Ann: Bubs Australia - Half Year Results Presentation, page-14

I've been a BUB watcher for a few years and mostly a critic during that time. Today I bought a small holding just for fun.

There's always been aspects of the business I've been positive about, namely the focus on A2 and goat IMF as differentiating factors. I do hope that they pivot more back towards the China market as that is where the most potential for growth still lies.

However, I've seen enough signs that there's a potential turnaround on, and there's no point buying a business after its already happened. Next 6 months should be interesting.

Edit: Sentiment should read BUY and HELD