A2M 0.45% $6.64 the a2 milk company limited

Agree with this judgement. There is not many ppl reviewing the...

  1. 233 Posts.
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    Agree with this judgement. There is not many ppl reviewing the 5.1% penetration of market in China. If you read it properly - it said 5.1% in KEY A Cities (ie. shanghai, beijing with 20m populations). There are lot of KEY B and KEY C cities not quoted where most of babies born in these two rank of cities.



    The higher the sale volumes, the higher the EBITDA rate due to economy of scale.

    The assumption has to be made on the manufacturing output basis where it can catch up with the demand. If no output = no sale.

    Says A2 achieve 1.4b by 2019, the EBITDA might achievable at 32 - 35% . If growth of IF in china is crazy, 40% EBITDA would not be too far. EPS = 80c

    Finger cross
 
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