Yeah I had BKL on my list too, was thinking that both share prices were reasonable. BKL don't see much more downside to it, infant formula not going well at all and don't expect turnaround but vitamins business still strong.
VIT a bit more risky but more potential upside for long termers. They need 1 big hit with the Chinese and that itself can move the shareprice. on another note, good to see their Musashi Tmall store increase sales and fans, even though it was off a very very small base.
Ann: Investor Presentation-VIT.AX, page-48
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
