AGBA CEO and Group President Explains the AGBA/Triller Merger
Summary
TLDR本视频脚本讲述了一家金融科技公司与社交媒体巨头Triller的合并过程。公司已投资超过2亿美元研发金融科技,寻求扩展机会。在过去18个月中,他们探讨了全球10个不同的交易,最终在3月与Triller达成合作。合并后,公司估值约40亿美元,现有股东将拥有合并后公司20%的股份。合并将带来显著的股东价值增长,公司计划在未来12至24个月内扩大规模、提供最佳客户服务,并积极寻求并购及合作伙伴机会。预计交易将在6月底完成,届时将推出新的Twitter应用程序和平台,并迁至洛杉矶作为新总部。
Takeaways
- 🚀 公司决定公开上市,这是战略驱动的关键因素,公司在金融科技领域投入超过2亿美元,拥有先进的技术。
- 🔍 过去18个月,公司在全球范围内进行了至少10次不同的交易,其中一半在北美,寻求技术扩张的机会。
- 🔗 与Chil的合并机会在3月初出现,公司认为Triller面临一代人中最好的机会之一,因此抓住了这个机会。
- 💰 Triller在最近一轮的私募融资中筹集了超过30亿美元,这是机构投资者对其价值的认可。
- 📈 公司在准备直接上市的过程中,第三方评估公司的价值约为35亿至36亿美元。
- 📊 公司估值最终确定为40亿美元,这是通过综合考虑Triller内部的业务和交易兼容性得出的。
- 🤝 经过谈判,确定合并后,现有Agba股东将拥有合并公司20%的股份,而Twitter股东将拥有80%。
- 📉 交易预计将在4月18日公布,对Agba的股价和现有股东意味着什么,公司网站有详细的分析和影响评估。
- 💡 Triller目前处于非常有利的位置,面临前所未有的机会,公司准备利用这次机会提升到新的水平。
- 🛠️ 合并后,Agba将带来三个主要贡献:业务扩展的能力、盈利计划以及并购和合作伙伴关系的专业知识。
- 🌐 合并后,公司将重新定位并迁移到洛杉矶,预计在未来几个月内完成。
Q & A
为什么公司决定与Triller合并?
-公司认为与Triller合并是一个战略性的决策,可以扩展他们在过去3到5年中投资超过2亿美元建立的金融科技。他们认为这是与领先的社交媒体公司合作,利用双方的技术创造巨大价值的机会。
合并的估值是如何确定的?
-合并的估值大约为40亿美元。这个数字是基于Triller最近一轮私募融资估值超过300亿美元,以及第三方评估公司对Triller的深入评估得出的估值约35亿到36亿美元。
合并后,Agba股东将拥有多少股份?
-合并后,现有的Agba股东将拥有合并公司20%的股份。
合并对Agba现有股东意味着什么?
-合并意味着Agba现有股东将拥有合并后公司的股份,根据Agba发布的分析,Agba的每股价值约为111美元。
合并后公司的总部将设在哪里?
-合并后,公司将重新命名为Twitter,并将总部搬迁到洛杉矶。
合并后公司的主要目标是什么?
-合并后公司的主要目标是打造世界上最好的社交媒体产品,提供最佳的用户体验,并且在机会出现时积极进行并购和合作。
合并后,公司的团队将如何变化?
-合并后,公司将有新的团队加入,包括董事会层面和公司层面,以使Twitter成为领先的公司。
合并预计何时完成?
-合并已经获得双方股东的批准,目前正在等待SEC和纳斯达克的批准,预计最快将在6月底完成。
合并后,公司将如何处理现有的诉讼问题?
-公司已经采取积极措施解决所有诉讼问题,并预计在接下来的一个半月到两个月内解决几乎所有诉讼。
合并后公司的主要挑战是什么?
-合并后公司的主要挑战是提供最好的平台给创作者,吸引用户,并实现盈利。公司相信通过提供优秀的团队、资本和创意,可以克服这些挑战。
合并后,公司在社交媒体领域的目标是什么?
