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AUV Enterprises Limited (AUV) was formerly known as Australis Mining Corporation Limited.
 
On July 17th, 2014, AUV Enterprises Limited (AUV) changed its name and ASX code to YPB Group Ltd (YPB).
 
We caught up with John Houston, Executive Chairman of YPB Group (YPB) to discuss its technology and its commercial applications against the backdrop of recent contract wins and partnerships. We delve into what sets YPB apart from other ASX listed tech companies, its shift from a Chinese focused business to a Global business and calendar 2017 earnings guidance.

 
Last edited by a moderator:
YPB Group flying under the radar, though anyone watching the ASX daily announcements couldn't miss them as they are a very active announcer with new contract wins or orders every 2 weeks or so over the last 10 months.

ypbsystems.com/about/ said:
YPB is a provider of covert brand protection and security systems for Brand Owners, OEM’s and government agencies. Our customer solutions combine unique anti-counterfeit technologies delivered in cost effective and easy to use forms wrapped with an effective monitoring framework to help brand owners, their supply chains and consumers deal with the rising tide of counterfeit, pirated and non compliant products.
Click to expand...

Money raised via share and option issues.
  • AUG 2014 ~ 3.7 million @ 20 CPS (at listing)
  • Dec 2014 ~ 1.65 million placement @ 30 CPS
  • JAN 2015 ~ 220K options issue @ 1 CPS (20c strike)
  • FEB 2015 ~ 3.1 million Placement @ 30 CPS
  • APR 2015 ~ 1.3 million SPP @ 30 CPS & 10K of options (20c strike)
  • DEC 2015 ~ 7.8 million Placement @ 26 CPS
  • MAY 2016 ~ 4.5 million Placement @ 24 CPS
They are still burning cash but the burn rate is falling by the month with guidance issued recently expecting break even in 1Q 2017, YPB currently trading at below all the above capital risings, even the options are underwater, i really do like buying in situations like this, getting in below everyone else.

YPB is a tech business providing brand protection and document security at a very low price point per unit, just what the world needs.

In today at 19.5
 
So_Cynical said:
YPB Group flying under the radar, though anyone watching the ASX daily announcements couldn't miss them as they are a very active announcer with new contract wins or orders every 2 weeks or so over the last 10 months.



Money raised via share and option issues.
  • AUG 2014 ~ 3.7 million @ 20 CPS (at listing)
  • Dec 2014 ~ 1.65 million placement @ 30 CPS
  • JAN 2015 ~ 220K options issue @ 1 CPS (20c strike)
  • FEB 2015 ~ 3.1 million Placement @ 30 CPS
  • APR 2015 ~ 1.3 million SPP @ 30 CPS & 10K of options (20c strike)
  • DEC 2015 ~ 7.8 million Placement @ 26 CPS
  • MAY 2016 ~ 4.5 million Placement @ 24 CPS
They are still burning cash but the burn rate is falling by the month with guidance issued recently expecting break even in 1Q 2017, YPB currently trading at below all the above capital risings, even the options are underwater, i really do like buying in situations like this, getting in below everyone else.

YPB is a tech business providing brand protection and document security at a very low price point per unit, just what the world needs.

In today at 19.5
Click to expand...

SC - since you posted the company again raised fund
26/10/2016 $4M PLACEMENT AT 51.5% PREMIUM

What is the secret to raising continuous money without any return? The SI are supposed to be making money but do they with YPB ?
did you buy at 19 cents ?
What is your update on this ?
Oh, yes, the CEO has diluted his holding and with small company like this both Executive Chairman and CEO/MD are pocketing more than $800,000 salary between them per Yahoo finance report.
Thanks
 
Miner said:
SC - since you posted the company again raised fund
26/10/2016 $4M PLACEMENT AT 51.5% PREMIUM

What is the secret to raising continuous money without any return? The SI are supposed to be making money but do they with YPB ?
did you buy at 19 cents ?
What is your update on this ?
Oh, yes, the CEO has diluted his holding and with small company like this both Executive Chairman and CEO/MD are pocketing more than $800,000 salary between them per Yahoo finance report.
Thanks
Click to expand...

These bastards pocketing money is very hard to avoid :frown: the secret to raising continuous money without any return? is to have an end game that is worthy of the extra capital, harder to do if the SP keeps falling, rising revenues help as well as its like a light at the end of the tunnel/cycle, self funding.

YPB should be self funding sometime in 2017, if not the money flow will surely dry up, i did buy at 19 and coincidentally placed another buy order this morning (yesterday now) at 15, just to top up the original and lower my average price a little, i like having a cheap parcel to keep.

----------------

Update: The Blackmores announcement was positive, this is the kind of client that they need to on board, the Blackmores brand is very valuable and any technology that can protect it and provide end users (customers) with certainty that they are buying a genuine product, well thats gold in a world full of fraud and counterfeits.

Blackmores is just one of maybe 5000 brands that value their name and integrity of product, phenomenal global potential, genuine brand verification via your smart phone...no wonder they have little trouble raising money.
 
So_Cynical said:
These bastards pocketing money is very hard to avoid :frown: the secret to raising continuous money without any return? is to have an end game that is worthy of the extra capital, harder to do if the SP keeps falling, rising revenues help as well as its like a light at the end of the tunnel/cycle, self funding.

YPB should be self funding sometime in 2017, if not the money flow will surely dry up, i did buy at 19 and coincidentally placed another buy order this morning (yesterday now) at 15, just to top up the original and lower my average price a little, i like having a cheap parcel to keep.

