stock, page-24

Thanks Double,

There has been a big step up in BAL availability in the last few months, all of the tins i see east coast are late November manufacture for stage 3, so this stock is fresh. What price are they selling the BAL 3 for? Some pharmacies have it at $29.99, so it's the last to go.

A good sign that BAL has more to sell is that Chemist Warehouse have relisted 1 & 2 for sale on their website (even if it does say low stock online- see instore).

I haven't heard of any issues with stage 1, stage 3 is the main issue. A2's problem is a good one, they are selling everything they can get their hands on and making good money. BAL was in a similar position early October. The question comes back to supply and the supply chain. To manage demand BAL increased prices and up'ed their min contracted volumes with BGA for H2. BGA volumes are enough to keep BAL growing in the short term, Fonterra for the long term....

I have heard rumors A2 is looking to rise prices, particularly for stage 3?