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  1. #15881
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    Quote Originally Posted by bull.... View Post
    rather risky of you BP even mentioning anything on here. esp if they disagree . the mob will lynch you lol

    Hardly. I think BlackPeter made a fair enough point. My thought processes were confined to the final product.

  2. #15882
    ShareTrader Legend bull....'s Avatar
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    Quote Originally Posted by Oberon View Post


    Hardly. I think BlackPeter made a fair enough point. My thought processes were confined to the final product.
    Are they having any issues getting the product out?
    one step ahead of the herd

  3. #15883
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by bull.... View Post
    Are they having any issues getting the product out?
    Good question ... didn't catch up with him since the virus scare. They do have another factory in Taiwan, i.e. might have as well some flexibility what to send from where.

    I guess my main point was that A2 is very well dependent on ingredients from overseas suppliers.

    Guess as well it won't stop here. Wondering whether the tins and the paper bags and the plastic lids are made in NZ. The odds are they are not.
    Last edited by BlackPeter; 26-02-2020 at 02:41 PM.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  4. #15884
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    Quote Originally Posted by sb9 View Post
    Wish we have a ignore button for certain posters on this forum
    your wish was granted a long time ago.
    For clarity, nothing I say is advice....

  5. #15885
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    Points of particular interest, firstly: "Chinese consumption of staple food products, including dairy, is reported to have increased substantially due to the Coronavirus crisis, including those sourced from New Zealand and Australian dairy."

    Secondly: "As to the impact of the Coronavirus on the Keytone business, Keytone’s Chief Executive Officer, Danny Rotman commented: “Whilst we are carefully monitoring the Coronavirus outbreak in China and we hope that the health crisis abates quickly, at present it has had an immaterial impact on the Keytone business.

    "Rather, we have seen a noticeable increase in demand for immunity boosting nutritional products, particularly those bound for China, and we are in a unique position to respond to these changing customer demands through our experienced in-house product development team. We look forward to further updating the market on our new immunity style product development efforts in response to Coronavirus in the near term."

    Not our company, of course. But, there's little reason to think tomorrow's update won't read along similar lines.

  6. #15886
    Outside thinking.
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    From the HC site, a BUB's trading update posted by Arms

    NOVEL CORONAVIRUS (COVID-19) IMPACT
    Whilst it is too early to quantify any future impact, to date Bubs Australia has seen no diminution of
    demand and minimal disruption to the business due to the Coronavirus outbreak. The Company has
    monitored its operations and the market closely, and makes the following observations:
    • Infant formula is perceived as an essential pantry item as it is a key food source for babies. As a
    trusted premium international brand with transparent supply chain visibility, BubsŪ is well placed to
    appease Chinese parents’ heightened focus on food security and their children’s health and immunity.

    Looking forward to the ATM update tomorrow.

  7. #15887
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    Quote Originally Posted by Left field View Post
    From the HC site, a BUB's trading update posted by Arms

    NOVEL CORONAVIRUS (COVID-19) IMPACT
    Whilst it is too early to quantify any future impact, to date Bubs Australia has seen no diminution of
    demand and minimal disruption to the business due to the Coronavirus outbreak. The Company has
    monitored its operations and the market closely, and makes the following observations:
    • Infant formula is perceived as an essential pantry item as it is a key food source for babies. As a
    trusted premium international brand with transparent supply chain visibility, BubsŪ is well placed to
    appease Chinese parents’ heightened focus on food security and their children’s health and immunity.

    Looking forward to the ATM update tomorrow.
    Nice one Lf although I hope the market will respond more enthusiastically than they did with the excellent Bubs result, it finished down 2.8%.

  8. #15888
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    Quote Originally Posted by couta1 View Post
    Nice one Lf although I hope the market will respond more enthusiastically than they did with the excellent Bubs result, it finished down 2.8%.
    lol. Thanks Couta. FWIW, the day to day fluctuations in ATM are of less interest to me.... my investing is all about long term capital gains and for that reason the Bub's update is more relevant.

    I tend to post much less these days as my ATM holding is all free held and my risk level is much lower than other posters.

    Best wishes to all for tomorrow.

  9. #15889
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    Quote Originally Posted by Left field View Post
    lol. Thanks Couta. FWIW, the day to day fluctuations in ATM are of less interest to me.... my investing is all about long term capital gains and for that reason the Bub's update is more relevant.

    I tend to post much less these days as my ATM holding is all free held and my risk level is much lower than other posters.

    Best wishes to all for tomorrow.
    I don’t see how free hold is any different to any other kind of holding. Its all the same opportunity cost.

  10. #15890
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    Quote Originally Posted by couta1 View Post
    Nice one Lf although I hope the market will respond more enthusiastically than they did with the excellent Bubs result, it finished down 2.8%.
    A2 as a company is well ahead compare to Bubs. A2 is making loads of $$$ where Bubs is still in loss making exercise at the moment. Has potential and point of difference. But till they able to control costs. I afraid its SP won't be going anywhere fast.

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