Ann: Quarterly Activity Report & Appendix 4C, page-36

Don't disagree, but I got criticised before for daring to suggest Striate could be as much as $100 AUD let alone $100 USD wholesale, given existing USD product prices.

Once the full earnings are out we should have a better basis to reverse engineer the figures and then people can go away and work out their revenue forecasts for 2Q FY23 of ($122 x 10,000) + ($817 x 500) and realise how ridiculously underpriced OCC shares are for likely forward 2023 CY cash flows.....let alone 2024/5.

Even using a lowly $80 and $800, the 4QFY23 known accrued sales (that preclude non-BH/DVT sales) give $728,160 quarterly revenue (5,482 Straite x $80 plus 362 Remplir x $800). The coming earnings have to be an upside surprise (accrual vs cash accounting) or we are way off on our marks.

This stock is silly priced for forward earnings potential as we will hopefully show coming full earnings. This stock will likely be reporting running revenues in excess of $3 million per quarter by late 2024 post Remplir US mkt entry in my opinion.

No one wants an overly optimistic echo chamber, but that is as little as 20,000 Striate per quarter @ $100 AUD and 1,200 Remplir @ $900 by late 2024 CY i.e. requiring quarter on quarter growth rates of less than 25% in the next 18 months from 4QFY23 reported sales - and sales jumped 101% and 262% QoQ [admittedly from a low base] for those doubters.