A2M 0.00% $6.88 the a2 milk company limited

They appear to be confidant in their positions. I am half...

  1. 2,019 Posts.
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    They appear to be confidant in their positions. I am half expecting the SP to drop when the CEO/management sells soon... even though after attending the AGM, I am more confident than ever that there is nothing negative about the share sales (even last year I thought people were wrong for thinking Jayne selling is a precursor to bad news). Anyway, if that did happen (and the amount of outstanding shorts is reason why I think there could be a fabricated fall), that would be an absolutely epic buy. Dreams would be if the gap at $12 filled. Even though I think this can happen, the update was so good that I am keeping 50% of my portfolio in A2. The results were very very good. There is a continuation of high growth rate in the US and very high growth rate in China. Even with a slight slow down in FY21, direct sales into China through CBEC and China label will surpass ANZ. Just 2 years ago China sales were a third of the ANZ sales... I wish the SP wouldnt get punished for having a lower EBITDA ratio so Jayne could spend even more money on marketing in China and US because it is clearly working.
 
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