Hey Mate,
Bellamys is coming out with their financials tomorrow not regulations. Im confident they will downgrade again both turnover and EBITA. They have had some serious clashes with the daigous selling formula below what they were buying it for to the end customer. Not saying bellamys doesn't sell it still does but at a slower pace. Remember this. China loves new trends and unfortunately new brands that can copy existing brands and make it better become the new trend. A2 cannot be copied hence the brand is always a trend. Its how the Chinese distributors work to sell more to the end stage customer. Bellamys sources their products from two companies. One supplier three formulas not the other way around. Registration for A2 will happen we are confident. Ill give you a piece of information you never knew but JD, Tmall Kaola and other online firms met up with the Chinese government to extend the regulations. The government support what they are doing make your call from that on where e commerce is heading.
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