Batm Advanced Communicat... Share Discussion Threads

[bonio10000] 08/3/2017 08:50

New year - same results

[zipstuck] 08/3/2017 08:21

So all divisions still loss making cover by profit on property. Stripping out the delayed contract what is likely hood of cyber profits in half 2 17.

mmm

[fse] 07/3/2017 19:19

I am not sure how much this action had to do with anything in the end but it may well be a factor that saw sales delayed.
Celitron were as I recall sued by Sterimed (something like that) for patent infringement. BATM were also named in the court documents.
Looks like the case got pitched out .....Its not recent and was settled in 2014 but maybe thats what messed 2015 initiatives about that were reported in 2016

Point being here that results and reports lag the markets and whats going on currently we dont see until later in the bottom line

[fse] 07/3/2017 15:32

The contract win for the ISS dept (the Agri business units are much larger versions of the Medical units they started with)
The contract wins for these units are in the $ millions.
Heres a recent History for sales of these larger units (Will be adding to this post)







FSE> My take on this ISS division is that they have demonstrated that the technology works and we are told that the medical units are in over 400 hospitals. The larger units that they are selling into Agri Business would have to achieve serious market penetration as a leader in the field. Apparently they are working with some very large producers so its not hard to imagine multiple units being sold. Management have always been excited about the prospects for this division but analysts seem indifferent.
Also to maybe like is that they are produced in Eastern Europe so the cost is in their favour from a currency point of view but also from a labour aspect... ie they should be able to find competent Engineering staff at a realistic pay scale........

Heres a link to the product in question, you might find looking around Celitron site interesting

[fse] 07/3/2017 14:26

I would not be expecting any stellar results tomorrow. Management have indicated that the company will be cash positive but revenues will probably lag last year. There are numerous reasons for this due to restructuring, contract wins not (timewise) being included in this period and the effects of a very strong $US.
What we should see is considerable positive visibility for revenue and earnings going into 2017.
The current share price more than reflects this.
2016 was the year in my opinion that the company turned the corner and 2017 should prove this.
Not expecting any bombshells either just the revenue issue.

[mfhmfh] 07/3/2017 07:47

I agree. Good announcement today. Looking forward to tomorrow.

[reeltime] 07/3/2017 07:43

Nice little sweetener before the results tomorrow......

BATM launches World's first Mobile Agri-Waste Solution and Wins $2.5m Contract and has received an advance payment of $1m with delivery of the product expected to commence during H2 2017 and due to complete in Q1 2018.

"BATM management expects to receive more orders based on the ISS technology this year."

[fse] 02/3/2017 13:16

I echo those sentiments ... all the best Trojan.

[reeltime] 02/3/2017 09:33

Hi Trojan

It's been too long, hope all is well.
Cheers

[silver surfer] 02/3/2017 09:31

Hi Trojan, glad too see your still around. All the best.

[james dean] 02/3/2017 08:39

Hi T -

Great to hear from you.

Thanks for looking after the thread over many years.

It would be pleasing if you popped in every now and then.

Kindest.

JD

[trojan] 02/3/2017 07:12

Sorry for not looking after this page, but I still hold BVC although I have very little time to be on ADVFN anymore which is probably very obvious to you all by now.
For that reason I have also not renewed my premium account for the first time this year, but I do wish all the long term holders all the very best for the future.
Bill

[fse] 01/3/2017 22:27

There are some caveats in here that I would be remiss to overlook.
Unfortunately we do not have the full set of figures yet.
H1 2016 revenue was some 45M and the company is suggesting just over 90M for the full year.
The company claims a significant improvement in EBITDA (earning before taxes etc ) in H2 2016 ..... this does NOT imply an increase in revenue.

One of the problems that BATM have had with reporting earnings is that they ultimately report in $US which can have the effect of them being profitable and growing in the currency the division is operating in but in terms of what they made in $US the group can end up showing a decline.

What I feel the company is pre advising about is that we may well see another revenue drop in $US for 2016 but an improvement in profitability and better earnings visibility going forwards.

Its far from all roses here and I do not want to convey a better picture than it is but at these levels the share price is undemanding. Hope this clarifies some of my comments in above posts.

[fse] 01/3/2017 17:05

Just looked over the update. Its difficult to say much more than I already said above about how this is all playing out. 2015 year end was arguably the start of the turn around and this year is building on that and the company expects to have positive cash inflow for 2016 as a whole.

H2 in 2016 was reported as being significantly ahead of H1 2016 and this is what I would like to see, if we had seen slippage in H2 that would have sent off alarm bells at this point in the cycle, but we are assured thats not the case.

