A2M 18.3% $5.69 the a2 milk company limited

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  1. 110 Posts.
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    Also just had time to look at some more comparisons. Rev growth was 12.5% from 1H18 to 2nd, and there is some seasonality in this, but from 2H18 to 1H19 we've seen 25% rev growth, illustrating the success of ramping up their marketing spend.

    Jane seems to understand what A2 are trying to achieve through marketing campaigns but also has the nous to do it on a bigger scale evidenced by further success in the US. If this continues at +25% qoq growth then A2 is still underpriced in my opinion.
 
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