That's exactly the risk see Andy, that the very company that is...

That's exactly the risk see Andy, that the very company that is the sole producer of a2 platinum makes their best forecast, and shareholders ignore it, potentially at their peril, whether we call that cognitive bias or just head in the sand denial, ignoring the fundamental shifts and changes in a company outlook is a risk on its own.

Sales may look prospective in real time at present, but who can really predict the impact of the regulatory changes going forward over the next few months as they kick in, certainly nobody on this forum, I won't have a go either, but the Synlait forecast is the best leading indicator at present being a representation of their customers advice.

Still, let's see what A2M have to say on agm day, it's not that far away.

And, in the case of Comvita who clearly underestimated the regulatory impact, well, personally I think it's unlikely actually that A2M will be impacted quite as badly as that, but only time will tell.
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