BUB 3.85% 13.5¢ bubs australia limited

It is difficult to talk to people who do not understand business...

  1. 155 Posts.
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    It is difficult to talk to people who do not understand business fundamentals, and who put their head in the sand, with the belief that BUB SP can continue to go up, because the future is exciting. I.F. from the goat, has a target market that 2% to 3% of the I.F. market. So this is and will always be a niche product. The people making comparisons to WHA, A2m, and BAL, are comparing a product that has appeal to 98% of the market. So, the potential market size, is 50 times smaller than the other 3 I.F. players above. Yes, China has a large population, however there are already many players in the goat market. What this means, is that BUB needs to take market share away from the already established sellers of I.F. made from goat. That can only happen when they are successful in obtaining a license. So, even if they do obtain a license to sell in China, they have a huge task, to steal market share from exiting players, such as AUSNUTRIA. Go and take a look at the AUSNUTRIA website and the massive range of different I.F. products that they sell, and you will start to understand why you should have sold your shares on Monday. You can keep dreaming and making statements like the SP will go to $1.50, however the economic reality is that this business is valued somewhere betwwen 45cents and at best 60cents. If you don't like economic reality, then walk into a casino, because you will have a better chance at making money there, than you will have with your BUB shares.
 
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