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0.04% $12.88 bellamy's australia limited

My two thoughts. SAMR is precursor to upgrade capacity at...

  1. Exo1
    105 Posts.
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    19/02/19
    17:25
    Post #: 37488474
    My two thoughts. SAMR is precursor to upgrade capacity at Camperdown. So delay has pushed this out. Not happy about WHA buying into blend and pack who BAL are heavily reliant on.  You know the first thing WHA will do is raise prices 10%. Upside is changeover has run down inventory which I think was 90m increasing cash holdings. Best thing about Vietnam etc is foward looking statements can be very optimistic. 
    BAL Price at posting: $8.38 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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