Ann: Record Half Year Revenue and More Than Doubling in NPAT, page-35

First 35 Last

Share
Profile

Follow
dbd25

7,307 Posts.

2878

05/03/22

10:45

Post #: 60000592
Share

Originally posted by Access2020: ↑

Actually DD, we are most of the through the ‘hard part’ and we have and will continue to inflect. The company simply cannot satisfy all the Zoleo orders which is why all the announcements say x units will be delivered in (insert future period).

This means that stock orders are near capacity and all those associated costs/capital/expenses are somewhat capped near the present run rate or near it - this excludes the investment in the new Zoleo and the accelerated global roll out, which will come over the next 12 months or so.

But subscriber airtime earnings will be substantial and will more than offset this. We will see our EBITDA margin keep increasing each period from here.

In other words, our profit margin will expand as our sales rise. It’s a very exciting time.

Beam have even guided to this in the announcement (See above) and is the whole reason why we are all here on the ground floor.

Over the coming quarters there will be lots of new people in this HC forum as this stock gets ‘discovered’

Expand

Thanks for the detailed explanation. Just to clarify - are you saying that you think the ZOLEO production rate is running at maximum capacity at the company, meaning that the production costs are not being allowed to run too far ahead ? That would sound very sensible to me - a fast growth trajectory, but nonetheless a controlled one.

All IMHO, DYOR

BCC Price at posting: 35.0¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

SFX

Sheffield Resources spruiks 'pleasing' maiden MRE at South Atlantic Project

ASX Market Close: Middle East War rattles investors | June 23, 2025

Markets were expecting Trump to bomb Iran. It's just another new normal

Uranium ignites: Is this the start of a supercycle?

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

First 35 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 14.0¢		Change 0.000(0.00%)		Mkt cap ! $12.09M

Open	High	Low	Value	Volume
14.0¢	14.0¢	14.0¢	$1.4K	10K

Buyers (Bids)

No.	Vol.	Price($)
1	31014	12.0¢

Sellers (Offers)

Price($)	Vol.	No.
14.0¢	59284	2

View Market Depth

No.	Vol.	Price($)
1	31014	0.120
3	34381	0.110
1	250000	0.093
0	0	0.000
0	0	0.000

Price($)	Vol.	No.
0.140	59284	2
0.145	96500	1
0.150	16767	1
0.155	30694	1
0.180	100000	1

Last trade - 09.59am 23/06/2025 (20 minute delay)

BCC (ASX) Chart

Ann: Record Half Year Revenue and More Than Doubling in NPAT, page-35

Sheffield Resources spruiks 'pleasing' maiden MRE at South Atlantic Project

ASX Market Close: Middle East War rattles investors | June 23, 2025

Markets were expecting Trump to bomb Iran. It's just another new normal

Uranium ignites: Is this the start of a supercycle?

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Record Half Year Revenue and More Than Doubling in NPAT, page-35

Top Stories

Sheffield Resources spruiks 'pleasing' maiden MRE at South Atlantic Project

ASX Market Close: Middle East War rattles investors | June 23, 2025

Markets were expecting Trump to bomb Iran. It's just another new normal

Uranium ignites: Is this the start of a supercycle?

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News