Heres what they said ..... "The Group also expects to report that EBITDA in the second half of the year was significantly ahead of the first half and that for FY 2016 there was a cash inflow compared with cash outflow in 2015."

As far as this being a jam tomorrow company and not building on the bottom line..... OK that not an entirely unfair take unless you look more in depth and are more familiar with the company. They have struggled to turn this company around and its been slow but they have made progress.
BATM is an entirely different outfit now than it was years ago. This has all been achieved without going to the markets and investors for cash and without running up Bank loans etc, I do feel that the markets have given them little or no credit for this. If as they claim they are now generating a profit on top of the costs of entirely reinventing the company I fail to see how thats not progress and growth.

This is the first full year that we will see the company existing off revenues from what is now a different company, and they are expecting to be bottom line profitable. Management have for some time now felt they have turned the corner. Revenue growth appears to have started in earnest H2 2016 and are expected to build into 2017.

I maintain that the company is undervalued basically on the basis of this statement, which ties in with my own research ........

"The Group remains optimistic in its outlook due to the visibility of revenues from contracts already signed as well as growth in the Bio-Medical division........"


Added comment: Remember these figures are quoted $US and the $USD is currently in the stratosphere. The share price is quoted in GBP which is heading in the other direction.

[james dean] 01/3/2017 08:52

RNS Number : 1347Y

BATM Advanced Communications Ld

01 March 2017



BATM Advanced Communications Limited

("BATM" or "the Group")



Trading Update and Notice of Results



BATM Advanced Communications Limited (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, announces an update on trading for the year ended 31 December 2016 (the "Period") ahead of announcing its final results for the Period on 8 March 2017.



The momentum achieved in the first half of the Period continued in the second half with a number of significant contracts across all divisions being announced, the majority of which will fall into 2017, giving the Group good visibility on revenues. The improvement has been largely driven by the Bio-Medical division which is expected to account for 57% of Group revenue for the Period.



Consequently, BATM is expected to report that its adjusted operating profit improved in the second half such that it expects to be profitable at this level for the Period. The Group also expects to report that EBITDA in the second half of the year was significantly ahead of the first half and that for FY 2016 there was a cash inflow compared with cash outflow in 2015.



As a result of certain expected revenue streams falling outside of the Period, BATM expects to report revenues of slightly more than $90m for the Period. The delay in revenue was due to the delivery of a contract in the Cyber business moving from 2016 to 2017 as well as the timing of the closing of some significant tenders in the Telecom business. The delay in delivery of the contract in the Cyber business was due to the counterparty being late in integrating their services which meant BATM completing the supply of its goods and services in Q1 2017 instead of Q4 2016. The Group's customer has amended this contract with the total value increasing to $5.2m from $4.5m.



The Group remains optimistic in its outlook due to the visibility of revenues from contracts already signed as well as growth in the Bio-Medical division in which Adaltis, which received the investment from its Chinese Joint Venture partner before the end of the Period, is expected to accelerate its progress in 2017 and further enhance the already growing Diagnostics business.



The Group will provide full details at the time of its final results announcement.



Enquiries:


BATM Advanced Communications


Dr Zvi Marom, Chief Executive Officer

[phone]

Moti Nagar, Chief Financial Officer


finnCap


Stuart Andrews, Scott Mathieson

[phone]



Shore Capital

Mark Percy, Anita Ghanekar

[phone]


Luther Pendragon


Harry Chathli, Claire Norbury

[phone]




The information communicated in this announcement is inside information for the purposes of Article 7 of Regulation 596/2014.




This information is provided by RNS

The company news service from the London Stock Exchange


END



MSCLFFILFEITFID

[nasdaqpat] 01/3/2017 07:29

I think the share price will go Down today as the update reveals, once again, no bottom line progress for 2016. It is always jam tomorrow with this company which is clearly run for the benefit of staff (especially Directors) and not Shareholders.

I don't think I have ever known a company to take this long to recover...the current management clearly don't have the cojones to properly expand...they like it nice and steady so its easier to run for their own personal kudos.

[paulisi] 01/3/2017 07:21

Fairly positive trading statement. Should see a small bounce on the back of this.Prospects for 2017 look good.

[fse] 24/2/2017 16:53

Telco are busy getting the word out. Found this in my email from them.
Will try to post the link to the white paper.


"White Paper: Metro Ethernet Weatherproof Demarcation
-Any service, any place, any time

More than ever, the tremendous growth of Ethernet network deployments across the world is driving the need for metro service switches that can be deployed outdoors or in unconditioned indoor environments. This requires an environmentally hardened, physically secured enclosure to house the metro service switches.

Telecommunications Service providers are looking for alternative solutions where traditional installations in a building are not possible because the customer or carrier does not offer 24 hour access.

