A2M 1.13% $6.25 the a2 milk company limited

What do we know from consensus and management guidance 1. Market...

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    What do we know from consensus and management guidance

    1. Market is assuming 41% revenue growth per guidance.
    2. EBITDA margins are expected to be flat on H2 2018 as the Company ramps up marketing spend

    And what do we know now - a few weeks on from last guidance

    Pretty simple maths

    1. The export data released last week shows IF growth of 51.7% (Well above 41%)
    2. Assume Aussie white milk growing maybe 10%
    3. USA start to get the benefit of the Costco roll out resulting in say 150% growth (Don't know what market is looking for)
    4. Like prior periods margins are generally higher than forecasts

    So next update

    Higher sales
    Bigger margins
    EPS upgrades
    Next year rolling revenue forecasts higher due to greater marketing spend

    RESULT : Higher share price

    More EPS upgrades

    RESULT : Higher share price




 
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Last
$6.25
Change
0.070(1.13%)
Mkt cap ! $4.518B
Open High Low Value Volume
$6.20 $6.25 $6.10 $21.75M 3.510M

Buyers (Bids)

No. Vol. Price($)
1 6450 $6.21
 

Sellers (Offers)

Price($) Vol. No.
$6.25 9409 4
View Market Depth
Last trade - 16.10pm 28/03/2024 (20 minute delay) ?
Last
$6.21
  Change
0.070 ( 0.66 %)
Open High Low Volume
$6.18 $6.25 $6.10 841704
Last updated 15.59pm 28/03/2024 ?
A2M (ASX) Chart
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