BGA 0.23% $4.43 bega cheese limited

Bell Potter report 29.Oct.2019, page-3

  1. 3,703 Posts.
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    "held" & "sell"

    wow - u dont like backing ur own portfolio....

    down 2% a day.....mkt knows something we don't. compelling value given mkt value of vegemite & peanut butter at acquisition was ~$460m alone (out of our current ~$800m mkt cap)....

    we had a $864m mkt cap in 2016, well before the acquisition & we sit at ~$780M mkt cap now.....wow, buy the lot, get the ex-kraft products worth ~$500M now FREE...

    bring on a T/O......
 
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