Batm Advanced Communicat... Share Discussion Threads

[james dean] 02/11/2016 21:17

Specky, if and when that comes as I expect these will be north of a quid-the market will already know. Today's news is good-proof of concept, due diligence, displacing bigger fish all reassuring and I though the CEO's tone was quite positive. imo post 14297




Regards.


DYOR

[fse] 02/11/2016 20:20

Worth considering is that the Medical arm made up over 64% of the groups revenue last year. If the medical grows by the same amount it did last year and the Telco side remains basically flat then we are looking at a 75% / 25% split.
In other words the sluggish growth in the Telco side whilst it demonstrates to new markets can be offset by growth in the medical side.
They will probably go into profit without Telco contributing much.
IMO the company is starting to look very undervalued just for the Medical division.

[cumnor] 02/11/2016 14:14

Specky, if and when that comes as I expect these will be north of a quid-the market will already know. Today's news is good-proof of concept, due diligence, displacing bigger fish all reassuring and I though the CEO's tone was quite positive. imo

[fse] 02/11/2016 13:40

Obviously this is not a huge contract with a major player but they have successfully demonstrated and won this from the POC and thats encouraging. Expect a trickle of smaller contracts to show up as this all gains momentum. Telco systems say they do have several POC's they hope will turn into orders. Company is hugely oversold at this point in time IMO.

[spekky] 02/11/2016 09:33

Whilst it's good news,personally,I was hoping for something in the cyber domain.....multi million and multi year contracts with governments or institutions who are well known.

[reeltime] 02/11/2016 08:24

At long last a Telco contract win from their ongoing POC trials.......I certainly hope there are plenty more to follow.

BATM Advanced Communications Ld New contract for ICT network in Australia
02/11/2016 7:00am
RNS Non-Regulatory

TIDMBVC

BATM Advanced Communications Ld

02 November 2016

2 November 2016

BATM Advanced Communications Limited

("BATM" or "the Group")

BATM awarded multi-year contract for ICT network solution in Australia

BATM Advanced Communications Limited (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, announces that its wholly-owned Telco Systems ("Telco") subsidiary has been awarded a contract, by a major provider of high-speed network and ICT services to education and research facilities in Australia (the "Customer"), to provide a managed MPLS solution.

The contract, which was awarded after a successful Proof-Of-Concept (POC), is expected to be worth between US$1.5m-US$2.25m to be delivered over a three-year period, commencing in November 2016. There is also an option for it to be extended to five years with the potential for additional orders of at least the same magnitude.

The Customer's network connects education and research institutions throughout Australia as well as with their global peers - facilitating collaboration nationwide and internationally. Under the terms of the contract, the Group will provide its aggregation and demarcation products and services to upgrade the existing network, and replace the two incumbent global technology providers.

Dr. Zvi Marom, CEO of BATM, said: "We are delighted to have been awarded this contract, which reflects our ability to offer a high-quality solution that is flexible and can adjust to the network needs of the Customer. They are renowned architects, builders and operators of world-class network infrastructure for research and education so we are honoured that they have chosen our solutions, and we look forward to a long-term partnership. We believe that the decision of this reputable customer to choose our solution following their POC will encourage other customers that are currently going through a similar process."

[fse] 31/10/2016 18:57

Looks as if we have a persistent large seller they are trying to massage out of the system which is likely whats causing this slide .....
At these levels they are IMO well oversold. Believe JD posted the technical analysis above. I am out of the money again as I really expected these to do a gradual creep north as they do appear to be well along the recovery trail.....

[fse] 30/10/2016 18:02

Certes is a private company formed in 2000 it is a small player but then this is a new game.

From the article RT posted above it is significant that Telco systems gets its name up in lights with other prominent players.

[reeltime] 30/10/2016 08:53

Network Function Virtualization Market Demand 2016 Industry Research, Analysis, Trend, Forecast to 2020
Thursday, October 27th, 2016 - RnR Market Research

RnRMarketResearch.com includes Global Network Function Virtualization Market 2016-2020. NFV refers to the combination of hardware and software network features in a single virtual network. The concept was initiated by service operators in order to accelerate the deployment of new services, operation, and maintenance of a network. NFV can catalyze significant changes in networks, their implementation, and their operations. NFV solutions are embraced by several service providers worldwide. These solutions project a promising future by optimizing network operations and benefiting the service providers in terms of ROI.

