BUB 8.33% 13.0¢ bubs australia limited

Ann: Investor Capital Raising Presentation, page-4

  1. 684 Posts.
    lightbulb Created with Sketch. 119
    Yeah, I had a look at some of the prospectus and there are quite a few things to consider. I am not saying NUC is no good but inherently different to BUB's:
    - 45,000,000 shares on issue, proportion this to BUB's shares on issue and this equates to NUC at 22 cents per share
    - 45,000,000 shares there has to be some CR's on the horizon
    - Nature one Dairy 9in partnership) very new to the market hence a long way behind Deloraine/BUB's
    - NUC mentions other products however again at the mercy of third parties
    - Nature One are as close to getting SAMR as I am
    - It reads like a BAL and is essentially a middle man/transactional business
    - As a result NUC has a flat management and not a lot of over heads, unlike BUB's
    - BUB's has farm to shelf control of product NUC do not
    - NUC distribution mix is concentrated and this is a concern for me
    - NUC's market is China

    All in all I think I will keep my money where it is. As mentioned NUC is a different beast to BUB's and I think product control is important especially when selling into China.

 
watchlist Created with Sketch. Add BUB (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.