Pretty much my thinking too. The amount of shelf space that Bega get in Coles and Woolies is pretty decent. I'm usually a bit suss when the CEO change but this one was orderly and was done so with 3 months to hand over.
I suspect the GS's analyst recommendation probably caused it to take a hit. Checked out the strike rate of the analyst and the points made. Some good points made and agree that there may be a lag with the price increases.
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BGA
bega cheese limited
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1.36%
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$5.20

Pretty much my thinking too. The amount of shelf space that Bega...
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Last
$5.20 |
Change
0.070(1.36%) |
Mkt cap ! $1.586B |
Open | High | Low | Value | Volume |
$5.15 | $5.22 | $5.15 | $1.937M | 373.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 900 | $5.20 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$5.22 | 1124 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 900 | 5.200 |
4 | 26372 | 5.170 |
1 | 968 | 5.160 |
1 | 2912 | 5.150 |
2 | 975 | 5.130 |
Price($) | Vol. | No. |
---|---|---|
5.220 | 1124 | 2 |
5.230 | 8792 | 3 |
5.240 | 10196 | 4 |
5.250 | 6690 | 3 |
5.290 | 2422 | 1 |
Last trade - 16.12pm 28/07/2025 (20 minute delay) ? |
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BGA (ASX) Chart |