A2M the a2 milk company limited

There seem to be a few on here who are expecting a trading...

  1. 720 Posts.
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    There seem to be a few on here who are expecting a trading update. I am not so sure they will put one out. Last year the update was made to update a statement made at their half year announcement about 2H17 being lower than 1H17. This year at the half year announcement they gave no forecast so there is nothing to update.
    In previous years they have given updates when there has been either forecasts given and they needed updating (late 2015 and this time last year) or significant speculation in the media about A2M’s growth suffering (eg when BAL performance was going backwards in 2016).
    I’m not saying they won’t update but I don’t think they will.
    What I would look for next is the update in China market share which last year was announced at the Macquarie conference held on May 3rd. The same conference is being held May 1-3 this year. If A2M present again I would expect them to give market share figures to March 31, 2018.
    I expect a good uptick in this market share which will should move the SP north.
    Last edited by thejuicer: 13/04/18
 
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