Batm Advanced Communicat... Share Discussion Threads

[wizzkid211] 01/6/2025 03:14:26

MOTI has 906200 vested options at a price of 12.69p from 4-5-2025, worth it even if the tax is high...

[resistance1] 30/5/2025 10:49:58

Edgility by BATM Networks: Gaining Traction in the Edge Orchestration Market
Edgility, the edge orchestration platform from BATM Advanced Communications' subsidiary Telco Systems, is carving out a niche in the burgeoning edge computing market. While specific market share figures remain elusive, a review of publicly available information, including customer announcements, industry partnerships, and analyst recognition, indicates that Edgility is a growing platform with notable deployments and increasing visibility.

Key Indicators of Edgility's Market Presence:

Significant Customer Wins: Edgility has secured contracts with several Tier 1 telecommunications service providers and large enterprises. Notable examples include:

NGA 911 in the US: For deploying and managing critical 911 and 988 national emergency service infrastructure.
Totalplay and Axtel in Mexico: For virtualizing and managing enterprise connectivity services.
Telebras in Brazil: Selected to deliver secure edge connectivity across mission-critical government and enterprise sectors.
CEMEX: A global building materials company, utilizing Edgility for its enterprise WAN management.
CityFibre in the UK: Reported to be adopting the Edgility solution.
Financial disclosures on some deals, such as a $2.4 million order from an unnamed Tier 1 communications service provider, further underscore its commercial progress.
Strategic Partnerships: BATM has been actively forging partnerships to expand Edgility's reach and capabilities:

Advantech: To offer Edgility's operating system pre-installed on Advantech's edge hardware.
Amazon Web Services (AWS): Edgility is an AWS IoT Greengrass partner and is listed on the AWS Marketplace, facilitating co-selling opportunities.
Adaptiv Networks: Collaborating to deliver integrated SD-WAN and SASE (Secure Access Service Edge) solutions.
Industry Recognition and Awards: Edgility has garnered attention from industry analysts and publications:

Gartner: Mentioned in the Hype Cycle for Edge Computing in the Edge Management and Orchestration category.
STL Partners: Recognized as one of the top 100 companies shaping edge computing for four consecutive years.
Awards: Recipient of accolades such as the "Best Business App Deployment & Lifecycle Management Platform 2023" by The Business Concept and the "2023 MSP Today Product of the Year Award."
Focus on Large-Scale Deployments: Edgility is designed to simplify the deployment, management, and orchestration of applications, network functions, and workloads across numerous distributed edge locations, addressing a key challenge for operators and enterprises.

Challenges in Gauging Overall Popularity:

Despite these positive indicators, precisely quantifying Edgility's overall market share or ranking its popularity against a diverse and evolving competitive landscape is challenging based on publicly available information. The edge orchestration market features a mix of established networking giants, cloud providers, and specialized software vendors.

Conclusion:

Edgility by BATM Networks is demonstrating tangible progress in the competitive edge orchestration market. Through strategic customer acquisitions, key partnerships, and growing industry recognition, the platform is establishing itself as a viable solution for service providers and enterprises looking to manage complex edge deployments. While it may not yet have the widespread name recognition of some larger players, its focused strategy and documented successes indicate a growing footprint in the evolving edge ecosystem.

[echoridge] 30/5/2025 10:37:13

you're right of course, wizz. In among the limited list of positives for shareholders the past couple years, that is a prominent one. In addition to the almost certain improvement in liquidity that's coming over the next 18 months in general for the space, you could also include a history of extremely low-touch PR and only one analyst covering it, both of which presumably can only improve from here, and even more extremely conservative historic accounting practices, which I hope and expect can help them see a more dramatic jump in earnings when/if their Edge business in particular, inflects. Also, there is a pretty fun (potential) upside story deriving from the relevant Israeli index BATM fell out of back in the summer of 2023, which I'll share later

[wizzkid211] 30/5/2025 08:50:18

FSE, ECHO.
I agree with all you say, I would like to add one more point, BATM did not dilute shareholding value by raising cash they were never short of cash as opposed to many small caps.

[fse] 29/5/2025 15:26:54

A lot of what Richard Penny says in the interview regarding the cyclical nature of these small cap investments is certainly what I have witnessed over the years. All the old rhetoric like throwing the baby out with the bath water.
The differences between boom and bust in the markets is purely down to the rate at which capital changes hands, in other words sentiment.
BATM are far from the only trashed investment around the sector is full of them. Audio codes AUDC which is based in Israel and does business with BATM but is more mainstream and less R&D is still well down.

