Just some random thoughts on how BCC will fair in growing a...

Just some random thoughts on how BCC will fair in growing a scaled revenue business from here at $20m market cap land.

a lot of discussion on the remaining’moat’ Zoleo has.

i think my first observation is that if you can grow a cost effective business with good service in the telecoms scarce sometimes it doesn’t matter if their are similar or multiple competitive offerings. A good example is Kogan mobile.

a cleaner example though as was a single service product for years before diversification is MyNetFone or MND.ASX. Now changed codes to SYM symbio holidaings. I have tracked them since around 20c snd it’s really just a generic VoIP phone over internet service which is cheap and effective, they cleverly targeted the small business space . Their shareprice 2012 to 2018 did 30 + bags as they scaled revenue (see pic below).

so my observation is in a massive market with a quality offering you don’t need to be the only player to build very successful business. As the many android phone manufacturers demonstrate.

second observation is Zoleos points of difference are still pretty compelling to, for example garmin messenger.

- it’s substantially cheaper
- the message size is substantially larger at 900 characters vs Garmin still limits to 160 characters in the new messenger
- Zoleo is still the only device with dedicated phone no. Garmins new device still rotates numbers among users.

especially for business api users looking for integration and to by at scale a cheaper device with longer messages and dedicated number for each employee seems like an easy pitch to win a good proportion of available business in head to head RFP pitches. The thing to remember is Garmin is so large and Zoleo so small we only need a small portion of their business to be very successful.

a final set of longer term considerations is what features from the new Certus devices Zoleo might in the future wrap into a Zoleo using their IP should iPhone break the messaging dynamic. I can see a future situation in say 5 plus years where iPhone satellite messaging has got a lot better but Zoleo mark 2 or 3 provide personal working hotspots for apps / internet/ documents even teams calls.

anyway just a random summary of thought bubbles to say I think there is still an exceptional bright future here as shareholders the next 2-5 years and hopefully substantial gains to be had, which will start with some of the potential upcoming news flow outlined by others in this thread.