Well Zoleo is a JV so it's a joint effort between Beam and Roadpost - I still think it's a bit too early to judge the performance.
Curious to see how they compete vs starlink (who is their main competitor from my perspective).
Even though Zoleo is one part of the business, curious to see growth in the B2B side which to me is also very promising and is the right niche for them to target. The revenue there is more sticky.
Overall it's a wait and see but most don't like waiting lol. To me I am in it at these prices because the fundamentals are undervalued. Plus in the future they could pay a dividend once they grow enough. The yield of the dividend at these prices is very nice.
Long way to go but happy to back them
Well Zoleo is a JV so it's a joint effort between Beam and...
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