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[fse] 21/12/2016 21:11

Of interest from Egens site

Yi Shi Biology is the development of biological raw materials, diagnostic reagents manufacturing, domestic and foreign trade in an integrated biotechnology company, is the high-tech enterprises in Jiangsu Province. Company is located in Nantong, Jiangsu Province Economic and Technological Development Zone, adjacent to Shanghai, China. Beijing Ke Wei clinical diagnostic reagents Limited, Nantong Yishi Detection Equipment Co., Ltd. for Iraq Shi biological wholly-owned subsidiary. At the end of 2013, Yishi Biology and Adaltis Inc. of Italy co-sponsored the establishment of Yate Si China Co., Ltd. to provide biochemical and magnetic particle immunological reagents and other varieties of imported diagnostic reagents products for Chinese customers.

Yishi biological set up a business research institute, divided into small molecule coupling, monoclonal antibody preparation, recombinant engineering strain construction and expression, multi-platform diagnostic reagent research and development, instrument development and manufacturing and other departments. In cooperation with Southeast University, Nanobody Engineering Center was established, Jiangsu Nanobody Engineering Technology Research Center was established, and post-doctoral research station was set up, which involved in diagnosis and antibody drug development.

The company has a wide range of products and services covering home testing, public security system, food and drug safety and clinical diagnosis. The remaining products through or ongoing EU CE registration.

Yi Shi biological constantly strengthen the quality system, from raw and auxiliary materials procurement into the factory to finished products, have established a set of perfect product quality control system to ensure the safe use of the product. Yishi Biological has passed ISO9001, ISO14001, OSHAS18001, TüV, SüD ISO13485 CMDR system certification, the company Beijing Branch Wei clinical diagnostic reagents Co., Ltd. adopted a national drug GMP quality system certification.

Our goal is to enter the field of in vitro diagnostic reagents the first gradient to become an internationally influential diagnostic products. Our goal is to become the first in the field of in vitro diagnostic reagents industry, with the international influence of the diagnostic products Comprehensive service providers; our vision is to continue to sacrifice new diagnostic technology products for human health and quality of life services.

[fse] 21/12/2016 20:49

New Adaltis web site.



Egens.



Check this out ... these are Adaltis products

[fse] 21/12/2016 16:08

Thanks JD thats really worth listening to....good spot

[james dean] 21/12/2016 15:46

Worth a visit:



Regards


DYOR

[fse] 21/12/2016 14:18

Worth looking at this paragraph from the release.

"As previously announced, Egens has also made the further investment, by way of a shareholder loan, to Adaltis Bio Med Company ("ABC") of US$1.5m. Adaltis' interest in ABC remains at 40%. Egens also has an option to purchase a further 10% of Adaltis' share capital, which will be exercisable for 90 days after the approval of either Adaltis' 2016 or 2017 financial statements. The purchase price is expected to be based on a valuation of Adaltis at 5.5 times turnover."

FSE> OK companies are typically valued not just by their profits and EPS but also by the amount of business they do ie turnover.
Its typical to value companies like BATM at 3 to 5 x turnover.... granted thats one facet of the exercise but still BATM Telco is valued at 1x turnover
Were they in a failing situation you could imagine the harsh valuation but honestly this is getting absurd. all IMO

Added comment. Heres another way of looking at it. Whats the turnover of Adaltis likely to be 20M ? 30M ? probably somewhere around that figure. So x 5.5 ......... thats more than the entire group is trading at actually its probably closer to double. Any number crunchers out there want to give this a go.... the first tranche payment puts Adaltis at 58M. If Egens stays with the plan and lets face it Egens can afford to then that valuation is going to x2 or x3......

Look at the Agri waste business also. What will their numbers look like in 2016 to 2017 along with the hospital units maybe 8M to 10M turnover. This is a rapidly growing division and they have a unique product. What multiple on revenue would you assign to that if it were a separate company. As I have said the many times the markets are not looking at the sum of the pieces here.

[cumnor] 21/12/2016 11:34

The 25000 seller can hardly expect much sympathy from mms (rightly so) selling into the news. Patience required.

