Hi,
I had worked on ideal cures several years back. From what i can recall – it seems ideal cure makes custom mixtures vs the standard power/liquid supplied by VT to everyone. No doubt ideal cure nos are fantastic. But given that VT also has DPO, i get a sense that the nos of VT are also very good. Most probably they are doing 25-30% OPM in good times and probably 15-22% OPM during other times. Personally by looking at ideal cures, I get a sense/excitement that maybe VT can also get on to this journey as they get bigger. 2-3 years back VT did start making these custom mixtures but i think they haven’t taken off in a big way.
Cheers,
Ayush
Disc: Invested in family and client acs
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