This might be interesting :-
https://www.youtube.com/watch?v=885tlQNij-I
Your comments on the discussions ?
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This might be interesting :-
https://www.youtube.com/watch?v=885tlQNij-I
Your comments on the discussions ?
Is Oprah still a t hing?
Still huuuuuuuuuuuuuuuuuuuuge! If she endorses anything there are legions of fans who will snap it up no matter what. She has her own network.
As of February 2015, OWN is available to approximately 81.9 million pay television households (70.3% of households with television) in the United States.
[QUOTE=limmy;728104]This might be interesting :-
https://www.youtube.com/watch?v=885tlQNij-I
Thanks for that. A spot on Oprah will be great, share price not having a happy day today though.
Wish I’d sold yesterday... had my order in for 1294, didn’t quite make it :(
This is one **** stock.
Hi all, I haven't commented for a while, but have been enjoying all your contributions. Re the marketing success that a2 is having; I would say that Susan Massasso and her team would be largely responsible for that. I'm currently living in Australia and I no longer watch watch the TV show Masterchef, but I do like My Kitchen Rules, and a2 were clever enough to stump up the cash to be one of the sponsors for this very addictive show. This meant that not only did you see competitors selecting a2 milk when they were shopping in Coles, (the major sponsor of the show), but when they were using milk or cream in their own kitchens - it was the a2 brand. Also, the show was peppered with advertisements for a2 milk. I happen to know the previous chairman Cliff Cook, and I asked him earlier this year who was responsible for the sponsorship - Susan M or Peter Nathan, but he didn't know - he is no longer directly involved.
Now, I would appreciate some help from Auckland investors. My sister and her family live on the North Shore, and shop mainly at Browns Bay and Albany, but cannot find a2 milk anywhere. The only place that she was previously able to find it was Huckleberry Farms, (at great cost), but apparently no longer. I thought the JV with Fonterra was supposed to make a2 readily available in NZ - seeing that Fresha Valley don't seem to want to come to the party.
Hi I just brought some from our local countdown on Waiheke Island so this should be readily available on the north shore. Here is a link. Is this the right stuff? https://shop.countdown.co.nz/shop/pr...String=a2+milk
I bought in today and will hopefully buy more in the near future.
If I’m not allowed to post this please just let me know and I can remove it
STMOD SAYS: YOU ARE NOT ALLOWED TO POST THIS
A quick bit of research would have told you the terms and conditions attached to this report but you did not bother to look did you?
With any article you can provide a link, quote a small excerpt, and comment on it.
Forward PEG ratio of 0.75 according to 4traders.
TTM PEG ratio of 1.1
extremely strong chance of upgrades as we’ve seen in the past
Nice to see ATM hitting $12.00 again today, as well as SML up to $13.24. Things certainly light up once the Ozzies wake up.
Back up over $12 today of very good Asian preso in H K .
I read the whole presentation, nothing new, had seen the numbers etc... all before.
I'm only concerned that they admit on slide 23 that the UK continue to be challenging to deliver scale and is not mentioned in their outlook. So basically write off the poms to add to the bottom line. Anything they deliver is a (potential) bonus.
It does seem there is only good news as you put it.
Maybe it's just a stock biding it's time.
19th not far away to see guidance from synlait. Kind of a shame the shareprice has shot up again before I could buy more.
looks like A2 can hardly keep up with the insatiable demand. The price increase in Chinese infant formula should also be a nice boost to margins and revenue to EBIT conversion.
Spot on, exactly my thoughts too re UK operations. I don't think Jayne is going to entertain UK idea for too long unless she notices big turnaround in this FY, if not ditch UK and spend that money for US operations where it seem to be gaining traction more swiftly.
Saw A2 for the first time in the South Island today - in Timaru - who would have thunk! $5.97 for 2L of Fresha Valley
Maybe it's my perception and taste buds, but what I meant by the real deal was not the Fresha Valley milk as it looks tacky and tastes awful.
