I agree China will likely delay the new approval that Bellamys and other Australian companies. This means they my not get the extra revenue by selling their products with Chinese labelled products, which would account for what, another extra 15% ? Its a big chuck I know, but they are already selling their products to China in huge quantity via other channels so I don't think this will make a huge difference to the SP for the current lows...
BAL Price at posting:
$12.32 Sentiment: Hold Disclosure: Held