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OBJ Research - Linkedin & Google Trends & ASX Announcements

  1. 9 Posts.
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    I'm as annoyed as everyone else that is invested in OBJ, but thought I would try and look into the future and remember the reason I bought into this stock. Below is my opinion on what I hope we see eventuate somewhere in the future.

    I wanted to have a guess at the 5 categories that Steven labelled as $100m markets in the conference call. I know this post is only looking at the positives but thought I would have a go at understanding what industries OBJ might be involved in.

    I got the below screenshot from OBJ's Linkedin page not sure how long ago this was updated, but thought I would use it as I found some sectors that I didn't think OBJ were involved in. (Possibly Glyn legacy projects)

    I numbered these in the order that I thought they might be commercialised:

    1). Therapeutic & dermatological skincare (P&G Olay, SK-II, etc) > Already commercialised
    2). Surface Hygiene (Unilever + P&G mentioned in the investor presentation on 24/05/2017) Page 5
    3). Transdermal & intra-dermal drug delivery (Lubricen based products, Ibuprofen much longer if FDA needed?)
    4). Haircare solutions (This got mentioned on the call with Glyn & Jeff awhile back so not sure on the progress)
    5). Fabric & carpet cleaning technologies (I have never seen mention of this in a presentation but I could be blind)
    6). Advanced industrial surface interface systems. (WTF?) - Maybe someone can expand on this one

    *Projects that didn't eventuate as far as I know:
    - Razor blade improvement
    - Micro needle patches (Too expensive currently, maybe in the future?) - Would like to see a patch developed to help dissolve fat > ( https://pubs.acs.org/doi/10.1021/acsnano.7b04348 ). Google 'fat burning patch' for articles.
    - Toothbrush technologies

    Screen Shot 2018-05-30 at 7.57.33 pm 2.png

    Some google trends analysis I did, obviously we are missing the bigger picture with no 'Baidu' China search data.

    Screen Shot 2018-05-30 at 9.09.47 pm.png

    Screen Shot 2018-05-30 at 9.10.04 pm.png

    Screen Shot 2018-05-30 at 9.10.17 pm.png

    Also does anyone know if we are still getting another milestone payment mid-2018? I know we already received the 300k in the last 4c. (This screenshot was from the ASX announcement on 24th of May 2017)

    Screen Shot 2018-05-30 at 9.14.31 pm.png

    Also does anyone think we will be benefiting from the exchange rate of AUD to USD? ~75cents. Do we get 25% more revenue when we get paid by P&G in USD which is then converted to AUD?

    Other info: Bodyguard website that someone posted awhile ago > http://www.bgls.com.au/

    Please don't take the above information as investment advice.
 
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