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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Batm Advanced Communications Ld | BVC | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 20.55 | 01:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 20.55 |
| Industry Sector |
|---|
| TECHNOLOGY HARDWARE & EQUIPMENT |
| Top Posts |
|---|
Posted at 29/8/2024 16:17 by fse >resistance1 .... yes they are "now" moving in a better direction but they gave away so much lead time and should have started looking for tie ups when they were in the development stage. Large companies often dont try to develop the tech themselves they buy it. BATM in this respect have displayed a Naive perspective.As Investors we are left to wait it out again. They are operating in a variety of high interest high demand sectors so they ought to be able to convert some of this. |
Posted at 28/8/2024 17:16 by kooba Look at the time length of the options fella before you talk about the long term nature of them ...another thing against the corporate governance code!Like the other ones they can cash them all in a pretty short term basis...alignment?http |
Posted at 23/8/2024 10:50 by paulisi Anyone got access to Simon Thompson's article in Investors Chronicle.It seems to be behind a pay wall. |
Posted at 19/8/2024 20:48 by bigjon1 Building a strong foundation with the right talent can take some time unfortunately, especially when trying to scale in such a competitive market. The focus is not on the short term here and many investors will not have the patience for this. H1 highlight for me is the partnership with AWS which I think will be very profitable for BATM in 2025 and beyond. |
Posted at 19/8/2024 07:25 by resistance1 Not much to excite investors just inline with what I expected. Do we have a Q&A with Moti this year like last? Found that much more valuable as forward guidance. |
Posted at 18/8/2024 16:10 by echoridge Assume most know, but for those not certain, we'll get interim results tomorrow morning. Not expecting anything significant in the numbers, and there's no 1/2 year forecast in the market that I know of. We do know that the house broker is forecasting a roughly $20m rise in revenues for the full year 2024, from $123m to $143m, and a rise in PBT from $1.5m actual to $2.8m forecast, though he is looking for unchanged EBITDA at $9.3/9.4m, as the company invests more in sales and marketing. I would fully expect therefore that if the half year numbers don't comport for some reason with that full-year forecast, that the earnings release will include clarifying exposition. For myself, I think whether the 1/2 year numbers land positively or not will depend on a battle between the clear, breakout success of cyber, plus if Edgility is able to surprise with some significant CityFibre revenues, versus the as yet ill-defined impact of the war on the Company. Beyond the results will of course be the real juice for investors, however: namely, 1. the lack of progress thus far on the M&A restructuring of the company and whether Moti has an adequate explanation and can then credibly explain why the next 18 months will be significantly different; 2. the level of real progress (or not) on the CityFibre contract. Again, this is - by far - the most potentially profitable piece of business the company has ever signed, and frankly, may ever sign. For that, it gets far less attention generally by the investment public than it should, however. The painfully slow roll-out to CF's 800k business and millions (I've forgotten if its 2 or 5!) of private customers has been a disappointment and, in my mind, a bigger reason for the share price underperformance than is generally acknowledged. As a result, I very much think that if Moti and Co can adequately demonstrate that their confidence in capturing the massive upside from this customer is undiminished, it could really drive the sp, at least more than some think; and 3. Meaningful new progress report on any of the multitude of promising business and/or corporate initiatives that are known to be well underway already. It's this last one, a kind of holding pen for 'everything else' that is my way of demonstrating - again - just how stupid cheap this share is. After considering the promising restructuring/simpli |
Posted at 15/8/2024 08:48 by resistance1 Noticed that the share price of known small/mid cap diagnostics companies going through the roof this morning on the back of MonkeyPox outbreak. None of them actually have tests for it, but still investors clambering into sector. BATM once again impervious to such sentiment shifts… |
Posted at 17/7/2024 16:30 by fse The take out of this is that there is very significant demand and push from new cyber platforms and Edge solutions/platforms. It's also apparent that the revenue from this is only starting to trickle in. Some of these companies are on hefty valuations without the sales hitting the bottom line for a couple of years. BATM is the outlier in this respect as investors are ignoring the potential and valuing the company on straight sales. |