[cumnor] 21/12/2016 09:59

Not sure why they are still bothering with Telco. I don't quite understand it but it sounds impressive and clearly being mentioned in line with the likes of Cisco and other major telco/security companies as having potential which must mean their IP/security products are good if they can sell them but that may be some time off. As a small company Telco must be worth something to another biggie who might like to leapfrog into this field and so should have decent sale value? This Chinese investment is imo quite significant in terms of ascribing a valuation to BVC as a whole but more importantly, because of its medical/biological focus could be instrumental in getting Chinese orders for BVC's recycling plant. imo

[nickk1] 21/12/2016 09:51

Mr 25K selling again. Shame if he would stop the price will shoot up. Still at least we are getting some cheap stock from him.

[spekky] 21/12/2016 08:03

More news

We have received the investment from the Chinese company Egens......but (and this is me being picky) back at June 30th..........we got

" Egens has deposited a non-refundable EUR200,000 with BATM to guarantee the execution of the deal within 90 days"

I would want to know why it didn't happen within 90 days.

[fse] 20/12/2016 20:20

heh woody when Mr 25K takes a hike we will be on our way.... hopefully
The share price really ought to be in the mid 30p range

Sections of BATM are starting to look worth more than the entire company.

The proactive interview on the large agri units is worth watching. They have entered into a mix of money up front and share of the by product profits which are valued at $400 to $1000 ton and the machines turn out a ton an hour from what I could understand. OK thats not huge but some of these facilities may well employ several of them ... Zvi also talked about the US market which they can now start selling into as they have a US patent. Apparently there are no similar or alternate solutions in play at the moment so this looks very much like a one off + they have the patent.
Its all looking far more significant.

Obviously we would all rather hear that Telco have won a decent sized SDN contract but this at least is better than a poke in the eye with a sharp stick which they have been inclined to hand out as gifts, in the past, to the long suffering.... hmmmmm

[woody888] 20/12/2016 14:09

I now expect a rerate post results as I calculate a profit will be made for the first time for many years 40p+ would be a great start...

[picsous] 20/12/2016 10:12

I'm a cynic just like you bonio, been in these since pre GFC but I will predict that this will not go back to 15p and 2017 will see 40+

[reeltime] 20/12/2016 08:01

Video-proactiveinvestors.......

The link isn't working so go to the proactiveinvestors web site to view......

BATM celebrating second major contract win for agri-waste technology
15:43 19 Dec 2016

BATM Advanced Communications Limited (LON:BVC) has won a second contract for its agri-waste disposal technology from Israel’s largest food company.

Chief executive Zvi Marom tells Proactive the contract, worth about $2 mln, is for the supply and installation of a unit at one of the customer's bovine slaughterhouses.

Installation will begin immediately and is due to be completed in 2017.

[bonio10000] 19/12/2016 16:51

About time for the usual warning to get us back to 15p?

[goodgrief] 19/12/2016 16:47

From comms room to slaughterhouse, that's quite a transformation!

[fse] 19/12/2016 16:14

The Group is due to receive EUR875k in 2017 for the installation of the unit and the remaining 50% is expected to be recognised through revenue-share based on the sale of the usable byproducts to already-identified customers.

If my memory is correct BATM waste solutions made a similar profit sharing deal with another company in 2015.

[fse] 19/12/2016 15:44

Is this the group they are supplying. Tnuva is the largest food producer in Israel.
There are also direct ties into the Chinese market from this company.
Not sure if this is the company that BATM waste solutions sold to .... any other guesses ?

Tnuva logo.png
Type
cooperative
Industry Food processing
Founded 1926
Products Dairy products, meat, pastries
Revenue ₪ 7.64 billion (2011)
Net income
₪ 428 million (2011)
Owner Bright Foods (56%)
Number of employees
6,630
Website en.tnuva.co.il

added info..... Tnuva is owned by Bright Foods China.
Bright Food (Group) Co., Ltd.
Bright Food logo.jpg
Type
State-owned limited company
Industry Consumer goods
Founded August 2006 (Shanghai)
Headquarters Shanghai, China
Area served
Worldwide
Key people
Qin Dong (President)

Shen Wi Ping (President of Shanghai Mailing)
Products Foods, beverages
Revenue US$19 billion (2014)
Owner

[spekky] 19/12/2016 07:34

Signs of life......at last.