----------------

Update: The Blackmores announcement was positive, this is the kind of client that they need to on board, the Blackmores brand is very valuable and any technology that can protect it and provide end users (customers) with certainty that they are buying a genuine product, well thats gold in a world full of fraud and counterfeits.

Blackmores is just one of maybe 5000 brands that value their name and integrity of product, phenomenal global potential, genuine brand verification via your smart phone...no wonder they have little trouble raising money.
Click to expand...

Good stuff mate. You are always a practical fellow without any fluff or BS on your postings.
Thanks a lot.
 
Close above 20c today the first time since mid August, positive news flow keeps coming, new customers and a new MOU, this could be my big winner of 2017 :dunno: really do have a
feeling about this one - intuition meh.
~
 

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So_Cynical said:
i did buy at 19 and coincidentally placed another buy order this morning (yesterday now) at 15, just to top up the original and lower my average price a little, i like having a cheap parcel to keep.
Click to expand...

That 15c order was filled :) thus putting my position into considerable profit with today's SP move up through 23c ~ in 2 minds about profit taking, back in the day i wouldn't hesitate but now my ever expanding tax liability's are a worry, Fkn tax!
 
So_Cynical said:
That 15c order was filled :) thus putting my position into considerable profit with today's SP move up through 23c ~ in 2 minds about profit taking, back in the day i wouldn't hesitate but now my ever expanding tax liability's are a worry, Fkn tax!
Click to expand...

Should of took the money and paid the tax, trading halt today pending announcement of yet another capital raising.
 
I have taken a beating on this one, interesting to see a new substantial holder announcement the other day: Ronald & Rhonda Langley with 8.8% worth a little over a million bucks.

This from the Mercantile Investment company web site.

http://www.mercantileinvestment.com.au/about-us/

Mr. Ronald Langley – BCom (Hons) (Independent Non-Executive Director)
Ron is a non executive director of PICO Holdings, Inc., having retired as executive chairman in 2007 and non executive chairman in 2012. He is a past director of Guinness Peat Group plc, Jungfraubahn Holding AG and Redflex Holdings Limited.

He has been an international value investor for the past 33 years and has held directorships in companies in several countries around the world. After living in the US for 25 years and building 2 substantial businesses, Ron returned to Sydney in 2009 and manages a personal investment fund which includes some unlisted emerging companies.

A true believer.

 
Bit of a pick up, today of all days. Nibbled at 0.051 (and hit my speculative sell).
Closed at 0.047, on 17 mil units heavy volume. (Right-hand volume bar below is for 1.1 mill units)

upload_2017-12-27_21-32-15.png


Impossible to value this company really: marketing themsleves as rights-protection gurus, in China? (and elsewhere - http://www.asx.com.au/mwg-internal/...d=P73ipa34ctA4RrcxW9go9jtoqiROuRFmUaIL8Zuw48g, Pakistan)
Sure the need is there, but I suspect many in the Chinese business community might read YPB's self-promotion and think: "These westeners, they crack me up. Rights protection? Tee hee hee".

But it's a curious ride. I continue to hold most of what parcel I had from a couple of months back, with renewed interest.

Regards,
P
 
YPB Group smashed today after being re-instated to official quotation after being suspended from trading for almost three months. The last traded price on 4 January was 6.2c, but today they announced that they have done a capital raising at 3.5c. Why such a huge discount to the last traded price?

Predictably the shares tanked after the announcement and finished the day at 3.1c, down a massive 50%.
 
And continuing to tank. Closed today at 0.019 (briefly touched low of 0.013, recoverd a bit).
As the notes to AGM record, there's been a lot of shares sold in the last 12 months to sophisticated investors, at 0.035 and above.
https://www.asx.com.au/asxpdf/20180501/pdf/43tpnqvr79n0vg.pdf

I think they're feeling a little more rustic now.

I watch with interest, but glad I'm not holding.
 
So_Cynical said:
YPB - My 2018 disaster, there's one every year..
Click to expand...

YPB recovering today after the company announced that it "has achieved the most significant technical advance in its history - a robust and reliable prototype of smartphone readability of a highly secure anti-counterfeit mark. Smartphone readability is the “holy grail” of the anti-counterfeit industry and was a key reason for YPB’s acquisition of Motif Micro in January 2018"

The announcement goes on to say:
Smartphone readability of a highly secure anti-counterfeit mark with no need for any additional attachment is so highly prized due to the almost unlimited opportunity for universal, mass market application. The ability to protect against counterfeit and offer customers certainty of authenticity and to then use authenticity as a means to trigger seamless, direct customer engagement is highly valuable to brands across the consumer goods spectrum.

YPB’s beta ProtectCode smartphone authentication “app” can reliably scan for and confirm the presence of covert tracer and then confirm digital identity as part of a highly secure two factor authentication process combining the best of physical and digital anti-counterfeit protection.
Click to expand...

It all sounds very exciting but I have no idea about what this means for YPB's bottom line. The market certainly seems to like it. The YPB share price is up 63.16% to 3.1c so far today.
 
greggles said:
It all sounds very exciting but I have no idea about what this means for YPB's bottom line. The market certainly seems to like it. The YPB share price is up 63.16% to 3.1c so far today.
Click to expand...

That's about what i sold it for months ago, not a big deal for those that bought in at over 15c per share.
 

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