I was the only non- JCurve shareholder at the meeting.The...

I was the only non- JCurve shareholder at the meeting.The presentation at the AGM was as expected and was a status document, not about the potential in 'management speak’.
The potential in my view is yet to be realised and will depend on a number of factors.
After the meeting, at my request, I was given an overview of RIYO system / product. If the JCurve people are to believed, this exists, is being marketed with customer trials occurring.
I have the impression that they are close to signing their first few customers (large customers) for the system.

The JCurve story needs to be told and sold to the investment markets. The RIYO story seems to be something new able to be told to the Australian investment market. Also, if the sales start to occur, then maybe they can look at other marketing to get the pipeline / leads building.
I think the JC CEO needs to present at multiple investor events such as the Sydney Techknow Invest Roadshow which I attended and saw some software solutions presented.
This would be a good time particularly if they get their first few sales done and bedded down. He spends three weeks per month in Singapore and one in Sydney.

RIYO product / system seems to be aimed at significantly improving the end consumer / customer experience of large organisations by providing oversight/ control to the end customer over the multiple steps in the process to the end point. A 'start-to-end’ (or as they say these days, end-to-end) experience. This can also achieve significantly lower staff costs and inefficiencies for businesses who buy the solutions.
I think the RIYO product may need to be rebranded (maybe a sub name /title to start with) which is descriptive of the end customer / consumer’s experience and expectation. RIYO does not say anything to Jcs customers.

At the AGM, I expressed the view that organic growth is not going to grow the company quickly to satisfy investor expectations. Two Board members Including recently appointed Graham Baillie) hold between them some 41% and another shareholder some 10%. I expect these shareholders will be expecting more than the current publicised organic growth trajectory as shown in the AGM presentation. JCS is constrained by the current share price as to the size of any ‘bolt-on’ acquisitions in SE Asia which might provide a ‘step up’ in terms of revenue growth.
RIYO seems to be the Australian growth vehicle / story as I saw it. This needs to be well managed to ensure the short term growth is achieved.