BKL obviously believes buyers are circling as they’ve put in place a defence team, very proactive or they have a “sniff” i.e. there’s usually no smoke without fire. Similar to A2M this company has struggled with the demise (permanent or transitory) of the daigou sales channels but it has sensibly strived to replace this ~$200m worth of vitamin sales into China. This is not a business we love but it does smell like somethings about to happen.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM is neutral BKL
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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