Batm Advanced Communicat... Share Discussion Threads

[gclark] 09/8/2016 13:27

it'll be a buy and a sell but with the price rounded to 18.25, I would think

[paulisi] 09/8/2016 12:14

Not sure the data is correct as this is all affected by two big sells

09-Aug-16 11:33:33 18.25 500,000 Sell* 18.25 18.50 91.25k O




09-Aug-16 11:33:41 18.25 500,000 Sell* 18.25 18.50 91.25k O

[nickk1] 09/8/2016 11:44

Interesting move today. Big buyer about?

[reeltime] 27/7/2016 22:40

IHS Markit: VNFs present the main value of NFV
July 27, 2016 Sabrina Labanowski

International research firm IHS Markit has issued the new NFV Hardware, Software, and Services Annual Market Report about the network functions virtualization (NFV) market, in which it forecasts that the NFV market will be worth $15.5 billion by 2020.

As of 2015, the service provider NFV market stood at $2.7 billion. According to the report, this growth figure is a result of a shift in focus and investment to software and away from servers, storage and switch hardware.

The main value of NFV is in its applications, that is, the VNFs. According to Michael Howard, senior research director, Carrier Networks, at IHS Markit, “The service provider NFV market is larger than the software-defined networking (SDN) market throughout our forecast horizon of 2020, due to the pre-existing and ongoing VNF market.

“We expect strong growth in NFV markets in 2020 and beyond, driven by service providers’ desire for service agility and operational efficiency,” Howard added.

In anticipation of this growing demand in the NFV market, Telco Systems has expanded its library of VNF applications, which are used by service providers to deliver NFV-enabled IT management and security services to their enterprise customers.

Telco Systems currently offers VNF applications for security, routing, SD-WAN and WAN-optimization services from leading vendors, including Check Point, AudioCodes, Palo Alto Networks and Netrounds, and has recently successfully tested additional VNF applications with Cisco, Brocade, Juniper, Silver Peak, Riverbed and Fortinet.

vFirewall

Among others, Telco Systems is offering the following TelcoApps:

vFirewall – Check Point Firewall, PaloAlto Networks Firewall and Fortinet Fortigate Firewall
vRouter – virtual router application provides Layer3 routing functionality as a service at the service provider network edge
vProbe – Netrounds’ Active Traffic Generation and Application Monitoring Probe embedded on Telco Systems CloudMetro node, which enables service providers to eliminate expensive fieldwork required for service assurance

In addition, Telco Systems recently completed a series of high profile proof-of-concept (PoC) trials of its OME solution at a number of Tier 1 service providers in the United States, Europe and Asia. During these PoCs, Telco Systems proved that the CloudMetro platform and its library of VNF applications support the high performance, carrier-grade multiple service chaining requirements of Tier 1 service providers.

Network Security, Popular Posts, SDN & NFVAudioCodes, Brocade, Check Point, Cisco, Juniper, Netrounds, NFV, Palo Alto Networks, Riverbed, Silver Peak, VNF applications, VNFs

[reeltime] 25/7/2016 22:26

I see we are to launch a new product in the third quarter and it will be officially launched at the Andicom 2016 show at the end of August.....

Cable operators aggressively focused on Ethernet services
July 25, 2016 Lior Barak

A new report by research firm Heavy Reading entitled Cable Operator Think Bigger with Ethernet Services indicates that slowing growth and lower profitability in the residential cable market for US cable Multiple System Operators (MSOs) has caused a strategic shift toward Ethernet services for the business sector.

The main factors driving this growth are video, mobility, social networking and cloud services, all of which demand high bandwidth. In this regard, Ethernet provides greater flexibility and lower cost than alternatives.

According to Heavy Reading analyst Steve Koppman, MSOs are enhancing their infrastructure and adding advanced data services and cloud-based capabilities to their service offerings in order to effectively compete in this market and capture market share.

Responding to the shift, Telco Systems is currently planning to release a new DOCSIS-enabled demarcation device for cable MSOs during the third quarter of 2016.

The all-in-one carrier-grade DOCSIS-enabled demarcation device offers Carrier Ethernet 2.0 (CE 2.0), MPLS, IP (Layer 3) and software-defined networking (SDN). Combining all of these capabilities in one device delivers the most cost-effective solution for cable MSOs to leverage their network, enabling them to provide advanced data services to the business sector.

The innovative product, which brings all the benefits of Carrier Ethernet to the DOCSIS domain, will be officially launched at the Andicom 2016 show, which will take place August 31–September 2, 2016 in Cartagena, Columbia.

