Bewhere Holdings Inc | StockChase
7
Bewhere Holdings Inc (BEW-X)

Last Price Recorded: $0.6000 on 2017-11-23

ON STOCKCHASE SINCE Nov 2016


Bewhere Holdings Inc


Signal Opinion Expert
     

2017-11-08

TOP PICK
Bewhere Holdings Inc (BEW-X)

In asset tracking. Started off with Bluetooth tracking where they would attach the device to something, and via Bluetooth, it would tell you where your asset was. Now they’ve moved into Low Power Wide Area Network, so basically a cellular chip, like a Sim card, which you are going to plug in. This expands the whole territory of where it can be monitored and where it can be monitored from. Cellular companies in the US are super excited about this, because everyone has cell phones. They can basically add a lot of new subscribers by basically charging $3, $4, $5 a month to track a shipping container, jackhammer, etc. They've signed deals with Bell and Wall Way out of the US, and are testing now with the big US carriers. This is just the start of where they are going to start ramping up.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $0.470
Owned: Yes

2017-10-12

WATCH
Bewhere Holdings Inc (BEW-X)

They started with Bluetooth asset trackers and are moving into cellular asset trackers.  It has been constrained in the past by battery power.  They came up with lower power chips for both.  It is about fleet tracking as well as tool tracking.  They are working in Japan, Canada, and seeking certification with two US networks.  The networks want this desperately so they can get a whole new customer base.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $0.390
Owned: Unknown

2017-09-14

COMMENT
Bewhere Holdings Inc (BEW-X)

Has interesting technology that started with Bluetooth and is with a Sim card and cell phone connection so that you can monitor different things. The company is gaining a lot of traction, both from Bluetooth and from the Internet of things mobile side. This is one to keep on your radar and watch, because they are onto something interesting and it is a big, big business.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $0.345
Owned: Unknown

2017-07-26

COMMENT
Bewhere Holdings Inc (BEW-X)

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.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $0.365
Owned: Yes

2017-06-22

BUY
Bewhere Holdings Inc (BEW-X)

They have an interesting technology.  It is Bluetooth.  It is low power.  They signed a deal with Bell to resell their devices which link to a cell tower and keep track of almost anything.  They are about to announce a contract with a company that is rumored to be Brinks, to track everything they handle.  He thinks it will be cash flow positive this year.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $0.330
Owned: Yes

2017-04-26

COMMENT
Bewhere Holdings Inc (BEW-X)

This has Bluetooth Beacons. In the past, everyone has used RFID, is a low-power version. Just signed a deal with Brinks in the US, to get their hardware into the trucks. Now they’ll sell Brinks Beacons for everything including money bags. A recurring revenue model. Expects they will be cash flow positive somewhere around the end of the year.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $0.255
Owned: Yes

2016-11-16

WATCH
Bewhere Holdings Inc (BEW-X)

Hasn’t spent a lot of time looking at this, but it is kind of interesting in its tracking methods, such as pallets, trucks, toolboxes, etc. In the past, they’ve used RSD devices, but found that there were a lot of limitations. They now use a lower powered Bluetooth, kind of a new technology, which is still in the early stages. He would like to see more contracts signed and some revenue.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $0.300
Owned: No

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