Bubs Range In Woolworths, page-84

A gimmick to you, obviously to many not so who have found favour in the ability to ne able to digest milk based product again.

Synlait gained its CFDA registration in Sept 2017. Cfda had no effect on any IF company sales as its restrictions only come into place this year.

Your assertion that A2 sales levels came about because of some leg up are rubbish, all IF companies have been on the same playing level playing field up until 2018.

A2 sells everything it can produce because it is seen as a high end product by the chinese and most of it sales have been in Aust due to the Daigou sales channel selling it in China, exactly the same platform open to All If channels. Now is a different story due to CFDA and A2 have launched a pretty large media campaign in China to go along with Cfda now limiting direct sales to China.

First mover advantage is massive and whilst you may like to believe that BUBs will rule the world the unfortunate fact is BUB has a long way to even make a scratch on A2. A2 will hold sales and continue to increase sales for one simple fact, it is there now is well recognised and will cement itself as a premium product.

I hold BUB from IPO, and hold not because it will be a big player but a player who hopefully will make good profit.