This white paper provides solutions to these challenges."

FSE> Actually you can link to these white papers through Telco Website, worth looking at. As far as us investors go I feel we are at the stage where its definitely finally "all happening" the downside being that revenue will still be stunted until POC's turn into orders. Having said that they do appear to be selling some kit so really what we should be looking for in the next results is for them to be holding their own which they just might do. Medical Division Growth though should continue at @12% maybe higher which will have the effect of a combined growth for all division over 7% to 8%. Thats undervaluing this company at these levels. I feel we should be in the 34p to 36p range instead of struggling to break 20p. All IMO at time of writing.

Heres the link

[fse] 23/2/2017 20:51

March 21-24 March, 2017
Marriot Rive Gauche, Paris, France
Visit Conference Site

Telco Systems is pleased to invite you to learn about and experience our innovative NFV security and vCPE white box solution at the MPLS + SDN + NFV World event in Paris on March 21-24, 2017.
We will be exhibiting at booth #201.

Telco Systems, the world leader for innovative access solutions, will be presenting our extensive MPLS CE 2.0 L2/L3 portfolio and our innovative NFV solutions.

Come and meet us to learn how our solutions empower communications service providers to increase revenues, simplify operations and assure customer retention and satisfaction.

We are looking forward to seeing you in Paris!



FSE> Its worth clicking on the link above to see the other companies exhibiting.
Its also worth reminding that in 2015 Telco were exhibiting POC so things have progressed to where orders should start to be coming in. Netrounds who BATM have collaborated with before are a couple of booths down from them. Also the old partners Nokia.

"Media Coverage "Oct 12, 2015"
"Telco Systems leads NFV concept demo in collaboration with Orange, Cisco, Intel and Netrounds"

[fse] 16/2/2017 14:26

Telco Systems Wins Cybersecurity Excellence Award for Second Year in a Row

16/02/2017 2:00pm
PR Newswire (US)

BATM Advanced Communications (LSE:BVC)
Intraday Stock Chart
Today : Thursday 16 February 2017

Click Here for more BATM Advanced Communications Charts.
MANSFIELD, Massachusetts, February 16, 2017 /PRNewswire/ --

Telco Systems, the leading provider of innovative CE 2.0, MPLS, IP and SDN & NFV solutions, today announced that the company has won the Cybersecurity Excellence Award in the category for SDN/NFV Security.

(Logo: hxxp://photos.prnewswire.com/prnh/20150311/732930 )
The Cybersecurity Excellence Awards is an annual competition honoring individuals and companies that demonstrate excellence, innovation and leadership in information security.

Telco Systems received this award recognition for the second consecutive year for its NFV CyberGuard solution for protecting SDN and NFV networks against cybersecurity vulnerabilities.

"The SDN and NFV plans of the leading service providers around the world are gaining momentum. Most have already started deployments, while many others are in advanced stages of their technology investigations and PoCs. Along with this progress, the understanding of the security risks of SDN and NFV technologies have been recognized by many industry organizations, including ETSI and the Cloud Security Alliance, and are expressed in the architecture guidelines of most Tier 1 telcos," commented Raanan Tzemach, Vice President of Product Management at Telco Systems. "We are very pleased to win this award for the second year in a row and to receive this important recognition for our unique approach for protecting SDN and NFV networks."

NFV CyberGuard is a cybersecurity solution purposely designed to protect SDN and NFV infrastructures used by communications service providers. NFV CyberGuard mitigates the cybersecurity vulnerabilities caused by the fact that SDN and NFV networks are dynamic, software-based and designed to be remotely programmed and controlled with distributed architecture.

NFV CyberGuard combines advanced networking collectors infrastructure, a smart dedicated big data analytics engine, and monitoring and enforcement modules. The solution leverages anomaly detection analytics for the advanced identification of patterned and non-patterned security attacks on the control plane, service chain and logical flows. 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.

To learn more about how Telco Systems is helping reduce the security vulnerabilities inherent to SDN and NFV technologies and infrastructures, please download our new whitepaper on Protecting SDN and NFV Networks from Cybersecurity Vulnerabilities.

Telco Systems will be exhibiting NFV CyberGuard along with its entire portfolio of networking solutions at the MPLS+SDN+NFV World event at Booth # 201 in Paris, France during March 21 to March 24.

[fse] 14/2/2017 14:53

Some interesting observations here which do some what explain the sluggish progress in the Telco sector.

[fse] 08/2/2017 20:34

thanks dds good spot.

[reeltime] 07/2/2017 22:41

BATM boss hails expansion of medical diagnostic business with new acquisition.