How does this Q&A work:
This company invites all interested, both current investors and potential investors to participate in this event, ask questions directly on this page before the event starts and upvote those questions you would like addressed.
The company will address as many questions as possible, and focus on those questions most wanted by investors.
Speakers at this event:
Q4 and Annual report 2022 Q&A
Description
Risk Intelligence A/S invites all interested parties, shareholders and potential investors to participate in this event starting the 23rd of march at 14:00. The CEO and CFO of Risk Intelligence A/S will present the 2022 Annual report in a live webcast followed by a Q&A session. You can sign up for the event on this page as well as submit questions already today. In lack of time the company will answer chosen questions and therefor you can “upvote” those questions you find especially interesting.
Transcript
8 Questions
March 13, 2023
In the 2025 strategy you expect 30% growth on average and a target of 50 DKKm in 2025. If I calculate a 30% average growth on your current revenue numbers of 17,7 DKKm in 2022 I get around 38-39 DKKm. So can you explain these targets of 30% growth per year and 50 DKKm in 2025 a bit further?
March 13, 2023
At your latest AGM you got the ability to increase the number of shares by up to 10 million new shares. Currently I view this is a risk of significant dilution. Can you provide some insight into how much of this you plan to use in the nearest future or how big a cash injection you would look for?
March 13, 2023
Between 2018 and 2022 the median ARR growth has been around 15% and only 2020 saw an ARR growth above with 25%. In the 2025 strategy you now expect on average 30% ARR and revenue growth. What has changed sine you expect to be able to reach these growth numbers now?
March 13, 2023
LandRisk is the product with the highest TAM and expected LTV/CAC and a product you have been working and talking a lot about the past years. But in the latest 2025 strategy update it felt like you were gonna shift a lot of focus back to the maritime business and not prioritize LandRisk as much going forward, what is the reasoning behind this, when you are beggining to see the first commercial traction?
March 13, 2023
You recently made partnerships with Geollect and MedAire. Can you put some more word on these partnerships. What is the expected financial outcome of them and what is the timeline before you begin to see revenue from the partnerships. Will Geollect and MedAire act as resellers of the Risk Intelligence systems?
March 23, 2023
In your 2025 Strategy you mentions that you will expand by the use of partners. Tell us about concrete initiatives in the area, how many partners? In which parts of the world? in which different markets? With your various Risk products? And can you explain the content of the agreements with the partners?
March 22, 2023
When inflation rises some statistics and theories show that the demand for stolen goods rises, which could make theft and crimes go up. Does this create a macro environment where your product offerings become more attractive? How do you work strategically with the changing macro environment?
March 13, 2023
You have previously stated that LandRisk ARR will amount to around 425 DKKt. With the new contract with DSV and the finalizing of the DHL contract, can you give some insight into wether these expected numbers apply to these contracts as well or if these first clients are getting some kind of early discount?