BCC beam communications holdings limited
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Ann: Activities Report and Appendix 4C, page-57

  1. zhanginu
    1,822 Posts.
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    23/08/22
    15:44
    Post #: 63274451
    Enterprise client would be "cream" and no doubt there are trials happening as we speak, but its not priced in.

    That said, the success of Iridium Certus device is not priced in. Nor are any Value Added Services that BCC could use in the Certus device, such as the Zoleo "bread crumb" add-on for $7/month or whatever.

    The success of Zoleo in Europe is not priced in.

    Nor is BCC's share in Zoleo JV.

    Nor the upside from subscription revenue in Australia/NZ.

    Nor any additional monetisation of the Zoleo App / ecosystem.

    Any positive news in any of these "buckets" *should* be positive for the SP (in normal market conditions)



    BCC Price at posting: 25.5¢ Sentiment: None Disclosure: Held
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