A2M 0.30% $6.68 the a2 milk company limited

It's interesting what you mentioned above. I can also see that...

  1. 264 Posts.
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    It's interesting what you mentioned above. I can also see that Christmas might come early in alternate ways:
    Revenue upgrade in April to just over 1 Billion dollars for 18FY that will drive the SP to +$15.
    A take over (TO) offer window can also come to play between now and August ANN report time, let say the OT offer comes before April with out the upgrade, it should be 65% of premium addition to the current SP ($12.11) = $20.
    Assuming that OT offer comes after the April upgrade with increase in revenue to ~ billion dollars for 18FY, the offer SP should be $23.
    Assuming the OT offer comes after 18FY ANN report of revenue just above 1 Billion dollars with further growth into future years, the offer SP should be +$25.

    I understand that there are a lot of assumptions made above, but this is forward thinking in business term, and also knowing this that Big dairy companies with big spendable capital of TO offer will buy off A2M sooner rather than spending times (long time ~7-10 years to catch up) and big money to build their own A2 herds and production lines since A2M is a money making machine for many more years to come.

    This is MHO only, please always DYOR.
 
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