Yes, somewhat left field!
Doctor Ng at VEI has been doing some opthalmic work in China, which may have also appealed to them.
AFR (page 13) today highlights extent to which Blackmores has been impacted favorably from Chinese expatriate buying of their vitamins. Suspect healthcare in general and the needs of the huge population there behind this. How many eye balls, 2 billion of them?! Even if you assume only 20% of the fee paying market exists, at a few hundred bucks an eye ball, and you get a pretty big sector to play in over the long run.
VEI Price at posting:
85.5¢ Sentiment: Buy Disclosure: Not Held
