ATM-A2 MILK

[winner (n)]

Jeez, ATM share price down nearly 30% since beginning of year ...ouch

Surely it's not going below 5 bucks again

Suppose buy of the decade if it does

[Basil]

Directors paying an average of nearly $7 to buy shares back. Shareholders must be thrilled...

[Left Field]

TA not looking great either.....

SML woes not helping....... thoughts of ATM buying more of SML don't impress me either.

Call me old fashioned but I preferred ATM's old 'capital light' approach.

[winner (n)]

Directors paying an average of nearly $7 to buy shares back. Shareholders must be thrilled...

Yep at $6.87 average

Never have really understood wisdom of punters getting excited and even clamouring for buybacks ....never seem to do much for shareholders and often only enrich management as buyback $s included in TSR calcs for big bonuses.

At least EPS etc should be higher ........but does that actually do anything for the share price in reality

[Waltzing]

Right ...   SHOW US THE MONEY!!!!!!!!

https://www.youtube.com/watch?v=mBS0OWGUidc

and

https://www.telegraph.co.uk/finance/personalfinance/9066005/What-Charles-Dickens-said-about-money-12-memorable-quotes.html

[Left Field]

SAMR approved......

https://www.nzx.com/announcements/412552

SAMR's approval will allow Synlait to manufacture 至初® for a2MC until September 20271.

[Minimoke]

SAMR approved......

https://www.nzx.com/announcements/412552

SAMR's approval will allow Synlait to manufacture 至初® for a2MC until September 20271.

Excellent. Will see past my life time!

Edit. Market seems to like it, 700,000 shares crossing at $6.15 up 7%

[Basil]

How hard is it to issue announcements in English on the NZX and proof read the date ?
Why are these Muppets paid these sorts of salaries and they can't even issue a properly written stock exchange announcement?

[Breezy]

Excellent. Will see past my life time!

Edit. Market seems to like it, 700,000 shares crossing at $6.15 up 7%

No reason that the sp shouldn't be over $7 as it was before the rereg uncertainty took hold, Instos alone will decide that though, they completely control and determine the sp of this stock at All times.

[winner (n)]

Did A2 destroy Bubs China business or is the China IF market completely stuffed

Bulbs sales to China hardly anything at the moment .....there's just too much stock in warehouses over there.....5 years worth

From Bubs the other day -

As previously reported, there remains a significant amount of inventory held in trade, predominantly Bubs Supreme. This product was developed for AZ Global and Alice for exclusive distribution into China. Bubs Australia understands there is more than 5 years of Bubs Supreme finished goods inventory held in multiple warehouses, based on the current rate of sale.

[Breezy]

Did A2 destroy Bubs China business or is the China IF market completely stuffed

Bulbs sales to China hardly anything at the moment .....there's just too much stock in warehouses over there.....5 years worth

From Bubs the other day -

As previously reported, there remains a significant amount of inventory held in trade, predominantly Bubs Supreme. This product was developed for AZ Global and Alice for exclusive distribution into China. Bubs Australia understands there is more than 5 years of Bubs Supreme finished goods inventory held in multiple warehouses, based on the current rate of sale.

Bubs does not have SAMR registration in China like A2 does so their sales are constrained.

[Left Field]

Did A2 destroy Bubs China business or is the China IF market completely stuffed

- A2 has gained market share in China.... Bubs has lost market share.
- Bub's business model based on goats milk is not as financially viable as A2's dairy based product. (Winnie, you try milking a few goats and you'll see what I mean!)
- A2 benefiting from its move away from reliance on Daigau channels. Mother and Baby retail model now working just fine for A2.

So the China IF market is not stuffed.... and even if it is...the next step in A2's cunning master plan is for MVM to start supplying the USA market with A2 IF.

[Left Field]

...the next step in A2's cunning master plan is for MVM to start supplying the USA market with A2 IF.

MVM's new renewable energy boiler installed......production getting closer.

https://www.odt.co.nz/news/the-south-today/electric-upgrade-mataura-valley-milk

[Left Field]

Interesting to see ATM's progress moving away from reliance on the China market.

This posted by Wordplaya on HC

FYI "New Origin"/Yuhan Pharmaceuticals is the exclusive distributor of A2M products in Korea.

Some excerpts:

"New Origin, a health & lifestyle brand for Yuhan Health & Lifestyle, celebrated World Population Day on the 11th, and its 'a2 Milk' 200ml product exceeded 1 million units in cumulative sales."

"Due to the continuous decrease in the number of births, the dairy industry, which mainly consumes infants and young children, has been hit by a decline in sales. In fact, white milk consumption per capita has been steadily declining over the past decade, from 28.1 kg in 2012 to 26.2 kg in 2022. Considering the shrinking milk market, it is evaluated that New Origin a2 Milk's breakthrough of 1 million units is very encouraging. It is analyzed that this is due to consumers' sympathy for good raw materials and ingredients that Yuhan Health Life has insisted on."

[Waltzing]

Yep Nupe... that economy is not a normal functioning capital market . Its command and control they will likely loose control of it .... Crash is the word...

https://www.cnbc.com/2023/08/01/china-should-act-to-pull-sputtering-economy-back-from-brink-professor-.html

ATM might be able to ride out the crash but ....

whos going to pay for all those new toys,,,,, aircraft carriers, nuclear sub, tanks, missiles .... guns , lots of guns...