BAL 0.00% $13.23 bellamy's australia limited

A2M AGM, page-100

  1. 340 Posts.
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    In the short term I actually think bal should have a higher Pe val than A2 mainly due to the drag on earnings in the short term from the us expansion for A2.

    Though the us milk market is 11bil and if A2 grab 5% of this it's a big opportunity in the medium term, this is without A2 platinum entering us and U.K.

    A2 is my biggest holding though I have topped up on bal over the last week
 
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