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$12.88 bellamy's australia limited

Now I'm really confused prosperity. You've been talking this...

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HonyakuKonyaku

108 Posts.

74

24/02/19

10:34

Post #: 37545630
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Originally posted by prosperity: ↑

Let's go off the GS estimate adjusted for management commentary. Most reliable IMO.
H1 FY19 sales of $125m to $140m
EBITBA of $30m to $35m
PAT of $21m to $25m (before one offs)

If H2 FY19 sales are $170m to $190m
EBITDA of $38m to $47m
PAT of $27m to $33m (before one offs)

FY19 sales are $295m to $330m
EBITDA of $68m to $82m
PAT of $48m to $58m

P/E ratio of 20 for no SAMR and P/E ratio of 30 with SAMR probable.

Valuation should be between $0.96b and $1.74b.
Current valuation is approx $0.82b
Expect an uplift of 20% to 110% depending of FY19 and SAMR outlook. DYOR

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Now I'm really confused prosperity. You've been talking this down for days, and then you give a well thought out run-down on why it should raise from 20 to 110% this year...

BAL Price at posting: $8.10 Sentiment: Hold Disclosure: Not Held
5 Upvote

0 Great analysis

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