BCC beam communications holdings limited

Ann: Webinar Investor Presentation, page-11

  1. 1,829 Posts.
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    Totally agree. They’ve done a bit of capex and can really sweat the assets to milk some nice cashflow if they want - but I’m not sure they do. There are a few things they want to do before that.

    Personally I think Beam is caught between wanting to be a growth / SaaS type stock while the market looks at it like a value stock. Until Zoleo really kicks into gear I think it stays in the value stage - certainly not the worst thing when interest rates are high.
 
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