The thing worth debating is whether or not the current SP is...

The thing worth debating is whether or not the current SP is overrated or not. It's true that it is mostly propelled by the IF success in China which to be honest may not be the science in the work. I personally believe the China IF success is largely a strategy win for management that used Daigou very well to market the product. The real problem now is indeed the potential competition from the big players and whether or now the first mover advantage is big enough for A2M to defend its market share and continue to grow. Honestly I don't know. But with backing from Fonterra I couldn't think of a better position to be in. Uncertainty creates volatility which in turns creates opportunities. And Hey all of this and the science is yet to be proven. Imagine what can happen if the science is proven