The brand and marketing across Ned, and Grainshaker is quality....

The brand and marketing across Ned, and Grainshaker is quality. As an investor, I recently sampled some product via the Ned Website - the CX was great. It's a fine balance establishing brands that will scale to the mass market, whilst balancing inventories.

Yes, some over runs compared to the ipo, however these inestments aren't linear. The overheads of quality management, production scale, branding will be close to will be comparable at $50m in revenue as they will at the $250m target.

The most important factor now is to continue growth and meet the 5 year target. With regards to profitablity I'd rather put my trust in Drew, than some of the poor guesswork stated in this thread..