Yes I take all that in, and whether sales data is looking good...

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tone124

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01/08/19

19:46

Post #: 39818707
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Originally posted by rallyup: ↑

Tone, remember 275-300 is without SAMR + old formula for 8 months of that year
and 2 months JAN - FEB with hardly no sales due run down and transition from
old to new formula.
There have added STEP 4 and 5 with a super premium formula on the way which will ko all competion
plus a wider range of food products added and more coming.
The companies product portfolio is much, much better than before and company knows it
hence the big marketing campaign across China/SE Asia.
Seriously even the packaging looks better and more premium compare to the old.

Taken from investor presentation - Upgrade will reinforce organic credentials with key
functional ingredients (e.g DHA,ARA,GOS) critical consideration.
- E.g 74% of CHINESE MOTHERS aged 25-35 consider DHA a MUST HAVE
for infant formula.
Do you understand what that statement means in a size like the Chinese market and what Bellamys was losing to
the competitors and they were still selling.(1.4billion population)

All in all the way its been trading the last few weeks someone has got some latest sales data
from China or major daigou and what brands they have been purchasing/pushing.

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Yes I take all that in, and whether sales data is looking good I'm hoping it is. But I repeat it all hinges on SAMR for the share price to march towards the mid teens and beyond. The daigou can only do so much we need Chinese label Bellamy's organic on the shelves at the coal face in China if we want to make money serious coin from this stock.

BAL Price at posting: $10.29 Sentiment: Hold Disclosure: Held
1 Upvote

0 Great analysis

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