'You seem surprised by the behaviour of first generation products, what were you expecting? For the technology not to evolve and redundant models not to be replaced by newer ones? Isn't OBJ technology going to form the basis for future integrated models?'
Not at all Nick. I have been an advocate of integrated products since before OBJ's first product was soft-launched over three years ago. Integrated products were always the end-game imo and I expected it long before most and discussed it almost 5 years ago. This discussion today was born out of short term share-price reaction as a result of today's Conference Call (positive/negative) as it is now crystal clear for the first time that they are actually being replaced and this will most likely effect expected revenue and manufactured numbers. Prior to this (today's Conferance Call), we were told by OBJ Management that these products as they are, were set for Global Launch and Distribution. Now we officially know otherwise. So far we have been promised a fair bit and received relatively little.
There haven't been many complaints from me in the last 10+ years of being invested here Nick. Unlike some, I choose to discuss the elephants in the room whether they happen to be positive or negative and I aopolgise if you find this approach a little confronting. Considering the BOD is not as transparent as I would like them to be, perhaps with your experience you can enlighten me regarding Accelerators. If OBJ are supposed to be at the heart of P&G's Innovation and P&G have exclusivity for MicroArray in Skincare and are already one of the largest distribution networks on the planet including online; then why do OBJ need Accelerators in the first place when OBJ already have P&G who also have very deep pockets? Do you really think P&G will allow OBJ to privately commercialise MicroArray products in Skincare when they already hold this exclusivity? After nearly 10 years collaborating with P&G, why isn't this already done? Call me old fashioned here if you like and explain it to me in layman's terms for the benefit of all, as there have been many bitter pills to swallow here over the years but we have all done so nonetheless. Your input is appreciated.
(20min delay)