A shame that the 'expert' in gangs, King1212 isn't here to join their gang.
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WWBD ? I presume you mean what would Beagle, Bull, or Balance do ? I think you already know the answer to that.
a2 has launched a few products recently which I believe the market is sleeping on(Smart Nutrition UHT and Full Cream UHT). Further diversifying into a China where a large portion of milk consumed is UHT. Sales on JD in the last few days have gone parabolic, and the reason why a2 is up today.
Of course. But just incessantly repeating 'downgrades come in threes' or now 'downgrades come in four's' isn't really that helpful. There is a lot to take into consideration, like peoples investment timeframes, if your holding for 2-5 years, maybe a fourth downgrade isn't the B all and end all?
If we were all to follow your advice and sell out now, and a fourth downgrade didn't eventuate, would you be here to financially compensate us? No, and I wouldn't expect it. But that proves my previous point that its much easier to criticise from the sidelines when you're not invested, than it would be to make those calls when your own money is on the line.
What about the possibility that a 4th downgrade is priced in? The SP didn't drop after the HY result because of it exceeding HY guidance, it dropped because of the uncertainty around FY results. Would seem to me as though a decent amount of downside risk is priced in.
Greg,as I am trying to learn,are you saying if someone says "downgrades always come in 3's"...then I load up after the 3rd,are you saying there could be a 4th & 5th downgrade...sheesh,this is more difficult than I thought,I may have to stay after class a bit longer.