I am reading that all A2 milk sales of IF increased 110% over the month of July basically. have Pm'd the rest to you in bulletin points. Some of it is lost in translation to me
Printable View
Omnichannel retail in China: How Australian infant nutrition firms are expanding offline and online reach (foodnavigator-asia.com)
australian infant milk omnichannel retail in china.
Interesting read many thanks.........Google translated version below
https://translate.google.com/transla...%252F405875664
From WeChat Index
Attachment 12962
https://www.rnz.co.nz/audio/player?audio_id=2018812282
The rise & fall of a market darling.
Big lesson learnt - never fall in love with a stock. Don’t be afraid to change your investment strategy when the story changes.
No doubt China will 'sort' Australia out over AUKUS and Aussie nuclear subs
A2 better bring operations back to NZ and not masquarade as an Australian company
I wonder how Evergrande will affect ATM........
I don't think it will affect ATM. It will affect Iron ore producers. Construction materials too may come down.
https://www.valueprop.com/blog/dange...-concentration
SP looking sick. Looks like it’s going to set a new 52 week low next week.
I kinda had it in my mind that $5.50 was a good entry point, but now that we are here I think there isn’t much short term upside. All negative, I.e;
Rumors of a takeover gone.
China govt risks.
Declining birth rates in China.
No positive company announcements.
ATM on page 2 of sharetrader.
Okay, will buy at $5, promise
Direct Broking clients - A2 second most bought stock on NZX last week (FPH was first)
That must be good sign
BUY value traded in that stock exceeded the SELL value traded in that stock by the largest degree, last week.
With index exclusion finally completed yesterday with $ 5.42 still intact ....seems SP wise worst is over ....maybe now the action will happen on takeover or stake sale etc front .
From SP angle this should be the worst time technically with many need sell out due to index exclusion ....so makes sense to start from this level .