I’ve been watching this one for a while, and am getting more interested as the price drops
HOWEVER, the large red flag for me is the management team: I don’t feel like I can trust them. As I buy & hold guy, if I give them my money I am making a judgment that I can trust them to make shareholder-friendly decisions. Another holding of mine (URW) recently had a shareholder revolt which has resulted in a lot of spillage and new board members having actual skin in the game
Other main concern is Nestle. They think super long-term, have very experienced management and can almost buy 2 A2M’s per year (at current price) with their FCF. What stops them eating A2M’s market?
That said, still interested in this one
Valuation, page-50
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Last
$5.90 |
Change
0.250(4.42%) |
Mkt cap ! $4.265B | |||
| Open | High | Low | Value | Volume |
| $5.73 | $5.91 | $5.66 | $17.87M | 3.064M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2000 | $5.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.91 | 5850 | 2 |
View Market Depth
| Last trade - 16.10pm 22/08/2024 (20 minute delay) ? |
| A2M (ASX) Chart |