Please be cautious, page-12

Our daigous are still buying. Some slow down a bit as they believe they could get it cheaper once fontera pump out their stocks. But we still can't get enough step 3 for our daigous. We can only get half of what we ordered.
You guys shouldn't worry about over supply. We need bal supply in huge number so management could target other market and countries. No point of entering new market when restriction of tins still in place. I recall some where Laura McCain said that. No point going to new market, spend money advertising etc yet bal cannot even meet the Aussie demand.
I can only see supply meet demand when no restriction of tins in place or I can order few pallets when ever I wanted to. Currently none are happening. The bal reps said even when fontera production started, we won't have freedom to order as bal will be targeting other new market. So we potentially go back to square one again. But of course we won't be short supply like back in October 2015 again.

A2m is still experiencing huge supply shortage. Even though their shareholders are waiting for profit upgrade, I think this is unlikely as you can't make more profit when you can't supply more. Supply more means huge number. Not 10%, 20% or 30%. I would say at least 100% increase in supply. One might say pharmacies are small market. But there are more than 5000 pharmacies across Aussie eg 5000 distribution points. It would be a stupid management to neglect that.