Guidance was reaffirmed just over a month ago, so that seems unlikely unless things have gone dramatically wrong over Christmas.
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I believe I am with Couta on this and $17+ is on the cards around the corner (within 6 months). People are just that people. Yes a great leader will be followed by the masses, but everyone is replaceable. If that great leader leaves, someone else will step up and others will follow.
The corporate game is ruthless. You did not meet your targets and you could be gone. Best get rid of the bad grape, before the bunch starts rotting.
It was only half year guidance and that was only for ebitda to be about $250m which is only 15% higher than last year .....pathetic earnings growth compared to the past
And then there’s the spectre of much reduced margins in H2 —- going from 31%/32% in H1 to 29%/30% for the full year is some effort.
No that can't be right as Coutts assures me $17+ is coming next month just like Percy says 40 cents for PAZ is coming in March / April.
Interesting investor psychology question to ponder. Could it be that when you own a truck load of stock one's ability to be objective flies out the window ?
The full year report will have the impact of 11/11 sales, and I think they will be in the right direction. The only thing that could go wrong is guidance not being met.
The thing about A2 Milk is its always traded on speculation and never on any solid insider trading. In that sense it's somewhat "rationale". I can't imagine market sentiment being negative to a rise in earnings even if its not at the same acceleration as prior years.
Why is it that A2 hardly mention in their reports these big things like 11/11 and Singles Day and Black Friday