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My best guess is that it's contagion from the well-publicised...

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    My best guess is that it's contagion from the well-publicised implosions happening over at Bellamy's. FNP is likely seen as exposed to similar regulatory/demand risks in the Chinese import dairy market. For those of us holding FNP it's a test of how different/diversified the firm is compared to those poor benighted souls.
 
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