this is from hk1's post yesterday. doesn't look like the growth...

this is from hk1's post yesterday. doesn't look like the growth of a dying company


"The 4C's for this year have gone $290k (+14% on prior quarter), $384k (+32%) and now $488k (+27%)"

John Poynton joined as a company advisor. this is the guy that replaced packer on the crown board. sure he likes jumping on sinking ships.


this is a post lionheart posted on the 28/6/18, less than a year ago. it reads pretty positive to me. first don't know how he's been correct 18 times when he posted this 4 - quarterlies ago. maths isn't his strength.


"I'm sorry, I don't mean to be offensive here.... but I don't understand why the Australian market is of any concern at all. Its a nice token gesture to bring it home, but Its tiny in the grand scheme, and of minuscule impact to OBJ's performance.

You could have OBJ products on every shelf, of every store in Aus, and wouldn't even be 1% of what can be gained from being in just just 1% of stores in china alone. Aus just isn't a big enough market for anything. Sad but true.

However,
OBJ IS in CHINA(WIDESPREAD). with MULTIPLE PRODUCTS -
MORE SO OBJ IS in ASIA(WIDESPREAD - think potentially multi billion population) with MULTIPLE PRODUCTS.
PLUS OBJ IS in NORTH AMERICA(WIDESPREAD) with MULTIPLE PRODUCTS

That alone is a dream sale point for any company. Every single person in Australia could buy a jar a year and it wouldn't register against what China and the Murican's can each do in the same period. If not "ARE" doing now.

That GLOBAL reach and scale is worth being excited about. Being in Australia's chemist warehouse is just seems irrelevant to me.

IMO there is a re-rate coming that will make many people sh#t a "get on board" brick... Too many poeple both severely under estimate and under appreciate what OBJ has achieved.

when that re-rate will come is the question - I don't know.... this month?, 2 years?, or somewhere in-between... that's the catch... when."


its unreal the next quarter whinger's, sinking ship moaners and negative Nelly fan club are back at it. imo.