BGA 0.00% $5.21 bega cheese limited

Ann: Trading Update and Sale of Port Melbourne Site, page-56

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  1. 5,578 Posts.
    lightbulb Created with Sketch. 1387
    A great day to sell if you want maximum tax losses to offset gains elsewhere. (sarc)

    This is an uninformed market. We have been advised of the negatives, though not of actual FY23 performance. That comes in about 6-7 weeks.

    BGA is trading at fresh 10 year lows. Hand-wringing aside, this is excellent cover for any restructuring the team wants to do.

    Ash
 
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