Opinions
Bruce Campbell (2)
Bewhere Holdings Inc
BEW-X
COMMENT
Jan 24, 2018
$0.510
Stock price when the opinion was issued
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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.
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.
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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.
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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.
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.
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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This is one he likes, and thinks there are going to be a lot of catalysts for them this year. They make a low power/wide area network device that allows cellular companies to have a whole new market for adding new products and new revenue stream, as we start to track different type of things. They did a trial project on a winery in the Niagara region, using sensors to figure out when to turn their fans on for temperature control. It was very successful. Bell (BCE-T) is their Canadian partner and Wallway (?) is their international partner. In the US, they are just waiting to get the green light with AT&T (T-N) to get the AT&T network.