BUB's Recent Decisions vs. A2M

Good morning ladies and gents, fabulous lockdown morning here in Melbourne!!

I just had a read of the A2M latest announcement titled "Updated FY21 Outlook" released on the 28/09/2020.

Some key points that I took away from this:
- A2M have noted that the uncertainty in the Daigou channels will lead to a disrupted revenue target for the first half of FY21
- Disruption in the Daigou channels has exceeded their previous expectations and supply to China has decreased.
- Pantry stocking effect in June 2020 led to big revenues for that quarter, however, because of excess stocking, sales have declined temporarily.

BUB's vs. A2M comparison (my views):
- Some may say that BUB's overreacted and sold up to China... I think that Kristy is smart and one step ahead of the game. We may take a hit temporarily BUT! when compared to A2M who expects their revenue to drop for half a year!!!! I think BUBs will have a big recovery in that time.
- Whilst A2M sales will drop in China due to supply/logistic issues.... BUB's will be there producing constantly and whilst the Chinese people may struggle to get access to A2M, they may be forced to try BUBs. This is a significant win for BUBs.
- It seems that BUB's dropping revenue in the last QTR is not related to their inferior products, it happened across the board in that sector.

Flame me in any way possible. These are my views and because of this, i now see the HUGE potential in the latest BUBs deals with BeingMate.