Bloomberg TV, page-135

"We’ve got both China label in English label products both are doing very well, and we've been working overtime to ensure that our Daigou network is very sophisticated and it already complies with the expectations of the Chinese regulator.

We are already shipping our products through Daigous into the free trade zone they are already paying tax they are already go through normal customs procedures, which is all outlined as part of the move with respect to this new e-commerce law,"

I don't think most of the market understands how connected to Daigou A2 is, they learnt alot from BAL's mistake. But as most large brokers/insto's don't even know what Daigou's are, let alone are able to talk to them, they can't figure it out.

Gut feeling based on lack of AU/NZ stock is that sales into china/via Daigou up until the end of October will be "through the roof". (if an anonymous broker can say "fall off a cliff" with no proof then I can say through the roof with no proof.)