BAL
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0.00% $13.23 bellamy's australia limited

People tend to buy companies with their own favored product. I...

  1. Storm_chasor
    3,081 Posts.
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    03/02/17
    20:16
    Post #: 22362878
    People tend to buy companies with their own favored product.

    I like A2, because it has much more diversified product line than BAL, that's why I sold all my BAL last year and never touched again.

    I think A2 has better management, their supplier Synlait was controled by China's Bright Diary & Food (50+% stake), A2 looks after daigou, they made a lot of smart decisions and has got most part right so far.

    Compared to A2 and what has happened to the BAL, I would not touch BAL for a long time, just my 2cents.

    edit: typos
    Last edited by Storm_chasor: 03/02/17
    BAL Price at posting: $4.28 Sentiment: Sell Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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