BGA bega cheese limited

So what am I missing. c10c EPS guiding to 12c?. PE of 35+ . Only...

  1. 232 Posts.
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    So what am I missing. c10c EPS guiding to 12c?. PE of 35+ . Only have sufficient market share to get traction with WOW/COL in flavored milk. All the others, WOW/COL will drive BGA margins down. Still a problem in that there are too many processors fighting over a declining milk pool. Obviously above low expectations, but even the usual optimistic guidance gets them to c10% RoFE . If it gets to that ti should be trading at Book Value, but it is already P/B of 1.2
 
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(20min delay)
Last
$5.13
Change
-0.030(0.58%)
Mkt cap ! $1.565B
Open High Low Value Volume
$5.17 $5.17 $5.13 $1.001M 194.7K

Buyers (Bids)

No. Vol. Price($)
3 3050 $5.12
 

Sellers (Offers)

Price($) Vol. No.
$5.17 1950 3
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Last trade - 16.10pm 25/07/2025 (20 minute delay) ?
BGA (ASX) Chart
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