Batm Advanced Communicat... Share Discussion Threads

[reeltime] 20/5/2015 17:08

If anyone knows the cost of the T-Marc® 340F and the EdgeGenie Orchestrator CE 2.0 & SDN/NFV service management system". Then we may well be able to roughly calculate the approximate contract value.......

"The project includes multi-year delivery of several thousand industry-leading T-Marc® 340F CE 2.0 devices together with the EdgeGenie Orchestrator CE 2.0 & SDN/NFV service management system".

[fse] 20/5/2015 15:50

We are over sold IMO at the moment and this is just a retracement to the 18p levels.
What could be worth getting excited about is the medical diagnostic business and the supply/resupply of reagents.
This has the effect of raising revenue and making margins more attractive due to the lower cost of resupplying reagents. The fact that they are making reagents now in house further adds to improved margins.

Its probably fair to say that this company is valued at cash and real estate plus a bit of goodwill from the medical side.
The Telco side is in their for nothing so any movement here could be sweet !!!!!

[james dean] 20/5/2015 15:28

I posted something similar a few days ago - worth repeating IMHO.
-------------------------------------------


BATM Advanced Communications Ltd 35.6% Potential Upside Indicated by finnCap


BY Amilia Stone



Broker Ratings




BATM Advanced Communications Ltd using EPIC code LON:BVC had its stock rating noted as ‘Retains’ with the recommendation being set at ‘CORPORATE’ today by analysts at finnCap. BATM Advanced Communications Ltd are listed in the Technology sector within International Main Market. finnCap have set a target price of 20 GBX on its stock. This now indicates the analyst believes there is a potential upside of 35.6% from today’s opening price of 14.75 GBX. BATM Advanced Communications Ltd LON:BVC has a 1 year high for the share price of 19.25 GBX while the 52 week low for the share price is 11.65 GBX.



BATM Advanced Communications Ltd LON:BATM is an Israel-based technology corporation. BATM has two main activities structured into divisions, Telecom Division which specializes in the development, production and marketing of Data and telecommunication products in the field of local, Metro and wide area networks; ATCA based solution for the Access and the Edge; Access and edge platforms based on carrier Ethernet with emphasis on QOS, Service management, Traffic shaping, load balancing, DPA, DPI etc and Cyber solutions; and Medical Lab division which specializes in the development, production and marketing of Medical laboratory diagnostic solutions that include equipment, reagents, and Sterilization and medical waste disposal solutions.



----------------------------
As I say worth repeating.

Regards.

DYOR

[fse] 20/5/2015 14:34

Good news on the contract win but the release says they won a major "competition"
lets hope its a professional competition and not an amateur one and there is some revenue associated. As usual we have no idea of amounts but the report quotes "several thousand" ????
Look I think the backdrop is improving and we got some really positive news from the medical division regarding reagent sales being up 100%.
I think these will probably get talked up to the 18p to 20p range then stick unless we get actual revenue amounts that justify the rise.
The company does remain though at a very undemanding valuation so there is substantial room for a move upwards..... BUT !!!!!!

[rawdeal1] 20/5/2015 13:20

5.6 mil shares and a rise in the share price ?? Where did that come from ?

[reeltime] 19/5/2015 16:15

Press Releases

Telco Systems Wins Major Competition to Deliver Carrier Ethernet Upgrade to Tier-1 Asian Operator
May 19, 2015
T-Marc 340F MEF Carrier Ethernet 2.0-compliant devices demonstrate superior cost effectiveness while bringing intelligence to the network edge


MANSFIELD, MA, May 19, 2015 – Telco Systems, the leading provider of innovative SDN & NFV and multi-service Carrier Ethernet 2.0 and MPLS edge solutions, today announced that it has been selected by a tier-1 network operator in APAC to support the company’s migration from SDH-based network nodes to Carrier Ethernet 2.0. The project includes multi-year delivery of several thousand industry-leading T-Marc® 340F CE 2.0 devices together with the EdgeGenie Orchestrator CE 2.0 & SDN/NFV service management system.

The network operator embarked on an exhaustive process of testing various solutions in order to select the best performing and most cost-effective solution for their Carrier Ethernet services network. In order to carefully measure the effectiveness of the T-Marc 340F solution, Telco Systems was required to undergo a meticulous and demanding proof of concept. The results showed that the T-Marc 340F devices were the most cost-effective and best performing solutions for current and upcoming challenges as the breadth of the upgrade expands into the future.

