BAL 0.04% $12.88 bellamy's australia limited

SAMR, page-90

  1. 4,372 Posts.
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    Lately we are seeing big volume.  Shorted % is delayed and I suspect shorts are covering whilst they can.  I reckon shorters will be at 8% of issued capital by the end of next week and then we can push through $10 and so forth.

    SAMR is imminent. We all know. Then A2M will have competition and BAL will rerate and A2M will slighly drop. Risk vs Reward is better if you hold BAL.  Reason being:
    - A2M expects H2 to equal H1
    - BAL expects H2 to be 8% to 30% better than H1. 
    - BAL will introduce new products in Mar19
    - BAL may get SAMR approval

    H2 looks promising for BAL and routine for A2M. 
    Last edited by prosperity: 02/03/19
 
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