a2 Milk Company
The A2 Milk Company was founded in New Zealand based on a research discovery that different milk proteins affect people in a different way. The company now owns and licenses intellectual property enabling dairy farms to identify cattle suitable for the production of A2 milk.
Popular branded A2 milk products such as liquid milk and infant formula are sold in NZ, Australia, USA, UK and China. The company has a track record of investing heavily in marketing and R&D to further brand position.
A2 Milk is dual listed and one of the largest companies on the NZX, with a market capitalisation of more than $10 billion in 2020. David Bortolussi was recently appointed CEO and will begin leading the company in early 2021.
Announcements
| Title | Date | Type |
|---|---|---|
| SPH Notice - BlackRock, Inc. and related bodies corporate | Thu, May 19 2022 09:06 am | SHINTR |
| The a2 Milk Company to defend class action | Wed, May 18 2022 01:57 pm | GENERAL |
| Organisational announcement: Chief Financial Officer | Tue, May 17 2022 08:30 am | ADMIN |
| SPH Notice – The Goldman Sachs Group, Inc. | Wed, Mar 30 2022 08:31 am | SHINTR |
| SPH Notice – The Goldman Sachs Group, Inc. (“GSGI”) | Mon, Mar 21 2022 08:40 am | SHINTR |
| SPH Notice – The Goldman Sachs Group, Inc. (“GSGI”) | Tue, Mar 15 2022 08:30 am | SHINTR |
| Disclosure of relevant interests | Fri, Feb 25 2022 01:22 pm | SHINTR |
| Notice regarding Conversion of Financial Products | Mon, Feb 21 2022 04:31 pm | ADMIN |
| Retirement of NED / appointment of new NED | Mon, Feb 21 2022 08:30 am | ADMIN |
| Determination that the Chair is now an independent director | Mon, Feb 21 2022 08:30 am | ADMIN |
Directors and Executives
David Bortolussi
Chief Executive Officer and Managing Director
Warwick Every-Burns Independent Non-Executive Director
Pip Greenwood
Independent Non-Executive Director
David Hearn
Independent Non-Executive Director
Julia Hoare
Deputy Chairman
Jaron McVicar
Company Secretary
Race Strauss
Chief Financial Officer
Sandra Yu
Independent Non-Executive Director
Company Details
Registered Office:
Level 10, 51 Shortland Street, Auckland 1010, New Zealand
Postal Address:
PO Box 163, Shortland Street, Auckland 1010
Telephone:
+64 9 977 5154
Facsimile:
n/a
Website:
www.thea2milkcompany.com
First Listed:
20/04/2004
Balance Date:
30 June
AGM:
17/11/2021
Major Holdings Announcements
| Date | Name | No. Held | % | Current |
|---|---|---|---|---|
| 30/03/22 | The Goldman Sachs Group, Inc. on be | 35,207,250 | 5.54 | 4.73 |
| 03/02/22 | UBS Group AG and its related bodies | 37,106,399 | 6.35 | 4.99 |
| 07/12/21 | UBS AG and its related bodies corpo | 45,225,162 | 7.40 | 6.08 |
| 02/12/21 | BlackRock Inc | 36,952,606 | 6.25 | 4.97 |
| 01/12/21 | Perpetual Limited | 45,389,774 | 4.61 | 6.10 |
| 01/12/21 | Macquarie Group Limited | 35,650,226 | 5.11 | 4.79 |
| 11/11/21 | The Vanguard Group, Inc. | 34,388,632 | 5.00 | 4.62 |
| 19/10/21 | Mitsubishi UFJ Financial Group, Inc | 35,833,781 | 5.36 | 4.82 |
| 14/10/21 | The Goldman Sachs Group, Inc. (“GSG | 45,062,198 | 4.90 | 6.06 |
| 28/09/21 | Perpetual Limited and subsidiaries | 37,687,348 | - | 5.07 |
| 02/08/21 | Commonwealth Bank of Australia | 36,844,290 | 5.00 | 4.96 |
| 08/06/21 | Morgan Stanley and its Subsidiaries | 33,300,187 | 5.12 | 4.48 |
| 20/04/21 | Pendal Group Limited | 37,145,476 | 5.17 | 5.00 |
| 22/11/19 | Mitsubishi UFJ Financial Group, Inc | 74,990,656 | 9.19 | 10.20 |
| 13/08/18 | The Goldman Sachs Group, Inc. | 37,082,791 | - | 5.08 |
| 31/10/17 | Colonial First State Asset Manageme | 39,108,953 | 6.38 | 5.35 |
| 28/09/17 | Challenger Limited | 36,372,739 | 5.51 | 4.98 |
| 28/08/17 | Greencape Capital Pty Limited | 35,548,215 | 6.04 | 4.87 |
| 20/06/17 | Harbour Asset Management Limited | 35,487,445 | 5.08 | 4.88 |
| 30/05/17 | Westpac Banking Corporation | 14,346,867 | 6.00 | 2.00 |
| 09/02/17 | Colonial First State Investment Man | 46,289,905 | 5.06 | 6.38 |
Director’s Interests Announcements
| Date | Name | No. Held | % | Details | Other |
|---|---|---|---|---|---|
| 25/02/22 | David Landt Bortolussi | 155,642 | - | - | - |
| 01/09/21 | Race Strauss | 15,101 | - | - | - |
| 15/03/21 | Jaron McVicar | 40,300 | - | - | - |
| 27/08/20 | Shareef Yaseen Khan | 400,000 | - | - | - |
| 27/08/20 | David Hearn | 1,055,000 | - | - | - |
| 27/08/20 | Geoffrey Howard Babidg | 300,000 | - | - | - |
| 26/11/19 | Craig Louttit | 100,000 | - | - | - |
| 26/11/19 | Carla Jayne Hrdlicka | 95,338 | - | - | - |
| 28/02/19 | Peter Bruce Hinton | 300,000 | - | - | - |
| 23/06/17 | Jesse Wu | 27,000 | - | - | - |
| 17/05/17 | Richard Oram Le Grice | 15,000 | - | - | - |
| 31/08/16 | Peter Jerrold Nathan | 400,353 | 0.06 | - | - |
| 29/08/16 | Warwick Every-Burns | 100,000 | 0.01 | - | - |
Analysts’ Forecasts
| profit2021 | profit2022 | eps2021 | dps2021 | sales2021 | ebit2021 | ebitda2021 | |
|---|---|---|---|---|---|---|---|
| mean | 319.8 | 148.8 | 43.4 | .0 | 1,414.8 | 170.2 | 472.1 |
| high | 532.6 | 148.8 | 72.5 | .0 | 1,414.8 | 170.2 | 755.5 |
| low | 106.9 | 148.8 | 14.4 | .0 | 1,414.8 | 170.2 | 188.6 |
| sample | 2 | 1 | 2 | 1 | 1 | 1 | 2 |
Disclaimer
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only. Details are believed to be accurate but no warranty is given as to
accuracy, timeliness, reliability or completeness. No person should rely on
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contained in this report.
Last
Updated: 28/10/2021