-合并后,公司的目标是在12到18个月内将Twitter打造成世界级的社交媒体公司,通过扩大规模、提供最佳客户服务,并在机会出现时进行并购和合作。
Outlines
🚀 公司上市与战略发展
本段主要讲述了公司决定上市后的战略思考,包括如何利用过去几年在金融科技和金融服务领域投资超过2亿美元所积累的技术。公司在过去18个月中进行了不少于10次的全球交易,其中一半在北美。特别提到了与Chil的合并机会,这是在3月初意识到的一个千载难逢的商业机会。公司认为与领先的社交媒体公司合作是一个扩大技术应用的好机会,因此抓住了这个机会。
🤝 合并交易与估值
这一段讨论了合并交易的细节,包括与Twitter的合并谈判,以及如何确定合并后的公司估值。提到了TR在最近一轮的私人资本筹集中筹集了超过30亿美元,以及第三方对公司的估值约为3.5至3.6亿美元。合并后,现有Agba股东将拥有合并公司20%的股份,而Twitter股东将拥有80%。此外,还提到了合并对Agba股价的影响,以及公司估值约为40亿美元。
🌟 技术和业务扩展
本段强调了Agba在合并中带来的价值,包括团队的业务扩展能力、盈利模式以及并购和合作伙伴关系的能力。提到了Agba团队在将业务从小规模扩展到大规模方面的经验,以及如何通过资本和创意的结合来吸引人才和资本。此外,还提到了Agba在金融服务领域的专业知识,以及如何利用这些知识来推动Twitter的发展。
🏢 新总部与未来发展
这一段讨论了合并后公司的未来发展计划,包括将总部迁至洛杉矶,以及对Twitter平台和应用程序的改进。提到了合并后公司的首要目标是打造世界上最好的社交媒体产品,并提供最佳的用户体验。还提到了合并后公司的资本状况,以及对未来的展望,包括扩大团队、解决诉讼问题,并利用新工具为全球创作者提供服务。
🛠️ 创新工具与市场机会
最后一段强调了为创作者提供创新工具的重要性,以及这如何吸引用户并推动公司增长。提到了TR在2000年代初如何一夜之间成为7个国家的顶级应用,以及公司现在如何利用其知名度和新工具来推动增长。还讨论了公司在人才招聘方面的积极态度,以及如何通过解决诉讼问题来为未来的增长铺平道路。
Mindmap
Keywords
💡纳斯达克上市
💡金融科技
💡合并
💡社交媒体公司
💡估值
💡股东
💡直接上市
💡规模化
💡盈利模式
💡人工智能
💡执行计划
💡洛杉矶
Highlights
公司决定在纳斯达克公开上市,这是战略上的重要驱动因素。
过去3-5年在金融科技和金融服务上投资超过2亿美元,拥有尖端技术。
过去18个月进行了至少10笔全球交易,其中一半在北美。
3月初与Triller的合并机会出现,是千载难逢的商业机会。
与Twitter的合并讨论始于3月,旨在创造股东价值。
Triller在上一轮私募融资中筹集了超过30亿美元。
Triller的第三方估值约为35-36亿美元。
合并后,Agba股东将拥有合并公司20%的股份。
Agba的现有股东将拥有合并公司80%的股份。
合并交易预计将在4月18日进行。
Agba的股价目前估值约为每股111美元。
Triller目前拥有超过3亿用户基础。
Agba计划通过合并提高Twitter的盈利能力。
合并后,公司将积极寻求收购和合作伙伴机会。
Agba和Triller在AI和推荐算法方面具有协同效应。
合并后的公司估值为40亿美元,预计在未来几年内将大幅增长。
合并后,公司将重新定位并搬迁到洛杉矶。
Twitter的新平台和应用程序正在开发中,预计将彻底改变社交媒体视频业务。
合并已经得到双方股东的批准,目前正在等待SEC和纳斯达克的批准。
合并预计将在6月底前完成。
合并后,Twitter将成为全球领先的社交媒体公司之一。
合并后,公司将专注于为创作者提供最好的工具和平台。
Transcripts
[Music]
ever since our decisions to go public
full disp on nasda is a very important
uh strategic driver of our thinking is
what do we do with all the technology we
have built in financial technology and
financial services over last 3 four five
years we have invested over $200 million
in it we believe we have some of the
state of the art technology in financial
services we always been looking for a
way to expand it so over the course of
last 18 months we must have no less than
10 different transactions around the
world about half of them are in North
America and this opportunity of
combining with chil really just happened
in early part of March when we realize
triller is faced with one of I would say
best opportunity % in the generations in
business so we grab on opportunity I
jump on the flight and I talk to the
principal at at Twitter and the idea of
us combining make sense to them that's
how we came together because to us
creating sh of value is our
responsibility so we we won't say no to
any sensible opportunity and in this one
is an opportunity for us to work with a
leading social media company with our
technology and with the technology
combined who can say no to that it's a
great opportunity for
us violations of a social media
companies always difficult and in this
case we are somewhat more unfortunate
number one uh trly did the last round of
pivate round Capital raising just about
12 13 months ago as over $3 billion okay
that's real cash going to the company
has real violations been violated by
institutional investors at over three
billion so that's one data point we have
and second data point we had was we
fortunate enough the company was on its
path to go direct listing and as a
process of that actually got a third
party violation company to do a in depth
violations of a company came up to a
violation about 3.5 3.6 SP and combined
with some of the trading compatible we
look at what they have inside
each one of the four business we feel
very comfortable about the company
should be V about $4 billion so that's
how we came up to it the $4
billion it's very difficult to arrive at
a violation of social media company we
fortunate we uh have concluded a fair
violations of of of of TR is around $
3.54 billion dollar and we also s
at the beginning of the merg discussions
with chill principal what percentage of
relative value we agba the management
our shareholder our technology our
people will contribute to the compin
entity we think we contribute at least
one3 and through a process of
negotiation and they're very good
negotiator we Hackle and and we
concluded at 20% of the combined company
will be owned by agba shareholder that's
how we come to a come to 20% owned by
existing agba shareholder 80% owned by
existing uh Twitter
[Music]
shareholder we are loun transactions on
April
18 I think we got admitted a lot of
questions on this particular subject
about what this will mean to agba share
price what this will means to agba exist
shareholder and we came up with a a past
release a presentations and an analyst
that laid out what that means to the
share price of agba today okay I cannot
remember exact number I think it's wrong
