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shiva84

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25/05/16

11:46

Post #: 17861074
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Originally posted by asb83 ↑

I wonder how BKL will describe the poor performance of their formula in the current quarter. It's embarrassing how little they are selling. Every store I go to is fully stocked. A store every now and again will have 1 or 2 tins sold maximum. Even NatraStart sells more, albeit not by much.

A2M has been hit by the shorters over the last week. Easy money to be made there once it finds its feet again - currently has the same market cap as BAL. Sales data at the end of last year showed they were outselling BAL. Their fresh milk business is doing strong this half as well. A2M stage 3 is currently out of stock on the Coles website and has been out of stock for the majority of the last 6 months on the Chemist Warehouse website. At Woolworths East Gardens I've only seen 1 tin of A2 across all stages in the last 5 months! It has to be a supply issue as there's a Coles in the same complex and they usually have Stage 1/2 on the shelf - same price as Woolworths. I'm surprised they haven't got another manufacturer on board yet. I thought they were in talks with one in NSW a few months ago.

I'd be really surprised if A2M was still outselling BAL this half.

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Visited Spring hill Woolworth store (its a big store) last weekend and noticed there was no space for BKL Infant formula. Though BAL and A2 were fully stocked. BAL had restrictions - 4 tin per customer. No Restriction on A2.

BAL Price at posting: $10.99 Sentiment: Buy Disclosure: Held
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