If everyone gets their piece the game stays longer.
You just bought some Bkl. Great move. It's trading on a Pe of 28 at current price. Everyone got spooked by that Wilson's article. Bkl increased their vits price (especially all the high Chinese demand ones) 10-30% as 1st Jan 16. It will have a big impact on NPAT on their 3rd quarter and onward. Also their infant formula is slowly selling. I have introduced into one of our pharmacies because customers request. Not much. Only 1 facing for each step. 2 tins per facing. All Bkl holders expect they sell infant formula just like bal n a2m overnight. I think infant formula will just be Bkl side dish kind of thing. I will check but I think both amcal and Priceline have put Bkl infant formula on their optional planogram.
BAL Price at posting:
$11.59 Sentiment: Buy Disclosure: Held