BKL blackmores limited

Ann: Third Quarter Letter to Shareholders , page-2

  1. 5,583 Posts.
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    The market's not going to like that downgrade from similar to FY12 to 7-10% below. I presume the reaction will depend on whether the papers print the story.

    On an EBIT basis the result seems to have improved from the comparable quarter last year... hrmmm will warrant closer attention.

    But do you see those revenues of $250m monsieur Rabbit? A healthy 30% increase from last FY... That's what we'll be targeting with Placebos 'R' Us. Even if we capture 10% of the sale receipts, and presuming the market sales for these products keeps growing at 30% per annum, we'll make a killing without killing the hand that fed Placebos 'R' Us :p
 
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