Ann: Investor Webinar, page-15

Hi all, I liked Billy early on and now it is clearer still that he is the key to this turn around opportunity.
That was confirmed by Simon who sounded very confident that AJX is better off than it has ever been.
Costs are down and the team is better focused. A stronger share price is deserved, intended and postulated in the presentation; with a clear roadmap.

Now they move to Pull Through Demand in a direct move up the product supply chain, and up the sales chain; for instance direct to government to control the narrative. It really is Go To Market time thanks to Billy as he clearly has his head much better around the opportunities and strategy needed to get there. Diversification of supply chain and direct access to clients, all under commercial terms (contracts) is a professional move that puts AJX in a different category completely.

The FR socks are back on, due to regulations which is helpful and a high volume market opportunity. The move to new markets is structured and cogent now; that was missing. An effective commercialization factor was always missing. The progress in the narrative around this is immense. It sounds like they are almost through the 70 / 20 / 10 focus side of this process (70% core bedding etc and out to 10% of focus on new markets) DUE TO SUCCESS. Sorry to shout but after so many years of waiting it really is something to shout about. Now show us the money please.

Billy now talks about moving to a 40/20/40 model indicating less effort expended on maintaining segment clients as that has been achieved (and contracts in place). This is a solid foundation for growth as the last 40% is on wider opportunities. Markets and products diversified is a significant improvement - thank you Billy and the team. Now they are building the business development team as the future emerges at long last.

Process begun for one or two new staff for this critical area. The breadth of range of markets is impressive (always was but little to no progress made) now and it sounds like there are contracts in progress ready for news flow. Billy is taking control and responsibility to shareholders in this process and hence an updated communication can be expected with clear KPI's and targets and progress reported on a segment basis.

The pyro burn with the army proves the products are effective and able to be commercialized which was a concern some time back from a previously prominent poster (intelligent) in here. The PCR etc ditto. I like what I hear and may even add to my modest position as I make profits elsewhere. Thanks for the encouragement to listen to the presentation and for the comments above (the helpful ones not the sour grapes). The better commentaries above were very helpful so I thought I might add a different perspective.

It is also good that Rosheen is being professional after being pushed out by 3 large holders looking for a harder nosed Chair. I predict a $2M to $3M share issue in Q1 next year and hopefully at a higher price to minimize dilution that will be necessary to fund an acceleration in growth.

GLTAH CW