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Get Milk from Bubs Australia (BUB)

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Bubs Australia Ltd (BUB)

One of the largest goat milk, as well as fastest infant milk growing companies.

They have some competition with A2 milk, but in the end of the day… Every single person needs nutrition! So, there’s definitely opportunity for more than one winner.

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on EasyEquities Australia

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Backdrop and Fundamentals

They have a lot of opportunity to scale into China, thanks to some of their partnerships with Chinese companies that I have no idea how to spell.

All I know, is that these main e-commerce companies give them access to over 50 million Chinese consumers as time goes on.

New distribution partnerships Woolies, JD.com and Alibaba and so many more, especially in China.

Over the next few years geographical regulations and laws may be a risk, but they have shown over the past years that they are agile and that they can adapt.

They have a strong infant formula business as revenue in this category grew 58% year-on-year for them.

Bubs are not profitable yet (as most high growth stocks lately), but the revenues are increasing continuously. So, the company is heading towards profitability. For now, they are investing heavily into their expansion plans.

The Vietnam potential is also a great opportunity, as the economy is growing very fast in Vietnam and they are gaining market share!

They are gaining market share within Vietnam.

The share price is currently trading at A$0.74, so it is still “small”.

Bubs has 3 factors that make me very optimistic about the company for the long term:

  • Bubs end-to-end supply control and infrastructure allows them to experiment, seasonal, quality control.
  • Great partnerships will help them to scale.
  • Revenues are growing globally.

Log in to view Bubs Australia Ltd (BUB) shares
on EasyEquities Australia

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Informed decisions

The future is never completely clear.

With a high growth company like this, it is essential to stay in touch with what the company does over the next few quarters and years, so far I really like what they are doing and I am optimistic on Bubs Organic as an investment opportunity!

New to investing

and want to know more about Australian stock additions?

Read:  Got (a2) Milk? An analysis on ASX-listed a2 Milk Co.

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Higgo van Biljon

Easy user, Founder & CEO FinMeUp 

Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by Higgo van Biljon, Founder and Chief Executive Officer of FinMeUp as general market commentary, and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice.

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