Bewhere Holdings Inc

BEW-X

Analysis and Opinions about BEW-X

Signal
Opinion
Expert
WATCH
WATCH
October 4, 2018

Beacons can track Bluetooth or on low powered cellular networks. Eventually people will track asset with these. They last a year. This is one to watch. They will see big orders start to ramp up in the next year.

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Beacons can track Bluetooth or on low powered cellular networks. Eventually people will track asset with these. They last a year. This is one to watch. They will see big orders start to ramp up in the next year.

BUY
BUY
July 25, 2018

A past pick and still likes. He just spoke to management. They just got a big order from their partner of 20,000 units over 12 months. They have spent more money than the market expected, but they are generating more cash flow now. They've done studies across various industries to show how their products apply in those industries. He likes it and it should go higher as they go cash-flow positive.

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A past pick and still likes. He just spoke to management. They just got a big order from their partner of 20,000 units over 12 months. They have spent more money than the market expected, but they are generating more cash flow now. They've done studies across various industries to show how their products apply in those industries. He likes it and it should go higher as they go cash-flow positive.

DON'T BUY
DON'T BUY
June 13, 2018

He does not know this story well and it is a very illiquid stock. For his fund, it is simply too small to hold. He was impressed with the management team.

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He does not know this story well and it is a very illiquid stock. For his fund, it is simply too small to hold. He was impressed with the management team.

SPECULATIVE BUY
SPECULATIVE BUY
May 18, 2018

Earnings to break even in 2019; 6 cents in 2020. He sees great opportunity with their partnerships with Canadian distributors. It's a purely speculative stock, but he thinks they will have consistent quarterly sales growth.

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Earnings to break even in 2019; 6 cents in 2020. He sees great opportunity with their partnerships with Canadian distributors. It's a purely speculative stock, but he thinks they will have consistent quarterly sales growth.

BUY
BUY
May 10, 2018

It has been drifting over the last three or four months. They will just move into sales this year. They continue to execute. He thinks you will see a fair amount of news flow later this year. The cellular networks are quite excited by their product. He thinks there is lots of future and the story really hasn’t developed yet.

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It has been drifting over the last three or four months. They will just move into sales this year. They continue to execute. He thinks you will see a fair amount of news flow later this year. The cellular networks are quite excited by their product. He thinks there is lots of future and the story really hasn’t developed yet.

BUY
BUY
April 11, 2018

They produce asset-tracking technology, originally starting with blue-tooth and now getting into binary networks via a low-powered cellular device. They're now in the approcal process with U.S. carriers. They should ramp up later this year. It's a past top pick. Continues to like it and is a major holding for him.

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They produce asset-tracking technology, originally starting with blue-tooth and now getting into binary networks via a low-powered cellular device. They're now in the approcal process with U.S. carriers. They should ramp up later this year. It's a past top pick. Continues to like it and is a major holding for him.

TOP PICK
TOP PICK
February 28, 2018

He likes this because the tracking devices are being rolled out with communication over cell-phone lines. There are a number of different applications and the company has received approval over US networks. He thinks they will become cash-flow positive in the latter-half of the year. Yield 0%. (Analysts’ price target is $.44 )

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He likes this because the tracking devices are being rolled out with communication over cell-phone lines. There are a number of different applications and the company has received approval over US networks. He thinks they will become cash-flow positive in the latter-half of the year. Yield 0%. (Analysts’ price target is $.44 )

COMMENT
COMMENT
January 24, 2018

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.

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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.

TOP PICK
TOP PICK
November 8, 2017

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.

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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.

WATCH
WATCH
October 12, 2017

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.

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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.

COMMENT
COMMENT
September 14, 2017

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.

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Bewhere Holdings Inc (BEW-X)
September 14, 2017

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.

COMMENT
COMMENT
July 26, 2017

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.

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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.

BUY
BUY
June 22, 2017

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.

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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.

COMMENT
COMMENT
April 26, 2017

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.

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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.

WATCH
WATCH
November 16, 2016

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.

Show full opinionHide full opinion

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.

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