BAL 0.00% $13.23 bellamy's australia limited

Picking The Top, page-102

  1. 799 Posts.
    Oil is different. Consumers dont care whether the oil is from Iran, Iraq or Russia or even in my back yard. They are all in barrels. Whereas with IF you have a name bellamy, a2m and karicare etc. People will only select the ones that they want.
    I could get pallets and pallets of s26 and nans. However, we are only short of bal and a2m. It's not easy to penetrate the infant formula market. Also once you have penetrated the market you need to ensure you can have the supply to meet demand. If you dont, you will go back to square one as your competitors will pump out their products and will take over you.

    Like bal and a2m now. If bal can pump out double the tins, they will slowly take over a2m market share (customers dont want to buy a product that is not guaranteed you can buy more tomorrow)

    The word supply seemed to be easy to say. But when a small company is asked to produce 20 or 50 times of what they can handle, not many can do it.
 
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