“We are excited by this win,” declared Moshe Shimon, VP of Product Management and Marketing at Telco Systems. “The requirements were quite demanding, the competition stiff, and the customer put our solutions to stringent testing. We were able to demonstrate the superior performance of our T-Marc Carrier Ethernet solutions along with their ability to simplify provisioning and ongoing network management.”

Telco Systems’ T-Marc® 340F Ethernet Service Demarcation Series provides managed converged services (voice, video and data) over virtual Ethernet, MPLS/VPLS and IP networks. It enables service providers to deliver multiple services over a single customer interface. EdgeGenie, Telco System’s graphic and highly scalable Service Management System, offers a modular and complete solution for the full life cycle of network deployment from planning to managing, monitoring and maintaining services configured on the T-Marc340Fs. Multi-level operations, administration and maintenance (OAM) capabilities carefully measure and ensure service level agreements while zero-touch provisioning reduces costs and enhances accuracy of operations.

Telco Systems will be demonstrating its carrier-grade CE 2.0-certified portfolio and innovative SDN/NFV solution at the L123 Layer123 SDN & Openflow APAC World Congress on May 26-28, Singapore, Booth #1. Visitors will also be able to hear Gal Ofel, Head of Software Solutions Product Line Management at Telco Systems, speak on “The Next Step: Orchestrating the Virtualized Telecom Network” as part of the SDN + NFV: BUILDING THE FUTURE NETWORK session track, on Wednesday, May 27th at 17:10.

[reeltime] 18/5/2015 22:26

vFirewall
Check Point Firewall & SDN/NFV Network Security Application....

Telco Systems’ vFirewall SDN & NFV application enables service providers to provide their customers with the best-of-breed security gateway functionality as a service. vFirewall is based on Check Point’s world renowned, proven firewall securing more than 200 applications, protocols and services, that features the most adaptive and intelligent inspection technology.

Telco Systems’ CloudMetro NFV product family provides operators with the ability to centrally manage and execute vFirewall instances over demarcation and aggregation SDN & NFV devices, based on end customers’ needs and agreements.

Check Point Firewall builds on the award-winning technology first offered in Check Point’s FireWall-1 solution to provide the industry’s strongest level of gateway security and identity awareness.

Check Point’s firewalls are trusted by 100% of Fortune 100 companies, and are deployed by over 170,000 customers, demonstrating their industry leadership and continued innovation.

Check Point software architecture supports a complete and increasing selection of security solutions, each delivering a modular security gateway or security management function. Check Point solutions are modular and moveable, enabling users to efficiently and quickly tailor security gateway and management functionality to specific and changing security needs. New features are quickly licensed as needed. without the addition of new hardware.

[reeltime] 18/5/2015 22:20

Taken from iii thread.....

"I should be getting feedback from the meeting with Marom on the 15th May so will let you all know the outcome if I'm told".

"viewpoint on the future of BATM":

"After meeting Dr Marom last week Henderson's view is that it is worth continuing to invest and they will. Reason is that the share value has very little of the business value it is mostly based on assets and cash at bank. Expecting an improvement in the business over the next 12 months and the share price could see a significant growth".

[cumnor] 18/5/2015 19:35

So enured to watching this sink I had given up following it, but just noticed tidy little leap today-let's hope something stirring but knowing BATM I'd be shocked.....patience perhaps might pay off?

[fse] 13/5/2015 22:37

More awards few rewards !
They really need to turn all this positive hype into sales...

[james dean] 13/5/2015 20:06

reeltime -

Thanks.

Regards

DYOR

[reeltime] 13/5/2015 19:04

Telco Systems Wins 2015 SDN Excellence Award
Today : Wednesday 13 May 2015

MANSFIELD, Massachusetts, May 13, 2015 /PRNewswire/ --

Telco Systems, the leading provider of innovative SDN & NFV and multi-service Carrier Ethernet 2.0 and MPLS edge solutions, today announced that the company has won the 2015 SDN Excellence Award from SDN Zone .

The SDN Excellence Award list is an annual recognition featuring companies that are having a profound impact on the IT and Telecom industries and are leading the way in SDN architecture and applications.

Telco Systems received this award recognition for its CloudMetro 100 SDN/D-NFV virtualization platform. CloudMetro 100 enables telco operators and other communications service providers to build orchestrated virtual environments and offer multiple network functions and services at the network edge. By leveraging SDN and NFV technologies, CloudMetro 100 allows operators to introduce new virtualized IT services rapidly and supply them with significantly lower delivery costs.

