A2 has seriously impacted on ballamys demand. It would be naive to think otherwise. Currently seems like a2 is selling same amount of IF. Jan IF numbers for a2 were 23 million $+. Ballamys guidance leads to average 24 million IF sales for next 6months (till end of Fy16). If a2 wasn't around bal would be 30+ a month easy. I am an owner of both companies but am more bullish on a2.
A2 has seriously impacted on ballamys demand. It would be naive...
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