@werdplaya58 is right.
I believe that most of these brands like Bub, one Chinese maker (forgot the name) and Care A2 were the one always of special discount here. It's not selling and they got lots of inventories. A2 IF demands in China is big.
The management had said " subject to their inventories or availability". The lead time to make IF is not immediate. It takes time. The US market wants it now and so they will ask how many you can supply?
Besides management is very careful not to repeat the same mistakes.
Big institutions knows already whats going on. They can read between the lines and see the results in August. It's pretty obvious that the SP is being suppressed.
Unfortunately if these events happened a year ago our inventory "write off" is solved. Our SP most probably back in double figures.
DYOR.
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