A2M 1.10% $5.51 the a2 milk company limited

Sandy I congratulate you on a well thought out, excellent...

  1. 734 Posts.
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    Sandy
    I congratulate you on a well thought out, excellent presentation, and appreciate all the work you would have put into your conclusions.
    I find your thought process sound, your math correct, and your assumptions within reason sans one which I'll address.
    If you check my posts in the last week or so, I oddly posted the Exact numbers using completely different methodology.Yet 17-21 was my conclusion also.
    So what will it take for the stock to get to 21(or 17 if u like)
    Where ( in my view ) both of our assumptions are clouded is in the inherent PE that the market will pay for our stock.
    So, in my view it's part of Jaynes next set of challenges. To determine what the market will pay as a forward pe, It's my belief A2, Jayne and the board has to help the market understand what we are
    Are we a consumer staples company?
    Nestle trades at about a 39 multiple
    Kellogg's is about 15
    Are we a marketing company?
    Amazon pe 81 as an example
    Are we a true dIstruptor.?
    netflex pe 135
    As we continue to grow, to conquer new markets, to gain more market share, to introduce new products, increased supply , Fontera involvement etc, more investors are needed , more understanding of the health benefits, and just more awareness of the product in general.Our average vol on the nyse is less than10000 per day. I thInk this is a key metrIc movIng forward. More retail global Investors
    Jayne has eluded to doing many of these items, we just don't know the details.
    Apple many years ago hired a chief evangelical officer( many companies have followed) to travel the world preaching their "gospel " . Maybe it's time for such a person or maybe the board had a great insight and that was the true reason Jayne was hired.
    In any event, the earnings were outstanding, the commentary moving forward to quote one of the brokers " flawless' and we are positioned maybe better than we have ever been. Now it's about execution, and a real push not only for marketing our product, but for marketing the company for what I believe we are, a disruptive force In a key and monster Industry
    I believe both of our methodologies ( completely different) Brought us to the same conclusion, both of us assuming were a consumer staples company.
    When that changes to us being considered by the market to be either a marketing company or a truely disruption to the milk industry, 21 will be breached then headed to 34( the Fibonacci sequence)
    All just my humble view
 
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Last
$5.51
Change
0.060(1.10%)
Mkt cap ! $3.808B
Open High Low Value Volume
$5.50 $5.68 $5.45 $20.46M 3.677M

Buyers (Bids)

No. Vol. Price($)
4 45834 $5.51
 

Sellers (Offers)

Price($) Vol. No.
$5.53 4510 1
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Last trade - 16.10pm 25/11/2024 (20 minute delay) ?
A2M (ASX) Chart
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