BCC 3.13% 16.5¢ beam communications holdings limited

Ann: Record FY2022 Revenue with Growth to Accelerate in FY2023, page-10

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    Afternoon All, really positive report, am surprised by the market reception. It is somewhat interesting as well that Apple have reared its ugly head, again (as the same rumours did with the last years iPhone 13), with the impending launch event of the Apple iPhone 14 which apparently having the satellite connectivity capability.

    Overall, though we'll need to let that dust settle (the iPhone one) as I have a feeling that the annual report's very positive metrics were not received appropriately.

    My key concern is around the JV transparency, as it still being reported quite poorly. If we had greater transparency it would have been a much larger contributor to BCC's SP.
 
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