NZ exports update May 18 & IF exports Analysis, page-86

As foir BAL vs A2, BAL has yet to get certification for China, the reason is that prior to recently, they sourced their organic product from all over the world based on lowest cost, canned it in AU and exported it as AU product.  Brilliant business model until they engaged with the big boy producers and then ran foul of the Chinese certification process.    

The certification process does not allow sourcing from multiple places that change based on price, so suddenly BAL had to lock in Organic suppliers as their source in longer term contracts....  not the same business model so it requires different thinking and makes them no better than Murry Goulburn and other milk producers.  I'm not saying they are rubbish and over time I hope they succeed, but as a brand they have got some big issues when the Europeans start pushing Organic IF out of places like Ireland.

As for sales velocity from supermarkets between BAL and A2, well I'm not sure where you live but a lot of other people have the opposite experience at their supermarkets.

Horses for courses I hope your investment in BAL does well and I hope that they get certification.....although if the Govt keeps annoying the Chinese it may take awhile.