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The market is divided into the following segments based on geography:

Americas

APAC

EMEA

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Commenting on the report, an analyst said: "OSS refers to specialized software through which a telecom network supports various components within the system such as network operations, service management, and provisioning services whereas BSS refers to software that handles tasks such as customer support processes, billing services, order management, and fraud management. These systems support in streamlining operations and implementing service fulfillment."

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[reeltime] 30/10/2016 08:48

Telco Systems partners with Certes for virtual network security.......

Certes Networks and Telco deliver advanced Virtualised Network security
By Security News Desk | October 27, 2016

Service providers can now provide enterprises with on demand network services featuring high performance encryption

Certes Networks, a leading innovator in software-defined security solutions to protect enterprise applications, announces its technology partnership with Telco Systems, the leading provider of innovative CE 2.0, MPLS, IP and SDN & NFV solutions.

The partnership will enable service providers to offer performance optimized, highly flexible secure enterprise network services incorporating the industry’s most powerful enterprise application security solution.

Certes’ vCEP (Virtual Certes Enforcement Point) is the first virtual security policy enforcer that automatically encrypts enterprise application traffic in Cloud and virtual environments. Through the partnership, Telco Systems and Certes have deployed the vCEP on Telco Systems’ CloudMetro Virtual Customer Premises Equipment (vCPE) white box and grey box platforms, which provide a carrier-grade distributed NFV solution that empowers service providers to transform their networks to become highly orchestrated, agile and virtualized.

As a result, service providers can provide enterprise customers with highly agile services featuring high performance encryption of enterprise traffic that can be activated and modified on demand.

Raanan Tzemach, Vice President of Product Management and Marketing for Telco Systems said:

“The combined solution will enable service providers to offer their business customers with the perfect blend of flexibility, performance, availability and security. The resulting service offerings will promote high enterprise customer satisfaction and loyalty, while providing a foundation for even more advanced virtualized services to come.”

Certes’ vCEP uses patented CryptoFlow group encryption technology to provide scalable data traffic protection without compromising network or application performance. Service providers will use Telco Systems’ EdgeGenie Orchestrator to provision the vCEP enforcer on CloudMetro white box edge devices, securing enterprise connectivity to remote offices and other external sites, as well as for small and medium business customers.

Satyam Tyagi, CTO of Certes Networks said:

“Virtualized networking offers unprecedented adaptability, allowing enterprises to fine tune connectivity services to their specific needs. But flexibility should never compromise communications security, especially in this era of heightened cyberattacks and data breaches. By deploying this joint solution from Telco Systems and Certes, service providers can offer enterprise customers rapid service turn-up and customization with state-of-the-art security that safeguards their most sensitive applications.”

[james dean] 27/10/2016 19:00

Wall Street Confidential


Technical Views on Shares of BATM Advanced Communications Ltd. (BVC.L)

October 24, 2016 Sonny Harmon


Investors are taking another look at shares of BATM Advanced Communications Ltd. (BVC.L). The Relative Strength Index (RSI) is one of multiple popular technical indicators created by J. Welles Wilder. Wilder introduced RSI in his book “New Concepts in Technical Trading Systems” which was published in 1978. RSI measures the magnitude and velocity of directional price movements. The data is represented graphically by fluctuating between a value of 0 and 100. The indicator is computed by using the average losses and gains of a stock over a certain time period. RSI can be used to help spot overbought or oversold conditions. An RSI reading over 70 would be considered overbought, and a reading under 30 would indicate oversold conditions. A level of 50 would indicate neutral market momentum. Viewing the Relative Strength Index, the 14-day RSI is presently standing at 32.93, the 7-day is 25.91, and the 3-day is resting at 12.85.

During the most recent trading period, the stock has moved $-0.12 from the opening price of $15.25. At the time of writing, shares had topped out with a high of $15.44 and hit a bottom of $14.75. The investing community will most likely continue to follow company share action closely into the close of the calendar year.

In terms of Moving Averages, the 7-day is resting at 15.69. Moving averages have the ability to be used as a powerful indicator for technical stock analysis. Following multiple time frames using moving averages can help investors figure out where the stock has been and help determine where it may be possibly going. The simple moving average is a mathematical calculation that takes the average price (mean) for a given amount of time.