The real deal is the A2 bottle that has the label with a2 in large white letters on the purple background, so it really stands out and yes folks, it tastes better.
I drink the later whenever in Aus.
Fresha Valley tastes great, preferred that over the Anchor A2, had a fuller, creamier taste.
Cheapest 2l milk I can find at Countdown tastes just fine
Last lot was $3.50/
I don't drink milk but only have a little in coffee or tea and Anchor A2 goes great with with them. My 10 and 12 years old said don't buy Budget range any more cos it tastes too watery. :)
Nestle still attempting a pathetic push with their NAN brands. Cheap knockoff brand that's been stagnant for the past decade. Not relevant.
Can anyone please tell me how this company is going to make money in the short term, bearing in mind the following:
- Hurricane Florence is going to hit North & South Carolina and Virginia. A large area of the US for A2 sales which might possibly be impacted in H1 FY19 results.
- The UK is a struggle by the company's own admission and the UK does not feature as a focus in their Outlook for the future.
- The NZ role out will be a drag on the bottom line as there will be costs with marketing and distribution with little chance of scale as NZ is too small.
- With the bloated costs of the ANZ operations in comparison to the Asia operation, the company has stated it intends to increase marketing on the China/Asia market. Hope it works.
- No other or emerging market options, but they are a waste of time anyway.
I actually hope the SP goes North, but will it, can it?
That is depending how much weight do you put on the CEO's words. So what we already knew from what she said... The company is tracking well and over head costs would be slightly higher in 2019. Hence that is why I think the SP is lingering on around this level.
Perhaps a broker would probably be a better person to ask re short term of its cash generating.
Sounds like you might like to consider trimming your sizable shareholding somewhat to a level you are comfortable holding through all the turbulence, IMO A2 is the future of milk looking forward and there will be plenty of pie to go around. PS-Holding half as many as a few months back as a Long Term position.
I used to have 250,000 shares when it was $1.80-$2.00 but then sold periodically to now only have 50,000.
I do hope the SP goes North but am struggling to see any logic in it. Broker reports are self interested.
I am guessing that GS, if not already, will start unloading.
Have not heard back from the guy on here who says there's a gap to fill at $9.50. I'll cry if he is right.
I dont understand the concern behind your questions.
Take Question 1 for example.
US/UK revenues are reported as $15.4m (exc $15m infant formula sold to UK.)
China / Asia revenues $233m
ANZ revenues $656m
Now let's say USA is half the US / UK revenues so lets call it 7.5m
Now lets say North / South Carolina is half US sales. Lets call that $3.5m
Now lets say 50% of North / South Carolina consumers are affected by the Hurricane we are now talking about $1.7m
Now lets say distribution is affected for 2 weeks.
Do you see where I am going with this?
pg 24 of the hong kong presentation will give you a picture of US distribution. Then read rest of report for guidance on the answers you are lookng for.
Rather than a position reduction maybe look at hedging the storm instead? Homebuilders, auto repair typically do well after a bad hurricane. The spot prices for trucking capacities will also benefit. Although none of these names are currently outperforming, which suggests that market don't see much of a material impact from the hurricane...
Well, there clearly has been (and is) a gap - however - not all gaps get filled - it is just another statistical game.
https://www.investopedia.com/article...layinggaps.asp
BTW - it was Moosie postulating this gap. His TA which he liberally shares with others is very worthwhile reading, however - he does not post anymore on this forum.
Thanks to all the above for your thoughts and replies.
I'm not a big fan of these off-shore "hybrid" AGM's. How can I get my cup of tea and scones which I always consider to be part of my Special Dividend? Christchurch trumps Melbourne any day of the week.
Noticed today volume traded on NZX is higher than ASX, doesn't happen very often.
Seems hurricane florence's impact isn't as bad as expected, few of my east coast pals even bought extra groceries to hunker down which wasn't needed in the end, business as usual I guess. Nice little 2% intraday swing from open.
