BUB 3.70% 13.0¢ bubs australia limited

Ann: 2017 Preliminary Financial Results, page-169

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  1. 13,667 Posts.
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    Main reason I entered at 32 was due to the distribution agreements being inked right towards the end of q4 FY17. After assessing quarter by quarter revenues I looked at "product and manufacturing costs" and related them back to revenue. The bump in predicted product and manufacturing allocated to q1 fy18 is the hint. Just assess prior quarters and revenues that eventuated.

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    I think they could have some extremely large bumps in revenue shortly due to that number but its still highly speculative hence why I protected myself but the potential is there. I'm not looking so much at super market shelves etc etc. Doubling Revenue would still be relatively unnoticed as it's pretty minimal when compared to the likes of BAL and A2M.

    Would never put the house on BUBs but it's definitely one to keep an eye on due to the minimal amount of share on issue. I don't think it's the next A2M but I think they have a good chance to increase sales directly into china in fy18.

    Investors will say overvalued but BAL running a net loss FY17 and still being valued at 900 million shows me that if BUBs can show growth in fy18 Chinese sales then it's will get the tongues wagging.
    Last edited by chris1983: 28/08/17
 
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