I'm not saying this is going to happen but we all know there is currently a LOT of political friction between China and Australia/USA etc.
Australia just blocked the gas pipeline purchase by a chinese company amongst other things that have happened recently (ie APEC meeting on the weekend, PNG provocation etc).
Who's to say China won't respond by simply not approving SAMR for any Australian diary companies or even revoke A2M's SAMR license in response and/or use their eCommerce Laws to try to block australian diagou products?
I'm not trying to be alarmist here as I love BAL around these prices and may enter myself again shortly but I am afraid of the wider political BS like the above.
BAL Price at posting:
$7.19 Sentiment: Hold Disclosure: Not Held