ATM-A2 MILK

[Basil]

https://www.marketscreener.com/quote/stock/THE-A2-MILK-COMPANY-LIMIT-11384022/financials/
FY 23 PE of 35 for a company with growth in the very low double digits.  Hmmm

[Buzz]

https://www.marketscreener.com/quote/stock/THE-A2-MILK-COMPANY-LIMIT-11384022/financials/
FY 23 PE of 35 for a company with growth in the very low double digits.  Hmmm

It's no secret that you don't like this company and would never invest in it, however missing out on a 70% capital upside from the lows already is no reason to continue questioning how stupid the 'market' seems to be over-valuing this opportunity. The only real question is why you keep coming back to slag it? What's in it for you?

[KW]

"In a survey last year of about 20,000 younger Chinese people, mostly from 18 to 25, two-thirds of respondents said they did not want to have children."

https://www.nytimes.com/2023/02/26/world/asia/china-birth-rate.html

[Fiordland Moose]

"In a survey last year of about 20,000 younger Chinese people, mostly from 18 to 25, two-thirds of respondents said they did not want to have children."

https://www.nytimes.com/2023/02/26/world/asia/china-birth-rate.html

If they follow through with that then China could become the new japan in a couple decades. That'll be fun for the world economy. But thats a problem for future moose.

[Minimoke]

"In a survey last year of about 20,000 younger Chinese people, mostly from 18 to 25, two-thirds of respondents said they did not want to have children."

https://www.nytimes.com/2023/02/26/world/asia/china-birth-rate.html

Until the government incentivizes them.

[BlackPeter]

Until the government incentivizes them.

Governments in many countries with negative population growth tried that. It works for a short time - if couples anyway want children, than incentives help them to start earlier to not miss out on the incentives. However - long term so far no government was successful to turn the trend around. Won't be different for China.

Second issue is - just look at the Chinese population pyramid. For biological reasons you need a sufficient number of young females to bring the birth rate up. It is too late for China, not enough young people and most of them male (many couples aborted female babies under the one child policy, in hindsight not a clever move) unless they find a method to make people younger again.

But hey - they could import young women from countries which still have a surplus of young people ... plenty of African countries as well as Muslim countries (like Afghanistan, Philippines, Indonesia) spring to mind.

But than - they might not need A2 milk ...

[Basil]

It's no secret that you don't like this company and would never invest in it, however missing out on a 70% capital upside from the lows already is no reason to continue questioning how stupid the 'market' seems to be over-valuing this opportunity. The only real question is why you keep coming back to slag it? What's in it for you?

It would seem there's a lot of negative energy carried over from the other forum behind your post. I was merely responding to a post my friend Whome made and adding a different perspective.  Crickey, commenting on the metrics is slagging a company...you being more than a little oversensitive?  You're new around here so in this instance I'll give you the benefit of the doubt, just once, and I'll keep this polite.  The value of a forum is sharing different perspectives both positive and otherwise...but I think you know that already.   

[Sideshow Bob]

"In a survey last year of about 20,000 younger Chinese people, mostly from 18 to 25, two-thirds of respondents said they did not want to have children."

https://www.nytimes.com/2023/02/26/world/asia/china-birth-rate.html

And that is why China is a booming petfood market.....

[BlackPeter]

And that is why China is a booming petfood market.....

Interesting point ... and you well might be right. Which stocks do you recommend to satisfy this likely Chinese urge?

[Minimoke]

Governments in many countries with negative population growth tried that. It works for a short time - if couples anyway want children, than incentives help them to start earlier to not miss out on the incentives. However - long term so far no government was successful to turn the trend around. Won't be different for China.

Second issue is - just look at the Chinese population pyramid. For biological reasons you need a sufficient number of young females to bring the birth rate up. It is too late for China, not enough young people and most of them male (many couples aborted female babies under the one child policy, in hindsight not a clever move) unless they find a method to make people younger again.

But hey - they could import young women from countries which still have a surplus of young people ... plenty of African countries as well as Muslim countries (like Afghanistan, Philippines, Indonesia) spring to mind.

But than - they might not need A2 milk ...

Just as well they are adding products additional to Infant Formula

[KW]

And that is why China is a booming petfood market.....

That is probably a good point.  The Japanese are completely bonkers about their pets, you see more dogs in a shopping mall than you see children.  If China becomes more like Japan than Korea (  ) then there is definitely a growth market there.

[Breezy]

It's no secret that you don't like this company and would never invest in it, however missing out on a 70% capital upside from the lows already is no reason to continue questioning how stupid the 'market' seems to be over-valuing this opportunity. The only real question is why you keep coming back to slag it? What's in it for you?

Yes the company has clearly turned a corner and is progressing nicely under the new CEO, im expecting them to start paying a dividend within the next couple of years. I think your questions are valid and find it very strange how some people seem to continually bag certain companies forever and a day after having more than made their points of view known.

[Buzz]

It would seem there's a lot of negative energy carried over from the other forum behind your post. I was merely responding to a post my friend Whome made and adding a different perspective.  Crickey, commenting on the metrics is slagging a company...you being more than a little oversensitive?  You're new around here so in this instance I'll give you the benefit of the doubt, just once, and I'll keep this polite.  The value of a forum is sharing different perspectives both positive and otherwise...but I think you know that already.   

I see that you've edited your original post. BTW, I'm not new around here, or to share investing or trading, just been lurking since day one and haven't posted much since the volume of chat here is still small. Nice place though, hope we can keep up the civil discourse.

Sure, happy with all that you say, let's keep it polite. ATM is a momentum traders dream, especially for those who can work both sides of the trade, long or short. Sustained long runs up or down. FA doesn't seem to make much difference with ATM, never has, whereas TA is everything and is working very well. Such a volatile stock, with massive money calling the moves, just need to be onto it and follow them.

+72% already since the bottom, can't argue with that! 'Money in the bank', as Tina from Turners would say .. lol    happy days.

GLTA

[Fiordland Moose]

Buzz - love your tagline.

oh the irony of the post you responded to.

[Sideshow Bob]

Interesting point ... and you well might be right. Which stocks do you recommend to satisfy this likely Chinese urge?

Not trying to thread hijack......

The two listed on the NZX would be:

Ebos - Owns or has interests the likes of Masterpet, Animates & Blackhawk. Masterpet has alot of Made-in-China product but is all over the supermarket sector. Not so much exporting.

Scales - Raw material supplier and their "Global Proteins" business going pretty well, with further plans to develop this business. There is a feeling raw material is going to be where its at.

Both of these companies obviously have business units unrelated to pet. Otherwise not alot of listed activity for pet. Mainly private companies, mainly with foreign (Chinese) interest. Sector has boomed in NZ in recent years.

Here is an example..... https://www.bloomberg.com/news/articles/2021-09-20/fountainvest-agrees-to-buy-new-zealand-pet-food-firm-ziwi