From the 'lively' blog this morning, featuring what Bell Potter says:
(as always, DYOR):
Bega Cheese (BGA)Bega Cheese Limited (BGA) isengaged in: (1) the processing,manufacturing and distribution ofdairy and associated products toboth Australian and internationalmarkets; and (2) the processingand manufacturing of spreads andcondiments for consumer markets.Our Buy rating remains on BGAis based on: (1) a historically lowforward multiple; (2) consolidatingmilk processing infrastructure; and(3) the material valuation upsideshould BGA execute on its 5 yeartargets. In addition, we note that thekey drivers of FY25e appear to haveimproved in recent months, with: (1)Australian milk production continuingto demonstrate YOY growth through4Q24; (2) YOY gains in SMP pricingin FY25e futures markets; and (3) amaterial YOY downdraft in farmgatemilk prices in FY25e based onminimum opens by major processors.
Buy, Price Target $5.35
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Last
$5.38 |
Change
0.000(0.00%) |
Mkt cap ! $1.640B |
Open | High | Low | Value | Volume |
$5.39 | $5.44 | $5.36 | $5.975M | 1.107M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 4435 | $5.38 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$5.39 | 6029 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 4435 | 5.380 |
2 | 1863 | 5.350 |
3 | 5178 | 5.300 |
1 | 100 | 5.280 |
1 | 192 | 5.200 |
Price($) | Vol. | No. |
---|---|---|
5.390 | 4442 | 1 |
5.410 | 10000 | 1 |
5.450 | 15318 | 10 |
5.460 | 1825 | 3 |
5.470 | 3000 | 1 |
Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
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