Thought I would start a thread on the recently listed Bellamy's Organic. http://bellamysorganic.com.au/
Key points
-While they do quite a few products, baby formula is 85% of sales
-Most of their sales are in Australia. They are expanding into Asia
-They don't produce their own product. They use third parties.
-Growth has been stellar. See historical and forecast sales/earnings below
-They have recently upgraded PFI by 20%
-piefunds own quite a few (I own a lot less)
PERIOD Type Revenue Revenue Growth EBIT EBIT Growth Interest NPAT eps pe FY12 Historical 17,200 0 0 400 FY13 Historical 28,800 67.44% 1,100 100 1,400 FY14 Historical 50,900 76.74% 2,900 163.64% 200 1,900 FY15 Broker Forecast 100,560 97.56% 8,360 188.28% 0 6,019 0.062 26.75 FY16 Broker Forecast 131,000 30.27% 11,700 39.95% 0 8,424 0.086 19.12
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