https://www.afr.com/brand/rear-w ... res-20181015-h16nga
Shareholders were already leery about A2's new chief Jayne Hrdlicka selling every share she could the moment she could. So we shudder to think how queasy they are now that several other dairy insiders have also sold down.
Back in September, Hrdlicka offloaded the entirety of her 357,232 share stake days after it became tradeable, netting $4 million in the process. The money, she said, went to fund tax liabilities and obligations involved in a recent home purchase.
Perhaps that's fair enough. But she hasn't been alone. This month, A2 director Peter Hinton sold 25,000 shares, some 4 per cent of his total stake, pocketing $272,617.43 ($NZ297,856.28) in the process. And four days later fellow milk company Synlait, which supplies infant milk formula for A2, filed its own director sale notice. Founder John Penno, who stepped down as CEO in August but remains on the board, sold 1 million shares, for $10 million ($NZ11 million).
A2 is down by a fifth of its value in the past month, while Synlait has shed nearly 30 per cent. That's mostly because from January 1, new Chinese laws will come into effect that govern cross-border e-commerce, which is one of the main ways A2's infant formula (made by Synlait) gets into China. There's plenty of investor uneasiness about what these new laws mean. Some argue that the A2 English label product sold in China doesn't have the registrations required, so unless it gets a grace period or adjusts quickly, sales in China could fall markedly. A2 has welcomed the laws and entirely disputes there'll be any loss of sales. But we imagine the message would be heard a bit more clearly if its insiders weren't dumping stock at the same time.
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要完？
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有点可疑，Synlait的最大股东是中国老板，40%的股份。
Synlait CEO去年年底就下台了，他的股票早不卖，晚不卖，与A2高管抛售的节奏高度合拍，令人觉得不像是巧合。
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如此低位出货，难道是不太妙？有重大利空？
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:o
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跨境电商过渡期结束了 非备案奶粉进不了中国。只能走快件渠道……
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今天A2 狂飙…… 我的空单直接爆了
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using CFD?
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yes
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什么平台啊，我也想用cfd
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+500
它们有个模拟账户，你可以先玩一下
非常容易上手
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低位出货。。。看来不是好事
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had an investor presentation today: China market share increased by 10% in 3 months (5.1% in June to 5.6% in September).
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你们继续空，哈哈
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啥情况
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刚发现A2 3段涨了两块钱
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感觉有点不对劲啊
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8.2 又入了1000股， 准备明年买宝珀了
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旁观者
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还要跌
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wow
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