Agereh Technologies (TSXV: AUTO | OTCQB: CRBAF) is emerging as an extremely high conviction opportunity within rapidly developing markets including aviation, logistics, cargo tracking, and AI-based operational intelligence. Movement of all types (people, goods, and information) is increasing to record-high levels and Agereh sits squarely in the middle of these enormous trends in multi-billion dollar markets with proprietary, patent-pending technologies that are ready for large-scale application in the real world.
About the Company
Agereh Technologies is a developer of AI-based hardware and software solutions that provide real-time tracking, visibility and decision-making for airports, logistics centers, cargo carriers and other enterprise customers. Agereh’s products include a suite of indoor location systems, global cellular cargo trackers, overhead passenger-flow counters, and predictive lead generation tools.
Why this Matters Today
Commercial air travel has fully recovered, cargo shipping continues to compound, and stadium/event attendance is at record levels. As the global rate of movement increases, so too do the demands placed upon those who operate at this level to increase their productivity, lower delays and achieve improved visibility into their operations. Agereh’s solution is precisely what each of these areas needs today.
Market Opportunity
Primary Markets
- Aviation/Airports — passenger traffic has reached new highs; there are more than 44,000 daily flights in the United States.
- Logistics/Cargo — global air cargo market valued at $140.9 billion and expected to grow to $216 billion by 2032.
- E-commerce/Parcels — estimated 22.37 billion packages were shipped in the United States alone last year, on pace to reach 30 billion by 2030.
- Stadiums/Conventions — NFL/FIFA/F1/Concerts/etc., have all set records recently.
Larger Trends
- Global movement is accelerating across all industries.
- Those who operate in these markets need to automate, track with precision, and be able to view real-time data regarding their operations.
- Adoption of AI is exploding in transportation/logistics and enterprise.
- Delays and misplaced shipments can now have huge financial implications.
Products & Solutions
Product 1 — MapNTrack (Indoor Location Systems)
- What it does: Indoor asset tracking with ~50ft accuracy using Wi-Fi-assisted cellular.
- Why it is needed: Time and money are lost by airports and logistics facilities when they cannot find their equipment.
- Primary Market: Aviation, warehouses, maintenance crews, campus-based enterprises.
Product 2 — HeadCounter (Passenger Counting / Heat Detection)
- What it does: Individuals passing beneath are counted and direction of passage detected. Also provides a temperature reading.
- Why it is needed: Aviation, stadiums and event venues must manage congestion, safety and throughput.
- Primary Market: Airport terminals, stadiums, border crossings, conferences.
Product 3 — CellTrackerTag (Global Cargo Tracking)
- What it does: Tracks cargo containers (ULDs) worldwide via cellular networks. Battery life can be up to five years without needing to be read by an external reader.
- Why it is needed: Airlines and freight operators lose millions annually due to misplaced cargo containers.
- Primary Market: Air cargo, freight carriers, logistics providers.
Product 4 — UltraLead (Predictive Lead Generation)
- What it does: Predictive credit modeling powered by artificial intelligence to pre-qualify customers and accelerate financing decisions for automotive retailers, directly integrated into dealer CRM systems.
- Why it is needed: Dealerships currently experience delayed credit checks, low conversion rates and heavy manual workload using their CRM systems.
- Primary Market: Automotive retail, CRM platforms.
Revenue Model & Scale Potential
Agereh Technologies uses a SaaS-based business model on top of proprietary hardware. The recurring revenue generated by each product includes:
- Software subscription monthly/annually
- Ongoing device activation, connectivity, and tracking fees
- Data analytics and monitoring dashboard services
The hardware allows rapid deployment; however, the long-term value lies in the recurring AI-based analytics and multi-year contracts as adoption grows across airports, logistics facilities and enterprise clients, thereby providing ample opportunity for significant scale expansion.
Momentum Indicators
Agereh Technologies enjoys a unique combination of patented technologies across three separate markets including indoor tracking, passenger flow analytics, and global cargo tracking along with significant demand drivers as aviation, cargo, e-commerce, and global events trend upward at the same time. Agereh also possesses a unique technological moat as few competitors possess Agereh’s long battery life, global cellular connectivity, and AI-driven analytics in one single integrated system. Additionally, the SaaS and analytics layers atop hardware deployments provide recurring revenue and demonstrate clear market fit by directly addressing real-world operational challenges for airports, logistics facilities, and high-density venues.
Bull Case Overview
- Multiple markets that are among the fastest-growing in the world (aviation, cargo, e-commerce, and events).
- Proprietary, patent-pending technologies with well-defined and actionable real-world applications.
- Recurring SaaS-based revenue model with significant scale and attractive operating leverage.
- Experienced management team in the areas of technology, telecommunications, and commercialization.
- Agereh Technologies’ technology suite is aligned with the shift to data-driven operational intelligence.
Executive Leadership Overview
Agereh’s success will rely heavily upon its leadership team, which consists of a relatively small group of highly-experienced executives. CEO Ken Brizel has extensive experience in commercializing technology companies. Mike Plotnikoff and Jim Plumptre bring many years of experience in telecommunications, infrastructure, and international operations. Financial guidance is provided by Joanna Hampton, a seasoned accountant with experience in corporate governance and strategic planning, and Rosy Amlani, who has previously worked in government commercialization and has overseen more than $200M in economic development initiatives. Together, this group of executives have created a foundation for Agereh to successfully navigate and take advantage of the significant growth opportunities in the various sectors that Agereh Technologies is active in.
Conclusion — Why this could be an emerging technology high conviction story
Agereh Technologies is positioned uniquely between AI, transportation, logistics, and operational intelligence. The world is moving like never before, and all airports, cargo hubs, and event venues are under increasing pressure to modernize and obtain real-time visibility into people and their assets. With multiple proprietary products, a first-to-market SaaS-based model, and strong macroeconomic tailwinds behind them, Agereh offers an exciting emerging technology story with considerable 10x upside potential if they execute and generate momentum in the coming months.
Marc has been involved in the Stock Market Media Industry for the last +5 years. After obtaining a college degree in engineering in France, he moved to Canada, where he created Money,eh?, a personal finance website.