BATM for a variety of good reasons are hardly flavour of the year last year or the one before. Small caps are like real estate they are @10 year cyclical. "IF" they can start showing some moderate growth then focus will return to their valuation based on potential IP.

The principal reason BATM is down is undeniably failure to bring its products to market and allowing a technical lead to fade away. The company is trying to get its act together and it does have the products.
It's a game that is their's to lose against a very undemanding valuation.

[echoridge] 29/5/2025 11:32:25

some slightly weird price action so far despite a couple useful bargains going through. We close up today I reckon.

[echoridge] 29/5/2025 09:25:52

I know Richard to say hi and I have been an advocate of this thesis for sometime now, on this board and elsewhere. The severe illiquid conditions, at least among the quality UK smaller caps/AIM, have contributed far, far more to the stressed valuations in names like BATM than retail shareholders appreciate, in my view. While this 5+ year trend has certainly not begun to reverse yet in a significant way, there is a growing evidence that it has bottomed out at least as fund redemptions at major institutions like Miton and particularly Lombard Odier are slowing and new fund proposals - particularly ones targeting just the kind of deep-value/longer holding period strategies like Penny is referencing - are popping up everywhere. On a broader, macro call as well, the host's mentioning of Larry Fink from Blackrock at the top of the interview, mirrors comments out other mega US institutions like Apollo in publicly recognising the particular opportunity, brought on by Brexit and other factors, in UK equities generally.

[fse] 28/5/2025 20:24:32

Here's the link to interview Paulisi mentioned above.



In this interview, Richard Penny, fund manager at Oberon Investments (managing UK Core, UK Special Situations and UK Smaller Companies), shares why UK small caps present a compelling opportunity right now. With UK small caps down 50% since September 2021 (twice as bad as during the global financial crisis), Richard explains how this creates an asymmetric risk opportunity for contrarian investors seeking growth at value prices. He illustrates this by discussing holdings like Zegona Communications (LSE: ZEG, market capitalisation £5.5bn) and BATM Advanced Communications (LSE: BVC, market capitalisation £66m).

[resistance1] 28/5/2025 17:52:01

Seems to be getting back on the radar

[paulisi] 28/5/2025 15:46:32

This has just been posted on TwitterIn a recent @Edison_Inv_Res  Vantage interview, Richard Penny, fund manager at @GroupOberon, delved into the compelling investment case for BATM. Watch 13.5 minutes into the interview for why these experts think BATM is worth attention: bit.ly/3Z6prEy

[wizzkid211] 28/5/2025 14:44:16

A company with a great potential ...

[echoridge] 28/5/2025 01:35:15

Nice press, good company

[fse] 27/5/2025 21:51:13

The
@FT
highlighted BATM as one of the leading London-listed cyber security specialists. According to the article, cyber attacks are “increasing in number and sophistication, making them a big challenge for businesses”



"London-listed cyber security specialists include NCC, Softcat, Computacenter, BATM and GB Group. Demand for insurance will continue to rise, to the benefit of insurers such as Beazley and Hiscox, which are both growing their cyber risks businesses."

[robertbarns1] 27/5/2025 17:36:09

maybe 20p's in 2026 ?

[fse] 17/5/2025 18:50:55

I liked you better on the other thread that way I didn't have to comment on any of that.

[kooba] 17/5/2025 07:49:24

Underlining on ADOR miss.."The NATlab is currently undergoing final engineering ahead of in-hospital testing in the US and Europe in 2019, with the intention of receiving regulatory approval to enable commercialisation in 2020."JAN 2019 hTTps://www.batm.com/rns-rnr/posts/2019/january/investment-agreement-for-30m-to-advance-molecular-diagnostics-solutions/So finals recently released for 2024 "ADOR Diagnostics, an associate company of BATM, completed pre-clinical validation of the NATlab process at the Tzafom Medical Center in Israel and commenced pre-clinical validation for the full NATlab product at the Lazzaro Spallanzani National Institute for Infectious Diseases in Italy."Regulatory approval i understand can take quite a while ..not sure they have applied yet..but are they really 5 years behind anticipated timeline?Do they even mention delays...no it's not the Batm way , they just forget what they have said previously and just start a new narrative without any explanation. Big problem in terms of investor confidence.

