A2M - The A2 Milk Company

[tech/a]

Brokerage is $6 in and out
Tax is a cost of business.
Minimise it at every opportunity
But don't take new opportunity because
Of the Tax implications'

 

[RandomInvestor]

I have a question, do you think the A2milk company has a competitive advantage with its products? It is one of the best know milks at least here in Australia and is used in stores even where I work and my previous job they have used this product. Not saying they do everywhere but I do believe that the large majority of stores do. I get the feeling though that the product can be easily copied. Difference between normal milk and a2milk is, a2Milk is cow's milk that contains the A2 type of beta-casein protein rather than the more common A1 protein found in regular milk.

With this in mind some people have found it easier to digest this milk than other milks and say has an improved flavor (I got this information from reviews).

 

[Cam019]

Hey RandomInvestor, a quick suggestion. Instead of creating a new thread for every single question you might have, how about a search for relevant threads first, and if you can't find one then by all means post a new thread. Your question could have definitely gone in here, which took about 6 seconds to find.

EDIT: Seems like @Joe Blow beat me to it.

 

[RandomInvestor]

Hey RandomInvestor, a quick suggestion. Instead of creating a new thread for every single question you might have, how about a search for relevant threads first, and if you can't find one then by all means post a new thread. Your question could have definitely gone in here, which took about 6 seconds to find.

EDIT: Seems like @Joe Blow beat me to it.

No problem, will do next time.

 

[Knobby22]

Taking off again.

 

[skc]

Taking off again.

So is the short interest.

https://www.shortman.com.au/stock?q=a2m

FWIW... it is not out of the realms that A2M will hit some unpredictable Chinese regulatory hurdle at some stage and see it's share price down massively on a black swan. But the current short holders have got to be feeling somewhat painful?!

 

[McLovin]

So is the short interest.

https://www.shortman.com.au/stock?q=a2m
View attachment 72032

FWIW... it is not out of the realms that A2M will hit some unpredictable Chinese regulatory hurdle at some stage and see it's share price down massively on a black swan.

Or that Chinese consumers find something more fashionable. They seem to be more fickle than six year olds buying stationary.

 

[Boggo]

Or that Chinese consumers find something more fashionable. They seem to be more fickle than six year olds buying stationary.

Yes, they create the market, everyone gets excited and gears up to supply them and then they find a "fault" and drive the prices down.
Happening with the beef export at the moment.
http://www.skynews.com.au/business/...a-bans-aust-beef-over-labelling-concerns.html

 

[notting]

Setting up to be an absolute cracker of a short.

Are you fricken kidding me?!

Yeah market turnover right up there with TLS, WOW, WES, QAN - yeah right -

Maybe Ill go buy a few Tassie cows

"Oh but they are a lot less dependent on China than BAL etc"
Oh great, that explains it!!!! I guess we're all having man baby food for breakfast in Aus all of a sudden. It's going to replace beer!

 

[tech/a]

Aussi company ripping it up
Looks like no one here on it
Everyone cheering for a crash

A2M taking the US market on.

 

[dutchie]

Everyone cheering for a crash

Trading is a business.

 

[tech/a]

Don't see much business being carried on here other than by A2M

 

[dutchie]

Don't see much business being carried on here other than by A2M

lol

 

[bigdog]

Aussi company ripping it up
Looks like no one here on it
Everyone cheering for a crash

A2M taking the US market on.

tech/a

been on them since November 2015 and have been tipping A2M in monthly share tipping completion for quite a few months now.

 

[notting]

One of the best trading opportunities arise when the technicals point to insanity like when the AU was at 107 US and all the techos where calling to120!!
At which point Australia would have started heading for a depression, all on it's own.
There is a point where reality steps in.
You don't even need to pick the top when it is so far over cause you will get it back when the lights turn back on. Like the guy that shorted the US housing market in 2007 and got 20% spanking before it turned.
A2M haven't just discovered cows! Cows are everywhere and you can bread as many as you want outside the poisonous Chinese production lines.

 

[rb250660]

So when did you short REA notting?

 

[tech/a]

One of the best trading opportunities arise when the technicals point to insanity like when the AU was at 107 US and all the techos where calling to120!!
At which point Australia would have started heading for a depression, all on it's own.
There is a point where reality steps in.
You don't even need to pick the top when it is so far over cause you will get it back when the lights turn back on. Like the guy that shorted the US housing market in 2007 and got 20% spanking before it turned.
A2M haven't just discovered cows! Cows are everywhere and you can bread as many as you want outside the poisonous Chinese production lines.

So you'd sell out now?
I'm not seeing a sell YET.

You have something which values A2M at something around or below this trading figure

What is your reality!

 

[notting]

Yeah started shorting it today.
That is my reality. Shall see how it performs to determine when to short more or take profits!

 

[notting]

So when did you short REA notting?

I've been both long and short REA - at present long.
What will be compelling is when Domain floats. If that gets off to a good start, will make a great short, i expect! Hopefully REA will see some weakness at that time at which point it would be a buy in my book.

 

[tech/a]

Yeah started shorting it today.
That is my reality. Shall see how it performs to determine when to short more or take profits!

Shorted at what price?