[VivekRT]

Hello all shareholders,

good news is dividend rollout has started…. through DCB bank.

now responding to some of queries

#10514
#10513
#10512

About the parent bringing money in from subsidiaries to repay the axis loan in one go…

1. all the subsidiaries are independent entities.
Bcg still not has crossed the break even in revenue after which BCG will start generating ‘FREE CASH FLOWS’. So it is really difficult to strip this independently working entities of funds for this issues or else the business will suffer. which is a strict NO NO by the top executives of the group.

so the parent brings in money in very small small tranches as and when it is necessary and that is how the parent has been able to repay most of its debt slowly but surely over the last few years.
( most of the debt does not belong to BCG, it came on the company when they entered into a reverse merger with LGS GLOBAL…it was a fumble…which we dogged safely over the years and are now standing near zero debt status.)

[VivekRT]

#LOGAN

sometimes things need to be done in order to reach where we belong.

[VivekRT]

I believe that there is only one thing that is most important for Brightcom group at this level. LOC
Even if bcg settles Daum and we reach some decent valuations. it would be difficult to sustain them without growth. we will be able to achieve growth and free cash flows only above the threshold of $475 million. currently our digital marketing revenues are at around $325 million. in order to increase digital marketing revenues, the company needs huge funds and that can be availed by LOC against the receivables of the company.
As there management is making constant efforts on the LOC front and assuming that if all goes well and the loc comes through. we might easily achieve our target of generating digital revenues above $500 million.

[VivekRT]

I also believe the the company or the promoter is also actively involved in building a digital marketing eco system and for the same they have been constantly investing in startups around the world as venture investor or on a contract basis. It would be interesting to see new acquisitions with the loc money to strengthen our position in the digital marketing field worldwide. that will eventually lead to rerating and will open up new doors for the growth to step in. in my understanding we have crossed the dark tunnel and are finally into light.
Let us be sure of the fact that we have #BrightDaysAhead.

[VivekRT]

BCG should not be compared to any of the following companies.

Affle is a new and clean company and would always get higher valuations as compared to a established player. business model is also different.

TTD is a usa listed company and so one the basis of its valuation in the Usa market one can not expect such high valuations within Indian markets.

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