[kooba] 17/5/2025 06:34:17

You were i believe looking for revs $100m plus by now from edgiloity ..largely relying on bullish company pronouncements...clearly if they had managed to achieve such sales then networking could have been sold floated off etc for very good money , but alas they are making positive progress in building revenues but nothing like those kind of numbers. The areas where the company has been committing large capital Edgility and ADOR are not in any place where we were led to believe they would be. ADOR seems still to be some way off launching a commercial product and will likely need more funding soon...having previously had timelines for commercial sales subsequently forgotten.I'm afraid taking what they say and what their brokers say on trust is just not a thing anymore ..they have serially been inept in guidance and in delivering a more focused business growing revenues and profits. Hope they will because as all can probably agree the shares do not reflect the possibility of them actually delivering on that ..but unsurprising the market wants proof not words that they are going to succeed in delivering on that.

[fse] 16/5/2025 17:14:11

Fair enough and as I have already explained I got wrong footed on these I thought they would dispose of the Telco and Networking division.
I am bullish on the value of their IP but critical of their ability to engage in marketing and sales.
Most of us, I assume, are very well aware of what the challenges are now they have gone down a different path.
OK Sale of the division was not planned so moving on with what the end reality is.

I am talking about Networking, Edgility etc not the balance of the company. Networking need actual sales as the markets are unconvinced that irregardless of the numerous partnership agreements they have, and more doubtless on the way, they will translate into meaningful revenue.
I also can't see where anyone is actually making any serious money "Yet" out of Edge computing platforms. It's a cumulative subscription based sales model which would explain this and something BATM itself anticipated.
BATM are not doing that badly its Edgility/Telco systems part thats been the problem

[kooba] 16/5/2025 16:33:36

All fascinating stuff...I will remain cautious on the ability to deliver on strategy and value for now...mostly because there is no evidence after 2 years that they can.IP is only really worth big money if you can use in products that sell and there is little alternative..not something BATM has been able to do ..ever.So if they can get traction for their products using their IP then that value might increase but for now jury and market is out.You can hold a share and be frustrated and disappointed in the performance of both the strategy and share price you know...just being a holder does not mean you have to believe they are doing a splendid job...when they are clearly not.For now.Free the Letby..i tend to agree.

[fse] 16/5/2025 15:36:37

Kooba you seem to forget that BATM hit over 140p at one point and I was bullish as there was a really good prospect that Vodafone would partner with BATM. I posted that BATM IP was probably worth in the 170p range at the time.
I sold a significant portion of a large holding so made a lot of money but got stuck with a fair few also after a chain of events happened that would have been hard for anyone to predict.

Investors and the public in general are hype and sentiment driven and often under qualified.
"OT" but myself and another foreigner with Statistical Maths background notified the authorities and powers that be "pre trial" that Police had arrested Lucy Letby on an incorrect hypothesis that she was always present when babies died. They used a false baseline supposition over an inappropriate timeframe with exclusitory bias. Basically the Police were wrong, they cherry picked stats which is something we "on here" would understand.

I dont see the purpose of buying and holding shares when you must have bought them for a good reason, done your research etc. Then post mostly negative content.
BATM were an R&D company with substantial and valuable IP. I and others on here thought they would sell the networking and cyber business and keep diagnostics and research investments like ADOR.
We had little confidence they could successfully market and sell product.
BATM decided to market this themselves albeit with partnerships not sell it which wrong footed a lot of us.

Saying I told you so after the event is a pointless exercise. Yes I wish I had sold all of my shares at the high and bought them back at the low. And what's the point in rowing with echo all the time. It's boring and happy you kept the fight over on the coronavirus thread.
Kooba has already said that he will do what he likes but at the end of the day we are looking at the same company with the same very valuable IP which they may or may not be able to market successfully.

My current view with the situation we have today is that the shares are significantly undervalued even if they get things partially right. The break up value is worth more than the current valuations. Investors will probably get another chance to bail out along the way should they so desire.

I hope this is the year that BATM turn the corner and Lucy is released from Jail.

[resistance1] 15/5/2025 22:18:15

This dual board system confuses me. I’m often unsure where I’m posting. Board apartheid in a way. Now that Kooba is dual posting can I suggest a merger of boards or at least a closure of one or the other? What do we, sorry you all, think?

[kooba] 15/5/2025 14:59:57

Very out of date in terms of beer prices.Some seem to FSE..they keep referring to me. I'm sure you can remember..you were wildly over bullish back when I use to post much more cautious posts...you didn't like. See you have been posting quite critical things more recently.Is we a sort of royal thing ..or do you speak for the whole board?On checking my subscription seems I can indeed post where the hell I like.

[fse] 15/5/2025 14:43:51

I think it was for a half pint of beer. Do we know you.