BAL 0.04% $12.88 bellamy's australia limited

Anyways no point nitty picking:- I will go straight to Sales and...

  1. 4,372 Posts.
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    Anyways no point nitty picking:
    - I will go straight to Sales and PAT comparisons normalised half year on half year
    - Read commentary on oneoffs closely (sales loss and stock writedown, looking for further impact of SAMR delay)
    - Outlook for FY19 and SAMR
    - Any revisions to FY21 $500m sales ambition
    - I will be watching GP and EBITDA margins closely looking for improvements
    - I will seek market share statistics
    - Look for cash balance and deduct from market capitalization
    - I will redo P/E ratios and buy if <20. 

    Enjoy your weekend and watch these points very closely on Wednesday.
 
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