Arria Nlg Ords Share Discussion Threads

[psychochopper] 04/4/2022 11:36

Drew, I could not let it pass. I think of all the lack of class I see on ADVFN, the incorrect use of “of” in this phrase is one of the most symbolic of the author’s crass ignorance.

It’s like tucking your shirt into your underpants.

[drew lonmenob] 04/4/2022 11:30

'would have thought.....'




legal alien4 Apr '22 - 12:12 - 8107 of 8108
0 0 0
Agreed Kid ... would of thought a broker down under would know what's up



edit .... oops just seen psycho haul you up for the same thing ..

[psychochopper] 04/4/2022 11:29

LA - “would OF thought”. A slip of the keyboard or simple chav-like absence of a decent eduction?

Even the Aussies would wince at that one.

[legal alien] 04/4/2022 11:12

Agreed Kid ... would of thought a broker down under would know what's up

Windhill you dont seem to be making the cut old boy

[kidknocked] 04/4/2022 09:02

Windhill - I thought you were the font of all knowledge on this, so why do you not know what is going on? Most odd

[windhill] 04/4/2022 04:17

Still no Arria on Morgan's IPO schedule, nor on the ASX pre list DD board. Yawn... this thing still happening insiders? April -- so we have missed the March IM release date that Arria lawyer cited in their AGM call a few weeks back.... May order some pizza...

[psychochopper] 01/4/2022 17:54

I doubt it unless there is something compelling in its explanation and outlook, so far unpublished. Without that, it’s relying too much on hope rather than the commercial needs offered by some of the other companies in the ASX that have hyper multiples.

[legal alien] 01/4/2022 17:47

You not going to be a buyer when it lists then Psycho ?

[psychochopper] 01/4/2022 17:34

“Defo”. Exactly how stupid are you to make such poor judgements? It does not bode well for your other calculations.

[legal alien] 01/4/2022 16:40

Kid, dunno how you have put up with these Morons for years !

Will make it all the more sweeter i guess !

Your day in the SUN is coming ......

[drew lonmenob] 01/4/2022 16:33

lol

dear oh dear kiddo. Investing really isnt for you fella.


Give it up

[kidknocked] 01/4/2022 16:10

Shut up Rackers you tit. If there were two c*nts in a room you would be both of them.

[psychochopper] 01/4/2022 15:59

Kid, you appear to have a very thin skin regarding non-positive comments on Arria. So much so it makes me wonder if you were picked on at school for being a cissy. Whatever, you do strike me as being a bit of a piltdown ponse.

Further, if Windhill has “historical bitterness”, then we have covered the full spectrum as my “bitterness221; relates to its future.

[kidknocked] 01/4/2022 15:43

Windhill - each of your posts seems to have some historical bitterness towards Arria. Just my view.

[drew lonmenob] 01/4/2022 14:08

member since feb 2022 and only posted on NLG


yeah thats kid alright

sad clown

[luckyjack] 01/4/2022 13:44

Psychochopper - Currently the Dominos that have signed up are within the franchisee network, so no it would not show on the US-listed Domino’s accounts. That said, the VP of Domino’s Franchise Operations for the Western half of the US gives a glowing video testimonial on the Arria website about how it is being implemented and used in their stores. I doubt he’d be doing that if it wasn’t true.

Windhill - I’m not sure how WTC was the lowest of the examples, it has a 30x sales multiple on a plateauing 18% YoY revenue growth. And yet you’d only assign a 10x multiple to a company exhibiting +100% growth? I’m not sure that’s entirely consistent.

SDR trades at 12x even though it is consistently loss making and it’s sales are declining, worse still whilst they maintain a massive marketing spend.

Judging by the way you examine a company’s balance sheet and income statements I would imagine you will indeed have lots of fun dissecting the IM, much in the same manner an infant enjoys smearing food all over it’s face as it tries to master the use of a spoon.

[drew lonmenob] 01/4/2022 13:38

i dont think hes elsewhere here - we'd sniff that anger out a mile off.

[psychochopper] 01/4/2022 12:11

Perhaps Elcap has reawoken as some other entity? Or is in the dosshouse somewhere?

[drew lonmenob] 31/3/2022 22:03

At least el capital saw the light on this dog. He gave up years ago here.

[dingowatty] 31/3/2022 22:00

Psychochopper - it's confidential because it's not good news. If it was good news they'd be shouting long and loud about it. Best to keep the bad news hidden as long as possible while they push this latest IPO circus.

[windhill] 31/3/2022 21:37

Still not buying the valuation story here. Even the lowest of your ASX examples WTC has revenues of half a billion. Ling term, clear contracts. Top of your list Xero has revenue of $800M. All of your list are profitable. They will get strong multiples because risk is lower. But given that let's still be generous. Let's assume NLG gets to 100M in revenue at some point. If they hold their current cost base they will be profitable at that point. Maybe even as early as 50m in revenue. Then let's give them a 10x multiple. Yay a billion dollar company! But hold on. If I IPO with 75M cash coming in converting to equity at 1.50 my cap table now has 3.68M shares on issue. That gives me a share price of 2.71. In the future. Best case. Crystal Ball. NLG lists at 1.50, due to overhang and fundamentals it drops to sub .50 and trades in that range until revenue gets above 50M and EBITDA goes black. Boy that IM is going to be fun to dissect when it drops. Never say never - even Barnham and Bailey made money for a while. And this circus has the best clowns in town...