"This award recognition strengthens the value proposition of our CloudMetro platform and overall product portfolio of SDN and NFV solutions," said Moshe Shimon, Vice President of Product Management and Marketing at Telco Systems. "The new virtualized services enabled by CloudMetro represent for service providers important new revenue streams and can be used as competitive differentiators that enable a service provider to enter new service markets and directly complete with cloud service providers."

CloudMetro 100 is carrier-grade and supports the increasing capacity needs of service providers with 10 gigabit-Ethernet (10GE) capabilities. The platform also supports the latest transportation technologies, including Carrier Ethernet 2.0, IP/MPLS and OpenFlow along with NETCONF and YANG for network management.

CloudMetro 100 and many of the new virtualized service applications are included in the company's recently published Telco Systems Product Guide 2015.

Telco Systems will be demonstrating CloudMetro 100 and TelcoApps VNFs at the L123 Layer123 SDN & Openflow APAC World Congress on May 26-28, Singapore, Booth #1. Visitors will also be able to hear Gal Ofel, Head of Software Solutions Product Line Management at Telco Systems, speak on "The Next Step: Orchestrating the Virtualized Telecom Network" as part of the SDN + NFV: BUILDING THE FUTURE NETWORK session track, on Wednesday, May 27th at 17:10.

About Telco Systems

Telco Systems delivers an industry-leading portfolio of SDN/NFV, Carrier Ethernet and MPLS-based demarcation, aggregation and edge solutions, enabling service providers to create intelligent, service-assured, CE 2.0-compliant networks for mobile backhaul, business services and cloud networking. Telco Systems' end-to-end Ethernet and SDN/NFV product portfolio delivers significant advantages to service providers, utilities and city carriers competing in a rapidly evolving telecommunications market. Telco Systems is a wholly owned subsidiary of BATM Advanced Communications (LSE: BVC).

[fse] 13/5/2015 15:04

Thanks reeltime. I never could understand why Cisco and Via Europa which has a stunningly bad reputation all over the globe where allowed to just run this as they obviously please.
They may very well have had board meetings and the shareholders do not appear to deny that only that at these meetings the shareholders questions are not answered.
Hard to tell whats going on but I would have a tendency to believe the shareholders because if all was OK then they would have little reason to complain so vociferously.
Not good from the sounds of it and its bound to end up in the courts eventually which is more bad news ...
I don't think this will hold BATM back that much but it is a missed opportunity and its funds tied up for little if any return...... pain!

[reeltime] 12/5/2015 23:06

More information re the Israeli contract.......

Shareholders: IBC paying Cisco for network before it exists
10/05/2015, 11:20

IBC (Unlimited) shareholders say Cisco and Via Europa are keeping them in the dark.

Optic fiber venture IBC (or by its trading name Unlimited) is paying a $7.5 million annual maintenance fee to Cisco (CSCO), sources inform "Globes". This is an unprecedented amount, paid to the US telecommunications equipment giant under the IBC shareholders' agreement signed at the time that the joint venture was set up.

Against the background of a rupture between the Israeli shareholders on the one hand, and Swedish company Via Europa and Cisco, which are running the project, on the other, the shareholders are demanding information on the agreement between Via Europa and Cisco, and that they should be kept fully informed about the way the company is managed. Cisco gives the venture supplier's financing and in effect stands behind it through Via Europa, as it does not wish to head the project as a direct shareholder.

The Israeli shareholders in the venture (Pujo Zaboludowicz's Tamares Telecom Ltd., BATM Advanced Communications Ltd. (LSE: BVC; TASE: BATM), Rapac Communication and Infrastructure Ltd. (TASE: RPAC), and Yehuda Zisapel) consider that Cisco and Via Europa are doing as they please with the venture, and are denying them critical information about its progress. They claim that they are completely cut off from what is happening in the venture, that the board, headed by Doron Cohen, deliberately makes decisions with consultation, and that at the meetings that have taken place the Israeli representatives did not receive answers to their questions. The Israeli shareholders are highly critical of Doron Cohen, who they say does not represent the shareholders as a whole but rather colludes with Cisco and Via Europa to conceal what is really happening in the venture. The Israelis say that the absurd maintenance payment to Cisco for maintaining a network that does not exist and has only begun to be constructed is an example indicating where the shareholders' money is going.

The Israeli shareholders claimed (and continue to claim) that Via Europa and Cisco are responsible for equipment orders years in advance from Cisco, equipment that the venture has no need of in the near future, so that in effect Cisco and Via Europa have already obtained a substantial payback on their investment.

