BGA 0.92% $4.29 bega cheese limited

BGA General Discussion

  1. 10,483 Posts.
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    As with many other 'HC' threads, it's time to start the above titled thread.

    A stockbroker in 'Sunday Herald Sun' yesterday said BGA was a 'sell' due to high per kilogram milk solids prices and rising other costs.

    That is arguable but while there will always be a lag, from observation in supermarkets, BGA has managed to put up its wholesale prices as retail prices for many of its products (even including Pura white milk) have risen.

    Media reported a short while ago that Barry Irvin said there'd been no discernible drop in demand for BGA products.

    So it'll be interesting to see which view is correct when the next set of results is issued.
 
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