【2016】猴年交易记录

dragonballz

CEO Laura McBain will leave the company, and profits are now forecast to come in some 60% lower than last year. A renegotiation with supplier FONTERRA UNIT NZX (ASX: FSF) has given the company some extra breathing room, and Bellamy’s so far seems to have avoided the massive inventory write-down or capital raising that some may have been expecting.

Further falls could be in store as institutional shareholders head out the door in the coming days.

lefeng999

按照管理层的预估，满打满算17年Profit能到$18m, 即使跌倒4刀，PE也将近20x； CEO走人是个大利好，但是内部有集体诉讼，存货减值的问题，外部有市场被抢占的趋势，还有注册制的风险，我个人认为现在这个价格能跑的早跑，抄底的祝好运。

dragonballz

jasonll1985 发表于 2017-1-11 13:48
你家媳妇怎么看

I am regret I did not listen to her: not buying BAL that day when it first was smashed. Anyway, I have no choice but hold it with the hope of rebounding.

bondzh

dragonballz 发表于 2017-1-11 13:50
I am regret I did not listen to her: not buying BAL that day when it first was smashed. Anyway, I  ...

WHAT？？ 你那时候买的还没走啊？？
老婆的话要听~~~

bondzh

4.8阻力。如果突破不了，反弹结束，继续下破。

xiaomao8754

a2m一点没受影响，

bondzh

xiaomao8754 发表于 2017-1-11 13:53
a2m一点没受影响，

对，这倒是有戏的意思。。。看看待会如果bal继续下跌，会不会跌到2以下。不会的话，看好a2

dragonballz

bondzh 发表于 2017-1-11 13:52
WHAT？？ 你那时候买的还没走啊？？
老婆的话要听~~~

I am kicking myself now

Now still holding about 1350 shares, cost $10K, now with 40% loss

经济解释

管理不善的企业

充分竞争的行业---不可能持续数年高额利润

几年后完全垮掉都不意外

bondzh

经济解释 发表于 2017-1-11 13:57
管理不善的企业

充分竞争的行业---不可能持续数年高额利润

你这是在吓楼上龙珠兄么。。。。

redstone

bondzh 发表于 2017-1-11 13:40
论设价位提醒的重要性！！！

从来没用过。 学习了！

dragonballz

bondzh 发表于 2017-1-11 13:58
你这是在吓楼上龙珠兄么。。。。

Don't worry, I experienced worse ones in EHE. Will wait and see how things go.

wanghui1015

dragonballz 发表于 2017-1-11 14:03
Don't worry, I experienced worse ones in EHE. Will wait and see how things go.

I think EHE is so much better than BAL at the moment

bondzh

wanghui1015 发表于 2017-1-11 14:08
I think EHE is so much better than BAL at the moment

agreed....ehe doesn't have -40% and then -40% again... That is much worse

TonyParker

bondzh 发表于 2017-1-11 13:36
4.6出

鸭鸭你太牛了

david20112011

学习了

lizhi_cn

BAL倒下了 对A2是个利好啊

bondzh

2.06买入a2

TonyParker

bondzh 发表于 2017-1-11 14:47
2.06买入a2

看到你又回来，我就放心了，我那还是2.2几入的

bondzh

TonyParker 发表于 2017-1-11 14:48
看到你又回来，我就放心了，我那还是2.2几入的

之前就说了，突破2.05再买。没想到这么快就突破了。这次应该会去前高

dragonballz

bondzh 发表于 2017-1-11 14:49
之前就说了，突破2.05再买。没想到这么快就突破了。

A2's rising partly compensated my loss on BAL

BAL also sacked its CFO along with CEO, McBain

dragonballz

bondzh 发表于 2017-1-11 14:49
之前就说了，突破2.05再买。没想到这么快就突破了。这次应该会去前高

What is more, my wife is correct about A2M again!!!

Shockingly I knows wife is way much better than me in share investment. What a shame for me!!!

She also encourages me to hold or even buy bit more gold shares. She said: don't be panic to sell RSG with only 30% gain; waiting for 100%!!! (she is more calm than me)

T101

dragonballz 发表于 2017-1-11 14:58
What is more, my wife is correct about A2M again!!!

Shockingly I knows wife is way much better t ...

你老婆有妹妹么？

dragonballz

BTW, she told me to clear the blue chips in hands apart from Gold and A2M. I am bit hestating to sell RHC/MFG/CSL at present.

Duck, any opinion about selling them at present?

bondzh

dragonballz 发表于 2017-1-11 14:58
What is more, my wife is correct about A2M again!!!

Shockingly I knows wife is way much better t ...

我来膜拜大神！！这是天赋！！！！ gifted！！！
我分析了那么久也才得出100%的结论！

偷偷问一下，你老婆是干啥的？

bondzh

dragonballz 发表于 2017-1-11 14:59
BTW, she told me to clear the blue chips in hands apart from Gold and A2M. I am bit hestating  ...

我1月5号不就提醒你要出蓝筹了？
http://www.oursteps.com.au/bbs/f ... 47&pid=27970637

kylexx00

you have a wonderful wife

TonyParker

bondzh 发表于 2017-1-11 15:01
我1月5号不就提醒你要出蓝筹了？
http://www.oursteps.com.au/bbs/forum.php?mod=redirect&goto=findpost ...

大哥，你的年过完了，我也以为过完中国新年啊

hashman

赶紧把手里的rhc卖了，听大神们的话…
至于金股，是slr还是rsg呢？

jasonll1985

人生大起大落 实在是太刺激了