SP has been absolutely hammered on speculation about risks (China trade war, regulatory changes) which have either never panned out or which the company has ultimately navigated. I suspect this will be another one of those. It's the risks that the market doesn't see coming that you have to worry about
Media Updates, page-14272
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$5.71 |
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Mkt cap ! $4.134B | |||
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| No. | Vol. | Price($) |
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