A2M just needs to make an announcement confirming guidance to allay SH fears.
If none is forthcoming this week I would assume guidance is confirmed. They have to make an announcement if there is a substantive change in their guidance. And given the last update wasn't that long ago I doubt they will as it's still the status quo for them. To me silence is golden.
I topped up on Friday after reading Bellamy's announcement carefully and reading some knowledgeable posts from fellow HC posters. My conclusion is Bellamy's have a severe supply/distribution problem and A2m doesn't (for a number of reasons).
It's not as if Chinese babies have stopped drinking IF - and if Bellamy's has a supply/distribution problem and Blackmores can't get traction and the 2 child policy has kicked in who the hell is selling IF in substantial quantities? I'd say A2 is still going gangbusters.
Misled and overreacted..., page-150
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