BCC 0.00% 16.0¢ beam communications holdings limited

Ann: Dates for First Half FY24 Results & Investor Webinar, page-29

  1. 560 Posts.
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    Beams strengths are the design and manufacture of satellite communication products. They haven’t really shown that sales and marketing are a strength, If they owned 100% of the JV there is no guarantee that Zoleo subscriptions will continue to grow at the same speed. Also competition from other products will ramp up.
    I think that the best outcome for Beam would be to sell the Zoleo JV to a third party and then share the sale proceeds 50/50 with Roadpost.
 
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