IBC stated in response, "The main supplier agreements were signed under a procedure of the Israeli government and were approved in all the relevant forums. As part of this procedure, Cisco was chosen as the supplier for planning, implementing, and operating the network. While more cities and major enterprises are joining Unlimited's services, we are witness to a failed attempt by interested parties to damage the fabric of the relationships between the shareholders.

"The claims raised are incorrect. Six regular board meetings are scheduled each calendar year. In addition, unscheduled meetings are held for regular updates as necessary. So far, four board meetings have taken place, even before we are halfway through 2015. The company's board of directors operates according to strict rules of corporate governance, with full transparency, and in accordance with the agreements signed between all the various parties concerned before the company was set up."

Published by Globes [online], Israel business news - www.globes-online.com - on May 10, 2015

[james dean] 12/5/2015 22:15

Improving performance at BATM 12 May 2015 StockMarketWire.com

BATM Advanced Communications (LSE: BVC), a provider of real-time technologies for networking solutions and medical laboratory systems, has reported that the momentum experienced at the end of 2014 has continued, especially in the bio-medical division. The Board feels confident of delivering improved results this year with good growth momentum going forward. Within the bio-medical division, the diagnostics business moved into profitability for the first time in its history. This was due to the sales of reagents increasing by 100% compared with the equivalent period last year. Additionally, it experienced a growth in sales of reagents that were produced in-house, which also contributed to improved margins. The Group's financial performance continued to be impacted by movements in foreign currencies, particularly of the Moldavian lei, Euro and Romanian Ron against the US Dollar. Whilst this had an effect of reducing revenues in its reporting currency, there was immaterial impact on operating profit because expenses are mostly in the same currency as revenues - and also due to reduced expenses. At 12:54pm: [LON:BVC] BATM Advanced Communications Ltd share price was +0.25p at 12.75p Story provided by StockMarketWire.com - See more at:

[fse] 12/5/2015 16:58

Here is the finnCap text if you had trouble with JD link.

BATM Advanced Communications Ltd with EPIC LON:BVC has had its stock rating noted as ‘Retains’; with the recommendation being set at ‘CORPORATER17; this morning by analysts at finnCap. BATM Advanced Communications Ltd are listed in the Technology sector within International Main Market. finnCap have set their target price at 20 GBX on its stock. This is indicating the analyst believes there is a potential upside of 53.8% from today’s opening price of 13 GBX. BATM Advanced Communications Ltd LON:BVC has a 1 year high stock price of 19.25 GBX while the year low stock price is currently 11.65 GBX.

BATM Advanced Communications Ltd LON:BVC is an Israel-based technology corporation. BATM has two main activities structured into divisions, Telecom Division which specializes in the development, production and marketing of Data and telecommunication products in the field of local, Metro and wide area networks; ATCA based solution for the Access and the Edge; Access and edge platforms based on carrier Ethernet with emphasis on QOS, Service management, Traffic shaping, load balancing, DPA, DPI etc and Cyber solutions; and Medical Lab division which specializes in the development, production and marketing of Medical laboratory diagnostic solutions that include equipment, reagents, and Sterilization and medical waste disposal solutions.

[fse] 12/5/2015 16:51

Thanks for the postings all..... JD I could not get your last link to work.

At the end of the day if they are making progress and returning to profit then the share price will recover as the current valuation is cheap.
Trouble is we have been here too many times before and until the figures are there in the bottom line I can't see us moving too far.

So what have you got on offer here at the moment IMO

Valuation is low and very undemanding.
There are factors that could impact the share price in the area of further contracts won by the Telco division ...

Israeli infrastructure project back on course and becoming beneficial to BATM.

Disposal of the Telco division.

In the medical diagnostics business I have long highlighted the impact that re supply of reagents will make on the bottom line. Reading between the lines of managements update I feel they are pretty excited about this, we don't really have enough detail here but as the story unfolds its a possible large winner for the company.

The downside of this company really ought to be limited as they are valued just above book value.

[james dean] 12/5/2015 12:43

Regards

DYOR

[reeltime] 12/5/2015 08:39

Yes a positive outlook, but no mention of the first quarter numbers?

[james dean] 12/5/2015 07:41

BATM Advanced Communications Ld Trading and Business Update


TIDMBVC

RNS Number : 8465M

BATM Advanced Communications Ld

12 May 2015

12 May 2015

BATM Advanced Communications Limited

("BATM" or "the Group")

Trading and Business Update

BATM Advanced Communications Limited (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, provides the following update on trading for the four month period ended 30 April 2015.

