Thanks heaps for the update! I think BAL is seriously undervalue and as one legendary investor said: Price is what you pay and value is what you get and I certainly think BAL is great value at current prices compared to the growth demands going forward.
Out of curiosity, were there lots of details on how they will be spending their $15-$20M? (other than a few liners about marketing and people). I understand the focus is quite heavy on 11/11, and the supplies are there to grab market share against competition. Were there details about increasing distribution through daigous? (given the channel mix has changed).
Any price increase in the future?
Sorry for all the questions - didn't attend - and i wish i had so i could ask those questions...
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