Summarization of investment opportunityI was asked to summarize my thoughts on BEW so I thought I'd share with everyone as well... Nothing new here that I don't already post about
BEW.V - I'm expecting very strong growth starting in back half of 2018 after US and Canadian carriers complete the roll out of their LTE-M networks nationwide. Carriers have strong incentive to push LTE-M devices to get monthly mobile subscription revenue from their new networks -- not to mention it was one of the core themes of the Mobile World Congress 2018 this year, the industry's largest trade show. I believe will get taken out in the next 2 years by a carrier for >$1.50-2.00. My thesis is simple: first mover advantage in LTE-M beacons, solutions offering multiple times cheaper and superior to antiquated technologies such as telematics units and RFID, 35+ years industry experience among both cofounders, high insider ownership, strong distribution channel with resellers and carriers -- already have partnerships with Bell, Huawei, AT&T, Fleet Complete, Geotab, etc.