Only "If". A2m might have abandoned its Aussie consumers and...

Only "If". A2m might have abandoned its Aussie consumers and goes directly to China. That is a risk they would take if there isn't enough supply. Will go where you can get the most margin from. They also have predicted once Bal fontera production starts, there is no way they could compete with the production volume and price. So better off just head off to China now.

A2m has a bigger hype. A small profit guidance will cause the sp to spike up. Did you see their 1h16 report, nothing special but sp went up to $2.3 in that day.