Well done mate that's a very good breakdown of rev and sales. Nice extrapolation of future based on past numbers.......... One X factor to me would be how well the marketing in US did connect with consumers (coz remember there were quite a few articles, TV interviews projecting the benefits of A2 compared to A1 protien)....... In developed markets the pace of switch can happen at a quicker pace than most of us estimate............ Secondly the rate of distribution both in US and China....... US distribution numbers Will tell us a bigger picture wen U put these numbers next to US sales with geography breakdown. This will tell us how fast the penetration is happening in US
IMO SP is still testing waters how much of US should be factored in....... Any positives on US numbers would be a huge boost for SP this AGM
just my take
DYOR
AIMO
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