A2M 0.87% $6.85 the a2 milk company limited

"Blending and Canning" Lets put that into perspective and...

  1. 1,019 Posts.
    lightbulb Created with Sketch. 634
    "Blending and Canning"

    Lets put that into perspective and realistically assumptive. The post I've made few days ago about soon to be a muscular financial position and spendable position may actually be flexed sooner rather than later.

    Blend and Pack (very modern) was estimated to be worth $105 million last year, of which Wattle Health would own 5% after eligibility or maybe they have already, which is a very small stake. Bellamys will eventually pay about $32 million for their own Camperdown canning facility, a much better move and more EBIDTA margin to be realised form this. Synlait will eventually end up with $55 million in total payments after upgrade with that huge facility they bought last year.

    Now lets say A2M only deployed $200 million of their surplus capital (FY18 end) buying a canning facility. They can afford to buy 4 canning facilities like Synlait, 10 facilities like Camperdown canning facility and 2 facilities like Blend and Pack outright with 50% spendable position remaining form the initial position.

    A2M now has good problems.
 
watchlist Created with Sketch. Add A2M (ASX) to my watchlist
(20min delay)
Last
$6.85
Change
-0.060(0.87%)
Mkt cap ! $4.952B
Open High Low Value Volume
$6.91 $6.93 $6.81 $7.337M 1.070M

Buyers (Bids)

No. Vol. Price($)
1 4252 $6.84
 

Sellers (Offers)

Price($) Vol. No.
$6.86 10763 3
View Market Depth
Last trade - 16.10pm 26/07/2024 (20 minute delay) ?
A2M (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.