The company will be providing increased detail in the quarterlies going forward including ARPU, churn and subscriber numbers (Beam only).
It would be good to have total subscribers (including RP) but looks like we’ll have to make our own estimates based on device sales, which is a proxy. You just have to lag the contribution and timing could be slightly out - doesn’t make a huge difference to a DCF valuation though, but it could impact your valuation if you’re looking with a FY22 view.
Also, management are open to feedback on improvements as they have skin in the game and also want the SP higher. Definitely reach out if you have a great idea that’s reasonable.
BCC Price at posting:
24.0¢ Sentiment: None Disclosure: Held
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