BCC beam communications holdings limited
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Ann: Record Half Year Revenue and More Than Doubling in NPAT, page-36

  1. Roy2U
    1,128 Posts.
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    05/03/22
    16:05
    Post #: 60004712
    "some clarification on how many subscribers are in NA"

    Veecat, we can do a very good estimate of NA subscribers ourselves. We know from Beam that over 40,000 units were shipped prior to June 2021. We also know that just over 2,000 units were in use in ANZ by 31 December 2021. So, allowing for an approximate 6-9 month delay for units to start on a plan after shipping and invoicing, that means that in NA, there should now be around 38,000 units already in use.
    Last edited by Roy2U: 05/03/22
    BCC Price at posting: 35.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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