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0.00% $13.23 bellamy's australia limited

I'm just conscious of the potential consolidation of the IF...

  1. Alterego1168
    1,525 Posts.
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    15/03/16
    15:06
    Post #: 17279303
    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
    BAL Price at posting: $10.49 Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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