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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 09:52 PM.
No advice here. Just banter. DYOR
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I have been watching this one since two weeks ago.. looks like a upward trend.. sp is reasonable too..
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Originally Posted by babymonster
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
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Another profit upgrade today. Price up 9%.
Second upgrade in 3 months.
No advice here. Just banter. DYOR
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yes, very disappointed that i didn't get any..
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El Toro~
Originally Posted by babymonster
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
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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..
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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.
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Baa-baa wants punters to use this thread for BAL talk
So bringing it to the top of page
”When investors are euphoric, they are incapable of recognising euphoria itself “
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