I pretty much agree with your comments, I don't see where they get a 40% organic growth rate from, except perhaps in the SOI.
But my principal disappointment from Friday was to hear that JC was stepping back. I think he connected well with shareholders, and always presented a detailed account of the status of the company in a straight forward manner. I shall miss his presentations. Kurt is a good speaker, but they were a great double act, better than the sum of parts. JC wasn't even included in the "Senior Leadership Team" diagram in the presentation (slide 18). Then in the AGM, he spoke from the back of the room, and often out of the camera's field of view. I suppose we don't know the background to this move, but it's just disappointing.
So now a 2 month wait until the next 4C to see the next set of revenue/earnings figures.
All IMHO, DYOR
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