Telco Systems will present at booth #39 the new product, which is specifically designed to enable cable MSOs to utilize their wide footprint DOCSIS network and provide Ethernet services to business customers at the same level that Telco operators offer over the fiber network at a fraction of the cost.

T-Marc 3308D replaces three standalone devices that are typically deployed at business customer premises: cable modem, NID and router, reducing infrastructure complexity, simplifying integration, deployment and configuration, and reducing CAPEX and OPEX.

[fse] 18/7/2016 16:55

Best of breed we are told ;=)

[spekky] 18/7/2016 07:24

Still barking and got some new tricks too. :-)

Whether it can win a prize at Crufts is yet to be seen but I'm hopeful.

[gyy] 15/7/2016 16:52

Good lord is this old dog still barking...had these in 1999 before the crash...

[fse] 15/7/2016 16:38

The way its looking to me is that the current valuation of BVC is hardly demanding based on the medical division alone. Really the Telco side is in there for nothing as it stands.
Its a risk and uptake and implementation dates for the Telco division are challenging and I am sure frustrating as Telco make untold POC's with interested parties that are taking their good old time !!!
Having said that from our perspective as investors the share price means that this at these levels is very low risk. FWIW

[reeltime] 14/7/2016 22:19

Telco Systems: “SDN, NFV will be Key to our Future Growth”
By Telecomdrive Bureau -
June 22, 2016

With its innovative CloudMetro virtualization platform and NFV CyberGuard solution – Telco Systems is helping telecom operators and CSPs embrace the best of NFV, SDN and vCPE. The company is looking forward to become a significant player in this emerging market space.

Ariel Efrati, CEO of Telco Systems, spoke with Zia Askari from TelecomDrive.com during the recent CommunicAsia 2016 event in Singapore.

What is Telco Systems core technology?

Our primary focus is in the access space. We offer a broad portfolio of advanced carrier Ethernet, IP, demarcation and aggregation products and solutions.

Our solutions involve customer equipment and reach out to aggregation points and give connectivity to the edge of the network core. In addition, we have a lot of new innovations in NFV and SDN, which are enabling the virtualization of network functions.

What are some of the big innovations that Telco Systems is bringing to the market today?

As a company, we maintain an innovative organizational culture that generates new ideas and products that help our customers. Just over two years ago, we took the strategic decisions to begin developing solutions to help service providers better use SDN and NFV networking technologies. The benefits of these technologies are widely known and certainly justified.

One of these new innovations is our CloudMetro vCPE product line. CloudMetro can virtualize what are now device-based network functions, which service providers can in turn deliver to their business customers as new services. We offer Cloud Metro in two different versions: CloudMetro 100 supports 10GE and CloudMetro supports 1GE.

Another recent innovation of ours is the NFV CyberGuard solution. NFV CyberGuard is a rather unique cybersecurity solution for SDN and NFV networks. While SDN and NFV have a lot of benefits, at the same time, they also introduce a new set of challenges, some of which expose service providers to a range of cybersecurity vulnerabilities.

NFV CyberGuard addresses these inherent vulnerabilities and we are probably one of the only vendors that can address these security issues, which is becoming more of a concern for service providers looking to adopt NFV and SDN.

So when operators are looking at Virtualized Services – how are you as an organization helping them achieve that?

Well, CloudMetro is the starting point for a service provider to begin offering virtualized services. CloudMetro sits at the edge of networks – so it’s closer to the customer premises. The reason we do that is that there are some functions that actually cannot be virtualised at the network core.

Along with CloudMetro we have a full application library of virtualized network functions. We call these TelcoApps. Examples of network functions that we have turned into virtualized applications include firewalls, routing, session border control and caching.

A service provider can run these TelcoApps from CloudMetro in order to offer its business customers new virtualized IT management and security services. These virtualized services are a great source of new revenue streams for the service provider and can help keep existing business customers loyal.

We are continuously expanding our library of VNF applications. We are working with leading vendors like Check Point, Audio Codes, Palo Alto Networks and Netrounds. We have also recently tested additional VNF applications with additional vendors, including Cisco, Brocade, Juniper, Silver Peak, Riverbed and Fortinet.

How do you look at the Indian market today?

The Indian market is very interesting to us. India is a huge market and there are a lot of existing networking issues related to connectivity and capacity that we can help resolve. It is exciting to work with service providers in India as most executives are open to new ideas and innovations.

Do you plan to have your own office in India anytime soon?

We have embarked on many activities in India recently. We work with several local representatives in many regions around the country. We currently have several PoCs going on in India with a number of telcos.

