BAL bellamy's australia limited
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What's next?, page-4

  1. baronauk
    1,669 Posts.
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    03/12/16
    03:48
    Post #: 21077270
    What's next you ask? Simple. Realise that this company's management team has failed in spectacular fashion. Now that the curtain has been pulled back on this failure, BAL now will be increasingly seen as a small Tasmanian company with a good product but no idea how to grow, manage itself abroad or to penetrate the Chinese market. This is the harsh truth.

    What does that mean? A lower SP. Little growth. And the desperate need for a more experienced leadership team.

    What's the risk? The SP is actually closer to the $3 / $4 mark by Christmas.

    Baron
    BAL Price at posting: $6.85 Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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