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[fse] 18/11/2014 16:11

Well pretty much as I suggested earlier. Medical division making progress. Telco arm struggling to sell new products.

As usual rays of light at the end of the tunnel but really this is taking a long time. Upside here will be more Telco contract wins or them disposing of the division.
The medical division is constricted by manufacturing issues and whilst they are achieving some success the revenue is tempered by supply and build schedules.

The share price is priced to reflect this situation.

[rob1ng] 18/11/2014 15:10

I'mGradually off loading ,can't see any growth in this company

[burnage] 18/11/2014 11:47

OMG! ... can you believe it ... ANOTHER YEAR OF FAILURE !



18th November 2014.


Business Update

As noted in the Group's interim results, the momentum of the first half of 2014 in the Medical division has been maintained into the second half of the year. However, the Telecom division has suffered from a longer-than-anticipated sales cycle as it continues to rebuild and implement its new strategy of focusing on Tier 1 customers.


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Yep, another year of dissapointing failure.

It's always jam tomorrow with this company, it just never delivers.

I have never know of a company that consistently year after year, continues to dissapoint as much as BVC has over the past several years ...


You just cannot see this company ever doing well ...


Zvi Moram - always the geeky academic professor ... never a business man.

[amt] 18/11/2014 09:43

Lost count of the number of times they have failed to deliver.
Sold half and bought into Pace where they have a record of over delivering.

[trojan] 18/11/2014 07:10

It could only be our batty that continues to deliver a bit of good news whilst also bashing itself with a big stick.
Still holding here, but the management have been confusing the hell out of me these last couple of years!!!

Roll on to yet another year. :(

[picsous] 14/11/2014 01:04

So BATM were sued for patent infringement:



Not sure if the case is closed now or what the outcome was:

[spekky] 13/11/2014 18:47

This will be the jewel in the medical division,the re-agents and diagnostics equipment will be "slow burners" but ISS has the potential to be in every hospital as standard kit within a few years........imho.

[fse] 13/11/2014 16:11

>rt.... I believe last years update was early. Normally they are in November but who knows. I don't think they are obligated to issue an IMS.
I am not as negative on the Telco arm as I was but I can not see them booking any serious revenue for a while yet and that will probably be the downside of the next IMS.
The medical division is forging ahead but there they have issues as well and general delays and problems with manufacture may temper results.
Overall the back drop is improved but we need to see this translate to serious revenue before its going to move the share price much.

[reeltime] 12/11/2014 22:54

FSE

Last years IMS was on the 15/10/2013.....so we are well overdue, my expectations
are similar to yours LACKLUSTRE!!!! Still we live in hope.

[fse] 12/11/2014 22:09

No volume... watch for a heavy trading day and then there will be a notice/update right afterwards !
SP is currently priced as expecting lacklustre update.

[spekky] 11/11/2014 18:45

Good luck Telco........bit of recognition would not go amiss.

[cumnor] 09/11/2014 18:31

Thanks FSE. One of those companies I don't understand too well but reluctant to let it go. If it comes good it will in style, I feel.

[spekky] 09/11/2014 18:28

FSE

T.S. verging on overdue now,however,I have a good feeling about the medical division......

[fse] 09/11/2014 16:59

I should have added that we nervously await an interim management statement ... likely due any time now. The share price has been stuck in neutral until we see real improvements in the bottom line.

[fse] 09/11/2014 16:50

"Claims" sadly have not equated to real revenue gains providing a better bottom line. They do appear to be making progress with a totally redefined targeted approach in evolving areas. Whether this will end up being a success or not is still uncertain. They do have the massive Israeli infrastructure upgrade coming on tap for them now which should shore up their finances in terms of covering costs allowing their plans to stand a realistic chance.....

Of course the newer medical division has been forging ahead quite rapidly and is now larger than the Telco arm.

I am not sure why they retain the Telco division as I would have thought it was worth arguably more itself than the total valuation of BATM currently commands.
They were rumoured to be in talks some months ago to sell the division. Nothing ever came of that so either someone did not want to pay the price or they feel progress is sufficient to warrant keeping ahold of the Telco arm.... speculation I am afraid.

Looking at BATM as a total picture with its real estate holdings, cash in the bank, divisions all we are told back in profit. It ought to be doing a heck of a lot better. The current valuation is very undemanding always assuming they continue making headway.

[amt] 09/11/2014 15:29

Wow great research FSE. If Batm are leaders as claimed then this could be the news we have waited for ten years or more for. A 22 fold increase by 2018.

[fse] 08/11/2014 21:43

hugely relevant we hope.....(from very recent BATM news update)

Dr Zvi Marom, Chief Executive Officer of BATM, said: "The launch of this platform represents a further milestone in our strategy of focusing on NFV and SDN solutions. The first of its kind in the market, BATM is well-placed to leverage its leadership position to benefit from the industry transition to these architectures. With the CloudMetro(TM) 100, we are enabling telecom operators to transform their networks to IT-aware networks and to cater for the increasing capacity demands. We look forward to developing further solutions to facilitate the virtualization of networks and to continuing to create value for our customers."

[cumnor] 08/11/2014 06:10

eeltime, thanks for that but what relevance to BATM? Bit technical for me.

[reeltime] 07/11/2014 23:00

Rami Yaron, VP, Strategy & Business Development, Telco Systems
MEF Carrier Ethernet

Published on Nov 7, 2014

Rami Yaron, VP, Strategy & Business Development, Telco Systems discusses CE-2.0, SDN, and NFV, building blocks of tomorrow’s network

[burnage] 31/10/2014 21:40

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cumnor 29 Oct'14 - 21:29 - 13700 of 13700 0 0

BVC-great ideas, technology but no execution-ie deals and sales. Why keep wasting money? CEO hasn't got it imo. New blood needed?
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Above post from the other thread is so very, very true.

CEO is an academic. He's a research guy and BVC is his little laboratory.

He owns zillions of shares because it's his little baby.

He's not a business man, never has been and never could be.


The same old posters on the other thread have been there for years - literally several years - 5/6/7 years ... ?

It's amazing how some investors just fall in love with a company and lose sight of the fact that the idea of investing in the first place is to try and make money.

Indeces are hovering all times highs and BVC has just slept through it.

CEO has to go if there is ever going to be any life in this company.

[cumnor] 29/10/2014 21:29

BVC-great ideas, technology but no execution-ie deals and sales. Why keep wasting money? CEO hasn't got it imo. New blood needed?

[fse] 29/10/2014 21:16

Thats about the size of it. Its very difficult to get providers to cough up the money so they can offer better services to their customers. It makes good sense all round but until they are genuinely uncompetitive and losing clients nothing happens. We live in the age of " THE GREAT CUT BACK"
BATM and others struggle in this environment.