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AHF - Australian Dairy Nutritionals

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System

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Initially, Australian Dairy Farms Group (AHF) will be an owner and operator of two producing dairy farms in Brucknell, in South West Victoria, near Warrnambool.

The operating farms are currently producing at strong levels, supplying milk to Fonterra Co-operative Group Ltd.

ADF's medium-term strategy is to purchase additional farms, using scale to deliver revenue and cost synergies and produce more than 50 million litres of production per annum within two years.

Shareholder returns will be driven by the operations of the producing dairy farms via exposure to
earnings and cash flows from milk sales as well as to dairy farm capital value growth.

Australian Dairy Farms Group (AHF) was previously known as APA Financial Services Group (APP).
 
Was very sceptical at first, as they'll have to raise another 60m or so to get to 17 farms, before we can even judge their strategy (Wonder why they couldn't do that before listing if it was such a great idea). But it's an interesting proposition with some good fundamentals if they can pull it off. Will have a look back in 12 months to see whether they're making progress.
 
It looks as if the Market is now taking them seriously.
I've been watching the sell-off that followed the Christmas break, and see it's finding support at current levels. Missed the switch of 27c from offer to bid, but started buying a tick up.
I see a possible target around 37c.

AHF n 16-02-16.png
 
pixel said:
It looks as if the Market is now taking them seriously.
I've been watching the sell-off that followed the Christmas break, and see it's finding support at current levels. Missed the switch of 27c from offer to bid, but started buying a tick up.
I see a possible target around 37c.
Click to expand...

Alas, I read the trading action wrong.
I thought I could ignore the gap to 16c because the acquisition of Camperdowns in December turned AHF into a new company with changed economies of scale - at least IMHO.

It seems that the Market may well take the gap into consideration, therefore keeps selling. Break of assumed support constituted my stop condition, I exited at a small loss and shall take a fresh look once the chart tells me a different story.
 
http://www.asx.com.au/asx/statistics/displ...;idsId=01723188
This is the kind of announcement I didn't want to miss.
The Market has been selling for fear the Camperdown acquisition may not go ahead. A simple "Yes, we can" reversed the slide and buyers caused a 10% jump within minutes. Yet it's still the same company it was yesterday and a month ago.

AHF o 16-03-16.png

Holding and accumulating.
 
another step-up from this rectangular flag pattern would be an udder delight :D

AHF o 22-03-16.png

I hold and accumulate; target 37"ish"; stop 26c
 
It's been quite a drawn-out sideways.
The last few days were marked by confusion over China's new 11.9% import penalty.
Today's announcement, however, seems to have calmed the Market, and we're on our way back into the 30's.

AHF 13-04-16.png

I'm buying.
 
Last trade failed to break into the 30's, so I was content with a small profit.
Let's try again. I consider 26c current support.

AHF o 21-04-16.png
 
alonso said:
Surely ought to see a bump off today's ann over next day or so.
Click to expand...

What is the nature of today's correction to Friday's Presentation?
I haven't had time yet to find the amendment.
Wish they were compelled to always state up front what had to be changed.
 
pixel said:
What is the nature of today's correction to Friday's Presentation?
I haven't had time yet to find the amendment.
Wish they were compelled to always state up front what had to be changed.
Click to expand...

AHF stil in this 26-31c band... somewhat directionless.

MGC in a trading halt with most likely a profit downgrade probably isn't helping sentiments in the dairy sector.
 
Back on board.
Yesterday's breakout on reasonable volume suggested a change of sentiment.

AHF 03-07-17.png


If this morning's 500K bid at 16c is for real, we'll see a massive gap-up.
AHF pMD 04-07-17.png


definitely worth watching the Open :) I hold already.
 
good volume, good buying pressure, and supply gets pulled or moved higher.
Pity they couldn't quite manage to close the gap to 14.5 before reversing back up.

AHF pm 04-07-17.png
 
After trading sideways between 10 and 15 cents for most of the last year, Australian Dairy Farms Group broke out big time today after announcing that they will be entering the organic infant formula market and converting all their dairy farms to 100% organic.

Up 68.81% to 18.5 today with an intraday high of 25c. Nice move.

big.chart.AHF.gif
 
greggles said:
After trading sideways between 10 and 15 cents for most of the last year, Australian Dairy Farms Group broke out big time today after announcing that they will be entering the organic infant formula market and converting all their dairy farms to 100% organic.

Up 68.81% to 18.5 today with an intraday high of 25c. Nice move.

View attachment 86728
Click to expand...
surprisingly big reaction, given that it'll take about 5 years before they can be fully certified Organic.
 
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