Great post
A few things i would like to add
IF quality is in high demand
A2m is selling fast and market share is growing
A2m has had to ramp up supply this will take time
ONE THING NAL HAS IS MASSIVE SUPPLY
if at anytime you want supply it's now
Bal is imo on the front foot as china regs ramp down and demand ramps up
Bal is fixing it's supply channel with diagou and also the right management is nowbeing put in place
Imo bal has a future if it continues on this new path
Forecast clear skies ahead with clouds and high winds a possibiliy
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