Act on! Another market updates !, page-15

I will not contact bal this time. You all have already received the 1h16 report and profit guidance. These short term share price reduction is unavoidable. Should use this precious time to accumulate if you have spare cash. Otherwise, just sit tight.
White has already emailed quite a lot of people regarding ord minnet analyst on bal. They have done a very good job. Their figures are almost spot on.

Fy16 npat 40 mil. At $11 per share is trading on pe 26.
Fy17 npat 70mil . At $11 per share is trading on pe 15. Wake up Please!!

I can tell you that I dont have enough bal to sell to the buyers. Nothing has changed. You need to be able to withstand the games play by bigger boys. Otherwise, you cannot invest in shares.

No. China regulation doesn't affect either Bal or a2m or bkl. And No. new competitors will not be able to affect Bal (Just look at BKL infant formula, does it have any effect on bal, China is just too big! especially 2nd child is coming soon!).