BAL 0.00% $13.23 bellamy's australia limited

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  1. 3,603 Posts.
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    Hi Roscoeb,

    Provided they are transparent about those connections, I don't see any real or perceived conflict of interest.

    I do however agree with you that GI's comment re, "a good conflict" being a little flippant, if not silly.


    I came away from the last AGM fully expecting this sort of action.

    Another Tasmanian vehicle, say a TFL is precisely what BAL directors have had in mind to shore up their supplies going forward - and give them greater oversight/control over Quality Assurance and pricing.

    A marketing dream don't you think to have most if not all their ingredients sourced right there on the doorstep, rather than freighting them from as far away as Europe.

    Re shareprice slide, imo it was well due for a pull back regardless of those matters to which you refer, causing Hot Copperites to get "all fired up". Nothing that contributors were seeking the Co to do over this period would have made much difference.....they're market influences.

    And alterego, yep ya better check that up.....TFL had already bought the Meander Valley Dairy pastures in Tas. some time before the illfated VDL (attempted) purchase.

    Rgds all
 
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