Hang in there if you believe in bubs china strategy. oli6 is also a goat infant formula and listed on asx (NUC). both companies are clients. two very different strategies. 1. bubs is capital intensive by having manufacturing and JV with beingmate. 2. oli6 is capital light where they are following a2 milk model where they partnered with Bega cheese and Bega is manufacturing their infant goat formula. oli6 is a marketing company. 3. both companies are direct competitors and targeting same markets - China, Vietnam, etc 4. bubs has Jennifer Hawkins as brand ambassador 5. oli 6 has 'white ice' chinese actress and luyi Chinese actor as brand ambassadors 6. chemist warehouse owns shares in both companies. both sell through chemist warehouse. 7. only one brand will succeed and gain market share in china for aussie brand. bubs has higher sales. oli6 only listed last dec so fairly new. I'm not commenting on both but goat milk is niche so both companies are undercutting each other. 8. I don't own shares in both companies but suggest u read both company strategy and see which you like. Bub v Nuc
BUB Price at posting:
91.5¢ Sentiment: None Disclosure: Not Held
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