UNIT, IMO we are about to have a great FY16 result at the upper end of profit guidance, possibly a bit higher if June has performed well. Events coming up are outcomes of legal action with Lion, update from Synlait regarding increased supply capacity, then HY17 results in Feb. Updates on US/UK market and increase in Aus milk market share. Data from China on increased babies with scrapping of 1 child policy, which is currently exceeding forecasts. Chinese ecommerce regulations impact around May 2017.
Growth in IF sales should continue to be strong into 1H17 minimum, which takes you last a 12 month holding period. You need to do the calcs regarding CGT impact, even if it pulls back a bit you may find you are better off holding for 12 months. Other option is to take part profits if SP spikes and keep rest for 12 months. All only IMHO and please DYOR. Best of luck. W1
A2M $3 Party, page-1964
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