Opinions Bruce Campbell (2)
Bewhere Holdings IncBEW.VCOMMENTJul 26, 2017
Bruce Campbell (2)Owned
$0.37
Stock price when the opinion was issued
$0.77
As of Jun 09, 2026. Market Open.
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HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research
The stock is now flat for the week; the white paper outlines the opportunity in low power IOT technology, but this is not really new news. Following the stock's big rally in the past year, we would consider it a HOLD. With its small size and low revenue base there is still plenty of risk here.
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HOLD
He finds it interesting, but got "stop-lossed" out of it. They have a unique low powered cellular device that can be used for tracking. This is another type of device that consumers could look to buy. It could be used to track trailers, or even jack hammers. They did an equity raise a while ago to supply inventory to some of their US business partnerships. This should lead to surge in revenues going forward.
BUY ON WEAKNESS
They have asset tracking monitors. He has owned it in the past. It has taken longer than he expected for them to develop it. It has taken them a lot longer than expected to get to the sales cycle but now they are there. He is watching for adoption. That's when to enter back into the stock. This could be a good entry point.
BUY
Their devices allow communications on the internet of things to track where your things are. They're coming out with a very small device which is much cheaper to produce. For example, a tracking device on a pet. The cell phone companies are constantly looking for "sticky" applications like this. Outlook is pretty good.
BUY
They raised some money a year ago so they could build inventories. Cell providers in the US are starting to sell that inventory. 2020 is the year they should see the orders ramp and the inventory start to sell out. You should continue to see the numbers improve. He thinks someone will take them out after that.
WATCH
He used to own it. It's challenging. They have interesting technology--asset-tracking devices. The cellular type of device could hold explosive growth through monthly subscriptions. They took a while to roll out this tech. He's watching it and hopes for strong revenues on the release then recurring revenues.
COMMENT
we all have smartphones now, so where can they grow their revenue? By adding new devices, like adding them to trucks or eqipment to prevent losing those things. This is great potential, though it hasn't taken off yet.
Bruce Campbell (2)Owned
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Given that their market cap is sub-$20 million, it is quite surprising that they’ve signed some of these deals such as Bell Canada (BCE-T) and Huawei out of China. They have technology that allows devices to talk to one another and can track assets. However, they’ve done it with low power. It is going to be a huge market for cell phone companies, as it allows them to go out and sell a whole new reoccurring revenue stream to customers that don’t have product with them right now. Expects that in the next few years this is going to show up on everyone’s radar, and will eventually get taken out by a larger company.