BAL bellamy's australia limited

I sold on Wednesday and took my losses for the record but I...

  1. 932 Posts.
    lightbulb Created with Sketch. 350
    I sold on Wednesday and took my losses for the record but I think any talk of take over is fantasy at this time.

    Any potential takeover would need to consider the provisions of the Fonterra agreeement which would mean the renegotiated manufacturing agreement would be terminated.

    This s is therefore a poison pill for any prospective suitor and could only be justified by ascribing a value to the brand and assuming that the payments to Fonterra are less than the brand value.

    Without knowing the potential cost of breaching the ownership limits, how can you value the business?

    The answer is in the short term you can't!
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.