A2M is already down 20% from its SP pre the balance announcement...

A2M is already down 20% from its SP pre the balance announcement of 2nd December. A 40% drop would put the A2m SP at 1.48. A 40% drop from A2M current SP of 1.96 ain't gonna happen imo. Implying this would happen just because a company in the same sector also dropped 40% because of its own company specific management issues and poor sales performance is illogical and unlikely imo. While Bellamys has been experiencing overstocking, slowing growth (or halting, maybe even reversing growth) and uncertainty due to poor communication to the market A2 has been short of stock, growing sales exponentially, hitting targets and keeping the market abreast of its performance in a timely manner. Or put another way crap performance vs great performance. Bellamy's entire brand may well be in trouble in the market where its biggest growth was coming. Meanwhile A2's brand in the same market appears to be strengthening it's premium positioning.

The A2M SP fall is already overdone based on its reported trading performance. That said, it may fall further but I suspect it will be short-lived. No doubt the sector, and sell to China story, has taken a hit because of BKL and BAL. The market also knows A2M have been hitting it out of the park and right now are the ones who are showing how it should be done. When the half year result confirms this it will be further proof. The market will take notice and price it accordingly and hopefully the disconnect from BAL and BKL will be permanent. Shorters and traders are having their say right now but they are opportunists and are taking advantage while they can. The fear won't be there forever.

In every industry there are winners and losers. It comes down to the quality of your offering and execution. A2M is well ahead of its "competition" on both counts imo.