Much of focus is on our carrier Ethernet solutions and expanding network capacity. We also have some sales activities in process in the government sector. These are long processes, although we have good expectations that business will result from these activities.

Moving forward, where do you think your future growth will come from?

We are moving more and more into virtualization. Carrier Ethernet is still a strong component of our core business, although I would say SDN and NFV will be key elements of our future growth. This is a general market trend too. With our strong experience and innovative product portfolio, we are in a good position to help service providers successfully make this transition.

[quemaster] 14/7/2016 19:46

Have been in and out of this share for years, dose this regularly, has been tipped somewhere but you probably have to be a Scooby doo to know about it.

[spekky] 14/7/2016 12:40

Well this looks promising......did it get tipped somewhere?

[james dean] 12/7/2016 09:20

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Regards.

DYOR

[fse] 07/7/2016 23:47

heh spekky you have a point but lets not discourage him as otherwise we might hear nought :=)

[spekky] 07/7/2016 18:04

I'm beginning to think Zvi should not talk to proactive .He is not a great interviewee,partly due to his accent.Some people just don't come across as genuine.....that is my opinion only.

[reeltime] 07/7/2016 07:48

CSPs exposed to devastating impact from DDoS attacks
July 6, 2016 Talia Rimon

DDoS attacks might have a devastating impact on the business of communications service providers (CSPs) according to a new report published by research company Heavy Reading.

The report, entitled: DDoS Attacks: Opportunities & Threats for CSPs, stated that although CSPs have not been among the most high profile targets of DDoS attacks, incidents like the 2015 attack on Talk Talk, a U.K. Internet service provider (ISP), caused great damage and are of concern.

According to the report authors, “DDoS attacks generate network outages that suspend the ability to bill for service; they are often launched in conjunction with data exfiltration attacks; they trigger penalties for breaches of service-level agreements (SLAs); and they put upward pressure on customer churn.”

Over the last few years, many technological changes have taken place both in the area of DDoS attack creation and CSP network transformation with software-defined networking (SDN) and network functions virtualization (NFV).

CSPs need to focus on two main things in the face of a DDos attack:

Protect its own network uptime
Consider a play in the DDoS-protection-as-a-service market, protecting enterprise customers against DDoS attacks penetrating and impacting their network infrastructure.

One of the solutions profiled in the report is Telco Systems’ CyberGuard. NFV CyberGuard is a virtualized cybersecurity solution for protecting SDN and NFV infrastructures, which consists of advanced networking probes, NFVI agents, and a big data analytics engine. It provides complete visibility of the entire network, real-time analysis of network threats and the ability to apply cybersecurity policies to the entire infrastructure.

In 2016, NFV CyberGuard received two industry recognition awards, the Global Excellence Award for Best Security Solution for Telecommunications at the Global Excellence Awards and the Cybersecurity Excellence Award 2016 recognizes the world’s best cybersecurity products, individuals and organizations.

[fse] 05/7/2016 17:52

Also referenced again is BATM agreement with Sinopharm for product distribution.
It would be interesting to know how this is progressing. I doubt they would have mentioned it in the same announcement if it did not fit in harmoniously with an overall sales program.
Sinopharm is a very large concern....FWIW

China National Pharmaceutical Group Corporation (Sinopharm) is the largest medical and healthcare group under the direct leadership of the State-owned Assets Supervision and Administration Commission of the State Council. It is famous for its most comprehensive competitiveness and complete chain of the whole pharmaceutical industry in China.
Sinopharm has 10 wholly-owned and share-holding subsidiary companies and 6 listed companies, covering every aspect of medical and healthcare industry. In R&D, Sinopharm has 2 academicians of Chinese Academy of Engineering, 7 state-level research institutes and many outstanding researchers. It is also the frontrunner in China in the R&D of chemical drugs and biological products. In manufacturing, Sinopharm has established a whole industrial chain production base of biological products, chemical drugs and modern TCM, with RMB 20 billion annual sales revenue in self-owned brand products, while biological products output ranks 4th in the world. In distribution, Sinopharm owns a medical distribution network and 30 distribution centers up to international standards and close to 3,000 retail outlets in 31 provinces, autonomous regions and municipalities. As a leading provider of supply chain services, Sinopharm is also the largest retailer of medicines, healthcare products and medical equipment. In engineering design, the engineering institutes of Sinopharm enjoy a high reputation in China. These institutes have edited and compiled more than 10 national standards, a leading force in China’s pharmaceutical project design.
In 2015, the total sales revenue of Sinopharm is over 270 billion RMB. It ranks 276th in the “Fortune Global 500” published by the Fortune Magazine in July 2015.

