BAL 0.04% $12.88 bellamy's australia limited

Clearly out of favor, page-118

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    China signals extension to cross-border import rules

    Thats my only line for bears, what happened to China cutting off cross border trade on Jan 1st. Isn't going to eventuate now. Same as your call that SAMR will not be approved will be shown for what it is "SPECULATION". As for the dinged up canning facilities that is now worth more than a brand new gold plated facility because it has CFDA approval and it takes more than a year to get approvals. So yeah they could sell that for a cool $100 million.



 
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