Realbotix (OTCPK:XBOT.F) M&A announcement Transcript

Summary of Realbotix Investor Call Company Overview - Company: Realbotix (OTCPK: XBOT.F) - Industry: AI and Robotics Key Points and Arguments 1. Market Performance: Despite positive developments, Realbotix has experienced a poor start to the year in terms of share price amidst volatile market conditions [2][4] 2. Audit Update: The company is making substantial progress on its audit and expects to meet the deadline by the end of the month [3] 3. Transaction Announcement: A recent transaction was announced, which aims to create shareholder value through a reverse takeover of a Nasdaq-listed vehicle [4][8] 4. Separation of Businesses: Realbotix plans to separate its adult product business from its commercial AI hardware business to allow each to focus on its specialty [7][11] 5. Nasdaq Listing Goals: The company aims to list on Nasdaq to access new shareholders and capital without undergoing a dilutive share consolidation [5][6][8] 6. Ownership Structure: Post-transaction, Realbotix will own between 75% and 90% of the new Nasdaq entity, depending on the cash balance at closing [13][16] 7. Valuation: The subsidiary being moved to Nasdaq has been valued at over $100 million, which the company believes is not reflected in the current stock price [16][28] 8. Market Misunderstanding: There is confusion in the market regarding the transaction, which the company believes is beneficial for shareholders [17][24] 9. Future Plans: The company plans to maintain flexibility with the new shares, including options to hold, sell, or distribute shares to existing shareholders [18][19] 10. Production Capacity: Realbotix is working on scaling production to meet demand, with plans to increase capacity significantly by the end of 2027 [51][52] Additional Important Information - Market Position: Realbotix aims to be the first humanoid robot company listed on Nasdaq, which could enhance its visibility and access to institutional investors [17][23] - No Inherited Debt: The deal structure ensures that Realbotix will not inherit any debt or toxic issues from Onco, the company it is merging with [39][40] - Production Challenges: The biggest bottleneck currently is production capacity, with high demand for robots but limited ability to deliver [49][52] - Marketing Strategy: The company plans to enhance its marketing efforts to better communicate its value proposition and product offerings [35] - Future Milestones: Key milestones include increasing production, securing marquee clients, and enhancing brand visibility [29][30] This summary captures the essential points discussed during the investor call, highlighting the company's strategic direction, market challenges, and future opportunities.