Beam Communications Holdings Limited · ASX:BCC
Beam Communications — Investor Presentation (April 2015)
20 slides from Beam Communications's investor presentation, April 2015
Slide 1: World Reach Limited Strategy Documents
WORLD REACH LIMITED Strategy Documents Prepared by Michael Capocchi April 2015
Slide 2: Strategy Document
Strategy Document • Purpose of Document: to define current markets of World Reach Limited, our current positioning and our growth plans • Goal of WRL: To grow to AUD 60 million by 2020. 2
Slide 3: Table of Contents
Table of Contents 1. Introduction to Satellite Network Orbits 2. Satellite Market Segments 3. Porter 5 Forces Analysis of WRL 4. SWOT Analysis of WRL 5. PEST Analysis of WRL 6. 4P’s Analysis of WRL 7. WRL Product & Market Approaches 8. Technology Roadmap 3
Slide 4: Introduction: Satellite Network Orbits
Introduction: Satellite Network Orbits There are three main types of satellites operating around earth; - Low Earth Orbit (LEO) - Medium Earth Orbit (MEO) - Geostationary Orbit (GEO) • LEO a satellite system used in telecommunications. LEO satellites orbit the earth between 400 and 1,000 miles above
Slide 5: Satellite Market Segments
Satellite Market Segments There are two main market segments of satellite services offered and they are categorized as follows; - Mobile Satellite Services (MSS) • Mobile satellite services (MSS) provide two-way voice and data communications to global users who are on the go or in remote locations c
Slide 6: Satellite MSS GEO Operators
Satellite “MSS’ GEO Operators Inmarsat - Listed on LSE : ISAT - GEO Stationery Satellites - Largest MSS Operator - 10 Satellites approximately 4 different systems - Certified Marine Safety - 90% Coverage - Voice, Messaging, M2M, - Data up to 512kbps, Thuraya - Private Middle Eastern Company - Geosta
Slide 7: Satellite MSS LEO Operators
Satellite “MSS’ LEO Operators Iridium Satellite - Listed on NASDAQ :IRDM - Low Earth Orbiting - 2nd Largest MSS Operator - 66 Satellites - Interlinked satellites - 100% Global Coverage - Voice, Messaging, M2M, Paging - Data up to 128KB - Next Generation Network – 2016/7 Globalstar - Listed on NASDAQ
Slide 8: MSS Services by network operator
MSS Services by network operator Fiber Cable Copper Cellular FSS MSS VHF/UHF Pair MSS Product Data SMS Voice CSD IP Data HDS (12 – 512) Paging Iridium Yes Yes Yes Yes Yes Inmarsat Yes Yes Yes Yes Orbcom Globalstar Yes Yes Future Thuraya Yes Yes Yes 8
Slide 9: MSS Services
MSS Services Product Data SMS VOICE CSD IP Data HSD Paging Tracking Messaging Standard SCADA/ Internet Internet In building Messaging Tracking Crew Calling Telemetry Telemetry/ Streaming messaging Emergency Alert Emergency Internet SCADA Video SCADA / Telemetry (slow) Oil & Gas V E Mining R T I Mari
Slide 10: Satellite Market Positioning
Satellite Market Positioning • Currently, Beam is selling products for the MSS LEO and GEO market, predominantly for Inmarsat and Iridium based technology. • Beam will commence a new OEM project for Thuraya, the first development for Beam on the Thuraya system. • Opportunities exist for Beam expand
Slide 11: Porter 5 Forces of WRL
Porter 5 Forces of WRL Supplier Power Threat of substitution • Limited supplier for 3rd parts and contract • Risk of more copy docks from china manufacturing • Limited risk for transceiver boxed products • Concentrated due to low volumes due to supply control • High cost of migration • Increased cel
Slide 12: Porter 5 Forces – Competitor Rivalry
Porter 5 Forces – Competitor Rivalry Supplier Power Threat of substitution Competitor Rivalry • Competitors increasing with market expansion • Increase in small niche competitors application or product specific requirements • Growth of ARPU reducing, look to increase margins through more products •
Slide 13: S.W.O.T of WRR
S.W.O.T OF WRR Strengths Weaknesses • Strong Balance sheet • ASX overhead for limited value • Strong cash position • Limited high speed data products • Proven ability as a key OEM • Inability to service niche product applications outside of Australia • Professional team/strong management • High labo
Slide 14: S.W.O.T Opportunities and Threats
S.W.O.T Opportunities Threats • Further engagement with Iridium on Maxwell Enhancements & others • Increased competition from China VAM’s • New markets - Russia, China , Iridium • Lower cost med-high speed data units with • New Operator - Thuraya low airtime charges • New Products • New entrants to
Slide 15: PEST Analysis
PEST ANALYSIS Political Environmental • Licensing regulations • Natural disasters drive satellite demand • India • Impacts to satellites from space debris • China • Import duties against Chinese manufactured goods • Government require USA made • Wars and unrest drive satellite demand • Introductions
Slide 16: The 4 P's
THE 4 P’S Products Price • Iridium • Tiered reseller model providing discounts • Voice, data, tracking terminals from 15-34% off MSRP • Modems, Accessories, Docks • Pricing tiers based on resellers past 12 • Inmarsat month performance at committed volumes • Average 37-40% margin based on USD – • Doc
Slide 17: WRL Product & Market Approaches
WRL Product & Market Approaches New 3 4 • Thuraya - HUb • Highway emergency • BGAN – HUB/ M2M • BGAN – Asian Growth • BGAN - Vehicular • Thuraya Hub – Middle East Growth • Highway Emergency • PTT handset – Radio dealers Products • PTT Handset • Blackbox GO! • ARION – Korea 1 2 • KDDI – Inmarsat/Irid
Slide 18: Technology & Service Roadmap
Technology & Service Roadmap Existing Existing Products Customers GO! Black SBD New More Iridium GO! Box Online Customers existing ( 2016 ) (2016) / Markers products $12 - $15p/a $5 – 8M p/a $1 – 2M p/a $1 - $2m p/a Rental for Highway Push to talk Inmarsat Thuraya SPS Emergency Handset BGAN Hub (201
Slide 19: Horizons For Growth - 2020
Horizons For Growth - 2020 $60M+ Horizon Two: Horizon Three: - Thuraya Hub - Iridium “NEXT” Maxwell - Iridium “NEXT” Marine - Inmarsat BGAN HUB - Iridium “NEXT” Vehicular - Inmarsat vehicular $16M - - PTT Handset development Highway Emergency - Iridium New Handset Horizon One: - Existing Products Ne
Slide 20: Conclusion
Conclusion • WRL has the strategic plan in place and technology roadmap to grow into a AUD 60+ million revenue company. • The company’s putting in place the foundation in resources to enable the company to grow and develop, with the main investment being in headcount • Prioritization of these opport
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