Ann: A2M Results Presentation Half Year FY17, page-283

Again I shal repeat for your benefit. Mark sells 10 pallets a month, his sample size is so minuscule that it is not representative of anything - it most definitely does not "complete the picture" when coupled with Aztec data. His information was useful to gauge sentiment of daigou - but even that was unreliable because we had to take his word on it - "trust me I know them all". What does tha mean? 10? 20 people? Or all 20 000 of them? yeah I think not. Again sample size is minuscule. What I will credit him for is useful information in regards to what the a2 has communicated to its distributors, as well as regulation matters in China - facts and messages he could not distort at will.

Btw I did fight fair - I did not ramp with wildly inaccurate unsubstantiated and grossly misleading information while accusing every rationalist or sensible analysis as a down ramper or shorter. He shot himself in the foot. But all means go join his awesome new Facebook page / rival forum - where he can peddle his 700 million revenue fairy tales to willing ducks.

If you want some excellent analysis of the numbers, forward looking statements by mgmt, as well as possible future scenario's based on actual substantiated evidence and levers - I think alterego has done an excellent job recently.