BUB bubs australia limited

Ann: Bubs Australia - Half Year Results Presentation, page-125

  1. 4,820 Posts.
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    You're not wrong especially for a smaller company like BUB.

    I should have clarified in my earlier comment I didn't mean for BUB to go it alone in terms of SAMR.

    Even a larger company like A2M had a longstanding relationship with China State Farms which was their distribution partner prior to the SAMR regime being introduced, which I assume was instrumental in moving things along for approval.

    The question is what form does that partnership look like for BUB. For Bellamy's it was not a partnership, it was a complete acquisition of the company by China Mengniu who could then shephard it through the process easily.

    I recall there was a JV partnership with BUB and a Chinese company to pursue SAMR but this fell through amid all the other drama the company went through with former management. I don't know the full reason why, but on the face it that seemed like a good approach.

    I think if BUB can build its presence in the CBEC space as it is doing, restoring some level of brand recognition, then that reattempting that should be the next step. They may get acquired along the way but pathway should still be receiving more attention then FDA etc. because there is just a very firm ceiling on how much the USA business can grow due to how dominant and protected the USA formula producers are.
    Last edited by werdplaya58: 10/04/25
 
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