The key to BAL' s return to glory is directly involved with "Rather than relying on the daigou community, the strategy is to sell it product via bricks-and-mortar stores and target Chinese customers directly through flagship online platforms ".
Once this new distribution channel to the Chinese market gains traction you will see BAL's SP flying again, right now represents an amazing buying opportunity for those investors who missed out in 2015 when it was at $4.25 June 12, 2015, when it went to $15.75 6 months late on Dec. 30, 2015.
I admit it will take a bit of time to chew through the supply issue, but once this is complete lookout above the SP will be back over $10 and rising in line with the sales growth coming through the new "NON GREY MARKET" distribution channels in China which will be a lot more simple to manage in terms of supply and inventory control levels. DYOR, GLTAH'S and remember this is all IMHO.
PS: BTW Class Actions can take several years to eventuate and by then BAL will be steaming ahead with new management and increasing sales especially with the new 2 child policy in China and wanting to buy Australia's clean and green Infant Formulae.
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