Another good contract for the waste solutions business with the additional bonus of patents granted in USA.

NOW.......If we could get some cyber/Telco news I just might believe in Santa.

[james dean] 16/12/2016 19:03

Thanks reeltime - as always, on the ball.

Regards.

DYOR

[fse] 16/12/2016 18:26

From rt post above....

"Teleprotection market is in its early stage however contains a great potential across so many industry verticals such as power sector, telecom............."

early stage once again and thats the hold up for Telco systems. They are obviously in the frame and have the kit and the market sectors are identified.
There has been an enormous amount of planning and development for Telco systems to get into this position. The investment timetable has shifted in my view to looking at this as a maturer play that should start to unfold and its arguably not the time be out of them......

[rawdeal1] 16/12/2016 08:37

Creeping up ..... ?? !!

[reeltime] 15/12/2016 23:28

Nice to see we're mentioned as a major player in this market......

Teleprotection market will grow rapidly in next few years according to new research report

WhaTech Channel: Industrial Market Research
Published: 15 December 2016
Submitted by Rohan Salgarkar WhaTech Premium.
News from MarketsandMarkets - Business Research
Viewed: 3 times

Teleprotection is a new buzz around the power and telecom utilities. There is surge of teleprotected grids and utilities to employ in number of industry verticals.

According to a new market research report, “Teleprotection Market - By Product Type (Teleprotection Units, Communication Network Technology, Software, Services), Components (IED, Interface Device, SCADA), Applications (Power, Telecom) and Geography - Analysis & Forecast (2013–2018)”, the teleprotection market is expected to grow at an estimated CAGR of 28.67% from 2013 to 2018 which includes in-depth segmentation of products, components and application and geography.

Report:
www.marketsandmarkets.com/1254

Teleprotection market is in its early stage however contains a great potential across so many industry verticals such as power sector, telecom, oil & gas, transportation, information technology, aerospace & defense and so on. The increasing demand of energy saving and seamless transmission will boost the market in the days to come with the help of advanced communication and network technologies.

The Diverse new product requirements in Military, Aerospace & Defense and information technology sectors and Integration with Intelligent and advanced communication technologies would be the captivating essentials for new entrants as well as winning opportunities for the established players.

This report describes the market trends, drivers, and challenges with respect to the teleprotection market and forecasts the market to 2018, based on product, components, applications, and geography. This global report gives a bird’s eye-view of the market across geographies - North America, Europe, Asia-Pacific, and ROW (Rest of the World).

North America is the largest geography in terms of teleprotection market value. APAC has been identified as the fastest growing region, with China and Japan leading the way.

Europe and ROW are also promising markets, with Germany and the U.K. in Europe, and the Middle-East and Latin America in ROW providing impetus to the growth.

The report profiles 22 promising players in the teleprotection market ecosystem.

The competitive landscape of the market presents a very interesting picture, where large number of small players has become a force to reckon with. The market is witnessing large scale collaboration and partnership across the value chain with number of tier-one players around the globe.

Major players in this teleprotection market include ABB Ltd. (Switzerland), Alcatel Lucent S.A.

(France), Alstom S.A. (France), Cisco Systems (U.S.), DNV Kema (The Netherlands), GE Energy (U.S.), Nokia (Finland), Telco systems (U.S.), Siemens AG (Germany), Schweitzer Engineering Laboratories, Inc. (U.S.) and so on.

[reeltime] 08/12/2016 16:52

Painfully frustrating......were are the Telco contracts he spoke of......

[fse] 08/12/2016 16:19

Mr 25K still very much in the equation. Looks like we are going nowhere until this seller is out. Silly really unless its a distressed sale as we have had decent newsflow and director buying. Frustrating.

[fse] 01/12/2016 23:02

At one point Telco had a director on Nokia Board. And that was post Nokia collapse. Fishing a bit here but Nokia were never unhappy with Telco back in the day, what happened to Nokia happened to Blackberry et al but Nokia Networks was a different entity it actually never went to the wall it just got severely scaled back. They are logical partners....