Accumulate .. ...... Valuation $14.60 they say ...... let's see who agrees with latest recommendation
Morning Star. I don't know how much weight I should place on their valuation. I think 50/50.
Thanks dragonz, yes, that is indeed the right stuff. I had read that a2's contract with Fresha Valley was to expire in 2017, but it must've been renewed. I used the 'suburb search' function on the website that you provided, and discovered that Browns Bay Countdown has the Fresha Valley brand of a2. I have also recently been informed that Anchor (owned by Fonterra), is marketing a2 fresh milk in New Zealand as well. Thanks again for the link :t_up:
I'm puzzled by the NZ marketing of A2. Is it ATM's strategy to allow the Fresha Valley range to compete (at lower prices) through Countdown etc while Anchor sells at a higher price in New Worlds?
Or are Fresha Valley now operating outside of any arrangement with A2 (as their non ATM A2 logo label seems to imply.) Bit Micky mouse IMHO and needs to be sorted/clarrified.
Left field it was my understNding Fonterra have exclusive supply to China and NZ and Aus. Maybe its just the last stock of Fresha Valley coming through?
Just checked my fridge and it is Fresha Valley. However I am not in the North island nor buying from Countdown. Have not yet seen any Fonterra A2 fresh milk yet.
very strange when you think about it.
not really, with the case study from Countdown above, I would say there is a bigger margin from Fresha Valley, than Fonterra
Thanks for posting Scooter. IMO the article makes it look like Fresha are operating without ATM's 'licensing' (hence the non-logo label.)
However Patient Panda, there may well be a phase in/phase out period (perhaps until Anchor A2 milk is available throughout NZ and not just in the Nth Island.) Time will tell.
If Fresha Valley continues it would seem to shoot down much of ATM's claimed patent and logo protection while supporting a much cheaper A2 alternative.
(Although I'm a long term shareholder of ATM, I've been buying Fresha Valley for several years as it's always been stocked by the Countdown I favour and I thought it had ATM's 'blessing'. It's good quality and suits my non-A1 milk loving tummy)
I believe Fresha Valley is still producing A2 milk under licence. Unless they've developed their own herd testing techniques in the past year. (I thought ATM had protected the IP around this? Although may have lapsed now)
Also just came across this, https://www.facebook.com/countdown/p...3424588700457/
Seems to be popular, have noticed there is now a lot more Fresha Valley on the shelves at my local countdown, before it was just a couple of rows, now they have crates stacked up.
$178,000,000 went through for the day. Wow. Glad I’m onboard for now
to be fair heavy volume is often a good thing for a a share price and supports conviction when it is rising.
If you'[re saying that volume is artificial coz of rebalancing hmm maybe thats true. it goes through on the figures though and so counts doesnt it?
I have no idea, but if there is a buyer or every seller, then why is "heavy volume a good thing..." Someone is losing out?
The 14m in total volume distorts the normal trading activity and subsequent analysis.
Any econometric model would surely consider this an outlier?
Theres no change to the underlying business. Its just arbitrary and meaningless. Wait for next announcement from management and we’ll all be in for a treat I’m sure. :)
Did miss hrdlicka sell all her shares? That is something I don’t understand unless she had heaps of stuff to do around the house
Volume is a good thing because it shows strong interest in that security. it represents the market better, giving a more robust idea on price. Rising prices on falling volume are more likely to stop rising.
I guess what I'm unclear on is how the volume is affected by the rebalancing in some way. Are the shares bought and sold by willing participants in a genuine transaction? Or not?
EXTREMELY poor form - especially dumping notice after NZ close. Surely she her deck doesnt need doing already.
Its not all bad minimoke. Just her Qantas bonuses being paid by A2 .....and she obviously got a huge tax bill as a result so had to sell a lot to pay that. Still as heap of rights which hopefully will incentivise her
from the disclosure
The sale of the above-mentioned Ordinary Shares has been made by Ms Hrdlicka in order to: (i) fund the tax obligations relating to the recent automatic exercise of timebased rights; and (ii) fund commitments made by Ms Hrdlicka prior to her taking up employment with the Company.
