BAL 0.00% $13.23 bellamy's australia limited

China IF market will expand 21%, page-83

  1. 505 Posts.
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    They don’t need to announce anything 

    you guys need to understand that 

    1) empty shelves in retail stores is great as it means daigiou can send photos saying stock running out and charge more this drive demand 

    2) selling via retailers is lowest margin sale per can. Bal prefer to sell all through distributors in China.

    3) no sales no revenue is complete rubbish. I can tell you that empty shelves is exactly what we want.

    the company has put nearly 2 years into the development of the new product and the launch.

    sales did slow last year in 1st half which has delayed things but with demand up again things lining up

    hang on
 
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