You make some really valid points, this year hasn't been good for many consumer brands, but A2 has performed better than most. From your comments, I suspect you know much more than you claim, I am also aware of the corporate daigou structure you are speaking of, it's a similar mechanism of distribution as that particular channel is also involved with BUBs (difference been that BUBs was just a bit too late to the Daigou phenomenon, A2 is much more established in comparison). I have been a big fan of A2 and have only recently sold my shares post announcement, not for much gain unfortunately this time around, happy now to just sit and watch. I do hope things will recover for the sake of the industry. With regards to the sales drop in pharmacies, supermarkets and daigou stores, I totally agree with what you're saying, DYOR (I believe you have).
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You make some really valid points, this year hasn't been good...
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