BAL 0.00% $13.23 bellamy's australia limited

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  1. 7,788 Posts.
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    Wuey, I don't believe A2 has overtaken BAL, on the top end guidence of both companies i have BAL selling $234mill & A2M selling $169mill FY16 (all AUD).   Buy it's true A2 have closed the gap very quickly over the last 12 months.  Supply is their biggest drag now, as it was for BAL these last 6-12 months.  

    You are right in that this gap will again widen in FY17.   

    Looks like all the big wigs (Laura Mcbain, Rob Woolley & Peter Nathan from A2) are in Melb next week for The Australian Global Food Forum.  Hopefully we get some positive press to push into $11's.  That's my wish for next week   

    https://theaustralianatnewscorpau.files.wordpress.com/2016/04/final-2016-gff-program.pdf
 
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