Fund Manager Summary
The fund managers believe that Beamtree Holdings Ltd presents a significant opportunity for growth in the healthcare technology sector. They point out that the company is a fast-growing global provider with its software deployed in over 20 countries, incorporating AI technology. Renewed investor interest has been spurred by the company’s outstanding underlying results. Notably, Company Chairperson Emma Gray has increased her stake, acquiring 20 million shares, which now represents 10.7% ownership of BMT. Furthermore, the company has projected $60 million in annual recurring revenue by FY25, indicating a robust 38% compound annual revenue growth from the FY23 base. In their opinion, these factors position Beamtree favorably for future investment.
Source: Trading View
Commentary From The Managers
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Cyan Investment Management
31 May 2025
$0.28
Summary
- Beamtree Holdings Ltd. (BMT) has shown a strong rebound, increasing by 33% following a solid Q3 trading update.
- The company has established a collaboration with the NHS in the UK, enhancing its market presence.
- A renewed 5-year contract in Ireland worth $3.95 million indicates strong client retention and growth potential.
- Beamtree secured a $1 million+ ARR software installation in a Saudi Arabian hospital, expanding its international footprint.
- The company forecasts that total Annual Recurring Revenue (ARR) will exceed $30 million entering FY26.
- Cyan Investment Management continues to hold because of these positive developments and the strong outlook for Beamtree.
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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
Cyan Investment Management
31 May 2025
$0.28
- Beamtree Holdings Ltd. (BMT) has shown a strong rebound, increasing by 33% following a solid Q3 trading update.
- The company has established a collaboration with the NHS in the UK, enhancing its market presence.
- A renewed 5-year contract in Ireland worth $3.95 million indicates strong client retention and growth potential.
- Beamtree secured a $1 million+ ARR software installation in a Saudi Arabian hospital, expanding its international footprint.
- The company forecasts that total Annual Recurring Revenue (ARR) will exceed $30 million entering FY26.
- Cyan Investment Management continues to hold because of these positive developments and the strong outlook for Beamtree.
Summary
Cyan Investment Management
30 Apr 2025
$0.22
- Cyan Investment Management continues to hold its position in Beamtree Holdings Ltd.
- Beamtree provides AI-based support software and data insight services to the healthcare industry, both domestically and offshore.
- Despite experiencing price volatility, Beamtree has made operational progress.
- Price weakness was noted from late March through April.
- In May, Beamtree has seen a recovery of approximately 30% month-to-date.
- This recovery was driven by a trading update that reiterated guidance of annual recurring revenue growth of +20% for FY25.
- Beamtree aims for a target of $60m ARR by the end of 2026.
Summary
Cyan Investment Management
31 Oct 2024
$0.23
- Cyan Investment Management continues to monitor developments regarding Beamtree Holdings Ltd.
- The performance drag was attributed to CEO Tim Kelsey's announcement of his departure in March 2025, leading to a decline of -27% in share value.
- Concerns about Beamtree's financial outlook were addressed with their FY25 Q1 Trading Update.
- The trading update showed a revenue growth of +20% for FY25.
- Beamtree confirmed a longer-term target of $60 million ARR by the end of 2026, with $25.5 million as of June 24.
Summary
Cyan Investment Management
31 May 2024
$0.23
- Beamtree is a fast-growing global healthcare technology provider with software deployed in more than 20 countries.
- Outstanding underlying results have renewed investor interest.
- Company Chairperson Emma Gray increased her investment in May, acquiring 20m shares, raising her ownership to 10.7% of BMT.
- Beamtree has guided to $60m in annual recurring revenue by FY25, indicating compound annual revenue growth of 38% from FY23 base.
- Cyan Investment Management continues to hold its position in Beamtree due to these positive developments.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"With a dynamic growth trajectory and ambitious revenue targets, Beamtree Holdings Ltd could be on the brink of a transformative leap. As institutional confidence grows, led by significant insider buying, the potential for substantial returns seems increasingly tantalizing."
Last Updated: 31 May 2025
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Frequently Asked Questions
Who is investing in Beamtree Holdings Ltd (ASX:BMT)?
Fund managers including Cyan Investment Management have invested in Beamtree Holdings Ltd (ASX:BMT).
Why do fund managers invest in Beamtree Holdings Ltd?
Fund managers are investing in Beamtree Holdings Ltd due to its rapid growth as a global healthcare technology provider, with software deployed in over 20 countries. The company has demonstrated strong underlying results, attracting renewed investor interest. With a projected annual recurring revenue of $60 million by FY25 and a compound annual growth rate of 38% from FY23, Beamtree presents a compelling investment opportunity.
What happened to Beamtree Holdings Ltd (ASX:BMT)?
There have been no recent updates from fund managers regarding Beamtree Holdings Ltd although fund managers including Cyan Investment Management have previously commented.