News: BAL Bellamy's Australia Expects Additional One-Off Inventory Write-Down In H1, page-139

This is going to be interesting  Pagman as China knows it has to diversify away from the US and has been actively forging new deals elsewhere there is no way it can import more  from the US  without taking it off some other countries given its goal to reduce reliance on exports,  that realiszation is steeping through to funds  here now  reflected in a slight drop in China dependant stock today.   The next 90 days is causal for make or break . For the SAMR as well.