The Oliver! tour was co-produced with Stage Entertainment and I think My Fair Lady was co-produced with David Ian so it's not unusual that Cameron Mackintosh has brought in another producer for Barnum.
Their work in poppins was excellent and blended seamlessly with the original work (I personally think they would have been a better fit for charlie and the chocolate factory). However it doesnt really count as poppins name and the original songs sold that.
Unless they do something unique and spectacular to draw crowds I cant see this being a big seller. Theres been so many versions of this, it sounds like more of a small scale kids show
Stiles and Drewe are great, write great stuff. But they havnt had a long runner.
It's interesting the investment levels start well above the kickstarter range but below the normal current investor level. Not entirely sure who they're aiming at.