Posted at 20/6/2024 15:22 by fse I have to go back a long time to remember any time I have seen an investment behave like this. Once was in the 2000 tech collapse where good and bad investments went to the wall largely because investors were running scared of the entire sector and any company that did not have adequate financing could not raise cash and was forced to close shop.There have been instances like Proteome sciences PRM that I invested in but bailed out of before it crashed as the company was unable to convert the science into a saleable product. Ironically though they are still in business but the share price is a fraction of bygone times. BATM has accredited positions in 3 different sectors. Edge computing, Medical diagnostics , Cyber. These sectors are all "in favour" areas for investors. BATM has plenty of cash and has developed its IP in house and has not had to go to shareholders for cash. Companies like BATM ought to be popular in times like this as they are defensive stocks as they are unlikely to get forced out of business due to the above parameters. So whats gone wrong? The share price slide started some 3 years ago before the war etc and has been in a relentless fall ever since. BATM market sufficient legacy product to keep their head above water and support their R&D. The "new" stuff is yet to really gain traction from a sales perspective. Edgility and Edge computing is a very real improvement that companies will adopt. Edgility has had all the good reviews and done all the trade shows even won some impressive business from Cemex to 911. Telco systems has struggled since they took it over and other than a brief moment of glory when they supplied Nokia its been an abject failure in the sales department. Conclusion Edgility have the product but they clearly can not sell it, they need a close association with a major player and I can not believe they can not find one. My own view is that they are making a first class mess of this and are wasting their R&D lead time. Telco systems is hopelessly non managed. Medical division are addressing a key area in the detection of infectious diseases and Adaltis has been doing a steady business. The issue here is that they are a minnow in a field dominated by large drug companies with enormous resources. Still its not as if they have no business but their sales growth is anemic. They do have a large investment in ADOR but then they have invested significant funds in other areas that they have been unable to convert. Cyber has been a solid performer for them with the IDF contract. Here again we see the same pattern . They were supposed to develop a commercial platform for business. They have cyber bundled with Edge solutions. But where are the sales other than the Israeli military. OK so we have 3 areas that they have all the right products yet their sales are lacklustre. BATM brought in a new CEO and went about a restructuring plan to ensure they were more proactive in getting across the line so to speak. This clearly has not worked and enough time has gone by for investors to want to see some results we are not in this to lose money. The listings fiasco has not been sorted out and management are taking a very cavalier approach with Investors expecting them to believe what they are saying. BATM have created a credibility problem for themselves which was entirely avoidable. I am assuming that BATM connect with their potential customers the same way they connect with Investors and they are making a complete mess of this. What we have here is a company with simply massive "potential" that as car1pet might say could not run a chip shop and I dont mean the silicon variety. I value the company in the 150p to 200p range (no war) 80p to 100p (given the present state of the conflict) Management need a very serious boot because they are clearly not communicating. I believe BATM should provide a current update on the business to Investors given the extreme falls in the share price. |
Posted at 12/6/2024 06:44 by kooba Normal course of business orders and even preliminary talks around more meaningful orders or technology adoption that shareholders are aware is the aim do not prevent director dealing. Preliminary talks around corporate developments with no certainty of any transaction , again in line with stated strategy does not prevent director dealing. Only when there is some certainty around imminent news that could be seen as price sensitive do pdmr's become restricted in their dealing. They are also restricted in the close period , the 30 days before release of interim and final results. Moti's response to previous enquiries as to why they hold no shares and have never bought any in 8 years of being a senior executive is incorrect and a merely an excuse...why he does not see the shares as offering value for his own money is unclear. Knowing many listed company directors over the years who know their business inside out they have been very keen to invest in their business when they are able to and think the share price does not reflect the potential. They realise it is rather difficult trying to convince investors that the shares are great value and eminently investable when they will not invest themselves.Most companies now insist on executives building a meaningful shareholding during their tenure often a holding representing 200% of basic salary..they should also not rely on incentives to achieve this position ..it is seen as good corporate governance for uk listed companies to ensure alignment with senior management to shareholders.All Moti has done is exercised options since he has been with the company and sold every single share taking an additional $1m out personally.Whole thing needs a shake up and be run for the people that own the business not those that run it. |
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