BAL bellamy's australia limited
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Not much of impact because Danone now just focusing on Aptimal...

  1. Alterego1168
    1,525 Posts.
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    30/03/16
    17:23
    Post #: 17384329
    Not much of impact because Danone now just focusing on Aptimal which is their top selling brand... way ahead of BAL and A2M in terms of reputation and volume.

    BAL will catch up once volume starts getting pumped through Fonterra's Darnum plant in Australia - with BeingMate as JV.

    BeingMate has about 100,000 distribution points in China...... if BAL was smart, BAL would utilize that network but I have not heard of that happening... maybe someone can share some light on that..

    At the moment - we just need to live through the volatility to the start of FY17.........
    BAL Price at posting: $10.11 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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