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$12.88 bellamy's australia limited

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238 Posts.

11

24/02/19

11:04

Post #: 37545765
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Originally posted by prosperity: ↑

Let's go off the GS estimate adjusted for management commentary. Most reliable IMO.
H1 FY19 sales of $125m to $140m
EBITBA of $30m to $35m
PAT of $21m to $25m (before one offs)

If H2 FY19 sales are $170m to $190m
EBITDA of $38m to $47m
PAT of $27m to $33m (before one offs)

FY19 sales are $295m to $330m
EBITDA of $68m to $82m
PAT of $48m to $58m

P/E ratio of 20 for no SAMR and P/E ratio of 30 with SAMR probable.

Valuation should be between $0.96b and $1.74b.
Current valuation is approx $0.82b
Expect an uplift of 20% to 110% depending of FY19 and SAMR outlook. DYOR

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Please dont confuse Sentrypetal with with logic.His trading stratergy revolves around Chemist Warehouse and their marketing ploys.I note they have removed their claim of 500 items sold.

BAL Price at posting: $8.10 Sentiment: None Disclosure: Not Held
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0 Great analysis

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