BAL 0.00% $13.23 bellamy's australia limited

I agree - atm PE ~ 50 is too high but as we move forward this...

  1. 74 Posts.
    I agree - atm PE ~ 50 is too high but as we move forward this will naturally decline back to more expected levels like what we see with other referenced companies

    The other unknown for me is whether a possible corporate transaction is on the cards - will be paying a premium but also getting a squeaky clean brand in a space which has strong consumer momentum
 
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