A2M 1.50% $5.90 the a2 milk company limited

Synlait, page-238

  1. 1,377 Posts.
    lightbulb Created with Sketch. 371
    Talk talk talk ..... we all see possible solutions. My question is, why can't management? Waaaaaaaaaaaaaaaaaaaaaaaaaaaaaaay to conservative, and why would they? Keep it simple, don't take risks, keep communication to a minimum, keep our friends in the market happy and the gravy train keeps on going. Very disappointed.

    Key risks

    Single market concentration (US been bleeding money now for 5 plus years)
    Aussie / NZ credentials being damaged as sales slow in these countries
    Low product spread / diversification
    L&D no evidence of activity and very little "good" news
    No dividends and 1 billion in the bank
    MVN what's the go?

    Feels like we are waiting for someone to make an offer?
 
watchlist Created with Sketch. Add A2M (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.