Edgware Insights Pty Ltd

Wayne Murray

Independent Insight Provider

Equity Bottom-Up

<p>Edgware notes are generally too wordy. We will try being concise for once.</p><ul>
<li>The market is just plain wrong on A2M. (Not a claim to make lightly).</li>
<li>Shares have been driven lower by Aussie retail day-traders abandoning ship, rather than ‘smart money’. The NZX/ASX dual listed structure is yet to gain institutional investor support. The retail dominated share register has presented the current opportunity, even with the bounce to AUD$1.46.</li>
<li>The short-term China regulatory fear trade is done and dusted…</li>
</ul>

Edgware notes are generally too wordy. We will try being concise for once.
The market is just plain wrong on A2M. (Not a claim to make lightly).
Shares have been driven lower by Aussie retail day-traders abandoning ship, rather than ‘smart money’. The NZX/ASX dual listed structure is yet to gain institutional investor support. The retail dominated share register has presented the current opportunity, even with the bounce to AUD$1.46.
The short-term China regulatory fear trade is done and dusted…


A2M:ASX Retail Investors Offer Institutions Gift Entry Price

A2 Milk Co Ltd

A2M:ASX Retail Investors Offer Institutions Gift Entry Price