The Brains Trust - 2021, page-325

Hello champions of stock trading. This seems like a nice little backwater thread with some sensible folks on it. Only found it from a JAT search.

so anyway in the interest of adding a v small amount of input have been JAT stalker for a couple of years (since July 19 qtrly smashed $18m).... it’s not a new story

anyway try this for size if you like multibag rerates

BCC.

Existing satellite device business $14m revenue / profable / $5m cash / $20m market cap

Zoleo their new satellite text messenger (ie when you are out of mobile range) rates better and is cheaper than Garmin inreach. Garmin make $1bn a year off these devices and there are 4m in use globally and growing (skiing/ hiking/ fishing / caravanning / remote working H&S etc)

they have sold 34k in 6 months, and haven’t even started in Asia and Europe which will be this year. Their existing business is all OEM manufacturing BUT Zoleo they get the plan revenue creating a multi year river of cash. They should sell 100k units next year which creates $36m ARR plan revenue at lowest $30 a month plan. This multiples each year so can you say $36m / $72m / $108m ARR CASH from mobile plan revenue ON TOP of device sales.

anyway $20m Mc x1 revenue and profitable. I have posted this stuff before and no interest so funny really looking at the pumps that happen but if you want a stable mini blue chip with limited downside and multibag upside das is my personal best recommendation

have an excellent day