Ann: Ceasing to be a substantial holder, page-20

Hi Mina

Mark and I are doing a few projects together so yes speak regularly, as far as a2 is concerned there is no need to talk about it, just go to your local shopping centre and check the aisles whether that be in an area with a predominantly Chinese population or not the shelves are empty. I look at some of the sheet that's posted both here and from non holding funds. One in particular who I spoke to yesterday after they ceased coverage of a2m. Know a2 met all there metrics at $2 yet because of the Bellameys debacle of a few years ago they decided it was too risky.
So I asked yesterday with a2's 2018 revenue growth of 68% npat of 101% current p.e. under 35 I repeat npat growth of 101% and p.e. under 35 too me that sounds like the bargain of the year. A2m has zero debt sitting on approx $300 million of cash struggling to keep up demand, what am I missing here can please find me another company like that, but then it was oh yes but regulation details aren't clear.
Know Smugglex you would vividly recall Geoff Wilson, Sam Teague from Citi and there dudes from news Corp playing the same tune back in 2016 they got it down to $1.30.
So my conclusion that the institutions Fairfax and news Corp would like to have us believe that baby's don't need to eat anymore.
P.S. Mr Guru Insto man I am still 14k shares short of what I sold in April and I want them back soon have most back but still short.