Was thinking about SAMR situation today. Correct me if wrong but Diagou can still ship IF over. So if BAL not allowed to sell through brick and mortar stores until SAMR received then Diagou will once again get their margin and ship from here. I was reading about A2milk. Despite selling direct biggest sales were still through personal shoppers. I don’t think the impact will be huge there is a delay. Any other thoughts on this. BTW checked the local coles yesterday and today 50% stage 1 and 2 sold 80% stage 3 sold.
BAL Price at posting:
$9.35 Sentiment: Hold Disclosure: Held