BAL 15.6% $11.12 bellamy's australia limited

BAL is also ultraconservative for FY20.  SAMR will blow this...

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    BAL is also ultraconservative for FY20.  SAMR will blow this valuation out of the park.

    A few things to note from BAL:

    - They did not mention the impact of 11/11 sales day when A2M stated 3 times the sales of 2017

    - They flagged an additional inventory writedown without any specifics

    Bell Potter sees huge significance in the Camperdown facility which we renewed for another year.  The impact does not appear to be reflected in the valuation.

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