A lot of hype last year was probably due to people jumping on the IF/China train similar to WHA/BUB. They can't stand a few months of no news and sold out. This company looks like they are trying to build a real business by first conquering OZ organic/premium market, and that unfortunately takes time (years). My only concerns is scalability because people currently pay premium for a small farm milk. Anyhow, I think there's minimal downside from here, and there might be some positive surprise. Instos continue to accumulate so the sell down doesn't indicate negative news (hopefully).
