bal is back, page-72

The numbers are so big and the market evolving so fast it's hard to comprehend! Yeah, i'm expecting H2 to be higher than H1, but my feeling is that margin will be good H1 anyway due to more stock being sold via bellamys.com.au due to supermarkets being out of stock, Tmall sales & December (important sales month) with price rises.

Re Fonterra, i just want some more detail on timing, products & size. My one little wish...