Ann: Notice of Annual General Meeting/Proxy Form, page-36

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25/10/24

17:32

Post #: 76307168
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Originally posted by werdplaya58: ↑

Are you referring to the dragon babies? I'm not Chinese but even I know!

BTW if that's what you were referring to, this would not have even had a revenue impact yet as Stage 3 (12+ months) is the most popular product.

However, for a company like BUB with such a small existing footprint in China, the overall state of the market is not massively relevant in my view. It is just a matter of making in-roads within a particular niche in which they have an advantage.

The name of the game for them right now should be re-establishing their visibility and brand as an Australian goat milk formula. The category is still growing even if the market is not. Then, growing market share within a growing category is a further multiplier. But it does come with a marketing cost. My argument is the return on marketing investment is far better when spent in China than it is in the USA. And for a company in their financial position, they kind of do need to choose which to emphasise more.

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I think they are referring to BUBs being purchased by a larger Chinese firm, like Bellamy’s a few years ago.

BUB Price at posting: 13.0¢ Sentiment: Buy Disclosure: Held
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Ann: Notice of Annual General Meeting/Proxy Form, page-36

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