BAL 0.04% $12.88 bellamy's australia limited

Massive increase in demand!, page-315

  1. 4,372 Posts.
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    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.
 
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