China has weaned itself of our formula. They have had a solid...

China has weaned itself of our formula. They have had a solid 2yrs to realise they have other great options now. A2M will never have the same market they did pre covid. That doesn't mean it's a bad company with no future, but it must transform into something more substantial than a Chinese surrogate and add real medium term value to the business.

IMO too many companies got greedy with easy offshore money and forget there is plenty of opportunity at home. A2M lost a major branding opportunity when it burnt all that excess stock instead of donating it to charity or hospitals etc.

I'm looking for an entry point and don't have one yet. It's nothing to so with the share price and everything to do with the future upside that is not hinged to a return of a single unofficial sales channel.