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  1. #18531
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    Quote Originally Posted by Balance View Post
    And end of substantial A2M daigou trade from Oz to China.

    That is why the market is nervous as hell.
    Would HURT and certainly piss their own Chinese student daigou population living in Aus but would not affect Australia except loss of freight which is probably carried by Chinese airlines as its NZ dairy ...........just shipped from Aus.

    Chinese mothers would be upset also which many now buy from NZ's bonded stores because of shortage.

  2. #18532
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    Quote Originally Posted by Balance View Post
    And end of substantial A2M daigou trade from Oz to China.

    That is why the market is nervous as hell.
    Balance is short A2M ?

  3. #18533
    ShareTrader Legend bull....'s Avatar
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    Quote Originally Posted by longy View Post
    It is already happening. The faster A2 spreads its wings to other nations the better. China is using its weight and pushing OZ around.... It is more about issuing a warning shot to other countries to stay out of their domestic affairs I feel.
    no they trying to make aus capitulate to china control and the trade stoush actually started many many years ago when china tried to take control of the iron ore trade with the rebutted takeover of rio's iron ore mines in aus. if it had succeeded china would have controled the market , aus booted them out and they never forgave them
    one step ahead of the herd

  4. #18534
    Legend Balance's Avatar
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    Quote Originally Posted by dreamcatcher View Post
    Would HURT and certainly piss their own Chinese student daigou population living in Aus but would not affect Australia except loss of freight which is probably carried by Chinese airlines as its NZ dairy ...........just shipped from Aus.

    Chinese mothers would be upset also which many now buy from NZ's bonded stores because of shortage.
    Eh - Australia is a substantial supplier of dairy products to China (including A2M IF via daigou) and you are saying it will not hurt Australia if China bans Oz dairy products?

  5. #18535
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    Quote Originally Posted by bull.... View Post
    no they trying to make aus capitulate to china control and the trade stoush actually started many many years ago when china tried to take control of the iron ore trade with the rebutted takeover of rio's iron ore mines in aus. if it had succeeded china would have controled the market , aus booted them out and they never forgave them
    Interesting bull I didn't know that.

    China calls America a bully wonder what China calls CHINA

  6. #18536
    Legend Balance's Avatar
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    Quote Originally Posted by tomm View Post
    Balance is short A2M ?
    Shorting ATM is for the short sighted - not for me.

  7. #18537
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    Quote Originally Posted by Balance View Post
    Eh - Australia is a substantial supplier of dairy products to China (including A2M IF via daigou) and you are saying it will not hurt Australia if China bans Oz dairy products?
    a2 made in NZ just shipped from AUS. Bubs small player but buying factory in China........ hurt Chinese owned Bellamy haven't looked at numbers

    Suppose IF could become even more expensive certainly be unpopular with Chinese mothers ......

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    Just checked numbers Aus/China dairy 1-Billion

  9. #18539
    Legend Balance's Avatar
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    Quote Originally Posted by dreamcatcher View Post
    a2 made in NZ just shipped from AUS. Bubs small player but buying factory in China........ hurt Chinese owned Bellamy haven't looked at numbers

    Suppose IF could become even more expensive certainly be unpopular with Chinese mothers ......
    Plenty of other A2 IF available now - ever heard of S-26 (Produced in Singapore) & Karicare for eg?

    Friend was referred to this by his doctor in Auckland for his 4 month old son recently - it's $10 a can cheaper than A2M.

    Point is that the market is nervous and all I am doing is highlighting how some of the holders here seem blissfully unaware of why the market is nervous from $16.50 down.

    Does not mean the market is right but I certainly will want to be aware of all pertinent matters out there affecting sentiment to time one's investment in any company!
    Last edited by Balance; 15-12-2020 at 11:14 AM.

  10. #18540
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    Quote Originally Posted by dreamcatcher View Post
    Interesting bull I didn't know that.

    China calls America a bully wonder what China calls CHINA

    We should not forget that China got pushed around and humiliated by the Western nations (well, with support of Japan) for at least the last 150 years or so.

    Can't really blame them for learning from our outstanding example, can we?
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

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