A2 Milk is principally engaged in the commercialization of a2 Milk™ related products as supported by the ownership of intellectual property that enables the identification of cattle for the production of a2 Milk™. Through its associated companies, Co. is also engaged in the distribution and marketing of a2 Milk™ in Australia and Japan and commercialize the sales and licensing rights for the supply, distribution and marketing of a2 Milk™ in the U.S. Co. products are also sold under the Jalna and Fresha Valley brand names. Co. operates predominantly in New Zealand and Australia.
  • TickerATM
  • ISINNZATME0002S8
  • ExchangeNZX
  • SectorFood Producers
  • CountryNew Zealand

Analysts

The A2 Milk Co Ltd: 2 directors sold after exercising options/sold

Two Directors at The A2 Milk Co Ltd sold after exercising options/sold 246,684 shares at 14.037AUD. The significance rating of the trade was 87/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under ...

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Another test of support Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no breakdowns - on the broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remains the most likely scenario. At the same time, new cracks are beginning to show and as a result we believe global equities are vulnerable to a breakdown. • New cracks emerging. Breakdowns in crude oil and new lows for the STOXX 600 Bank supersector are two recent developments which have dampened our overall outlook... see charts below. • Tes...

Adam Fleck

Morningstar | New Government Regulations Don’t Derail A2 Milk’s Growth Opportunity; Shares Fairly Valued

We don’t expect China’s proposed regulations to support its domestic infant formula market will damage the market-share opportunities we see for narrow-moat a2 Milk, and we maintain our NZD 14.50 (AUD 13.60) fair value estimate. However, the stock appears fully valued, and doesn’t offer a margin of safety to account for the potential risk of further government regulation or change in competitive dynamics. China’s National Development and Reform Commission, or NDRC, has outlined several planned measures to improve the quality and consumer confidence of domestically produced formula, with an ai...

Adam Fleck

Morningstar | New Government Regulations Don’t Derail A2 Milk’s Growth Opportunity; Shares Fairly Valued

We don’t expect China’s proposed regulations to support its domestic infant formula market will damage the market-share opportunities we see for narrow-moat a2 Milk, and we maintain our NZD 14.50 (AUD 13.60) fair value estimate. However, the stock appears fully valued, and doesn’t offer a margin of safety to account for the potential risk of further government regulation or change in competitive dynamics. China’s National Development and Reform Commission, or NDRC, has outlined several planned measures to improve the quality and consumer confidence of domestically produced formula, with an ai...

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior