Ann: Yojee AGM Presentation, page-5

This is a great presentation from Yojee - they articulate the problem they are able to solve and highlight the benefits of their seamless solution really well. The solution and technology seems like a 'no brainer' and a must have solution for any company looking to make their logistics supply chain more efficient.  Looking at the last CR there were some savvy investors who know logistics that chose to invest which is a strong vote of confidence for mine. 

But I do agree with the discussion around revenues and being able to provide real context around where their model can gain a slice of the $15.5 trillion by 2023 is important one to have with their shareholders. The business plan will assess different scenarios and model the revenue. I am ok with a gradual build up to stronger revenues and the business model is premised on this so I am not expecting an overnight success at this stage (UPS  or other major deal excepted). Trying to catch a big fish like UPS when you are a very small fish is a very difficult thing and takes time.  This is clearly a spec stock still at this point but the rewards could be excellent.

What they are failing to provide is a meaningful update on: 

1. what is the organic viral growth dollar value in revenue?  Is it trending to be 'viral' in its revenue growth already or still in its infancy? 

2. What are the growth rates of the SME sign ons?

3. have they been able to quantify the savings to their partners (through the trials or otherwise) by shifting the mix of using crowdsourced labour vs partners and subcontractors vs using the company's own fleet? This would be a great selling proposition and instil confidence for prospective clients and shareholders.

4. what savings can they quantify in real $ terms for a company that adopts their solution

other questions:

- How are they protecting themselves from the like of UPS learning everything they do and then recreating it themselves?