The market is basically saying BCC is entirely out of business by 2025.
It seems that Go Exec orders from Iridium are already placed for delivery in FY24 so that helps de-risk next year already.
Yes there are valid longer tail risks with satellite communication direct to mobile, but potentially you are more than compensated for that already in the price, without giving Beam any credit to co-exist as a specialist dedicated device, or any possible adaptation to the market as it develops.
Zoleo Discounting, page-16
Add BCC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
16.0¢ |
Change
-0.005(3.03%) |
Mkt cap ! $13.82M | |||
| Open | High | Low | Value | Volume |
| 15.5¢ | 16.0¢ | 15.5¢ | $11.19K | 70K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 50000 | 14.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 16.0¢ | 34766 | 1 |
View Market Depth
| Last trade - 10.01am 11/07/2024 (20 minute delay) ? |
| BCC (ASX) Chart |