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.). 1H23 ARR growth of $3.9m included: $2.5m Aviation, $1.3m Omnis, $0.1m Water.</li><li>Aviation delivered a record half of ARR sales (+14% vs pcp) including a 3yr contract with a national air navigation service provider for re-designing airspace.</li><li>Achieved adjusted EBITDA positive run-rate in the months of Nov &amp; Dec'22.</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.). 1H23 ARR growth of $3.9m included: $2.5m Aviation, $1.3m Omnis, $0.1m Water.Aviation delivered a record half of ARR sales (+14% vs pcp) including a 3yr contract with a national air navigation service provider for re-designing airspace.Achieved adjusted EBITDA positive run-rate in the months of Nov &amp; Dec'22.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 - Strong 2H Pipeline Provides Path to FCF Positive Run-Rate by Dec'23

EnviroSuite

Envirosuite Limited - Strong 2H Pipeline Provides Path to FCF Positive Run-Rate by Dec'23