Truly sorry for Chinese parents affected by these faulty vaccines and one can understand the people mistrust of local brands
https://www.theguardian.com/world/20...-investigation
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Truly sorry for Chinese parents affected by these faulty vaccines and one can understand the people mistrust of local brands
https://www.theguardian.com/world/20...-investigation
The slow leak continues 28.5% off the high SP. First time the approaching 200ma ($10.27) has been in play since Nov 2016, that and beneath it the low 24 May ($9.99) and beneath that the gap close ($9.40) should all offer decent price support. So a support range from here $10.45-> $10.27 down to $9.40 = about $1.00 range for people to make up their minds whether enough is enough, be that bail hold or buy. Indicators reckon there's still room to the downside. Another salutary lesson in not buying or holding confirmed down trends, especially in a non-earner. It's all about capital.
A2 milk with the Anchor/Fonterra logos also spotted in Melody's New World, Palmerston North today.
Fairly low turnover today at $5,798,832, so the big players did not think $10.50 was cheap enough. Looks like the downtrend will continue.
Time for the seasick pills again.
I'm thinking a few people would be guilty of falling in love with a stock. Easy to do, particularly after such an incredible run like ATM had. But paper profits don't do anything for anyone, the key is to bank those profits at some point. It must be hard watching those profits slip away or even worse if you're now well under after buying in to the hype earlier in the year. Good luck to everyone, whatever your strategy. I'm leaving A2 alone for now as I still expect that gap to get filled.
Here we go again. You have to love the 'TA' guys and there emotive rants against the mythical buy and hold.
Go find a chart, with a 4 year time frame and spot the unbroken uptrend (even on a log chart).
Zoom it out to 10 years and have another look at the beauty there is to behold.
There is more than one way to shear a sheep, you know.
Disc: Own some, but not as many as I once did.
Couple of media articles relating to A2 milk.
https://www.ruralnewsgroup.co.nz/dai...a2-dairy-sires
https://www.ruralnewsgroup.co.nz/dai...-premiums-last
This hound is in full agreement with the snow leopard...imagine a beagle and snow leopard eating from the same food bowl and then try and get that image out of your mind lol.
Seriously...somebody show me an example of where Rome WAS built in a day, of course you can't find one ! These guys have laid a great foundation for future growth but it takes TIME.
Just like my furry fellow shareholder I don't have as many as I once had, having sold about half some time back but long term what a fantastic story so far and I am happy to buy back the stake I sold in the high 12's once we see confirmation of a new uptrend. There's more than one way to skin a cat, (with apologies to my canine friend).
a2 fined in china
https://www.afr.com/news/world/asia/...0180724-h13253
Turn around? or dead cat? If it is turn around, the last drop on 22/5/18 appears to be a bit lower than the 23/7/18 low;). We will see at end of day. Wow, might be two up days in a row:).
relief rally from the fine amount
Another example of the challenges facing AUSTRALIAN companies doing business in China....................Unbelievable these Aussies !!
another explanation for the selling - fund selling big time
https://www.nzx.com/announcements/321280
A2 is now in Napier Pak’nSave @ $6.39.
It is now in the Anchor light proof bottles.
I had previously purchased form Countdown in the Fresha Valley bottles but found it did not even last till the best before date, while the Anchor blue milk in the light proof containers would last till at least 7 days or more after the best before date.
It will be interesting to see if it will last longer under the new packaging.
Seems to be selling quite well too, checked the shelf on my weekly shop to Pack n Save Royal Oak in Auckland yesterday and around 2/3's of the stock was sold. There was also a sign warning of high demand for Fresha Valley A2 milk and apologising for the inconvenience of low supply...
I m actually very happy to see A2Milk is finally available in NZ.
If I have been drinking a2Milk in other country, such as China, and when I come to visit New Zealand, and couldn't find the milk in any of the major supermarkets, it would surely put me wondering why such a popular and premium brand of milk, is not even available in its country of orgin.
Yes also noticed it in New World Greenmeadows (Napier) today for the first time - 1 litre $3.99. So it looks like it would be a great time to start some more high profile marketing " Want to drink milk but can't - maybe A2 milk is your answer"
Spotted in New World Papakura packaged in the Anchor bottles. Never seen it anywhere in Papakura until today. Looks like it’s starting to roll out big time...
