Blackmores Break Out, page-5

agree its starting to rally after a flat period over the last 6months, driven by:
1) long term domestic solid base and growth
2) massive potential for china sales growth with wide moat
3) decline in concerns re trade barriers
4) hints from company about strong fy end report
5) likely increased dividend
6) market buzz
7) infant formula market share potential

only main threat is the risk of trade barriers and overall p/e 20 going forward but forward p/e should drop with rapid growth