BAL 0.04% $12.88 bellamy's australia limited

It will be a beauty.A $20m write down is rumoured which wipes...

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    It will be a beauty.
    A $20m write down is rumoured which wipes out 50% of the annual profit and moves the PE ratio from 23 to over 40, equivalent to A2M.
    No one seems to get it.  Failure to sell positive news implies negative news.

    SAMR is the only thing that can change this downward trajectory.
 
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Currently unlisted public company.

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