A2M 1.62% $6.66 the a2 milk company limited

I’ve been watching this one for a while, and am getting more...

  1. 136 Posts.
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    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
 
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