BCC 9.68% 14.0¢ beam communications holdings limited

Chuxa, I’m sure we’ve had this debate before but management...

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    Chuxa, I’m sure we’ve had this debate before but management don’t control the share price, they control how the company is performing and last year was a record performance so being overly critical seems a bit excessive. Sure there are things that if they had their time again they might make a different decision but no one gets that choice - I’d certainly like to take back an investment decision or two if I can tbut I can’t.

    But by all means reach out and ask your questions - some seem reasonable, especially 4, but I don’t think they can come out with anything now as it will depend on how arbitration plays out. Post arbitration i would certainly expect very detailed clarity on the plans.

    I am as disappointed as others on where the SP is but I always bought in on Zoleo and see the arbitration as a major positive catalyst. Between now and then, tbh nothing really matters and I don’t expect any meaningful move until just before the expected decision and certainly after.

    I have my expectations on how this could play out and the resulting SP impact but again that’s just based on assumptions, scenarios and probabilities. Either way every holder at least needs a view. What’s your view?
    Last edited by Access2020: 27/02/24
 
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