Sensera Roadshow feedback - June 2018, page-2

Hi Ozelectro,

I attended the Sydney preso.

I would like to add to your excellent notes and observations :

The Financial Year ends 30 June. Revenue guidance is confirmed again at US$6.5 mil to $7.5 mil.

The agreement with Smartbow/Zoetis is gaining significant traction. This agreement has only just swung into full operation in the current quarter. The tags are already operating in over 400 farms and is projected to be operating in several thousand more in the next financial year. The average revenue to Sensera is US$2,500 per farm. The revenue in the next FY which starts next month could be well over US$7.5 mil.

We currently are positioned in 60 mines and are adding 2 mines per month. The average sale per mine is US$75,000 per mine. This is incredible considering we don't even have a salesman dedicated to this growth area. I believe we are close to appointing a BDM very shortly. So we can safely project for the next FY revenue of a min US1.8 mil but with a BDM appointed this could easily double.

The Clear Blade partnership was announced in March which is targeting the indoor positioning market in the health area. The first implementation is underway. This is a US$500 mil market.

The gas sensor market is very interesting. They have developed a gas sensor that is so small that it can be integrated into the location awareness tags of the underground miners. This is an incredibly disruptive technology to a massive market. I know this because I have some seed money invested in a laser based gas sensor technology company that is on the cusp of commercialisation. Legislation mandates the requirement of gas sensors in mining and the industry is currently dominated by a few dinosaur majors. The tech is old and expensive to buy and expensive to maintain. My seed investment company was going to totally disrupt this industry. I feel now I will be writing off my investment. Who wants an expensive fixed location option when you can have cheap mobile tag option.

The Abiomed revenue opportunity will start to ramp up next FY. I estimate this will be min. US$4 mil plus and growing substantially year on year. Abiomed is a US$10 bil plus company and there new Impella heart pump looks to be the gold standard for all heart pumps to be measured. It would be very difficult for Abiomed to cease doing business with Sensera as I believe the optical sensor we produce for the pump is part developed by Sensera and we hold those relevant patents.

All this and much much more for a market cap of A$30 mil.

What a joke. This is a gift at these prices.

I would like to thank the funds for currently dumping and providing me with the opportunity to top up at these throwaway prices. I have a longer term view than these funds and a far superior rate of investment success.

These same institutions are happy to pay $4 for a stock like GetSwift than 19 cents for Sensera. I seriously don't know how these guys are in business and I can't see them being around for much longer.