This discussion sums up the seemingly endless speculation about...

This discussion sums up the seemingly endless speculation about OBJ.

Current revenue is clearly lower than hoped, but it comes down to the trajectory of revenue growth. This will imo become visible next year year and should really be more than gradual as multiple products start selling. If OBJ is at the core of P&G's new product offerings than revenue should grow more exponentially.

In the interim, I would like to know how P&G rewarded OBJ for a solid two years of development of the second technology. It has been proven to work and it is now being rolled into a variety of products. It is a massive achievement when you think about it. The size of the upfront payment is an important indicator to me in terms of the relationship, but again has to be put into context of the overall agreement. I do not have expectations for a multi-million dollar payment but if it is, the market would react very well.

I still believe OBJ needs to inform the market.