Interesting to see so many experts who ignore the effect of China's actions on Bellamys which put almost all of its eggs in one basket and is paying the price for the capriciousness of the Chinese way. Market forces, competition and 3rd party actions make this a very difficult action to take and even harder to quantify. Motley Fool recently backed Bellamys despite its downgrading so either those at MF know more than most here or are about to be badly embarrassed. After Slaters got a kicking it bounced along despite the threatened class action and the traders seem to be loving it. Bellamys still has a product to sell and if it gets hammered the speculators will get in big time.
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Interesting to see so many experts who ignore the effect of...
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