Currently, the 14-day ADX for BATM Advanced Communications Ltd. (BVC.L) is sitting at 39.99. Generally speaking, an ADX value from 0-25 would indicate an absent or weak trend. A value of 25-50 would support a strong trend. A value of 50-75 would identify a very strong trend, and a value of 75-100 would lead to an extremely strong trend. ADX is used to gague trend strength but not trend direction. Traders often add the Plus Directional Indicator (+DI) and Minus Directional Indicator (-DI) to identify the direction of a trend.

Investors have the ability to use technical indicators when completing stock research. At the time of writing, BATM Advanced Communications Ltd. (BVC.L) has a 14-day Commodity Channel Index (CCI) of -204.87. Developed by Donald Lambert, the CCI is a versatile tool that may be used to help spot an emerging trend or provide warning of extreme conditions. CCI generally measures the current price relative to the average price level over a specific time period. CCI is relatively high when prices are much higher than average, and relatively low when prices are much lower than the average.

Interested traders may be keeping an eye on the Williams Percent Range or Williams %R. Williams %R is a popular technical indicator created by Larry Williams to help identify overbought and oversold situations. Investors will commonly use Williams %R in conjunction with other trend indicators to help spot possible stock turning points. BATM Advanced Communications Ltd. (BVC.L)’s Williams Percent Range or 14 day Williams %R currently sits at -77.78. In general, if the indicator goes above -20, the stock may be considered overbought. Alternately, if the indicator goes below -80, this may point to the stock being oversold.

[spekky] 24/10/2016 18:54

Stesh

I feel the same as you,total frustration,personally I wish Zvi would shut his trap because it just seems like bulls..t right now.However....I am pretty sure we are in with a great chance of being a major player in the sdn/nfv future.The medical side has a lot to offer but requires patience.......you can detect that there is some appetite for consolidation in tech...e.g.Arm......I would think this will extend to telcos at some point.

/

[stesh] 22/10/2016 15:25

FSE Thanks for your reply

[fse] 21/10/2016 15:02

>stesh......yes most of us are thoroughly frustrated with this company and its share price. The problems stem from the fact that they had to totally re invent themselves.
Until that is seen in the bottom line there is really no reason for anyone to rush in to accumulate them and anytime someone needs out the lack of buyers flattens the share price.
The medical arm is from all that we can see making progress,but the Telco division has bet heavily on SDN and the cloud and we have yet to see them really nail down decent contracts here.
So many false dawns have eroded confidence that they will ever get out of the blocks (so to speak !)
Honestly I feel that the share price in no way reflects the progress that they have made but thats not much consolation as the share price tanks.

As you say if you dump them they will likely rocket as they have all the hallmarks of an old fashioned multi bagger. Again I know of no reason for the slide other than indifference to them ......

Edit.... The falls today are on volumes of under 1,000 GBP traded ... thats what happens if MM's cant find buyers...LOL

[stesh] 21/10/2016 10:45

Same old story, all the indicators are good yet they are in free fall yet again. Am I missing something ? I can't find any reason for this continuing slide. If anyone knows of anything, or has heard any believable rumours I would appreciate the info. like many others I have held a considerable amount of these for many years and I am now thoroughly p---ed off with them. The only thing I feel fairly confident of is, if I dump the lot they will almost certainly rocket.

[reeltime] 11/10/2016 23:28

Telco Systems shortlisted for Telecom Asia’s 2016 SDN innovation award
October 10, 2016 Sabrina Labanowski

Telco Systems was included in the shortlist of nominees for Telecom Asia’s ninth annual Readers’ Choice & Innovation Awards.

Telco Systems CloudMetro 10 vCPE Platform was named as one of the five final candidates for the software define networking (SDN) innovation of the year award.

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CloudMetro 10 virtual customer premises equipment (vCPE) solutionTelecom Asia organizes the awards each year to recognize the technology innovations and accomplishments of the top telecom vendors operating in Asia Pacific. Telecom Asia hands out the award based on the overall quality of innovation and contribution to technology advancement, vision and industry leadership and market acceptance.

