BCC beam communications holdings limited

There's no downramping here, I've gone back to the company...

  1. 7,305 Posts.
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    There's no downramping here, I've gone back to the company announcements and checked to see how many ZOLEO units they forecast they would ship and invoice, and compared with how many they actually shipped. For each of the last 3 quarterlies (FY22 Q3, Q4, FY23 Q1), it looks to me that they've shipped substantially fewer ZOLEOs (~37,000) than forecast (~77,000) (see post # 64402626). I'm more than happy to discuss the numbers if you want. I have a problem with that shortfall, because its clear they have repeatedly missed their own guidance to the market and to shareholders. Who knows what numbers they plan to ship from now on ? It appears as though they are doing a steady 10,000-15,000 per quarter, and perhaps that's enough to meet their revised growth targets. On that trajectory, I think it will be a very slow ramp-up to useful positive cash flows. I've mentioned many times here that I think ZOLEO is a fabulous product, but if it isn't making money for them and the share price stagnates, BCC won't attract the new investors it so badly needs to improve trading liquidity.

    All IMHO, DYOR
 
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Last
13.0¢
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Mkt cap ! $11.23M
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Last trade - 10.06am 17/06/2025 (20 minute delay) ?
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