BUB 3.85% 13.5¢ bubs australia limited

BUB - US Exposure & The Current Baby Formula Shortage, page-237

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    agreed- and they have quite a few factors right. Bubs own their own plant, and while it's not the biggest plant in the world by the looks of the write off, it's still a powder plant. ATM relies on SM1 and SM1 seems to have quite a few problems, and possibly a schism in the relationship with ATM. Bubs have done well in US, and possibly China will come back soon.
 
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