The fact is nothing is really happening apart from some manipulation and overall negative market movement. If there's continuity with the downfall in market, you would want to be around stocks that have 0% debt + sufficient cash for future planing + low PE which is not resulted from weak guidance, lawsuits, and etc.
The above translates into Bellamy, simply because RBA will and has to increase interest rates, which could blow up the likes of APT, SDA, TCL with massive debt to serve.
There's no doubt the SP is currently sitting on a discounted valuation and has factored in all negative business aspects times 2. So, if you believe in the fundamentals you should discard any noise and buy in.
Rational thinking.
BAL Price at posting:
$8.40 Sentiment: Buy Disclosure: Held