Hmmm, up 10% last week, down 11.5% this week, next week ??? I do...

Hmmm, up 10% last week, down 11.5% this week, next week ???

I do think we are grinding through this regulation change stuff, we were all mostly clueless at the start and now many Australian investors know more about China commerce and business/governmemt culture than ever before! A few of those BAL strategy slides were very informative and exposed the complex nature of selling to the China market.

Go back a few months and I didn't even know VIP.com existed, a week babytree.com.These are massive businesses. I didn't realise JD.com was a proper retailer who buys stock as opposed to a market place like Tmall, which is really an extension of Bellamys own web store.

I didn't know the size of the organic milk globally or locally, nor that a farm could be converted to organic in as little as 18 months in some cases.

That's just a few things I now understand All make me more confident as a BAL shareholder.

Looking for a V shaped recovery this week!