[fse] 05/7/2016 15:04

A couple of takes from the Zvi interview JD posted the link to above.

There is a clear frustration in recent interviews with Zvi Marom that the markets are not ascribing any value for BATM's IP.
That is undoubtably true as the company is currently valued at slightly more than the cash and real estate it holds.

IP is very hard to value unless another company makes a takeover approach or takes shares and a partnership in that company.
At the end of the day Egens have taken a position in Adaltis (albeit a small interest) with an option to take more shares in the future.
The two companies have agreed a valuation for Adaltis and given the fact the company has started to sell into the market plus they expanded recently to bring reagent manufacture "in house" does demonstrate an increased demand.

Its therefore not as if you are trying to value a company or its subsidiary with little to go on and no sales etc. Adaltis do have sales, they have attractive margins since the company controls the reagent manufacture, another company (Egens) feel there is a substantial market in China and want "on board".
On the flip side this is a very small gamble for Egens and large companies do regularly take small positions in companies with little due diligence.

The Adaltis valuation did surprise a few people and is worth some conjecture. If you troll back through this boards history you will find comments from myself and others that the reagent side of the medical arm was a potential large revenue spinner once the initial machines go into use and re supply of reagents starts.
In the interview with Zvi he states that he expects Adults itself to be a much larger company going forwards, the Chinese appear to agree.
These in themselves are forward looking statements and CEO and boards are notorious for talking up the potential.
Its up to investors to decide if they share that view.
It would be a pedantic exercise for us to attempt to slap a value on Adaltis but one could set a range....
IMO Adaltis is worth at least $28M/$32M at this point in time so I would not say the valuation is skewed....

So in conclusion I would say that the recent news and Chinese investment is welcome and its worth something for certain and it does imply a revaluation exercise for BATM in general particularly as the medical arm is now the dominant composition of BATM.

Edit added: Given the very low current valuation of BATM and if you took my valuation for Adaltis then the share price on low ball estimates ought to go up 20% to 30% from here the 10% rise so far is very tame or lame might be a better word.

[silver surfer] 02/7/2016 10:24

Thanks JD. Looks like old batty is certainly undervalued imo.

[james dean] 01/7/2016 18:37

>

A very interesting interview given by Zvi well worth listening to the end.



>

Regards.

DYOR

[reeltime] 30/6/2016 23:20

FSE, well you were looking for news from the medical side of the business and batm has indeed delivered it with a bang.....As you have highlighted above these contract negotiations certainly take time to come to fruition....here's to the future.

paulisi, for us long suffering share holders, the prospect of Adaltis being spun off with free shares in the spun off company is mouth-watering, but for now I'll settle for a long steady rise in the share price and an improved bottom line at the interim results.

[paulisi] 30/6/2016 16:54

look forward to seeing the next interim statement.

The valuation seems high and there seems to be no additional revenue from this venture yet, but the potential could be huge.

The medical division has got massive growth and will surely be spun off at a later date.

[cumnor] 30/6/2016 16:01

Thanks FSE. The results for sensitivity and specificity are astonishing, comparable to any test from even giant pharma. As you say repeat testing unnecessary.

[fse] 30/6/2016 15:24

Links.....







Some background and an idea how long it takes to get these applications for actual sale in the marketplace

BATM's Adaltis gets CE certification for HCV screening kit
Company Links
BATM Advanced Communications Limited
2nd May 2012

BATM Advanced Communications subsidiary Adaltis has received CE certification for its HCV (Hepatitis C) screening kit.

The kit is a fourth generation Enzyme Immunoassay kit for the determination of antibodies to Hepatitis's C virus in human plasma or serum.

Testing in external, independent labs has shown performance results of 100% for diagnostic sensitivity and 99.5% for diagnostic specificity, clearly marking this screening kit as the top of its class.

This level of accuracy will ensure that patients receive reliable diagnoses and that laboratories are spared the significant and needless expense of repeat testing.


At 8:22am: (LON:BVC) BATM Advanced Communications share price was 0p at 15.25p

Early 2015 news

EIAgen Hepatitis C Virus (microELISA) Granted Licence for Sales in China
ADALTIS S.r.l. is pleased to announce that it has been granted a license by the China Food and Drug Administration of People’s Republic of China for the importation, marketing and sale in China of its diagnostic kit for hepatitis C (‘EIAgen HCV’), which it identifies by detecting antibodies to the virus using a reliable and cost effective microELISA screening technique.