Arria Nlg Ords Share Discussion Threads

[windhill] 01/6/2022 21:57

The technology is good though. I'd love to know how much cash this group has wasted on getting ready for the ASX. Good engineers, average window dressed SLT. The CFO was good. NYSE a vicious launch pad though, and they hate non USA topcos. Still a work in progress

[kidknocked] 01/6/2022 21:57

But thanks for the opinion. Negative as expected but thanks.

[kidknocked] 01/6/2022 21:55

These figures are marked as confidential. Suggest you delete your previous post.

[windhill] 01/6/2022 21:52

Sep 2022 = $22.6M in recognized revenue.Sep 2023 forecast is for $97.3M in recognized revenue Dec 2023 USD$175M ARR projected.To get to Dec 2023, profitability and the NYSE listing they need just $100M now. (Sigh). They are offering a bond at 1.25 usd at list or 90% of list price. Franked at 10%.They are out of cash Q422 unless they can sell some bonds, or get some options exercised. So this is a sales pitch for the bond.Back of envelope suggests plan will give you a list price of c1.50 USD.New investors - better deals elsewhere.Current shareholders - sorry kids, two more years until you can get your cash out. Better hope for an industry sale.

[kidknocked] 01/6/2022 21:46

Hi Legal Alien. It really is quite staggering. Great stuff.

[legal alien] 01/6/2022 21:43

Hey Kid , yes all stellar in my eyes

Markets dictate listing all I’m concerned about is revenues bookings ARR

I think it’s clear they have commercialised this product those revenue projections are HUGE and it’s going on NOW

[kidknocked] 01/6/2022 21:42

Genuine question windhill - are you more convinced re the future here now ?

[windhill] 01/6/2022 21:39

Just been told she's the CEOs daughter. Now I get it...

[kidknocked] 01/6/2022 21:38

Shut up Rackers, you pointless tit.

[kidknocked] 01/6/2022 21:38

Genuine question windhill - are you more convinced re the future here now ?

[windhill] 01/6/2022 21:36

Could have done without the EVP of sales bit - waffle and what we need are the unit economics.

[kidknocked] 01/6/2022 21:33

Hi Legal Alien. The figures and outlook are simply jaw-dropping. It is right to delay and will be well worth the wait !

[drew lonmenob] 01/6/2022 21:29

What the betting there's a sound problem

[legal alien] 01/6/2022 21:29

How are the fees wasted dual listing ?

Sep 23 monstrous ARR won’t repeat as confidential

Proof will be in pudding but this is off to the races

[windhill] 01/6/2022 20:48

Interesting that NED referred to Morgan's as underwriters. Wonder how much of the book they covered. As predicted - small cap investors not supporting unprofitable zero dividend pitches. Which Arria is. NYSE listing now the plan. There goes another $2M in fees alone...

[windhill] 01/6/2022 20:30

Now. Just been sent the link. Not sure if it works...https://protect-eu.mimecast.com/s/Yd1gCzK7JSMx1OGfX24G5

[kidknocked] 01/6/2022 19:36

You're not invited and not welcome.

[psychochopper] 01/6/2022 18:52

When’s it on?

[windhill] 01/6/2022 18:41

All the shareholders....

[legal alien] 01/6/2022 18:06

Windhill all the shareholders are looking forward to it

Simple answer to your plight … don’t bother watching !!

[kidknocked] 01/6/2022 16:44

Looking forward to the town hall later, good all round progress a given. Go Arria !