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[fse] 11/10/2016 17:06

With Stg falling out of bed badly and these quoted in GBP it makes you wonder why the disinterest. Unless we have been fed a total bunch of BS these are getting ridiculously cheap. There appears to be a large seller though and set against almost zero buying interest we are stuck in neutral.... groan.

[reeltime] 27/9/2016 22:27

HIS Markit: Three-quarters of telecom carriers to deploy SDN this year
September 21, 2016 Sabrina Labanowski

Seventy-five percent of telecom carriers have already deployed or intend to deploy software defined as networking (SDN) technology in 2016, according to a new survey conducted by research company HIS Markit.

The report indicates that all service providers intend to deploy SDN in the future and that most of them are already moving from SDN proof-of-concept (PoC) evaluations to commercial deployments.

“The figures are in line with what we have witnessed on the ground,” said Ariel Efrati, Telco Systems CEO. “As we predicted at the end of last year, 2016 is a transition year in which carriers are moving from PoCs to first live commercial SDN deployment.”

According to Michael Howard, senior research director at HIS Markit, service providers invest in SDN as part of a larger move to automate their networks and transform their networks, internal processes, operations and service offerings.

“SDN is widely believed to fundamentally change telecom network architecture and deliver benefits in service agility, time to revenue, operational efficiency and capex savings,” said Howard.

“Momentum is strong, but it will be many years before larger parts of networks or entire networks are controlled by SDN, although a few operators are leading the way, including AT&T, Level 3, Colt, Orange Business Systems, SK Telecom and Telefónica, among others,” he added.

The report is based on interviews with purchase-decision makers at 28 international service providers. Most respondents stated that they had identified the lack of carrier-grade products and integration of virtual networking into their existing physical networks as the top barriers to deployment. At the same time, the carriers rated virtual customer premises equipment (vCPE) managed services as the top SDN and network functions virtualization (NFV) application for producing new sources of revenue.

Popular Posts, SDN & NFVAT&T, Colt, Level 3, Orange Business Systems, SK Telecom and Telefónica

[fse] 26/9/2016 15:32

As expected the AGM was just a rubber stamping procedure. New ext director... guy is a big hitter but probably won't be that involved, who knows...
There may be a brokers meeting soon after the AGM ....... but as i said we have just had a business update.

[fse] 23/9/2016 21:27

The AGM is indeed slated for Sept 26th.
I don't think though that we will see anything further than what was conveyed at the recent update. AGM's are usually rather pedestrian affairs.

[paulisi] 23/9/2016 20:40

I believe the AGM is scheduled for Monday. It would be nice if we had a contract announcement at the same time.
Hopefully we may get some more feedback in terms of prospects.

[fse] 22/9/2016 16:16

hip4u brings up some good points

What I agree with is that there are limited number of shares available after you take out the major holders. This will I agree cause an exaggerated move of the share price when they go into profit or one of Telco's POC turn into a contract.

The company is valued very harshly I agree but its after years of false dawns.
If BATM have as we suspect turned the corner then the current share price is very understated.

I agree MM's have a regular larf with this stock and hard to say what effect stop loss strategies have actually had , but I agree it never reads that well.

Its unlikely IMO that BATM will be taken private. If they do start to sell significant Telco kit they will probably have to raise money to fill orders. The company will see some share dilution but it will be a larger entity. Its just not in their best interests to take this private. Zvi top up was small 300,000 shares at 16p, we are talking 50K hardly a control orientated buy. Just a market settler. I would not read anything much into it.

What could happen is that BATM sell one of its divisions and concentrate on the other. They may well sell Telco systems for the right price. But even that speculation does not appear to be playing out...

Still good to have the discussion.

[gclark] 22/9/2016 10:00

'and balance sheet cash exceeds current market cap' - I read this and checked as I didn't think it was right. They have cash of around US$30m (approx. £23m) and the capitalisation is £68m, but as always DYOR.
I am a biggish holder (for me) and believe in the diversification of the business, the growth sectors it is in, the business model, the motivation of high Director shareholdings.

[b1ggles] 22/9/2016 08:11

14274: 'b) Why do shareholders put in stop losses without instructing their broker to hide them from the market'

My broker (Barclays) always used to have that option for stop orders, it now only seems to show it for limit orders. Not sure why.....