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4.55%

8.4¢ beam communications holdings limited

Could be post of the year right there, definitely for Beam...

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jaluma

4,234 Posts.

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15/09/23

14:35

Post #: 69875073
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Originally posted by padrinomessina: ↑

I saw Iridium put out a press release in the last few days announcing a 5-year DISA and U.S. Space Force contract for Certus devices and services.

This lines up with Beam disclosing they are developing a "further Iridium Certus Offering" in the most recent presentation.

My assumption is that Beam is producing a new Certus 200 (Higher bandwidth) device, that is likely to provide (similar to Go Exec/Certus 100 contracted arrangement) another 5 year minimum contracted revenue pipeline for Beam from Iridium, and Iridium have already secured deals to underwrite the demand.

The market appears to be sleeping on this and assuming instead Beam is going the way of the dinosaur.

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Could be post of the year right there, definitely for Beam anyway!
I don't know what it means, but I love the sound of an Indefinite Delivery, Indefinite Quantity contract (IDIQ)!!!
I know that doesn't mean a big number, but it somehow sounds large at the same time!!
Key will be what is the timing, I expect launched mid next year, but revenues late 2024.
It would provide some indication as to Michael's language around being at inflection point and being able to continue to grow key metrics.
Let's see.

BCC Price at posting: 21.0¢ Sentiment: Buy Disclosure: Held
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Last 8.4¢		Change -0.004(4.55%)		Mkt cap ! $7.259M

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