Thanks for those insights, Mark. What do you think about the...

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26/02/16

00:36

Post #: 17120597
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Originally posted by Mark06 ↑

This SP is heavily oversold for no reason and this is why. People are like sheep and they follow the herd. Well this herd is heading the wrong way and hopefully I have some impact releasing some confidential figures about the sales of A2 compared to bellamy for the month of Feb for a major retailer. Everything is else is confidential. If you look at the supply for A2 is going through the roof compared to Bellamy.

Also let me clear up the confusion between e-commerce in China and the grey market for those people that are getting confused by Geoff Wilson the idiot that can't compare the difference. E-commerce in China is not changing the government loves this. So let me explain something and clear things up so these instos rant running your decisions and taking your money. 90 percent of Daigou suppliers have either a Tmall store, JD online store or have developed their own online platform that they run to sell stock to china. When a customer buys products from this platform the stock they receive a tax is charged. How? Well the stock is shipped by these customers to a zone in China called the Tax free zone which Daigous pay rent to keep their products their. When they sell a product a company packs and delivers this product on their behalf and a tax is applied on the sale. This is the proper way and the government does not want to change this. The government wants to stop the products smuggled into China without paying Tax. Yes there isn't any control over this and Daigous know starting from next month China has imposed harsh penalties if these Daigous don't declare everything and no this won't affect sales because 90 percent go through the proper system and if regulations are set these Daigou that I know very well will just have to lose some easy margin they are already making but it won't stop. Its only gonna get bigger and if you believe this idiot Geoff that thinks all Daigous are in the grey market and Tmall is grey market and Jd is grey market my god please someone send him this so he understands how this system works.

On top of that A2 will be one of the small amount of baby formula brands that remain in the market in China and take more sales from the smaller none approved formula brands

Stop selling and listening to instos that want to enter at a cheaper price its all a game with them

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Thanks for those insights, Mark.

What do you think about the change to labelling requirements where the IF tin must have certain Chinese language information. It has to be printed on the tin, not stuck on as sticker.

Do you think A2M can supply these Chinese marked tins directly to daigou either in Australia or in China? Would the customers care that it won't look like the australian tins?

A2M Price at posting: $1.64 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $7.61		Change -0.300(3.79%)		Mkt cap ! $5.509B

Open	High	Low	Value	Volume
$7.93	$7.93	$7.54	$28.92M	3.781M

Buyers (Bids)

No.	Vol.	Price($)
1	7000	$7.60

Sellers (Offers)

Price($)	Vol.	No.
$7.61	267	1

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No.	Vol.	Price($)
1	7000	7.600
3	30780	7.550
1	131	7.540
2	266	7.520
4	3908	7.510

Price($)	Vol.	No.
7.620	3000	1
7.630	5000	1
7.640	5914	1
7.720	4270	2
7.730	2000	1

Last trade - 16.12pm 08/07/2025 (20 minute delay)

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