about it value our company agba today as
around $111 per shares and please refer
to our website we have a very elaborate
uh an analyst on the impact on our share
price and I I remember public on April
20 or
[Music]
21st I think TR is in a very fortunate
position today and been presented to
them a once in a generation opportunity
completely unprecedented it lands on
their laps and the last time it happened
to them was in in year
2020 when the company was not prepared
for it but even when they were
unprepared overnight they became number
one apps over 70 countries around the
world okay and this time the apps is
ready the technology ready the financial
is ready we help them a great deal in
getting into next level of Readiness and
if you think about what agba bring to
the table in this combinations is really
three friends number
one our team and our company have very
good child workout in scaling business
from small medium siiz to Giant we done
that in many
jurisdictions my chairman Bob Diamond
used to want one of the largest spank in
the world so it go without speaking he
know how to scale so number one our
contribution is scaling in the business
they have a good base of business of
over 300 million customer at this moment
user at this moment I think we can we
have a long way to go and scale it up to
that's number one number two is uh how
do we make money okay and I read in many
articles that uh uh uh Tik Tok in United
States still losing money and is it my
believe no Enterprise can survive in in
the long run more than 5 years without
making money and we have a very specific
plan about how to turn around and
operation like this how to make money uh
out of Enterprise out of social media
Enterprise like like like like twiter
okay and we're very confident of that
and it really require three things
coming together number one people I
think we have a very good team of TR and
we have a lot of people coming to join
us at the same time as well and number
two capital and I'm fortunate to enough
uh to say at this moment and we have now
a lot of capital chasing us in investing
in Twitter especially after the mergers
and number three ideas and the three
kind of L together if you have a lot of
good people a lot of capital A lot of
good idea comes up you have a lot of
good ideas you attract a lot of capital
attract a lot of people so I think we
gradually in the last couple of weeks
really working ourself into a perfect
convergence of capital people and ideas
so number one we we think we know how to
scale up number two we know how to
monize it and number three
and and it's no secret Bob diamond and I
are lifelong Financial Services
uh specialist so if the one thing we
know how to do this merg and
Acquisitions as well as partnership so
if there are certain opportunity arrives
for us to acquire or in partner I think
we are where well tools we well
positioned to capture that
[Music]
opportunities it's actually incredible
complimentary we not get enough to work
with our colleagues since March 18 uh at
triller because at the core of a social
media company as well as a core of a
financial service company is really
recommendations in the in the world of
social media we all know what that mean
in the world of financial services is
how to pick and choose the best advice
and the best product for customers
nevertheless the the two under ning AI
fundamental all based on recommendations
there's a lot of synergy between what
they do and what we do and and and we're
going to have a lot of fun we're going
to have a lot of synergy especially in
AI especially in
recommendations a logorithm going
forward we well optimistic about
[Music]
it we expect very significant impact in
shareholder value uh in this merges I
think the $4 billion doll combined
valuation is really just barely
scratching the service is really just at
the beginning of of what we and resar
will be able to to do and will be able
to create in the next 12 18 24 months we
have a very jumpack very ambitious
executions program in taking where trt
just today to be a world class one of
its kind social media company again as I
said early on I think we're going to see
us do three things very proactively
number one scaling it up number two
we're going to provide the best customer
service to our user and number three
when opportunity arise we're going to be
very active in mer acquisition as well
as partnership so we have a very
ambitious program of executions in next
12 18 months we're going to be spending
a lot of time not only in Los Angeles
but across the country and around the
world and in building a great team and
we are very excited about it we barely
just scratching the surface with what we
have in Twitter at this
point I think first FR first I think our
