Very well said !
Printable View
Does anyone here own BAL? Any thoughts on the difference in value of the two?
News Snippet on the ASX "The A2 milk company expands US business to the North East"
https://www.reuters.com/article/a2-m...-idUSL3N1PB38G
Goodbye shorters
The path to global domination continues
North East USA .....60 million consumers
https://www.nzx.com/announcements/313102
Nice
No worries here
GROWTH :t_up: :t_up:
Besides California the North East US is the perfect market for A2 Milk. Wondering how big their marketing budget is for this market alone?
Well I used to own BAL up until August when I sold around $8 - now it is $13.60
I don't fully understand why a revised EBITDA +3% above previous forecast causes the market to add 25% to its value.
Revenues revised up +15% so one can clearly they are dumping stock with that margin.
BAL products are in a more competitive space.
BAL has a higher valuation than A2M which also does not make sense to me.
Loving this snippet from an article in The Australian "“I think one of the major reasons could very well be that 25 per cent of the US population have self-diagnosed themselves as lactose intolerant,’’ Mr Waltrip said."