Hey hth, "We need to start thinking that in due time we will not need P&G ....."
'Our' ties to P&G is why, imo, we are at our current sp, where would Obj be without the tie up with P&G, despite lagging revenue figures.
We shall always need P&G aboard, no matter what revenue questions there are, it certainly gives OBJ 'credibility' having P&G aboard.
What is absolutely needed, imo, is other major entities signing up for OBJ tech/IP, if this was to happen then I believe a rerate is on the cards, imo.
The 'going it alone' and not being reliant on any third party entity is a dicey proposition, imo, for a spec company. A collaboration might be the answer, that is with the partner footing the cash burn and perhaps a decent upfront payment. Yes, that may make for a 60/40, (40 or less for obj,) proposition.
It is definitely a concern, for myself, that surface hygiene and Bodyguard tech has, till this time, failed to 'grow' any legs and began to run, I believe, imo, this is the blue sky for OBJ.
For 'us' to go it alone on the latter, without kick ass revenue from P&G and without upfront payment from a another begs a CR.
I sincerely hope that this is not a option, ever!, debt would be preferable, imo.
I hope that this company is not all smoke and mirrors, the only ray of sunshine, at this time, is the interest of that person that 'has' invested one million in this company.
GLTAH.
Expand
(20min delay)