A2M the a2 milk company limited

Media Updates, page-15188

  1. 635 Posts.
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    Is it such a gamble?

    I’m Doubling Down on Lucky 7’s.


    (Tongue in cheek, of course—tear me apart, skeptics and downrampers. It’s what you do best, after all and I don’t mind it if it’s based on substance)


    China Recovery – The IMF market should stabilize post-Year of the Dragon, setting up a stronger demand cycle.

    Market Share Gains – A2’s premium positioning and aggressive marketing are driving share growth.

    Strategic Investments – Supply chain transformation and new product innovation (e.g., post-infant, aging consumer) add long-term upside. Underline new product innovation.

    Valuation Re-Rating – Sustained double-digit revenue growth, margin expansion, and strong execution in China could drive a multiple expansion closer to historical highs.


    USA & Australia? Sure, they contribute—but China is the real game. That’s why I never wanted a dividend. Double down on China.


    It’s a long road back up, but a2m has been there before. With the right execution—China recovery, margin expansion, and market leadership—it could reach previous heights.

    Have we ever looked better?

    https://hotcopper.com.au/data/attachments/6831/6831546-9c59cbfacad5c6ed9ba30e2f3d68ab40.jpg

 
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(20min delay)
Last
$8.27
Change
0.090(1.10%)
Mkt cap ! $5.987B
Open High Low Value Volume
$8.18 $8.33 $8.16 $25.84M 3.148M

Buyers (Bids)

No. Vol. Price($)
1 3616 $8.26
 

Sellers (Offers)

Price($) Vol. No.
$8.27 12097 2
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Last trade - 16.10pm 20/06/2025 (20 minute delay) ?
A2M (ASX) Chart
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