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Bewhere Holdings Inc V.BEW

Alternate Symbol(s):  BEWFF

BeWhere Holdings Inc. is a Canada-based mobile internet of things (M-IOT) solutions company. The Company is focused on designing and selling self-powered hardware with sensors and software applications. The Company develops mobile applications, middleware and cloud-based solutions that stand-alone or that can be readily integrated with existing software. Its solutions serve two markets, such as Asset Tracking, and Connected Sensors. Its Asset Tracking consists of remote location tracking various non-powered fixed and movable assets such as trailers, dry vans, and others. Its Connected Sensors remotely track information on assets for water pressure, water detection and soil moisture. The Company also offers solutions that can be fully integrated with existing software, and white-labeled. The Company’s devices use the latest available cellular technologies (LTE-M and NB-IoT) to transmit collected data into mobile applications and cloud-based platforms.


TSXV:BEW - Post by User

Comment by hrgoyalon Mar 01, 2023 4:29pm
128 Views
Post# 35313504

RE:RE:RE:RE:1 year to go before 10M warrant expire

RE:RE:RE:RE:1 year to go before 10M warrant expireAgree company doesn't need cash right now to run day to day business operation. In fact, company has surplus cash and invested 1M in GIC @2.7% annual interest. I want the surplus cash to use for buy back. (BTW these 10M warrants were issued along with 0.19 round of financing 4 years back)


The recurring revenue depends on the number of units in use and revenue earned per unit. All the mobile service providers are too big compared to BEW and BEW is price taker not a price maker, so recuring revenue will increase only with increase in net number of new units in use.

12 months trailing EPS is less than 0.5C and even to justify 25C price, we need 1c EPS. Reduction in number of shares will improve EPS. Most tech companies buy back shares with surplus cash. As of now I don't see a 40c share price without aggressive buyback, or acquiring a competitor or getting sold to a competitor. 

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