Bubs is a quality product and at the moment the competition is stiff but given the climate challenges, I suspect over next 12 months food security will be even more important. When one diversifies Into agriculture and processed food products, the question becomes what will be in demand. TGR has many risks out at sea, environmental etc The supermarkets are at a premium and large quality products such as Bega are in the same Boat as Bubs. I personally am parked in Bubs for long term growth not short term trade. I believe in their offshore strategy and suspect the droughts in the states will intensify causing pressure on farmers productivity. I believe that if this management tires then they will be bought out by a larger producer. So either way the value is there and profit depends on entry point.
BUB Price at posting:
41.5¢ Sentiment: Hold Disclosure: Held
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