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Aeeris Ltd (AER)
Aeeris Ltd is an Australian weather, hazard, and location-based data technology company. Operating primarily through its Early Warning Network (EWN), the company provides real-time alerts and information on severe weather and other hazards to enterprise, government, and consumer clients. Its key services include live tracking and alerting for thunderstorms, hail, bushfires, and floods, delivered via its proprietary platforms and APIs.
Market Cap
A$7M
Shares on Issue
N/A
Price Chart
AI Analysis
As a micro-cap technology firm with a market capitalisation of A$7M, Aeeris's performance is heavily tied to its ability to secure and retain enterprise and government contracts for its Early Warning Network. Recent performance has focused on growing its recurring revenue base from clients in sectors like insurance, mining, and utilities who require critical hazard data for operational safety and risk management. Key metrics for investors are typically customer receipts and operational cash flow, as reported in its quarterly Appendix 4C filings, with the company often operating at or near cash flow breakeven as it invests in platform development and sales.
The growth outlook for Aeeris is underpinned by the increasing frequency and severity of extreme weather events attributed to climate change, which drives demand for sophisticated monitoring and alerting systems. Key catalysts include securing significant, long-term contracts with state government agencies or major national corporations, which would validate its technology and significantly boost revenue. The company's strategic direction involves enhancing its data analytics capabilities, potentially integrating AI for predictive modelling, and expanding its product suite to cover a wider range of environmental hazards, positioning itself as a critical risk management partner.
Bull Case
- • Increasing demand for hazard data driven by climate change provides a strong structural tailwind for Aeeris's core services.
- • Proprietary technology platform (EWN) is scalable and generates high-margin, recurring revenue from sticky enterprise and government clients.
- • Potential for significant re-rating on the announcement of a single large, multi-year government or corporate contract.
Bear Case
- • Competition from larger international weather data providers and free-to-access government services like the Bureau of Meteorology (BoM).
- • Lumpy revenue streams and long sales cycles for enterprise contracts can lead to inconsistent quarterly cash flows.
- • As a micro-cap, the company is speculative and may require future capital raisings to fund growth, potentially diluting existing shareholders.
Recent Announcements
Quarterly Activities/Appendix 4C Cash Flow Report
🚨 Price SensitiveAerogents Limited (ASX: AER) has disclosed in its quarterly cash flow report that it experienced a net increase of $2.5 million, primarily due to strategic investments and operational efficiencl improvements as detailed in Appendix 4C for the
Notification regarding unquoted securities - AER
FAQs
What does AER do?
Aeeris operates the Early Warning Network (EWN), a technology platform that provides real-time data, mapping, and alerts for severe weather and other hazards like bushfires and floods to businesses, government agencies, and the public in Australia.
Is AER a good investment?
AER is a speculative, high-risk investment. The potential opportunity lies in its proprietary technology and the growing demand for climate-related risk data. However, risks include its small size, competition, and reliance on securing major contracts to achieve profitability and scale.
What drives AER's share price?
The share price is primarily driven by contract announcements with significant clients, quarterly cash flow reports (Appendix 4C) indicating a path to profitability, and broader market sentiment towards climate and data technology stocks.
Key Metrics
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