Nope I did not and I am 100% honest about that. I didn't forecast COVID-19 and the impact of Victorian lockdowns either. Did you?
What I did do is reevaluate the overall breakdown of sales growth and how this is changing in response to travel restrictions in Australia which have impacted on daigou. That includes weighing up MBS and CBEC in the China market and the extent to which this offsets the contribution of the daigou trade. I outlined some figures on this and the overall picture looks good but I am open to your thoughts. What do you think of the company's strategy regarding channel mix and how the contribution of daigou to revenue sits within this?
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2 | 34893 | 6.310 |
3 | 9462 | 6.300 |
3 | 18566 | 6.290 |
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Price($) | Vol. | No. |
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6.360 | 11699 | 2 |
6.370 | 1855 | 1 |
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