BAL 0.00% $13.23 bellamy's australia limited

Please be cautious, page-3

  1. 1,525 Posts.
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    1. Does this mean that BAL is now meeting demand ? Supply is going up?
    2. Coles been selling at $22, but Chemist warehouse selling at $25.. it was at $30 because there was continuous run-out of stock.
    3. If Grey market gets hit hard, A2M will most likely suffer because it is estimated up to 70% of the trade is through that channel. I am unsure how the regulations do not apply to NZ companies but only to AU companies. The regulations applies to all registered IF imports
    4. Lots of sales went through before the tax.. it is natural to have slowdown after because of the bump in stock overseas. Once consumed, the trade will go on as normal

    5. If Sydney Asian warehouses are selling at a loss, I am assuming they are selling below Coles price of $22 for Step3 ??

    Question: are you still holding A2M shares?

    @GoodInvestment - just thought I reach out to see get your views on the pharmacy line... does anyone have Aztec scan stats??

    Thank you!!
 
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