Yea... No. P&G will give what their contracted to give within the timeframes agreed (more or less). Just like every deal in this industry and most others.
Was the deal a good one??? It was signed... That's always good, were the rates super high... Doubt it. Could volume get large... Maybe if the tech, marketing etc works. It's the bestand only current meaningful deal OBJ has... So they need to focus on making it work. It's starting to get momentum... And that's good.
Does the market care? No, not yet. It will probably start to care when OBJ is cash flow positive and their communication improves. OBJ is tiny and making a loss... If it starts making a profit and positive cash and has a clear story about why these will continue to grow then I can't see it remaining tiny. These things are far from certain... but they are possible. Still work to do and risks to manage.
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Yea... No. P&G will give what their contracted to give within...
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