BGA 1.88% $5.22 bega cheese limited

Agree with the above, they are a lot more diversified these days...

  1. 1,787 Posts.
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    Agree with the above, they are a lot more diversified these days but still exposed to the drought for raw ingredients for the other products (low yields and high purchase price). Also think it is interesting to see what the funds are doing at the moment, Coopers and Perpetual seem to be getting out or limiting exposure and new player Ethical Partners are stocking up. My personal view is BGA is fantastic long term value but still hasn't found the bottom and will go below $4 before year end.
 
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