ATM-A2 MILK

[Left Field]

....So now only down $250m on original investments

Peanuts for a long term investor with a billion $'s in the bank.

Great day for ATM holders (.....even better for 'free' holders!) 

[Minimoke]

Australia has woken up and we are off again. Up another 3% this arvo. Currently $8.11

[Waltzing]

with the CCP now realising that the private sector in china tech space is important and JM invited back to the table has the recent poor performance of the china market caught the CCP between the toilet and the share market...

risk just went down a fraction ....

CCP learning that the private sector cant be ignored...

[Minimoke]

Just book marking a post. Finally breached $9.00 today

[Minimoke]

Well, Happy days. A day I didnt think I would ever see again. The day I am actually back in positive territory with A2. I've held firm so I now have enough on the plus side to go out and buy a decent bottle of champagne tonight.

SP = $9.21

[Left Field]

Summary of recent news by Wordplaya on HC explaining the recent upsurge in ATM's SP.


China unveils childcare subsidies and income boost in new stimulus plan

China's State Council has unveiled a "special action plan" aimed at stimulating domestic consumption, introducing measures to increase household incomes and establish childcare subsidies as the country grapples with weak consumer demand.

The initiative comes as consumer spending in China remains subdued after a slow recovery from COVID-19 disruptions and a prolonged property market slump, which has dampened household confidence and added to deflationary pressures.

The plan was distributed to all regions and departments throughout China with instructions to "vigorously boost consumption, expand domestic demand in all directions, improve consumption capacity by increasing income and reducing burdens", according to a State Council statement on Sunday.

Authorities are instructed to "study and establish a childcare subsidy system", implement flexible employment policies, and open paediatric outpatient clinics during evening hours at general hospitals. The plan also encourages community and employer-operated childcare services.

Chinese authorities are working to combat the country's demographic issues: the population fell for the third consecutive year in 2024, with 2022 marking the first time deaths outpaced births since 1961. Many argue a more comprehensive childcare safety net would encourage families to have more children.

[BlackPeter]

Summary of recent news by Wordplaya on HC explaining the recent upsurge in ATM's SP.


China unveils childcare subsidies and income boost in new stimulus plan

China's State Council has unveiled a "special action plan" aimed at stimulating domestic consumption, introducing measures to increase household incomes and establish childcare subsidies as the country grapples with weak consumer demand.

The initiative comes as consumer spending in China remains subdued after a slow recovery from COVID-19 disruptions and a prolonged property market slump, which has dampened household confidence and added to deflationary pressures.

The plan was distributed to all regions and departments throughout China with instructions to "vigorously boost consumption, expand domestic demand in all directions, improve consumption capacity by increasing income and reducing burdens", according to a State Council statement on Sunday.

Authorities are instructed to "study and establish a childcare subsidy system", implement flexible employment policies, and open paediatric outpatient clinics during evening hours at general hospitals. The plan also encourages community and employer-operated childcare services.

Chinese authorities are working to combat the country's demographic issues: the population fell for the third consecutive year in 2024, with 2022 marking the first time deaths outpaced births since 1961. Many argue a more comprehensive childcare safety net would encourage families to have more children.

Intresting what jitters a share price.

Re pushing the birth rate - many countries have tried that before, some got some short term movements (like parents moving their child wish forward), but so far no country succeeded since the baby boomers to sustainably increase their birthrate.

/cynicism on

No doubt - China will be different and A2M will help large numbers of women with the biological clock already espired to breed like nobody ever bred before.

Lets buy some shares on that!

/cynicism off

[Basil]

https://www.marketscreener.com/quote/stock/THE-A2-MILK-COMPANY-LIMIT-11384022/finances/
Covered by 9 analysts and trading on 30 times average FY26 eps which is ironically just like the good old days when it was growing very strongly.  You be the judge if such a lofty growth multiple should apply, the market thinks it should.

[CG]

Intresting what jitters a share price.

