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$12.88 bellamy's australia limited

Brilliant analysis, Bellamys are are withholding stock,so...

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Mado

238 Posts.

11

28/01/19

11:27

Post #: 37241052
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Originally posted by Cabaking: ↑

They don’t need to announce anything

you guys need to understand that

1) empty shelves in retail stores is great as it means daigiou can send photos saying stock running out and charge more this drive demand

2) selling via retailers is lowest margin sale per can. Bal prefer to sell all through distributors in China.

3) no sales no revenue is complete rubbish. I can tell you that empty shelves is exactly what we want.

the company has put nearly 2 years into the development of the new product and the launch.

sales did slow last year in 1st half which has delayed things but with demand up again things lining up

hang on

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Brilliant analysis, Bellamys are are withholding stock,so Daigiou shoppers can go from store to store taking happy snaps of empty shelves.

And then you back it up with another gem,saying no sales = no revenue is rubbish.Brlliant just brilliant.

BAL Price at posting: $7.76 Sentiment: None Disclosure: Not Held
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