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$13.23 bellamy's australia limited

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juanhui

535 Posts.

11

11/11/16

09:15

Post #: 20537849
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Originally posted by Alterego1168 ↑

View attachment 313130

I can see A2 with 21,866 volume sold but its already out of stock, compared to BAL with 20,641 but still with stock going to 11/11. The difference is only 1200 tins but BAL has lower pricing thus lowering trading index.

Given this is only up to 25th October which is 2.5 weeks away from 11/11. The limited to no stocks on woolies/coles is not good for A2M but could potentially be winner for BAL if they are able to convince more aussie moms to switch.

No stock = no sales. A run of November stats would be key.

Bal has stock, but risks is that it could over stock (unsure what minimum volume it has with fonterra) and so assume needs to push it. Stocks sold always = profits. Even if profit margins are lower via price competitive leading to 11/11.

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check this website then correct yourself please.

https://detail.tmall.hk/hk/item.htm...06&is_b=1&rn=0963c7a483d77c0f90541a0bcda314bc

Last edited by juanhui: 11/11/16

BAL Price at posting: $11.37 Sentiment: Hold Disclosure: Not Held
1 Upvote

0 Great analysis

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