BAL price target $12, page-253

At $15 I rolled my eyes and thought bugger missed that one....at $2 after the IPO I though the same, the rest was just insanity all the way up and I ignored it.

Can't remember when I suggested $3.86 but it was during the Trading Halt from memory at that was at $6.68.

I don't recommend shares to buy or sell.....get a broker.

In the dairy space, I have always been fond of BGA, FNP and lately AHF for reasons of the business structure, strategy and how they are run...although FNP drives me nuts sometimes due to the family holdings with Moxley and Perich. Watch MGC as they have some issues to go through that would match BAL for toughness of the pill they will have to swallow soon. BAL and MGC are the bottom end of their value band. So is AHF but thats for different reasons. 1AG and PDC (ex-AYB) are struggling to keep head above water and PDC will possibly capitulate before 1AG as 1AG at least has a cash-flow from a non dairy source. BUB? Well no more needs to be said along with the likes of CDC and the yet to be launched Tian Mei but you could hardly call them dairy even though they elude to some arrangement regarding dairy.

Plenty of other agri-sectors to play with as well...grains, beef, fruit, chia, agri-infrastructure, fodder & feed, P&E etc ... no need to limit yourself to dairy.

I don't watch second tier retail so NCK isn't on my radar. I tend to focus on companies that are driving change, transforming themselves, in distress or have a unique business model that affords a protective barrier to competitive entry. But am the first to admit trying to get my head around the likes of SGH is out of my league, MGC is a bit complex but some effort and it can be figured out, BAL is easy.