BCC 24.0% 15.5¢ beam communications holdings limited

Ann: Webinar Investor Presentation, page-4

  1. 729 Posts.
    lightbulb Created with Sketch. 35
    Fudged the answer on what is jv worth
    (a) full answer as a statutory accounting valuation (being unamortised R and D) plus nil from value of contribution from sales/royalties due to past losses
    (b) market value answer was "there are various models on how to work that out"
    Thanks for nothing on that front!

    other new info to my ears:
    Elders are distributing Zoleo to rural customers
    Many enterprise customers want Zoleo integrated into existing management systems, meaning customers will be slow to onboard but sticky when there.
    Some enterprise customers they talk to have 300-1000 unit potential

    Nothing on when shareholders get a return
 
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