My only contact in the US (Dallas) reports that soccer mums drive between Whole Foods and Sprouts Farmers market to buy up A2 milk. And if you got that market in the US you should sail pretty nicely. Looking forward to read about the US growth when A2 next updates the market.
In the meantime I'm happy that I finally can taste A2 Milk as my local finally stocks it. I haven't drank milk in years - is it like riding a bike?
No its not. Research has shown that intestinal gut problems arise primarily due to the speed A1/A2 protein hits the gut when drinking in a vertical position.
Studies using blinds and placebos have shown that the best technique is to place the gullet in a horizontal position and ingest solely A2 protein milk. This will ensure the gut isn't exposed to A1 and also the A2 has a longer time to be absorbed into stomach lining.
Also gone is the old fashioned "glass of milk". Drinking from a plastic mug has shown the hydrocarbons attach to the milk protein molecules so those mugs are out. Best now to use china or fired clay based vessels.
Ideal temperature is 4 degrees - this will ensure the floral grassy notes remain true to the nose which ensures maximum flavour profiles. Too cold and you may as well be drinking ice. Too warm - well that's solely for the Milo.
I am emailing ATM with the hope they will post a Youtube clip with precise instructions on how to best consume this product to get maximum value.
Thank you. I needed these clear instructions. I still haven't recovered from the great milk pour debacle live on Austrian TV 1986 https://youtu.be/DuYLgEstc1Y
Fonterra moves to a2 milk production
"Fergusson says a2 production will "start small," and is coming from one Fonterra dairy farm in the Manawatu but this will "grow over time."
https://www.nzherald.co.nz/the-count...ectid=12095631
Thanks...that has really started my afternoon well.
Disc. Still not a holder. I am concerned that if the science is really valid, then the whole industry will simply over time switch to cows which produce A2 Milk. Still....Apple are still doing well. So room for a premium producer I guess.
And Fonterra needs to change and move away from commodity products. Very interesting article in Newsroom (which slowly becomes my favourite news website) about Fonterra. https://pro.newsroom.co.nz/articles/...re-or-strategy
It reduces my concern for sure that the science is not valid. But then my bigger concern is that it becomes commoditised...(is that a word ?) in the same way that Samsung etc did after Apple introduced the Smart Phone. If the whole industry is on A2 Milk...then where has their advantage gone ?
I'm probably completely off track.....but that is why I don't hold ATM. Some exposure thru SML.
The local availability of A2 doesn't move me.
But I have just returned from holiday in SE Asia. What did move me was one country has oodles and oodles of powdered milk powder including infant formula. But no A2. So ripe for the picking. And in another country some milk powder but not much. However two important things: One can was specifically targeted at those with "lactose intolerance". And secondly and most importantly it was the most expensive tin on the rack. That can be tomorrows market.
And even more encouragement - the only butter I came across was Anchor - so distribution channels are already in play.
It won't be just Fonterra / NZ that we need to be thinking about. Someone sometime ago posted a CNN ? link that reviewed A2 milk. I can't recall if ATM was mentioned...maybe not. But the inference from the clip was that if science valid...then not impossible to switch over time.
MM...I don't have any idea of the time, but perhaps quicker than you think. ...and Dobby...I agree. However I am generally not a trader.
Hence, they are not in my portfolio...and yes...have missed out on a lot.
I read it would take about 10 years before a farm can be 99% A2 cows only that was found in a previous link shown on this thread. That gives plenty of time for ATM to grow.
How long will A2 premiums last?If many farmers in New Zealand, Australia and worldwide produce more A2, will there be a premium for it?
A2 milk that I used to buy was $4.90 for 2 litres, now Fonterra branded A2 milks is being sold $6.39 for 2 litres, Fonterra's greedy mits are on it
both ATM and SML seem to be having the MAs challenged of late. They both seemed to have stalled for a short while and may bee seeing a down turn. Good analysis on
I am out of both for now. but probably not a good idea, but have cash waiting.
Hmm - SML is still sitting above the MA50 (and all higher MA's). You call that "MAs challenged"?
my short still looking good in the current down trend
I wonder what the royalty is for A2...…??
I also grabbed the Fresha Valley A2 last night for $4.90 (It always seems to be sold out at the local Countdown), gotta say it was some of the best milk I've had, will need to compare it to the Anchor brand when I come across it.
