Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Brendon Lau was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. New Risk • May 01
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: AU$5.27m (US$3.81m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (23% average weekly change). Market cap is less than US$10m (AU$5.27m market cap, or US$3.81m). Minor Risk Large one-off items impacting financial results. Board Change • May 01
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Brendon Lau was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 공시 • Oct 10
Beam Communications Holdings Limited, Annual General Meeting, Nov 13, 2025 Beam Communications Holdings Limited, Annual General Meeting, Nov 13, 2025. Location: the companys office at unit 5, 8 anzed court, mulgrave, victoria, Australia 공시 • Nov 28
Beam Communications Holdings Limited Announces Board Appointments Beam Communications Holdings Limited announced that David Stewart and Carl Hung are joining the Company's Board as Non-Executive Directors effective immediately. Mr. Stewart is the larger shareholder in Beam and was on Beam's Board between 2017 and 2022. He is an experienced CEO and successful entrepreneur in the telecommunications/technology industry with more than 30 years in management and business leadership roles. Mr. Hung is the third larger shareholder in Beam and was on Beam's Board for over seven years until 2020. He is President and CEO of Season Group International Inc, a global Electronic Manufacturing
Services provider and one of Beam's key contract manufacturers. 공시 • Nov 15
Beam Communications Holdings Limited Announces Step Down of Mark Allan Chartres from the Board Beam Communications Holdings Ltd. advised that Mark Allan Chartres, one of its 4 current directors, has chosen to step down from the Beam board, with immediate effect. Although the decision to cease his directorship was his alone, Mark's departure does more appropriately align the size of the Company's board with Beam's more streamlined business focus and adjusted cost base. Date that director ceased to be director is 14 November, 2024. Buy Or Sell Opportunity • Nov 13
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 59% to AU$0.068. The fair value is estimated to be AU$0.088, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company became loss making. 공시 • Oct 30
Beam Communications Holdings Limited Announces Retirement of Simon Wallace as Director Beam Communications Holdings Limited announced that In the course of calendar 2025, and in any event prior to the 2025 AGM, Beam's Chair, Simon Wallace, will retire as a Director of the Company. Mr. Wallace will continue to seek re-election at the 2024 AGM and this transition timeframe will facilitate the progress of Beam's ongoing sale of its interest in ZOLEO Inc. and ensure a smooth handover of leadership. 공시 • Oct 26
Beam Communications Holdings Limited, Annual General Meeting, Nov 28, 2024 Beam Communications Holdings Limited, Annual General Meeting, Nov 28, 2024. Location: companys office, unit 5, 8 anzed court, mulgrave, victoria Australia Reported Earnings • Aug 31
Full year 2024 earnings released: AU$0.021 loss per share (vs AU$0.024 profit in FY 2023) Full year 2024 results: AU$0.021 loss per share (down from AU$0.024 profit in FY 2023). Revenue: AU$33.2m (down 16% from FY 2023). Net loss: AU$1.79m (down 186% from profit in FY 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Global Communications industry. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. 공시 • Aug 22
Beam Communications Holdings Limited to Report Fiscal Year 2024 Results on Aug 29, 2024 Beam Communications Holdings Limited announced that they will report fiscal year 2024 results on Aug 29, 2024 New Risk • May 28
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 16% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$13.4m market cap, or US$8.92m). Minor Risk Share price has been volatile over the past 3 months (16% average weekly change). New Risk • Mar 01
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: AU$14.3m (US$9.28m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Market cap is less than US$10m (AU$14.3m market cap, or US$9.28m). 공시 • Feb 26
Beam Communications Holdings Limited to Report First Half, 2024 Results on Feb 28, 2024 Beam Communications Holdings Limited announced that they will report first half, 2024 results on Feb 28, 2024 공시 • Dec 13