number one our number one number one
number one objective our number one
priority is to build the best prod in
social media in the world and number two
we want to provide the best user
experience across the whole spectrum of
user from Creator from vendor from brand
to end user if we can get this two Done
Right iend monetizations the weapon you
will come very
easily as a part of this merges the
entire company will be
redami as well as relocated to
losangeles and we very excited about it
and we have a big team that going around
Los Angeles uh looking for a campus for
us and that should be sufficient to uh
have about thousands of our colleague uh
happily living there for the next five
six seven years so Los Angeles will be
our new home within next two
months I think what we have in T at the
moment is fantastic and the next
Generations of the platform the apps of
Twitter do has long been underway under
development is likely going to
revolutionize the social media video
business the opportunity we now face in
tril is really a fantastic combinations
of three things that is important to
business number one people number two
capital and number three ideas in the
last four weeks I've been fortunate
enough to work with our colleague in
trer I genuinely see this is what we
have number one we have a fantastic Port
we have a fantastic platform and our
team is great and then there more great
people are going to join us both at the
board level as well as in the company
level to make Twitter a a leading
company within the next 9 12 months so
people part I think we are in very very
good shape we are very excited about
Capital um I'm fortunate enough to
report that um in the last four weeks
and we have been chased by Capital who
want to invest in us because a lot of
people believe in what we face is an
unprecedented one-time opportunity and
number three
ideas ah we have ideas that fill up
containers at this moment and the free
combin the idea the people the capital
is going to make this a wonderful
company we don't expect any changes
except especially in the board we are
going to have some very important people
joining our board at the time of closing
we're very excited about but as I said
um we have a great team in TR at this
moment and since we are ler trans
sessions uh on April 18th we have a lot
of people who approach us who want to
join our team as well so we are very
excited about what we have uh today and
we even more excited what we will have
in a few months down the
[Music]
road the transaction has already been
approved by shareholder on both side so
now it really dependent on we're just
waiting for a from um the SEC as well as
nasda the transaction pretty straight
forward I think it will be done on a
expeditious Manner and hopefully we
should have a conclusions by the end of
June I'm just
[Music]
guessing we just want to make sure we
provide the best product to all our
customer around the world once you do
that once you do that we have a great
team everything else follow very
easily once it's
finalized you're going to see the new
Twitter app the new Twitter platform the
new Twitter campus okay and we cannot be
more excited about it it is is it's
going to be fantastic
we are certainly on an aggressive
highing mod okay again as I said earlier
on and as I said TR we now face with a
unprecedented uh opportunity in front of
them and the only constraint is really
the people we have and we cannot hire
enough people
[Music]
ever since we anoun the transactions on
April 18 and we have taken a proactive
approach in uh sorting out in resolving
all of the litigations and I'm happy to
report we making excellent progress and
we expect almost all the litigations
will be handled within the next month
and a half or two months
the biggest opportunity for us is an
opportunity to create a new tools for
Creator around the world once you get
that fix once you provide the best tools
the best platform for Creator the user
will
come the user will come it been proven
in year 2000s
overnight without any marketing budget
TR became number one app in 7 countries
they were not even worthy at the time
this time we
worthy so think about what we can do now
that we worthy so this is a great
opportunity for us once we get that fix
once we get that bill how we can you
know
e-commerce sell content for them that
easy the hardest part is make sure we
provide the best platform for
Creator and the recommendation are logm
to be honest is not that
hard you know we we we we have I think
we about 60 maybe 65% as good as Tik
Tok understand the next 35 40% will be
very
hard um we have a lot of people who want
to join
us we have a lot of very very good
people waiting to join us so I think we
will get there
[Music]
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