Surely with the falling Kiwi the S P with atm should be climbing just as FPH has over the last few months !
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Surely with the falling Kiwi the S P with atm should be climbing just as FPH has over the last few months !
Actually - there is. Greedy producers tend to increase local sales prices arguing that they could otherwise get more money for their product exporting it. Just wait and watch milk, cheese, butter, veges and fruit go up again. Been there, seen that.
The other benefit of this mechanism is that producers always forget to reduce local prices when the Kiwi dollar goes up again.
ceo should tweet “am considering taking a2m private at $20. Funding secured”.
After a good climb... What an anti climax toward the end... :)
But wait, the last 3 days highs were 10.52, 10.77 and 11.07, and the lows were 10.26, 10.50 and 10.77. It is just practising take off. That is all I am going to say, don't want to put a jinx on it. Ann.reporting is coming out soon, and we all know what the results will be;).
To those with access to the AFR:
https://www.afr.com/news/a2-extends-...0180812-h13vlv
a2 extends China milk deal in latest sign tensions with Beijing are easing
by Andrew Tillett
The a2 Milk Company will extend its lucrative arrangement with a massive state-owned agricultural company to sell powdered infant formula into China in a deal that shows trade ties have remained strong despite the well-documented diplomatic differences between Canberra and Beijing.
The deal, which is being covered by an extensive Chinese media contingent, coincides with recent signs of a thawing of the diplomatic freeze that Australia has endured.
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It is interesting that A2 only has about 5.4 per cent market share of China's premium powder formula segment. China's total infant formula market is worth $US20 billion annually.
just a continuation of a current agreement for another 3 years so nothing new.
https://www.nzx.com/announcements/322180
So Goldman Sachs are living up to their recommendation of "buy" and have become a substantial holder now...
This... *puts tinfoil hat on * Definitely noticed a pattern with GS lately. They've been downright bears on AMD for the past year...until the stock doubled last month. Whoops lets upgrade AMD and downgrade INTC now.
Then comes ALNY, top of their conviction list for the last year, with nearly 90% upside. Mind you this was a name with 90%+ institutional holdings. I'm guessing the rating kept the gate open long enough for their pals to get out before the FDA approved their label narrower than expected, and all of sudden a quater of the upside is shaved off the TP and removed from conviction list.
Would be interesting to run some backtesting on a contrarian strategy against some of these firm's research and see how well it does lol
has “Goldman Sachs Group" increased holding from the notice? the notice normally says the before and after but it does not say this time?
-------sorry missed the title. they are buying. I thought they are good with shorting
getting our normal pre results run up now .. easy money
from SMH
The a2 Milk Company will extend its lucrative arrangement with a massive state-owned agricultural company to sell powdered infant formula into China in a deal that shows trade ties have remained strong despite the well-documented diplomatic differences between Canberra and Beijing.
The deal, which is being covered by an extensive Chinese media contingent, coincides with recent signs of a thawing of the diplomatic freeze that Australia has endured.
I've been following Jane Hrdlicka's media exposure since she took over as CEO and so far I've been very impressed. She seems to have a clear plan and a deep understanding of what a global brand needs and is able to communicate it effectively. Has anyone here met her in real life yet? I'm a certainty for their next AGM to meet her in person.
Has anyone heard A2 is going to increase the price of IF in Oct?
Preso last year on 23/8/17, when is this years ann due ?
The Country, interview with Jayne Hrdlicka from earlier in the week:
https://www.radiolive.co.nz/home/on-...t-shelves.html
Quite a few buys and not that many returns of borrowed stock
http://nzx-prod-s7fsd7f98s.s3-websit...271/284605.pdf
https://thea2milkcompany.com/investo...r-information/
Financial Calendar
August 22, 2018 FY18 full year results February 2019 1H19 interim results
Article on the renewal of the agreement with China State Farm;
https://www.nutraingredients-asia.co...ZmS6Dx72K&p2=#
Goldman increased 1% in one day?
