Whilst I share your enthusiasm, mostly, I am a little more skeptical with the actual monetisation (ie, increasing revenue and profit). Yes, the product has started to sell, but we have little indication of what the actual revenue is going to be. Sure, I would like to believe some of the forecasts that have been speculated, but it is easy to poke holes in these.
The actual proof will be in the next two 4C (late April and late July).
The H1 accounts should not have any surprises. Also, the full year Fy17 accounts should be similarly ordinary.
I am hopeful that there will be some presentations by management (possibly with the H1 or FY results) that will give even more signs of OBJ growing, or even better, a Market Update with new contracts signed and further (new) products hitting the market.
Overall though, I am still positive on OBJ but am just wanting to see more proof to back up all of the talk.
OBJ Price at posting:
6.3¢ Sentiment: Hold Disclosure: Held
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