BAL bellamy's australia limited

What is happening!!!!!!, page-77

  1. 2,365 Posts.
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    Alterego, good analysis. If your referring to Stage 3, the retail price is $22.95. So even better. Couple of points. Management expected the Fonterra supply will reap the benefit in early 2017. The extra volumes will satisfy their existing and future distribution networks but more importantly Coles and Woolies will more likely remove the 'limit per customer' restrictions. Kudos to management for acting quickly with taking up capacity with Fonterra. Due to Beingmate having majority stake in Fonterra it could (probably will in future) have supplied Chinese based IF companies but BAL acted decisively to soak up 50% plant capacity.
 
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