Arria Nlg Ords Share Discussion Threads

[kidknocked] 02/6/2022 22:24

Shut up Rackers, you pointless tit.

[drew lonmenob] 02/6/2022 22:10

You're the only idiot here with an axe to grind with all your usernames kid

[kidknocked] 02/6/2022 21:15

Windhill. You clearly have an axe to grind ? What is your problem ? You can tell us, we are all friends here.

[legal alien] 02/6/2022 19:07

How on earth can you make that call re the sales director from that meeting ?

Oh yes .. you found out she’s Sharon Daniels daughter or whatever the link is !

You have a real personal issue it’s pretty sad

[windhill] 02/6/2022 15:45

NYSE is a pipe dream. Just get to break even and list on the ASX. If you really want a US listing you will need new management. Daniels and that sales exec not at the level required.

[kidknocked] 02/6/2022 10:13

Well after a few hours to contemplate what I heard I am incredibly excited about the future of Arria. Doing great business and revenue is going through the roof. Worth the wait re listing.

[legal alien] 02/6/2022 00:27

Disagree but that’s the past

[windhill] 02/6/2022 00:18

No. It's ten years otherwise the AIM listing was not real, and all the aborted other listings with same USPs etc on core Aberdeen technology a tall story. Revenue via acquisition is the reality. It's working now, but took a decade and external inputs to make real on the inflated promise. Saying it took eight years to build and you are going from 0-200 in 3 years is a lie that ill becomes you.

[legal alien] 02/6/2022 00:05

It’s not just 10 years though is it really

10 years building the product … 0-200 in 3 years basically as before then profits were basically zero while the suite was being completed tailored

Get to 200 ARR a lot of doors will open
In my view this proves the tech is highly commercial as one company Dominoes is going to be paying huge

100m bond will go towards building the business , who is to say they don’t bag another QSR ? banking takes off once funded ? sports betting gets going ? They are certainly going to be getting after it

[windhill] 01/6/2022 23:50

To be clear I think it's good that Arria has delivered on its $20M recognized revenue target for year to Sep 30. 22. Also fantastic if they can blow past the operational break even marker in CY23. Still not sure the NYSE makes sense -- seems like a carrot for the new bond issue. Capital sufficiency requirement there can distort list price. They need Goldman advising not Morgan's. Still feels like amateur hour despite lawyers reassuring tones. They need better banking partners if they want to play with the big boys. $200M in ARR end 2023 is an OK but not stellar return on $260M cash in over 10 years. But credit where due. Given that trajectory why not just industry sale? Easy 8X. Job done.

[legal alien] 01/6/2022 23:33

Didn’t actually realise was public until you said so we can discuss

[windhill] 01/6/2022 23:28

Careful sharing those numbers legal. Lol

[windhill] 01/6/2022 23:27

Spend more on a list in Dubai? Their capital efficiency sucks. The basketball guy is good. He should be the CEO. Or EVP of sales.

[windhill] 01/6/2022 23:25

Sure. But a list price of $4 is not going to be achieved within 18 months given another 100M bond issue and sub $100M revenue at the 18 month point. So sure - Arria could get to a $4 list price but the math won't deliver that price for 3-4years -- according to Arrias numbers. You can list in 18 mo the when you are just profitable, at sub$2 or you can wait 3 more years from today and list at $4. Cake. Eat. It. Noobs...

[legal alien] 01/6/2022 23:23

Bottom line they have just outlined a path to 200m ARR by dec 23

In my book that’s hugely impressive

What can they do with another 100m in the bank

[kidknocked] 01/6/2022 23:19

Windhill - I saw exactly the same slides as you did. How do they get to 4 bucks ? By growing a huge and rapidly growing ARR, which they are delivering NOW.

[windhill] 01/6/2022 23:17

Kid - so you need to align your shedule and quanta with the slides I just sat through.

[kidknocked] 01/6/2022 23:16

Legal Alien - you have mail...

[legal alien] 01/6/2022 23:15

What was the alternative Windhill ?

You have all the answers

[windhill] 01/6/2022 23:14

Right. That was my question for the lawyer they had speaking. How will they meet the $4 bar for listing ? but I think by not doing an IPO and going for a PD listing they can avoid the $4 marker. Listing comes in under a market maker who covers the range, with a quata/ratio of total shares the requested and not the price point. But frankly who knows? The Cap table slide was either redacted or a mess. No idea what the cap table or deal structure will be on listing on NYSE given they will be chasing capital sufficency tail and bond holders choice will drive variance. Hard to do any forward viewbof share price in 2 years but having 1.25 as their cellar is indicative.

[kidknocked] 01/6/2022 23:13

Windhill - I have corrected your latest post: Arria will be around 12 months before being listed on the NYSE and should be dual listed on the ASX either at the same time or soon after. Upon listing, shareholders can buy or sell a pre-determined percentage of their holdings with the rest being locked in an escrow for 3 months. In the meantime shareholders can contact Equity Zen, who can trade in the grey market right now.

[windhill] 01/6/2022 23:07

So basically Arria will be 12-18 months before being listed on the NYSE and 6-12 months after that for the ASX and shareholders will be locked in an escrow for 3-6 months. No market for basically 2 -2.5 years when it suits the Board, not when it suits shareholders. In the meantime they need to fund it and there is a bond issue.

[kidknocked] 01/6/2022 23:02

Well Windhill reckons 1.50 bucks on listing. Well, the minimum listing price on the NYSE is 4 bucks. Hey ho, but what would I know.