I believe they will be campaigning as "made for China". Probably...

First 71 Last

Share
Profile

Follow
Bl-Aq

96 Posts.

9

31/08/20

19:34

Post #: 46966076
Share

Originally posted by meghotcop: ↑

Good point. SAMR would be most unlikely for production in Australia. Also, the production in China would use Australian produce, the result being "made in China" from 100% imported Australian ingredients. My guess. I am not sure how the Chinese consumer views it.

It would be a little harder to sell it as a premium product (compared to before), sale price concessions can be assumed thus leading to more pressure on the margins.

I could not find the exact amount needed for the investment in China, but the CR of about $38 mio is more than half their annual turnover or 10% of total shares issued.

All this would be absolutely no problem, if BUB could demonstrate they can make profit. We can post here until the goats (just joking) come home, it will always come back to one issue: PROFIT. Even a little, in a quarter, and then so on. ... But, we have to wait (for Godot), or become LTholders, or ...

For rational investor, the long term holding strategy is not that appealing, because any company with persistent quarterly losses is a company on borrowed time (WHA is a case in point).

On the other hand, I have great admiration for Kirsty Carr. She absolutely drives BUB. She (she started the goat milk business with her sister) and her enthusiasm enticed me to invest in the first place. Probably the best sales woman around.

The whole financial situation, however, is somewhat vexing and disappointing..

Expand

I believe they will be campaigning as "made for China". Probably targeting T2 cities and they might not be premium customers anyway.This is good for LT IMO but if anyone's trying to swing in ST then you can find better opportunities elsewhere.

BUB Price at posting: 91.5¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

NEU

Neuren jumps over +11% on patent win for Pitt Hopkins drug treatment

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

PAR

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

First 71 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 17.0¢		Change 0.005(3.03%)		Mkt cap ! $151.8M

Open	High	Low	Value	Volume
16.0¢	17.5¢	16.0¢	$840.2K	4.990M

Buyers (Bids)

No.	Vol.	Price($)
4	165376	17.0¢

Sellers (Offers)

Price($)	Vol.	No.
17.5¢	943923	26

View Market Depth

No.	Vol.	Price($)
4	122237	0.170
12	305647	0.165
18	404846	0.160
31	1776381	0.155
22	1411921	0.150

Price($)	Vol.	No.
0.175	836342	26
0.180	715452	31
0.185	919627	10
0.190	382927	8
0.195	103393	3

Last trade - 14.36pm 26/06/2025 (20 minute delay)

BUB (ASX) Chart

I believe they will be campaigning as "made for China". Probably...

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

Neuren jumps over +11% on patent win for Pitt Hopkins drug treatment

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Australia’s gas crisis is here – and dying coal plants aren’t helping

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

I believe they will be campaigning as "made for China". Probably...

Top Stories

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

Neuren jumps over +11% on patent win for Pitt Hopkins drug treatment

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Australia’s gas crisis is here – and dying coal plants aren’t helping

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News