A2M 1.84% $4.81 the a2 milk company limited

A2M is expensive. - It has a high PE ratio. - It has uncertainty...

  1. 9,276 Posts.
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    A2M is expensive.
    - It has a high PE ratio.
    - It has uncertainty regarding CBEC not dispelled, which will perpetuate if not eliminated in the next announcement.
    - It has a CEO that sold all of her shares.
    - It has many positives in terms of demand for their product, but supply can't meet all the demand.
    - It has a growing market share in China and strong Synlait ties
    - It has a Fonterra alliance that appears to have delivered very little
    - Cash is growing
    - Australian competitors are suffering (BAL)
    - We know very little about their foray into the USA despite a strong distribution network

    The numbers will speak for themselves on AGM day. In my opinion, anything below NZD 350 million in sales will see a major sell off.

    Fingers crossed that the numbers are better than what analysts expected.
    Last edited by prosperity: 14/11/18
 
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