Ms Hrdlicka retains a relevant interest in Time-Based Rights and Performance Rights (as noted on the previous page).
St
Looks like you're making excuses for her Winner. If she doesn't have enough dosh to cover that obligation and needs to sell down her ATM gift, then I'm questioning her prior ability to manage her finances, unless this was all predetermined which is what it looks like. Either way, it's a really bad look, the optics will resonate poorly with shareholders. Her immediate legacy is to preside over a significant degradation in shareholder capital and take advantage of it before it goes even lower. Buyer beware. Jmho. ATM PE heading lower with the SP and no one knows how to price fair value. The predators will be all over this like a rash. Eyes on the charts, capital growth and capital preservation are the only things in play. The boss has voted with her sell.
I wasn't happy with her package right from the get go but this is morally reprehensible so soon after being appointed. But no worries, every PC man and his dog tells us that diversity in leadership is a wonderful thing, juts look what a "fantastic" job Jacinda is doing as a perfect example lol
Yeah, this is a terrible look, maybe she saw the Morningstar recommendation?
A lot of pretty shameful sexist ranting by posters re the CEO's share sale yesterday.......Why don't we accept what the company says??? i.e.;
1) On market sale of 178,616 Ordinary Shares using broker facilities; (2) On market sale of 178,616 Ordinary Shares using broker facilities.
The above mentioned Ordinary Shares were received by Ms Hrdlicka on the automatic exercise of time-based rights in the Company (such time-based rights having been granted to Ms Hrdlicka as a one-off transition benefit compensating her for the forfeiture of incentive entitlements from her former employer as a result of her resignation to take up employment with the Company).
The sale of the above mentioned Ordinary Shares has been made by Ms Hrdlicka in order to: (i) fund the tax obligations relating to the recent automatic exercise of time- based rights; and (ii) fund commitments made by Ms Hrdlicka prior to her taking up employment with the Company.
Ms Hrdlicka retains a relevant interest in Time-Based Rights and Performance Rights (as noted below).
Maybe this is the price we have to pay to get a good CEO, and just maybe, the fact that she now only has 'time-based' performance based shares to her name gives her greater incentive to perform in the future.
Time will tell.
Of course..... that's my job.
Perhaps you have another explanation for this post by a certain well respected dog???
"I wasn't happy with her package right from the get go but this is morally reprehensible so soon after being appointed. But no worries, every PC man and his dog tells us that diversity in leadership is a wonderful thing, juts look what a "fantastic" job Jacinda is doing as a perfect example lol"
Yep a pretty mild and muted response on here so far, have a read over on hotcopper if you really want to see a lymch mob in action. I find her actions extremely distasteful for a person who has been on a huge multi million dollar salary for umpteen years, Im sure she had access to the loose change to meet her tax obligations without selling ALL her A2 shares after just 2 months in the job.
Love HC .....one poster bloodbath on Monday
I think you might have got a little OTT with that opinion but that slightly naughty dog...sometimes when he's had a busy day and hasn't got much time he sees someone throw a stick and he can't help himself and runs over quickly and picks it up without knowing which end he's got a hold of. Sorry the dog isn't "purrfect" I saw Jayne in a CNBC interview the other day and she did a very good job of clearly articulating the company's position. She no doubt has faced considerable costs relocating to this side of the Tasman and its not cheap to look the part and own a decent home in a good suburb these days. Thank you for posting the details.
On the other hand you should have heard the CEO of OCA Earl Gasparich the other evening opining on how difficult it is for business to engage with Govt on critical issues affecting getting enough staff in the retirement industry. Basically they simply don't want to engage...maybe they need yet another review committee ?
Business is frustrated with this Government for a wide variety of reasons including ineffective and weak leadership.