BCC beam communications holdings limited

Ann: Beam Quarterly Report - Further Growth in Cash Position, page-44

  1. 1,827 Posts.
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    They showed one line on the JV which would be heavily influenced by lots of noise - there is no useful info that I’ve found on the JV and it’s deliberately confusing.

    The company will be well aware of ARPU, churn, margins, LCV etc. Many of us suspect and a little research suggests that these metrics are VERY attractive compared to the present market cap.

    At the end of the day the SP only will go up when new investors want in or existing investors want more - for that to happen the board need to improve disclosure and sell the story.
 
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