BAL bellamy's australia limited

This is the reason why I am reluctant to get back in. Management...

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    This is the reason why I am reluctant to get back in. Management has already forecast second half will be lower than first half so with the current increase in SP, you are right, revenue need to be substantially higher than forecast to bring down the PE. The Diagous are driving most of the revenue growth which has enabled BAL to be where they are currently. I believe once A2 (preferred choice for Diagous) sorts out their supply issue, I don't think BAL will sustain their 30% growth in second half.
 
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