April 12Michelle Lopez: It's a hold for us. It is a decent...

April 12
Michelle Lopez: It's a hold for us. It is a decent quality company in the sense of the product, the management, the board, the balance sheet. And they've had very good consistent execution in China. They're looking now to the US with their milk. However, the evaluation is reflecting all of this. So, on a PE of almost 30 times on FY20, there's not much room for error here.

Jeremy Hook: Big move up Shane, A2 Milk. Buy, hold, sell?

Shane Fitzgerald: Yeah, we'll go for Buy on that one. Yeah, we echo the same thing about the quality of the company, and they've really done a ... I'd say A2 is a marketing company. Yeah, they really prosecute the A2 protein very, very well. The market share is still accelerating, going very nicely in China. They're up to what, 10,000 stores I think over in the US? If they can sustain this sort of runway of growth, I think there's consensus earnings upgrades to come. So, yes the PE is quite high at the moment, but I think there's still a bit of runway for this business.
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Found this a while ago but didn't post at the time. Infuriating. Class action has been dismissed but here is a look at how they think, which is still important to the future of a2m.
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Nothing much here you wouldn't know but I love how they are currently talking up the long term of a2m. I can hold till 2025+ and I intend to.

https://**.st/stocks/nz/food-beverage-tobacco/nzx-atm/a2-milk-shares/news/heres-why-we-think-a2-milk-nzseatm-is-well-worth-watching/

https://www.********.au/2019/04/11/why-i-would-buy-a2-milk-company-and-these-asx-growth-shares-this-month/
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