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  1. #23311
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    Quote Originally Posted by Lease View Post
    It won't. When BUB confirmed FDA approval, its SP shot up by 30% on the day. If FDA approved A2 application, its sp would go up, maybe not 30%, but 10-15% up for sure.
    That's when this was all new. BUB much smaller company, so larger relative impact. At this point who is expecting that this won't get approved? No one, so it's priced in.

    It must break the high of the short squeeze and get follow through, or this will drift back down imo.
    Last edited by JohnnyTheHorse; 03-08-2022 at 01:54 PM.

  2. #23312
    2019 NZ Stock Picking Winner silverblizzard888's Avatar
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    Quote Originally Posted by JohnnyTheHorse View Post
    That's when this was all new. BUB much smaller company, so larger relative impact. At this point who is expecting that this won't get approved? No one, so it's priced in.

    It must break the high of the short squeeze and get follow through, or this will drift back down imo.
    I think some expectations of an approval is baked in, but only with the view that its a short term boost. If they can come back and announce a long term pathway then thats a game changer.

  3. #23313
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    Closed a few clicks above the early June highs, and 30% up from the May bottom low, trending nicely in the right direction. TA is a pullback from the 200EMA resistance today, time for a breather. Reporting soon.

  4. #23314
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    The bulls have got it. That's an important break and should really start to see continued sustained short covering.

  5. #23315
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    Quote Originally Posted by JohnnyTheHorse View Post
    The bulls have got it. That's an important break and should really start to see continued sustained short covering.
    For sure, looks like stars might be finally aligning for A2 after difficult 2 years or so. DB seem to have steered ship reasonably well after taking charge at very tumultuous time.

  6. #23316
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    Saw an job ad advertising for production workers on a 24hr (2 x 12hr shifts) making baby formula.

  7. #23317
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    Quote Originally Posted by flyer View Post
    Saw an job ad advertising for production workers on a 24hr (2 x 12hr shifts) making baby formula.
    Who are they selling it to I wonder.
    The US will be temporary - just soak up a bit of the excess they already have.

  8. #23318
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    Quote Originally Posted by dobby41 View Post
    Who are they selling it to I wonder.
    The US will be temporary - just soak up a bit of the excess they already have.
    Big demand in China (child & toddler IF - all those babies from 2 years ago are growing up). Ozzie screaming for it. USA will be on-going (if A2 wants to continue supply) once FDA approval is given. Good times are on the way IMO.

  9. #23319
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    Quote Originally Posted by flyer View Post
    Saw an job ad advertising for production workers on a 24hr (2 x 12hr shifts) making baby formula.
    Dairy is a 24/7 operation. Over spring you will have nearly every single factory in the country running at maximum capacity. The milk is there and something must be done with it. Not a good indicator of demand.

  10. #23320
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