HELPING CUSTOMERS FIND THEIR WAY TO THE CASH REGISTER
THE BUSINESS MODEL:
ARway offers an AI-driven spatial computing platform for augmented reality (AR) in indoor spaces allowing for superior wayfinding, exhibition design, and customer experience. Their no-code, no-beacon system enables easy creation of digital navigation and AR experiences across devices walking users through a facility using directions on their phone or AR future headset. Ideal for creators and brands, it features a web studio, SDK, and mobile app.
TALE OF THE TAPE:
- SHARES OUT: 26m
- SHARE $: $0.60
- MARKET CAP: $16m
- 52 WK HIGH: $2.95
- 52 WK LOW: $0.50
- INSIDERS: BUYING
THE MOAT:
Easy to use software already being sold to universities, shopping malls, and car rental companies
THE PROS:
- Technology works right now, using a QR code or an app, to help remove user bottlenecks
- Good wayfinding improves commercial productivity and profitability
- Part of the Nextech3d.AI technology universe that makes 3D modeling faster and easier
THE CONS:
- Investor education a constant need, as Joe Average doesn’t understand the use case
- B2B model allows for easy scale, but we see big potential market in B2C
THE NEWS:
- ARway announces contract with second largest university in Turkey
- ARway enters paid pilot with massive California shopping mall
- Arway deal pipeline jumps 70% in six weeks with $2.5 million potential
WHAT YOU SHOULD KNOW:
- Old school wayfinding is a massive industry that touches every part of life
- The need to digitize wayfinding will mean a massive upgrade to come
- Existing wayfinding industry can up-sell clients selling ARway tools and content
WHY WE’RE IN:
- A year earlier, would have cost 6x more to buy a stock far less developed
- Tech manufacturers piling cash into AR hardware
- Arway already dealing with Apple on Vision Pro content preparation
- Wayfinding in laterst video games, like Starfield, uses same processes as ARway, elading to increaseduser awareness
HOW WE VALUE IT:
- Patents filed will be massive if approved, while fast pace of new contracts suggests next quarterly financials will give the balance sheet a boost. Our $0.90 target blows up if expected returns come in
THE EXIT:
- The patents are a big key here. If they can lock those down and bring a few venues in as clients with millions of eyeballs (think amusement parks, sports facilities, airports), user exposure will sell for them all day
CURRENT PRICE: $0.60
OUR TARGET: $0.90
— Chris Parry
FULL DISCLOSURE: ARway is an Equity.Guru marketing client
