BAL 0.04% $12.88 bellamy's australia limited

News: BAL Bellamy's Australia first-half profit falls on China woes, page-72

  1. 4,372 Posts.
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    CY19 is later than FY19.  It could be Dec19 before we get the next update to SAMR is on its way (yet not here). Management are taking forever.
    - They lowered forecasts (their previous guidance was optimistic)
    - They miscalculated stock provisions by $12m
    - They lost share to A2M
    - They failed to keep to rebranding deadlines

    They are setting us up for failure.
 
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