BAL 0.04% $12.88 bellamy's australia limited

China IF market will expand 21%, page-104

  1. 105 Posts.
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    I think they could of restocked new product on a store by store basis and still do the big launch further down the track. Just so the shelves are not empty. If one Woolworths put out the new cans by mistake then you know the stores and distribution centres will have the new formula waiting for ok. You can't expect every store in Australia is going to run out of stock at the same time.  I still think it's the warehouses in Asia is where the problem. At $8.50 GS estimate without SAMR,  happy enough with that from where the SP is now, have to wait 12 months to see fruits of new launch and extra marketing now. 
 
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