The article in the AFR and announcement by A2 milk about the US regulator decision to put hold on all requests for approval of milk formula products into the US can only be good for BUBs.

The fact that BUBs has approval to sell their products and 160-odd applications have been deferred can only be good news as competition is reduced.

I use to hold BUBs and sold some time ago for a small profit. The company owns its entire supply chain which is a huge advantage over competitors such as A2 milk. They are able to ramp up production when necessary. We saw this during the operation fly formula and during the COVID lockdowns when people were purchasing large quantities of tins. BUBs not only produce Goat milk formula, but they also do Grass-fed cows milk and are promoting their products as premium quality. Bubs is starting to make some profits as per recent quarterlies. Seems like the stars are aligning for the company and an incredible opportunity has come their way. Worth a close watch.

DISC - do not hold, but watching closely.