Picking The Top, page-336

todays selloff WAY too harsh. Shorts in control and I couldn't believe the selling pressure; plenty of doomsayers in full swing.

Its timely for a reminder that this company is about to post revenues of 240-260 million in FY16 on its best margins ever.

In a few months time we are also about to hit the next step in the growth story with Fonterra.

A lot of negativity here on Bellamys ability to execute but Laura Mcbain has done an excellent job so far and deserves the benefit of the doubt. This very doubt highlights that we are just at the beginning of the Bellamy growth story. Execution will have its rewards.

I'm staying long.

Cheers
-Cali