I’ve got this on my phone :) My family went camping in the...

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15/02/21

21:13

Post #: 51011571
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Originally posted by StealthInvest: ↑

Hello champions of stock trading. This seems like a nice little backwater thread with some sensible folks on it. Only found it from a JAT search.

so anyway in the interest of adding a v small amount of input have been JAT stalker for a couple of years (since July 19 qtrly smashed $18m).... it’s not a new story

anyway try this for size if you like multibag rerates

BCC.

Existing satellite device business $14m revenue / profable / $5m cash / $20m market cap

Zoleo their new satellite text messenger (ie when you are out of mobile range) rates better and is cheaper than Garmin inreach. Garmin make $1bn a year off these devices and there are 4m in use globally and growing (skiing/ hiking/ fishing / caravanning / remote working H&S etc)

they have sold 34k in 6 months, and haven’t even started in Asia and Europe which will be this year. Their existing business is all OEM manufacturing BUT Zoleo they get the plan revenue creating a multi year river of cash. They should sell 100k units next year which creates $36m ARR plan revenue at lowest $30 a month plan. This multiples each year so can you say $36m / $72m / $108m ARR CASH from mobile plan revenue ON TOP of device sales.

anyway $20m Mc x1 revenue and profitable. I have posted this stuff before and no interest so funny really looking at the pumps that happen but if you want a stable mini blue chip with limited downside and multibag upside das is my personal best recommendation

have an excellent day

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I’ve got this on my phone My family went camping in the Alpine area of Vic over the school hols and got me to install the Zoleo app so we could stay in touch. It worked really well, with the location services spot on. Son bought the hardware and then sent me an invite, once I accepted it was easy to set up.

XSO Value at posting: 3,221.1
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