Check out the aussie sentiment with Bellamy's over there. With mining/energy stocks down in recent times they are looking for the next big thing and currently dairy is it. With most of their milk powder bought and shipped to China, I can see why they are excited (over excited?) about the oppourtunity. ATM's proposition is far more compelling than Bellamy's, ability to ramp up supply and already with their toes in multiple markets mean that ATM should be a greater value proposition.
$2 by Christmas is a distinct possibility at this rate. As I have been holding for over 1.5 years now and recognised the oppourtunity early on, its good to see it finally being valued by others.
As a point of interest, if you ever want to see the interplay between markets for a dual listed stock, this is a good one to watch at the moment :-)