Beam Communications Holdings Ltd Appoints Peter Kopanidis as Independent Non-Executive Director Beam Communications Holdings Ltd. announced the appointment of Mr. Peter Kopanidis as an Independent Non-Executive Director of Beam. Mr. Kopanidis joins the Board effective 15 January 2024. Kopanidis is a seasoned finance professional with over three decades of experience and has a proven track record in Corporate Treasury, Investor Relations and Corporate Finance - including M&A. With a diverse industry background encompassing roles with some of Australia's leading brands in Telecommunications, Manufacturing, Healthcare, Insurance, Financial Services, and FMCG, Mr. Kopanidis will bring a wealth of commercial and financial acumen to Beam. Peter's extensive experience positions him well to contribute strategic guidance, especially around capital allocation, and enhancing the overall functionality and output of the Board. Kopanidis is currently a Director at Petra Investor Relations & Debt Advisory, a service provider to ASX-listed companies. Previously, Mr. Kopanidis served as Senior Executive - Corporate Finance at Medibank, overseeing IR and Treasury & Investments. For Peter's three-year tenure at Telstra, he was Executive Director - Investor Relations and was Treasurer for a twelve-month period. Peter also spent three years at Treasury Wine Estates as Global Director - Corporate Finance and held a four-year position as Group Treasurer at Foster's Group. New Risk • Oct 18
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Australian stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Market cap is less than US$10m (AU$15.6m market cap, or US$9.85m). Reported Earnings • Sep 01
Full year 2023 earnings released: EPS: AU$0.024 (vs AU$0.002 loss in FY 2022) Full year 2023 results: EPS: AU$0.024 (up from AU$0.002 loss in FY 2022). Revenue: AU$40.1m (up 69% from FY 2022). Net income: AU$2.08m (up AU$2.25m from FY 2022). Profit margin: 5.2% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Global Communications industry. New Risk • Aug 30
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Profit margins are more than 30% lower than last year (1.9% net profit margin). Market cap is less than US$100m (AU$16.4m market cap, or US$10.6m). Reported Earnings • Mar 03
First half 2023 earnings released: EPS: AU$0.014 (vs AU$0.005 in 1H 2022) First half 2023 results: EPS: AU$0.014 (up from AU$0.005 in 1H 2022). Revenue: AU$20.7m (up 66% from 1H 2022). Net income: AU$1.17m (up 201% from 1H 2022). Profit margin: 5.6% (up from 3.1% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Communications industry. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. 공시 • Feb 20
Beam Communications Holdings Limited to Report First Half, 2023 Results on Feb 28, 2023 Beam Communications Holdings Limited announced that they will report first half, 2023 results on Feb 28, 2023 Reported Earnings • Aug 31
Full year 2022 earnings released: AU$0.002 loss per share (vs AU$0.008 profit in FY 2021) Full year 2022 results: AU$0.002 loss per share (down from AU$0.008 profit in FY 2021). Revenue: AU$24.3m (up 32% from FY 2021). Net loss: AU$176.8k (down 135% from profit in FY 2021). Over the next year, revenue is forecast to grow 7.7%, compared to a 15% growth forecast for the Communications industry in Australia. Board Change • Mar 29
High number of new directors Independent Non-Executive Director Mark Chartres was the last director to join the board, commencing their role in 2022. Recent Insider Transactions • Dec 16
Insider recently bought AU$229k worth of stock On the 10th of December, Niv Dagan bought around 2m shares on-market at roughly AU$0.15 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$310k more in shares than they have sold in the last 12 months. Reported Earnings • Sep 15
Full year 2021 earnings released: EPS AU$0.008 (vs AU$0.031 loss in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$18.5m (up 24% from FY 2020). Net income: AU$509.2k (up AU$2.14m from FY 2020). Profit margin: 2.8% (up from net loss in FY 2020). Is New 90 Day High Low • Jan 25
New 90-day high: AU$0.38 The company is up 19% from its price of AU$0.32 on 28 October 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 9.0% over the same period.