A2M 1.96% $6.77 the a2 milk company limited

Something paying a dividend is a signal they have no good ROCE...

  1. 118 Posts.
    lightbulb Created with Sketch. 19
    Something paying a dividend is a signal they have no good ROCE investments to make and is an apology to shareholders for lack of capital growth. We do not need to pay a divi to be worth more, we need to sustain 40% YoY growth with growing margins and great international outlooks for 4-5 more years. Which of course is a big deal, but not impossible with good management and growing brand awareness.
 
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