interesting to see both you and @LD99 on the FSG thread as I was looking at the business only last week
impressively FSG has 4-5 bagged the last year already and now close to $100m market cap so pretty much exactly what some are hoping / expecting from BCC next 12 months hence worth a look in comparison
both complementary services focused on regional mobile coverage in Australia aiming for ARR from carrier fees but both very different. Although when looking at both given the market cap difference the FY21 revenue was virtually identical at around $20
where FSG have excelled is the rate of growth in recurring revenue from $9m 2019 to projected $30m in 2022
if the path of ARR growth plays out as per some of the quality modelled hypothesis posted here recently 4-5 bags like FSG looks like a v realistic comparison
Maybe this microeequities mob you summarise here should through some money at BCC also…
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