BAL 0.00% $13.23 bellamy's australia limited

Didn't expect this, page-21

  1. 1,877 Posts.
    This is the difference between BAL and A2M

    Bal is heavily relying on IF only for huge revenue and future growth.

    A2M has a2 fresh milk, a2 ice cream, brand new a2 milk powder (premium price & high margin) , a2 platinum.

    All these products are growing very strong and fast.

    Great margin: 2×a2 milk powder = 1 infant formula.

    I sold Bal and bought a2.

    I still like BAL, I may buy back again.
    But BAL needs another good product that can boost revenue up.

    For now, I think a2 has a better future for 2016 & 2017.

    Bal's additional volumes come out end of this year, seem bit late.....
 
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