Keep momentum? The first half only included 3 months of Go To revenue and we had multiple lockdowns impacting the first half.
They should be able to smash the first half. The exit run rate from 2h FY22 will be why it's judged on in the coming months. Presents a meaningful re rate opportunity post the overreaction.
We should also see the increase in distribution points drive revenue in the second half as they flow through / tune the marketing and product mix (likely a lag between the channels being created as sale build).
BWX Price at posting:
$2.48 Sentiment: Buy Disclosure: Held
