"The comparison is based on revenue, timeframes, growth rate, independence, clarity about company goals, transparency"
Thanks for the reply. That's a fair basis for comparison. Looking purely at P&G revenue, B&Y know that they missed on the quantum and timing of their estimates. I am keen to know what they are telling their clients as part of this roadshow. Wave I is ramping up in the June quarter and Wave II/III are launching in subsequent quarters this year so revenue growth is forecast after the June 4C. At this stage P&G appear to have only provided revenue guidance for Wave I/II/III.
Without discussing Bodyguard or any other initiatives or Waves, the X factor for the growth rate into 2018/19 is the 2nd tech. For obvious reasons, the company specifically avoided any discussion of this in the presentation. The expectation (yes I know everyone hates that word) is that it will significantly expand the number of commercial products.
Organic growth without the need for specific funding is also a bonus.
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