The Core Story: ARway.AI (ARWY.C) turns consumer navigation into a video game

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