Anyone make the AGM ?
Just read the presentation. Did not give me a lot of confidence for the future. Re hashed all the old problems - Competive market, integration problems, keeping & getting good staff etc etc. Not sure the level of risk (high) is in line with future possible returns.
The concern for me is that Beam will not have the capital going forward to be a significant international player. Beam is the growth story for this company and it will become nothing more than a bit player in the global market - eventualy squeezed out and replaced by better options. Best hope for this little telco is to be bought by a big telco. Anyone got Sol's number?
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