Ann: Business Update, page-339

I don't see any long term problem with BAL's China story. The competitors that can't get a licence are dumping their in country product at low prices - but that can't last forever - this stuff does have a use by date. Shorters have prepared for an event like this for weeks-planning and arranging the short positions for a release like this then hoping the less than spectacular news will send the robot sales ballistic - which has happened for many non resource high PE stocks recently. I see no point in selling at these prices -it's not like the current market is frothing with alternative better opportunities . Barolobil will probably be proved right in 12 months or so.