Another AFR article, page-570

Comparing BAL to BIG is just laughable. For a start BAL actually have products that are in high demand and millions of customers wanting to buy their product. Their fall was due to the fact the Chinese temporally suspended their licence, and once they sorted out their licence issues their price sky rocketed again because of the points I made about their products. Compare that to BIG's offering and it just doesn't compare. Take off your blinkers and learn from this.