A2M 0.87% $6.82 the a2 milk company limited

Alibaba Jan sales data, page-9

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    You know how I know you don't work in the industry I'll tell you why.

    Ok let me tell you something about this data. Firstly sales figures are double January 1st 2016. Secondly January was a strong month for us and our partners. It was a strong month in retail as well. Our numbers support our growth. Now this is alibaba sales. What you have to understand is there was no stock for stage 1 and 2 to sell on alibaba. That's why you see the fall. It doesn't mean that there was a slow down. Demand was strong removing potential sales on alibaba.

    Im not upramping when I say this but you have to understand that contracts with Daigous have to be honoured. For example there is a Daigou which I don't want to name where and which state that recieved 750 pallets a month on contract. His orders need to be filled first before anyone else. You don't see what happens in the background. When you look at data you think wow it's slowed down but you have to look at the market in that month and stock availability.
 
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