This is the best summary of bubs situation so far. Management issue is key risk for this stock. Mrs. Kristy Carr adopted "pull" vs "push" marketing strategy for bubs (this is the worst markting strategy at all for current stage of bubs, its only my personal opinion). Besides, the brand reputation of bubs is still low in China and No larger number of Daigous promote this brand yet in the past 6 months since it listed on ASX. "Pull" vs "Push" marketing strategy only works for larger companies like A2m, Bellamy etc. The question for Mrs.Kristy Carr is that : If there is limited demand on bubs's product in China, does "Pull" vs "Push" strategy help u to manage product efficiency? (The answer is No, No, No.)
Talk some examples of successful stories of Aussie product, Bingbing Fan(Google it, if u dont know) is one of famous actress or celeb in China, and she coincidentally dropped the blackmores product (Vitamin E Cream) in her luxury handbags which was photoed by the paparazzo (perhaps it was intended to promote this brand) , then suddenly it became the one of favorite cream in China overnight. Another example is Weet-Bix (u may eat a lot during ur breakfast meal) , it appeared into TV series in China (also, it was intended and being part of marketing) . Then Wee-Bix became to online celeb. >>>>There are still more examples of how Aussie company knock into Chinese market.
Bubs can learn these marketing strategies and make their own. Say, there is one movie or TV series (has to be famous one) are being processed, bubs can spend $$$ on advertising to appear in the show, which is much better than signing agreement with Reds. Like showmethe$$$ said, bubs management is relatively inexperienced compared to A2m or Bellamy. Thats why no Institutional Investors jump into stock and thats why SP still remain weak in the past 6 months.
(20min delay)