BAL 0.00% $13.23 bellamy's australia limited

Picking The Top, page-100

  1. 1,525 Posts.
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    I'm just conscious of the potential consolidation of the IF market in 2 years time..
    Everyone is trying to be "Clean and Green" and start pumping out supplies due to demand.
    This occurred for Oil, and Milk a couple of years back and we are now in a "glut"... it may happen to IF too...

    Agree on the strong brand. I'll tuck that advantage under the "Competitive advantage" .
    Most cookie-cutter IF will disappear, the ones left will be those with competitive advantage / product differentiation
 
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