BGA 4.10% $5.33 bega cheese limited

Ann: Trading Update FY2022, page-13

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  1. 11,218 Posts.
    lightbulb Created with Sketch. 701
    yeah - I bought in just then
    cheers @Hopeful9 - that is what I was after!

    I suspect that this is a short term issue, and am betting that omicron irrational media fear gives way to media excitement that this strain could confer natural immunity to a lot of people without making them sick. We'll have costs to farmers and Bega coming down, and available resources including manpower increasing over the next year. And there is considerable scope to increase prices with Covid as cover.

    GLTA

    Now on to deeper analysis . . . gulp!
    Last edited by CaptainBarnacles: 23/12/21
 
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