"If the current growth is coming from existing customers switching from amalgam to composite I would expect that eventually growth would plateau - but at what point?"
I don't believe that to be the case... in end-user terms, SDI's amalgam customer and its composite customers are totally different entities in different geographies.
I think the way you need to view SDI's "customer" is in terms of its third-party distribution, upon which SDI is heavily reliant.
Which I think is the problem, because SDI lacks sufficient scale in each of the geographies it services to be able to meaningfully dis-intermediate those markets.
Ann: Trading Update, page-69
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