Bellamy's Australia (BAL)
Bellamy's Australia Ltd. provides food processing, canning and packing services. It offers organic food and formula products for babies and toddlers. The company was founded in 2003 and is headquartered in Launceston, Australia.
|Market Price at 20-11-2017
|Price to Earnings Ratio
|Return on Equity (ROE)
Blog posts that reference Bellamy's Australia:
Friday, January 13, 2017
This post is not so much about Bellamy’s but how an investor could have potentially avoided the current Bellamy’s debacle.
As a quick background Bellamy’s is an organic infant formula company supplying supermarkets with its branded product and was highly imported brand in China. For 2015-2016 the stock was the share market darling with analysts happy to place Buy recommendations and project exponential sales and earnings growth. With phenomenal growth Bellamy’s appeared attractive on many valuation screens, including our Skaffold screens which relies on reported financials and these consensus analyst projections. Alas it proved to be an Icarus stock; high growth presents its own supply problems for the company and generates high expectations from investors. As the December 2016 update showed these expectations were disappointing, resulting in the shareprice rout we are currently seeing. The point of this post is to identify red flags investors should have seen or considered
Monday, August 31, 2015
Bellamy’s Organic (CODE:BAL), the unassuming baby food manufacturer from Tasmania, is the first company this reporting season to join Skaffold’s coveted A1 club.
At it’s listing in 2014, Skaffold rated Bellamy’s B3: an excellent quality balance sheet with average economic performance. Like any start up, its balance sheet and economic performance has improved over time. Since 2012, all indicators have been heading in the right direction.
As you’d expect, excellent economics translate into skyrocketing share prices. Since releasing its full year results on 21 August BAL’s share price has jumped from $4.92 to $5.85.
Wednesday, May 06, 2015
Here at Skaffold, we’ve been harping on about the benefits of global investing for years. Today Smart Investor reveal the big trends set to dominate investment markets over the next thirty or so years.
It’s a really interesting article, and includes a few A1 insights on top global healthcare stocks from Skaffold too!