BAL 0.00% $13.23 bellamy's australia limited

EBIT guidance top end seems to be around $47m which is above...

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    EBIT guidance top end seems to be around $47m which is above broker consensus estimates of $42m.

    Critical here is that they are guiding to "similar" EBIT margins in 2H16 compared to 1H16. This seems really unlikely given benefit of 20% price increase in Australia which came in from December. So I'm looking forward to a decent upgrade by August.
 
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Currently unlisted public company.

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