Smart buyers, page-179

Why do you people keep telling people to top up what is topping up in your minds putting more money into losing positions ?

You long termers just saw a 20 per cent fall in your profits in a week BAL could ANN something terrible the whole sector will feel the pain you could lose another 20-30 per cent

Why wouldn't you just wait for a clarification of just what has gone on that may be affecting all Aussie IF Coys in China

Yes different COYS yes A2m has a point of difference yes A2 is whipping BAL but if BAL tanks on reopen so will A/2 purely because investors will see these stocks as capital killers

BKL 222 to 108 BAL 15 to 6 likely 3 then you got MGC MCX BGA VIT BWX all in the trying to make it in China whose SP
has taken a bath

Investors are wary of the risks wary of regulatory risk BAL could really have an affect on the while sector when it reopens in the negative so for heavens sakes stop telling people to top up
Every day the goal posts have moved there is obviously issues in China

There is a glut of IF driving down the price the chinese have engineered an over supply hence margins in coys like BAL have been squeezed and outlooks cut badly

If A2 has to start discounting to compete they may of already then there margins will be cut doesn't matter how much they sell
Margin pressure will be an issue outlooks could change

This stock is trading at an extreme multiple any shred of bad news will see it smashed so please be careful the sector has changed its OBVIOUSLY tougher going for our Aussie coys under the new regulations with a strong chance more will come

Let's see what happens with BAL first because the contagion will spread in the sector if it's bad no harm waiting to find out in my view patience