Yeh, we're fortunate to have Whitey/GI/Baro to give us insight. The main point i got from the report is the extra 1000 distribution points that they created within the last 6 months which means that demand is still extremely strong. I read one person's post on BKL yesterday about regulation in China. BAL moved quickly and obtained back in 2013 & 2014 licensing of some sort. That tells me that management is on their game and staying ahead of the competition.
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