Thanks for sharing your summary.I had a look at HTG last week...

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tuboshu1986

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19/01/21

16:31

Post #: 50281281
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Originally posted by StealthInvest: ↑

If you want to see where BCC is going the next 12 months here is an interesting comparison.

HTG has 10 bagged just over 12 months and is valued at $180m (7.5 x BCC)

1) they both make satellite devices which run off the immersat network / Partner with immersat

2) HTG revenue last year $11m (last qtrly 800k) / BCC revenue last year $14m (last qtrly $4.1m

3) HTG $10m cash / BCC $8m cash

4) HTG encrypted targeting corporate/ BCC retail works on any phone for outdoor pursuits.

5) BCC growing faster IMO and the multiple new retailers signed last qtr not showing in revenue yet

for these two satellite comms device companies which both run off immersat I would buy BCC over HTG at the same valuation personally... BUT BCC would have to 7.5 bag from here for them to be valued the same

so maybe at the end of 2021 BCC chart will look like this 2020 HTG chart

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Thanks for sharing your summary.

I had a look at HTG last week and they are doing live communications via audios & videos which I think is more tech-complexed and appealing, comparing with BCC’s messaging function.

HTG targets on industrial customers while BCC seems more focused on retailing customers (i.e. selling via retailing channels).

If BCC could come up with new technology applying to their current device and attract some industrial users as well, I guess it will catch up HTG quickly.

please correct me if I’m wrong. I’d love to learn more about both. Thanks in advance.

BCC Price at posting: 32.0¢ Sentiment: Hold Disclosure: Held
2 Upvote

1 Great analysis

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