BKL Chart, page-170

I've got several friends who are doing Daigou business and they've earned quite a fortune. I invested about 600K AUD in shares including BKL, BAL, A2M, they are all exposed to Chinese demand.

I had dinner with my Daigou friends yesterday, they were saying that the demand for health substitution products are falling, one of them even said, and I quote 'it is going to meet the end of the era'. However, for the infant formula business, they all agreed that the demand is very strong and they believe it will continue to grow.

I have lost 25K in BKL and I am still holding, thanks to A2M, I am sitting on a profit overall. The conversation yesterday does have an impact on my determination and I may consider sell my BKL holding...

P.S I bought A2M at 1.55 and just not long ago, it fell to as low as 1.2, if I sold at this price then it would be a 50k loss, all I am saying is that I really need to have faith in the company to get through the 'panic selling' phase, but BKL has been silent for a long while and the SP just kept falling hard and most of all, I am losing confidence on the fundamentals.