External broker reports(aggregated public sources), Moelis Australia Ltd

MA Moelis Australia

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External broker reports(aggregated public sources)

Moelis Australia Ltd

Equity Bottom-Up

<ul><li>Ending ARR $56.9m (+16% pcp, +1% vs. MA est.) 2Q ARR growth of $2.0m included: $1.4m aviation, $0.6m Omnis, $0.0m Water.</li><li>Aviation delivered a record quarter of ARR sales including 2 new airports and a 3yr contract with a national air navigation service provider for re-designing airspace.</li><li>Ending cash $11.9m (vs. MA est. $10.6m), implies $4.4m burn in 1H (2H22: -$7m). Management reiterated their target for positive EBITDA exit run-rate by Jun'23.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Ending ARR $56.9m (+16% pcp, +1% vs. MA est.) 2Q ARR growth of $2.0m included: $1.4m aviation, $0.6m Omnis, $0.0m Water.Aviation delivered a record quarter of ARR sales including 2 new airports and a 3yr contract with a national air navigation service provider for re-designing airspace.Ending cash $11.9m (vs. MA est. $10.6m), implies $4.4m burn in 1H (2H22: -$7m). Management reiterated their target for positive EBITDA exit run-rate by Jun'23.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Envirosuite Limited - Aviation Flies, While 2H Sales Pipeline Builds for Omnis & Water

EnviroSuite

Envirosuite Limited - Aviation Flies, While 2H Sales Pipeline Builds for Omnis & Water