As stated at the time of the full year results on 10 March 2015, the momentum experienced at the end of 2014 continued into 2015, especially in the Bio-Medical division, as expected.

Within the Bio-Medical division, the Diagnostics business moved into profitability for the first time in its history. This was due to the sales of reagents increasing by 100% compared with the equivalent period last year. Additionally, it experienced a growth in sales of reagents that were produced in-house, which also contributed to improved margins. The Group's management expects the Diagnostics business to continue to grow and remain profitable for the full year 2015. In the Pathogenic Waste Treatment Sterilisation and Distribution businesses, as well as Diagnostics, management expects performance for the first half of 2015 to be better than in the first half of 2014.

The Telecom division continued to wind down the legacy products business, which was offset by increased sales in IP products as the division remained focused on the new strategy of concentrating on Tier 1 clients, SDN (Software Driven Networks) and NFV (Network Functions Virtualization). Consequently, sales in this division were marginally ahead of management's expectations. The cyber business continued to attract increased interest and grew four-fold, albeit from a small base, over the equivalent period last year. The Group continues to maintain tight cost control in this division and has reduced operating expenses by 14% compared with the same period last year, and expected to deliver improved results in 2015 over 2014.

The Group's financial performance continued to be impacted by movements in foreign currencies, particularly of the Moldavian lei, Euro and Romanian Ron against the US Dollar. Whilst this had an effect of reducing revenues in its reporting currency, there was immaterial impact on operating profit because expenses are mostly in the same currency as revenues - and also due to reduced expenses.

As a result of the above, combined with the initial visibility of the forthcoming quarters, the Board feels confident of delivering improved results in 2015 compared with 2014, with good growth momentum going forward.

Enquiries

BATM Advanced Communications
------------------------------- -----------------
Dr Zvi Marom, Chief Executive
Officer [phone]
------------------------------- -----------------
Moti Nagar, Chief Financial
Officer
------------------------------- -----------------

finnCap
------------------------------- -----------------
Stuart Andrews [phone]
------------------------------- -----------------

Shore Capital
------------------------------- -----------------
Pascal Keane [phone]
------------------------------- -----------------

Luther Pendragon
------------------------------- -----------------
Harry Chathli, Claire Norbury [phone]
------------------------------- -----------------


This information is provided by RNS

The company news service from the London Stock Exchange

[fse] 01/5/2015 22:08

"insider"comments pretty much says it all...
it is worth mentioning that were it not for the currency exchange then I think they end up breaking even. Still its lethargic growth of around 4%pa again impacted by the divestment of the legacy business and refocus on SDN etc.
Its been a frustrating period indeed and no real shorter term trading opportunities.
Its looking like we are at a pretty trashed out value now so maybe its one of those opportunities again.
Something is definitely up though ......

[ragewarrior] 01/5/2015 15:49

BarrieB Those other 2mill share trades are most likely all the same deal, just moving the shares from broker to broker so Dr Z Marom can have them.Don't expect another rns on those..R

[silver surfer] 01/5/2015 15:36

Added today as i think things are starting to happen. I've been in these for about 14 years so what's another few years.

[reeltime] 01/5/2015 15:19

The Insider: BATM Advanced Communications.
By Lee Wild | Fri, 1st May 2015 - 08:55

BATM Advanced Communications (BVC) boasts a long history of profit warnings and disappointment. Despite a strong end to 2014, the company still lost $3.7 million last year, and there’s currently talk of a serious dispute between the partners in the Israel Broadband Company (IBC) fiber-optic venture, among them BATM.

However, losses were over $6 million in 2013, and management think the networking solutions and medical lab systems firm can improve again this year.

"The medical division is now the dominant business whilst the telecom division has stabilised and is recovering well," says chief executive Dr Zvi Marom. "The underlying fundamentals of the businesses are sound and, were it not for the foreign exchange impact in reporting the results and the one-time write-off of the legacy business inventory, the numbers would have reflected the progress achieved in the year."

Still, BATM shares still languish at levels not seen since 2003 and the aftermath of the dotcom crash. It's clearly a level at which BATM founder Dr Marom cannot resist building his stake.

This week, he spent over £250,000 on 2 million shares at 12.625p each. He now owns 96.4 million in all, 23.9% of the company, worth more than £12 million. Earlier this month Marom snapped up 500,000 shares at 12.5-12.75p.

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