BAL bellamy's australia limited
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  1. hypomaster
    528 Posts.
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    03/12/16
    07:12
    Post #: 21077597
    The current CEO is just an accountant. She is just extremely lucky with the sudden surge in demand from China. Much of BAL's success is owed to daigoers who have been instrumental in marketing Bellamy's to Chinese consumers.

    Management got cocky and overestimated their brand power as demonstrated by price hikes & attitude.
    BAL Price at posting: $6.85 Sentiment: None Disclosure: Held
    Likes Created with Sketch. 10  Upvote
    lightbulb Created with Sketch.  Great analysis
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