BAL bellamy's australia limited
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Apart from the day to day noise, is there a larger opportunity...

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    204 Posts.
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    10/08/19
    11:10
    Post #: 39949727
    Apart from the day to day noise, is there a larger opportunity for non US infant formula companies given the US imports might (as I find it hard to confirm if they are) have been hit with a 10-25% price increase via tariffs?

    Nestle market share was around 14% last time - taking even a small share of that would be significant.
    BAL Price at posting: $9.29 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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