Padlock, very thoughtful post with sound logic. I can't disagree with you...However, the two key points I make about P&G wanting this technology in house and the non existence of heavyweights on the share register remain.
I find it somewhat amusing that no one is talking about this here on this thread but I am sure that many are silently thinking about this. It concerns me and must concern others.
My belief is that this is a major reason why the Insto's remain on the sidelines and don't buy into the story. There is significant uncertainty around this point.
Think about it for a moment....all the wonderful news about products in the pipeline and the opportunity for a future revenue stream.......even in a tough economy the SP should at least factor some of this good news in. But no, nothing. The SP continues to drift....Why....??
I believe that the technology is outstanding, OBJ management is good, but P&G will be the big winner here and that it will end in tears for OBJ.
My thoughts and opinions are based solely on my experience. I spent 27 years working at senior executive level at one of P&G's major competitors. P&G spend eye watering amounts on R&D annually (Information in the public domain) and they are the biggest and the best at R&D by a large margin. To have this technology sitting outside of the company given so many wonderful future applications wouldn't sit well with senior management.
As I said, this is the major reason that Insto's are on the sidelines and don't buy the story.
That said, my rambling's are only my opinions, of course......
In this case, however, I would love to be wrong...!!
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