@kimho22 I'm interested in your take as you seem to have an inside knowledge with the players in this industry. Your timelines are a little off though so I just wanted to rectify below:
1) Bellamy's (BAL) have not used the Blend and Pack canning facility for over 2 years - not sure why you would include them in discussions on 2019/2020 revenue projections
2) I genuinely don't have the information on when Bubs (BUB) stopped using Blend and Pack - only that they have used a number of canning facilities across their range since inception and called out the risk in 2016 of using a single facility (Blend and Pack) for infant formula - it would surprise me greatly if they didn't address this risk in the 3 years since but I'm aways open to be corrected by evidence.
3) You stated $2m profit in your previous post and $3m profit above - some people may be happy with a 50% margin of error but I suggest you stick to one of them.
The point of my post is that Blend and Pack has given guidance of $31m revenues, what is your evidence that this should be doubted. When you consider your response, please remember:
- the difference between evidence and speculation
- this is Blend and Pack Pty Ltd guidance, not Wattle Health who you don't seem to like very much for some reason.
- Forums
- ASX - By Stock
- How low do you think WHA will fall?
@kimho22 I'm interested in your take as you seem to have an...
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add WNX (ASX) to my watchlist
(20min delay)
|
|||||
Last
2.7¢ |
Change
0.000(0.00%) |
Mkt cap ! $34.81M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 172880 | 2.6¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
2.7¢ | 290839 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 172880 | 0.026 |
5 | 712406 | 0.025 |
4 | 867695 | 0.024 |
7 | 2730000 | 0.023 |
6 | 2386210 | 0.022 |
Price($) | Vol. | No. |
---|---|---|
0.027 | 290839 | 1 |
0.028 | 500000 | 1 |
0.029 | 150000 | 1 |
0.030 | 1233240 | 4 |
0.031 | 200000 | 1 |
Last trade - 10.46am 03/07/2024 (20 minute delay) ? |
Featured News
WNX (ASX) Chart |
Day chart unavailable
The Watchlist
RCE
RECCE PHARMACEUTICALS LTD
James Graham, CEO
James Graham
CEO
Previous Video
Next Video
SPONSORED BY The Market Online