BCC 6.25% 15.0¢ beam communications holdings limited

Ann: Beam Investor Presentation - March 2022, page-2

  1. 1,918 Posts.
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    Nice. Sounds like the enterprise/govt trials are multiple and going well. This is the first time I think they have referred to ‘deployments following trials’

    also the M&A activities are getting more focus and ‘looking at businesses that can substantially increase reoccurring revenue”. This type of diversification if it’s quality revenue could cause new investors to be increasingly interested.

    plus seems the SP is pretty supported and resilient at these levels. Back to 40’s soon …

    will be particularly interested to see if they try and manage launch into 5 European countries at one time Woth all individual agreements or just appoint partner/ master distributor to manage europe. I would perhaps prefer the latter if someone with sufficient scale and experience as may make headway quicker.

    However I assume if they manage themselves roadpost are going to direct sales resources 50/50 to jointly support
 
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