Let me summarise the immediate outlook: - Broker downgrades (one broker thinks $8.50) - Sales declines - PAT declines (stock writedowns, increased marketing spend) - SAMR delays - SP depreciation - Lost market share - New products that didn't warrant an announcement - Downgrade to FY19 sales and PAT forecast - Shorter mania (10% of issued capital and rising)
Please tell me the positives. - Cheaper SP - New products - SAMR nearing - Vietnam gaining some momentum
If you hate me so much you could give me a thumbs up. If not, I will assume you appreciated my analysis.
BAL Price at posting:
$8.10 Sentiment: Sell Disclosure: Held