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$13.23 bellamy's australia limited

SMH Exclusive Story on BAL - Oh boy!, page-95

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Double Or Nothing

914 Posts.

35

13/12/16

23:40

Post #: 21316019
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Originally posted by Amused observer ↑

Here is a trick....take the latest Annual Report, print it in black and white, then take it and cut out and throw away all the photos and put back together again and re-read with the critical eye of an independent investor.

It will horrify even the most basic of investors. So to respond to your above comment, they have no plant & equipment to speak of. The Consolidated Accounts shows about $1.1m worth, office furniture and technology basically.

Take their website and test each claim against actual production and you will find most of the website claims as incorrect also.

A brand name? Yup, for sure...but that is it and that is seriously under fire right now for good reason.

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Agree! The asset light business model is difficult to evaluate the basic value. The brand power can be destroyed within days. Tomorrow we all will see what the market values BAL at.

BAL Price at posting: $6.68 Sentiment: Sell Disclosure: Not Held
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