Re pushing the birth rate - many countries have tried that before, some got some short term movements (like parents moving their child wish forward), but so far no country succeeded since the baby boomers to sustainably increase their birthrate.

/cynicism on

No doubt - China will be different and A2M will help large numbers of women with the biological clock already espired to breed like nobody ever bred before.

Lets buy some shares on that!

/cynicism off

Your knowledge of Chinese women biological clock and reproductive ability is a bit fascinating. Are you a gynaecologist by any chance or something? Yes, a number of new born is one of the factors that may have effect on company's performance but not the only one and definitely not an exclusive one. For instance, I'm not sure if you heard or even interested but recently company successfully launched new products targeting seniors and other age groups. New markets? No, haven't heard either?

Don't know what is your definition of "sustainably" but since you clamed that "no country succeeded since the baby boomers to sustainably increase their birthrate" I'll give you just one example. The number of live births in the Republic of Kazakhstan 2000-2022, raw data can be loaded from https://stat.gov.kz/en/industries/socialstatistics/demography/publications/186250/ You also might want to look at Ireland from 1994 to 2009, US from 1975 to 1990, even China 1979 to 1987 and more. I understand you are of German descent, look at official statistic from your home country 1975-1990 and 2006-2021 you might be pleasantly surprised https://www.destatis.de/EN/Themes/Society-Environment/Population/Births/Tables/lrbev04.html#242410


Maybe you should not play with your cynicism switch without checking all facts it can be broken eventually.

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[Waltzing]

ok Kiwi investors dont care about new clear winters... they arnt scared of high valuations as no one much is following country statistics but probably should... well these days you can just ask your friend AI chat bot to go figure it out... not need to go down to your local library and find what book and sections has a copy of baby birth states... used to be taught in geography lesson? with a little blow up globe on the teacher desk...

anyway this should keep the local kiwis investors in ATM happy....

till china invades TW with those HUGE strange barges with giant landing ramps on them... what on earth are they for? landing up river somewhere in times of flood?

https://www.bbc.com/news/articles/cx2gk8j06r0o

[CG]

ok Kiwi investors dont care about new clear winters...

Actually I suspect most Kiwi investors would preferer new clear winters to old foggy ones. Skiing is much more enjoyable on clear winter day
Seems like a friend AI chat bot still can learn a thing or two and if it's meant to be "nuclear" winter, well, in that case investing in general and not only in ATM would be the last thing on anybody's mind.

[Minimoke]

Odd trading patterns over the week. Down a pile yesterday. Up over 6% today.

ATM - got to love them. Just like the good old days when the instos were really working this stock on a daily basis.

I'm looking forward to the inevitable articles from Au Financial Times and Teger.

And $10.00 hit today.

[Minimoke]

Not very often we see trades like this so early in the day (ie before ASX opens)

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[BlackPeter]

Not very often we see trades like this so early in the day (ie before ASX opens)

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Maybe. Not sure however about the significance. The history of ATM clearly shows its neither run by smart boards nor attracted by smart money (an oxymoron anyway). Just one of these casino shares wich go up and down with the flow of hype.

So - yes - it seems to be bubble inflation time. Long may it last for the gamblers (oops - holders), but we know, no bubble inflates forever. Ask Elon ;

[Left Field]

Sadly BP's been posting the same ole, same ole since ATM was born.....

Back in those days he reckoned ATM had no IP, no 'moat,'no research,   Chinese market was rubbish, ATM wouldn't gain market share etc etc...

(Just look back at the ATM thread on the other channel and you'll see what I mean.)

All hype he say's now. Board and Management rubbish.... same ole, same ole sad story.

Disc: My own share portfolio is over $1 mill better off thanks to ATM so of course I'm a tab biased..... and while I sold off most of my holding in the $18 to $21 days, I still hold and have added more since the news of future ATM dividends.

IMO ATM has a useful place in a balanced NZX long term portfolio (with appropriate risk management via TA/FA analysis.)