A2M 1.50% $5.90 the a2 milk company limited

Singles Day Sales Data!, page-75

  1. 233 Posts.
    lightbulb Created with Sketch. 127
    https://hotcopper.com.au/data/attachments/1354/1354930-4f88ee737aa5d11f9a4cc33dc8178cb4.jpg

    both of us correct - the 31% was brought down by US & UK business unit - plus if you had higher revenue, due to economies of scale - the EBITDA % would be much higher.  i keep it down to 35%

    we cannot take the market price as selling price - as there is margin for retailer and wholesaler - so i use a $20 per tin as assumption. Please note the selling price in China should be higher than this figure

    back to this extraction - $724m of IF revenue - which is close to 30,000 mt of IF.  if selling 50,000 mt of IF - do the math = EBITDA of $350m provided other nutrition maintain at same level.
 
watchlist Created with Sketch. Add A2M (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.