I see Fresha Valley converted their suppliers farm to an A2 herd in 2years.
https://www.youtube.com/watch?v=T2_McEm9Byc
Meh - I still get my two litres of trim for $3 at the local dairy
Those that get it, does it actually taste any different?
We used to drink it until I discovered the cheap milk contains trans fats. Check the nutritional label but it might be that only Australian governments allow that.
We then paid a premium for farm gate milk and now we are happy with the a2 from our supermarket.
It makes delicious thick homemade yoghurt and I can enjoy a cup of coffee without having to continually clear my throat after it.
Well lets just look at my 2l of Dairy Dale. vs A2 Milk per 100ml
Energy 180 Kj's vs 275
Protein 4.1g vs 3.3g (min. 1.0g A2 beta)
total fat 0.5g vs 3.5g
saturated fat 0.4g vs 2.4g
total carbs 5.5g vs 5.0
sugars 5.5g vs 4.7g
sodium 50mg vs 33mg
calcium 150mg vs 109mg$3 per 2l vs $4.90 per 2l
Better on my hips, better for my wallet. Better for the spawns teeth. Better than Coke.
And for teh record Budget vs premium milk just the same: http://www.stuff.co.nz/national/4488...-just-the-same
And while I'm at it because Im sure we are going to get the bleeding hearts banging on about child poverdy in the next few days. 1.5l of Coke for $2.00 at Countdown and on special down from $3.40. There is simply no excuse for not providing milk to a household if coke is being consumed
$3 is super cheap, anchor 2L at countdown range from 4.50 - 5.50 odd.
If I have A2 in the fridge along with other brands. My seven years old would go for A2 first always.
Craigs have an updated buy on ATM and sell on SML fwiw
46 page report. Shivers that's a lot of reading. All I want is what they think it's worth, $13.50 from Craigs will do me. Might be time to climb back in.
This is what....the 5th red day in a row? My bags are getting heavy
Most of the sellers are small holders, looking at the volume on the ASX are selling less than 1000 shares each. It can only go down so far before the takeover offer comes through;). Then what?.......:t_up: Good chance now for topping up bits and pieces on the way down. When all the shareholders stop selling, then the sp will stop going down:D. Don't forget, the story hasn't changed. So stop selling everyone and see what happens.
Hi mate,
I get some comfort from telling myself that there's perhaps something like a maximum downside of $1 from here but long term the upside is clearly a multi dollar per share prospect. I could be delusional but it makes me feel better telling myself these things lol.
I have no intention on selling. The story hasn’t changed and with Craig’s saying they will get $1.4 billion turnover 2019 (can’t find that reference, but the same as harbour asset management). If they get that total turnover, I see a sp considerably higher than what is is now.
Of course it depends on future competition, but I feel they don’t have anything major aiming at A2, other than nestle (atwo) and small players in the distant future........
https://www.odt.co.nz/rural-life/dairy/a2-expects-more-1b-2019-sales
Found it
4.5 mill on ASX and 1.25 mill on the NZX is hardly small guys. and you are aware that bots etc feed the shares in in small lots endlessly and of hidden iceberg sellers etc i hope. So no we hav e no idea who is selling and how big or tiddly they are imo. T/A wise its broken down through the 60 and 180 DMA on my admittedly basic ASB chart. wishful thinking re takeover or have you seen some smoke?
Hosking interviewed the new CEO this morning about 7-40am.
http://www.newstalkzb.co.nz/on-air/m...-north-island/
How much does A2 make out of every sale of Anchor A2 milk?
hrdlicker interview - not the mike hosking one
New a2 milk CEO Hrdlicka says China success requires strategy beyond daigous
https://www.afr.com/business/retail/...0180801-h13epb
talk about straegies , the weak share price and downgraded revenue and tie up with fonterra
This is good news and reassuring ....”Despite moderating the growth rate in 2018, a2 expects further revenue growth in 2019 .......”
Lots of good stuff in the article ......will give the believers the warm fuzzies .....and reinforce the thinking that ATM is a $20 share next year
think that was bal they talked about and the big issues they are facing in china. its important to note that bal is facing hold ups now in approvals etc because of aussie not being in chinas good books a big potential problem for a2 which could happen by association
http://www.newstalkzb.co.nz/on-air/m...-north-island/
Link to Hosking's interview with Jayne this morning.