I'm surprised that this is new news to investors. The importation regulations in China were announced some time ago. The impact of 'dumped' competitors product shrinking profits should probably have been expected.

What I haven't read is whether or not Bellamy's have obtained approval to continue importing into China or not, and if there will be any limits or additional costs to the imports. That is probably the better measure to be estimating value of the company.

Bellamy share price in 12 months

Blackmores share price in 12 months

Maybe these stocks should be treated like commodity stocks such as minerals, coal, gas and oil? Remember the days not long ago when BHP hit $50?

Still remember the day when BHP stock hit $50 during the peak of mineral resources booming time and under rumours China is going to buy out BHP.

Now BHP share price is $26. Oops ...