The Goldman Sachs Group, Inc. ("GSGI") on behalf of itself and
its subsidiaries ("Goldman Sachs Group") including its significant
subsidiaries listed in Annexure A.
Summary of substantial holding
Class of quoted voting Products: Ordinary shares
Summary for GSGI on behalf of itself and the Goldman Sachs Group.
For this disclosure,--
(a) total number held in class: 44,441,465
(b) total in class: 730,039,067
(c) total percentage held in class: 6.0875%
For last disclosure,--
(a) total number held in class: 37,082,791
(b) total in class: 730,039,067
(c) total percentage held in class: 5.0796%
Has this been posted here... Usual story for A2
https://www.ruralnewsgroup.co.nz/dai...a2-milk-tie-up
a2 climbing milk sales in aus was due to a boycott on cheap milk , oh no what happens when people go back to buying cheap milk?
https://www.nzherald.co.nz/business/...ectid=12108188
I took the brave step of getting in at $10.72. Hope it's a correct long term decision. :)
I figured that if GS are buying at today's prices, then it can't be wrong for me to get in. Makes sense ?
The disclosures didn't mention the price, I suspect it's around recent prices of 10.60 to 11 +, in numerous trades that they would have made during the time of their acquisitions.
Attachment 9854
GS's research arent that good tho..IMO
Look at this closing, total manipulation.
Every trade / transaction noted on the SSH if you want to add them all up to see what they buying / selling for
Pages 10 to 11 of 131
http://nzx-prod-s7fsd7f98s.s3-websit...271/284605.pdf
Report out on Wednesday. A2 ...... cream of the crop.
https://www.nzherald.co.nz/business/...ectid=12108229
The world a happy place overnight
Will be a boomer end of the week for A2 shareholders
Heading to 12 bucks before the good news about next year they’ll tell us about next week
And then, heck it’ll be off to new highs
Nice article, three of my well performing companies mentioned in one article, who can complain about that !
Full bottle on standby for next week !! What is better is I can now easily get A2 milk to mix it with in a 50 / 50 sweet tasting drink.
Topped up with more Sunlait at $10.30 and more ATM at $10.70 this week.
Maybe $12 on Monday.
What more good news could there possibly be?
We have had loads in the last 6 months, all priced in.
$10.85 at today's close to $14.65 YTD high is a 35% increase needed.
It needs another whopper of an announcement.
If you were a new CEO doing your first results announcement, what approach would you take?
Has anyone looked to compliment their A2 with some Keytone shares on Asx ?i grabbed a few on listing day and although totally different to A2 levels looks to have some interesting product pipeline ahead
Does anyone know will ATM offer an online streaming of the presentation please?
Dawning if a big week for A2 shareholders
I think we will be happy as by the end of the week ..I feel it in my bones
Can’t be any other way can it?
Saying it twice doesn't make it twice as true :p...but I agree 200% and topped up at $10.70 last week :D
I did notice we are on page 666 of discussions...….the devils number...…
Could be an omen!! ;)
first nz capital downgraded a2 last week think i read on sharechat news last week
devil of a start to the day
Looks like this is one of the longest periods SP has gone nowhere since mid 2016. Time for something to ignite the rocket boosters again.
Kiwi holders very bearish this morning, never mind they will probably be the exact opposite on Wed morning before the Aussie open.
Tomorrow SP not looking good.
It usually is in decline the day before an announcement.
My shretrader says it’s only Page 500
Went to Countdown in Mt Wellington last night which might be the roughest Countdown in all of Auckland but they all sold out of A2 Milk. Asked the manager if they forgot to restock and he said - No it all sold out quickly. The story means nothing except a little feel good inside me. fwiw they sell the Fresha Valley Brand of A2 Milk.
I'm still happy with my $3 for 2L Dairy Dale
"Budget milk is made from reconstituted milk powder is one incorrect claim.Another is that budget branded milk is older milk.
The conspiracies get a sharp dismissal from supermarkets."
Just so we know: https://www.stuff.co.nz/business/mon...ed-milk-battle
I generally only drink milk well diluted with hot water flavoured with coffee.