Firsty, can you please provide the math for the 1/12th comment? If you're talking historically that may make sense but wouldn't for this FY. It's a new product so i'm not paying too much attention to previous financials, cost base and everything will change post merger.
The merger isn't a revenue play, it an IP and capability play, the secondary benefit is it gives them access to a client base they may or may not convert to the Splenda suite. No idea who the clients are so it's hard to comment on the likelihood.
I completely agree with you comment of a gun sales chief, but I think that's a hire you look at post merger after the product is fully bedded down. Which from the demo I had today seems to be 4-6-8 weeks away. Most of it is up and running but some really impressive features are not yet. But I agree this is sales / implementation point is key.
CRO Price at posting:
6.5¢ Sentiment: Buy Disclosure: Held
(20min delay)