Just hoping it doesn't drop like a stone! Also interested in China commentary. April was a mess, so hoping things get back to normal over May/June.
On the IF front, i'm sure they will hit back at claims it has been a failure, saying it's very early days and distribution and sales have increased substantially into Q4. FY17 will be the real test, but 2-3% market share locally is possible. It's not huge numbers, but should be profitable given the margins they work on. No pot of gold, just incremental growth.
BKL Price at posting:
$147.74 Sentiment: Buy Disclosure: Held