For me, this is good evidence that A2 is performing well. It is made implicitly, and somewhat explictly, that A2 is selling more, such that they have no dependence anymore on this particular daigou. If sales were not so good, A2 would have kowtowed to all this guys' demands. This coupled with Bortulussi's statement that sales are 'subject to availaibity' when referencing US sales, is strong evidence that things are improving. Sounded like this Daigou also expected special treatment and financial incentives which Bortulissi didnt want to give. Sounds like the Bortuluiss has stronger bargaining power with raised demand....
A2M Price at posting:
$4.54 Sentiment: Buy Disclosure: Held
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