Sorry, though when you're talking 'long term story' and 'important questions...to answer' you were forward looking. Elementary though, so must have gone over my head ;)
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Hope u know that current SP is a sum of market's forward looking wisdom ....so trying to know what market is giving importance to at the moment to drive a SP of 11.20 ...that will help us understand what in future possibly can change to change the current SP in either direction .
Anyways it was just my humble thoughts ...no need worry too much about it . :p
Seems Goldmans Sucks is playing games now.........
I wonder when will we realise that the company is just overrated, it's just milk, A2 is nothing special and can be replicated and duplicated easily, stock price was overvalued and $11 is the true value?
disc: lost 40%.
It's just a soft drink, coke is nothing special and can be replicated and duplicated easily - so Coca Cola is over-rated?
Guess that is why it is still a shining star in Warren Buffett's portfolio.
ATM has built itself an enviable premium position in the milk market in China and is the original A2 milk company. I believe the question that investors need to tackle is whether it can continue to command that premium position and use it (as Coca Cola has) across a greater product range. There is an issue with management ability and credibility in my mind currently which also needs to addressed - 2 down grades in a short time are not confidence endearing!
A shame you didn’t think of that before you invested. I guess if you hadn’t lost 40% your feelings would be different.
Plenty of companies can be easily replicated but are still success stories and bring incredible returns for share holders, I’m thinking banks, insurance companies, bakeries, actually nearly every food producer.
You may have heard of Graeme Hart, NZ’s richest man made a good chunk of his fortune from Goodman fielder who believe it or not make bread. You realise how easily you can bake bread? It’s all about marketing and branding these days.
...and Apple just produces phones...
While sad for your loss, I disagree that A2 is nothing special. Your claim runs counter to mounting scientific evidence against A1 milk.
In addition here are just some of A2's patents and patents pending.
Beta-casein a2 and prevention of inflammation of the bowel
Beta-casein a2 and reducing or preventing symptoms of lactose intolerance
Beta-casein a2 and blood glucose levels
Beta-casein a2 and antioxidant capacity
Infant formula comprising human milk peptides
Beta-caseins and cognitive function
Beta-caseins and gut microbiota
A2 beta-casein and viscosity of milk products
Disc - Holding (free held and have racked up 100% pa gains with ATM since approx 2013. I regard the current downturn as a temporary blip in the long term trend, of course I'm biased so DYOR.)