BCC beam communications holdings limited

Ann: Quarterly Sales Up 52% with Beam to Post Improved H1 Results, page-40

  1. 7,307 Posts.
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    I don't know enough about the financials of this company to predict when they will be cash flow positive. But it must be said that they are in a very enviable situation if they have booming numbers of orders, and are scaling up production as fast as possible. Better to be in that position than have slow growth of sales and perhaps be slightly profitable. It reminds me of a UK company years ago, Linn-Sondek, that made vinyl record turntables and started selling them for 50 quid ($100). They were soon swamped with orders after some excellent reviews, and then decided to double their prices periodically to see what would happen. The demand just continued and the turntables ended up costing thousands, with hi-fi buffs happy to pay. I saw one last year in Sydney priced at ~$35,000. Perhaps BCC should do the same now with Zoleo (increase prices). Anyhow, I forgot to mention in my last post that BCC seem to have filled outstanding orders up until Q1 FY22 (July 2021), so there is a ~6 month lag between orders and shipping them. I hope they don't let this extend any further.

    All IMHO, DYOR
 
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12.0¢
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