BAL 0.00% $13.23 bellamy's australia limited

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  1. 872 Posts.
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    I've never held this stock long or short.

    Does anyone think if the price keeps falling to the low 3s or even 2s it could be bought out for say $5.

    The new owner could have options like:

    * raise the price in Chinese channels or stop selling direct in china
    * keep the price same in Aus (but above would point may get Daigous back?) ie don't discount in Aus
    * write off up to $100M inventory if required (to prevent premium product never gets too close to use by dates)

    This would be a total investment of around 600M
 
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Currently unlisted public company.

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