BAL 0.00% $13.23 bellamy's australia limited

If everyone gets their piece the game stays longer. You just...

  1. 799 Posts.
    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.
 
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