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  1. #1
    Senior Member
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    Default BAL - Bellamy's Organic

    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
    Last edited by noodles; 15-01-2015 at 08:52 PM.
    No advice here. Just banter. DYOR

  2. #2
    Senior Member
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    Jan 2015
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    Default

    I have been watching this one since two weeks ago.. looks like a upward trend.. sp is reasonable too..

  3. #3
    El Toro~
    Join Date
    Jun 2014
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    Default

    Been watching this since the IPO, I will wait for their first results before buying but its looking like I'll be on board soon

  4. #4
    Senior Member
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    Default

    Quote Originally Posted by babymonster View Post
    I have been watching this one since two weeks ago.. looks like a upward trend.. sp is reasonable too..
    One way to view the share price value is if the rate of growth is higher than the pe ratio. Clearly in this case, the growth rate is twice as much as the pe ratio. I.e. PEG < .5
    No advice here. Just banter. DYOR

  5. #5
    Senior Member
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    Default

    Another profit upgrade today. Price up 9%.

    Second upgrade in 3 months.
    No advice here. Just banter. DYOR

  6. #6
    Senior Member
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    Jan 2015
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    512

    Default

    yes, very disappointed that i didn't get any..

  7. #7
    El Toro~
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    Jun 2014
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    Default

    Quote Originally Posted by babymonster View Post
    yes, very disappointed that i didn't get any..

    Hindsight is great, IPO'ed @ $1.00, still a huge growth market ahead of them, get in now

    Have picked a few up recently, will keep collecting

  8. #8
    Senior Member
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    Jan 2015
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    512

    Default

    i am waiting its drop a bit... i tried 199 the day before the result announced.. so mad of myself... yesterday i have the chance at 2.05 too.. never mind, i got some czz instead..

  9. #9
    Senior Member
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    Jul 2015
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    Default

    What do you guys make of the latest announcement here? The text snoot the being increased competition looked a little omknous, crowbar'd in there. Leaves a bit of uncertainty.

  10. #10
    Speedy Az winner69's Avatar
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    Default

    Baa-baa wants punters to use this thread for BAL talk

    So bringing it to the top of page
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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