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$12.88 bellamy's australia limited

Thanks for your thoughts, Sentrypetal. All good points, on both...

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55 Posts.

9

09/11/18

10:56

Post #: 36445474
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Originally posted by Sentrypetal: ↑

Shorters are banking on these things:

1. Slowing birthrates;
2. Increased competition;
3. No SAMR granted to BAL; and
4. Increased Chinese Regulatory hurdles.
However I believe that:

1. BAL growth is following Organic growth trends worldwide for healthy eating and replacing mass produced food;
2. Sufficient brand distinguisgment from other organic brands and local brands;
3. SAMR will be granted + they own a CFDA facility unlike their competitors;
4. I don't buy the Chinese regulatory boogie man. This is the 4th time analysts have brought out this issue over the last couple of years and Aussie companies are still competing.

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Thanks for your thoughts, Sentrypetal. All good points, on both sides. I invested because I agree with you about why BAL will be successful, although now have less confidence that SAMR – which I had expected to be announced at the AGM – is a certainty.

BAL Price at posting: $7.79 Sentiment: Hold Disclosure: Held
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