Exactly my read of this. Sounds like A2 Andy is pouting to the media about no longer getting special treatment. His quote towards the end of the article, about how Peter Nathan used to listen to him, suggests he is pining for the era when he had the management wrapped around his finger.
Bortolussi has towed a hard line on pricing ever since he came in. It would be insanity to give this guy a special deal after everything that has happened and the explicit strategy shift outlined last year. China can still be the main priority, sure, but daigou absolutely cannot be the main pathway anymore.
A2M Price at posting:
$4.54 Sentiment: Buy Disclosure: Held
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