Agreed LON has the revenue so I do see them as a better play. BUB is goats milk/infant and WHA is infant, so hence they high valuation. I guess it would be similiar if LON goes down this path as well. I am optimistic but at the same time apprehensive as it is not as straight forward as it seems. The recent CFDA rules etc seem to significantly restirct exports to China.
On another note. Blackmores recently tried infant formula and failed miserably. Does anyone know the primary drivers for their failure??
Agreed LON has the revenue so I do see them as a better play....
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