a2m Buy Signal at 1.44c, page-39

A2 will do well in Asia if management continues to make good decisions. If you keep this stock for 2 years share price will reflect growing sales unless something unexpected external happens (there are always unforeseen things), growth potential hasn't disappeared but takes time doesn't happen overnight.

Danone didn't grow this big overnight and am sure they've had hiccups along the way. Korean companies have had many years in China and price is probably cheaper than Aussie IF, transport and labor probably cheaper.

A2 will grow in China over next few years, but the recent regulation has cause a lot of uncertainty. Increased Direct sales will reduce regulation risk in Grey market. I heard Daigou was popular in Korea before they turned into just big companies exporting directly, which is what will happen here. Things happen, the market adjusts, but will take time.

The regulation changes and the technical breach down, caused many investors like me to worry, but the bounce and Bell Potter buy recommendation helped calm some nerves.

Hopefully this is a real double bottom, and that Mark is right about the boom in sales. Not that I trust him, but we as outsiders are all guessing. I think it will meet guidance, just NPAT is unknown, probably close to or just under $30m which will derisk this stock PE wise.