Batm Advanced Communicat... Share Discussion Threads

[reeltime] 29/7/2019 07:48

Its all about the 'IP' for future growth and market dominance......so what price is ours worth with our joint ventures and partnerships?

[fse] 25/7/2019 17:35

It would appear that ARM are causing serious problems for Intel. ARM Telco alliance seems to make more sense all the time as the line between mobile and desktops fades away.
Whilst Apple design their own processors they use ARM architecture.

Apple designing its own ARM-based processors for Macs would allow it to move away from Intel processors, which have frequently faced delays. In fact, sources within Intel reportedly confirmed to Axios that Apple does plan to transition to ARM-based processors in Macs starting next year.

Apple already designs its own A-series chips for the iPhone and the iPad, and it also designs the custom T2 security chip in recent Mac models, as part of its broader efforts to move to in-house components and chip designs. Apple has long been known for closely integrating its hardware and software.

Last year, Bloomberg reported that the transition to ARM-based processors is part of a multi-step process that will eventually allow developers to create one app with a single binary that runs across iPhone, iPad, and Mac. Apple has already laid the groundwork for this with Project Catalyst.

[fse] 22/7/2019 17:21

amen to that comment ;-)
I have investments in companies that can not bring their ideas to fruition without these solution being put in place. Telco providers are going to have to significantly up their game to deal with all of this.
NVFTime suite incorporated into ARM architecture brought to reality by NXP.... that's one powerful alliance.
Holding the share price back is the question as to what its all worth to Telco. As these products are starting to be offered to the markets ...thats something we are soon going to find out.

[mr hangman] 22/7/2019 17:03

It does seem we are on the crest of the next big tech wave

[fse] 22/7/2019 16:55

Slightly older release than the one posted above. It comments on the partnership with ARM and NXP who together are setting new standards in the industry.
There is direct mention to the new generation chipsets made by NXP using ARM and Telco architecture SOCS.
NFVTime is suite of solutions developed by Telco systems and incorporated into the ARM architecture that NXP are manufacturing.

Jun 17, 2019

Telco Systems Frees Valuable CPU Resources with Increased Performance Using Hardware Acceleration on Arm-Based SoCs from NXP
New solution increases packet throughput 3x to 5x and lowers latency software-accelerate OVS-SPDK data path

MANSFIELD, MA, June 17, 2019 – Telco Systems, the leading provider of innovative SDN/NFV, CE 2.0, MPLS and IP solutions, today announced that it has reached an important performance milestone in the development of a full OVS (Open vSwitch) data path hardware offload solution based on NXP® Semiconductors technology.

This new solution utilizes the NXP Advanced I/O Processor (AIOP) engine and is integrated on NXP Layerscape® LS2088A and LS1088A multicore processors. The solution is a significant step forward in removing a major performance bottlenecks and freeing valuable CPU resources by fully offloading all host virtual switching to the programmable hardware engine integrated on the SoC itself, while providing seamless integration with OVS control plane, OpenStack and the MANO layers.

Telco System’s performance tests have demonstrated a three to five times increase in packet throughput while lowering the latency rate by double when compared to software-accelerated OVS-DPDK data path with a fully deployed VNF. In addition, this solution frees one or more CPU cores, usually fully consumed by host DPDK for use by VNFs. This allows more VNFs to be run or even higher VNF performance to be achieved without upgrading the hardware.

“With our groundbreaking OVS HW offload solution, customers will be able to achieve the performance required by large enterprises or edge compute use cases at the cost of a small-medium uCPE,” explained Ariel Efrati, CEO at Telco Systems. “Significantly lowering the latency also enables our NFVTime solution to support next-generation 5G/MEC use-cases. This technology is strategic for the market as the requirement is driven by leading Tier-1 customers. Telco Systems continues working closely with NXP and its Arm-based SoCs to further optimize and extend its hardware acceleration solution, making it available to VNF vendors as a generic offload API.”

“NXP’s Layerscape multicore processors implement a balanced mix of CPU cores, hardware acceleration and high-speed I/O to deliver efficient networking performance for today’s virtualized networking tasks,” added Tareq Bustami, Senior Vice President and General Manager, Digital Networking at NXP Semiconductors. “Combined with Telco System’s optimized NFVTime software platform, the solution will enable more efficient and cost-effective customer premise networking.”

These product development activities are part of the strategic investment and multiyear joint development agreement signed between Telco Systems and Arm last year.

[reeltime] 22/7/2019 07:40

BATM Advanced Communications Ld BATM Advances 5G Strategy with New T-Metro 8104
22/07/2019 7:00am
RNS Non-Regulatory

22 July 2019

BATM Advanced Communications Limited

BATM Advances 5G Strategy with New Ultra-High Capacity Networking Platform for Network Edge

New T-Metro 8104 is industry's first CE2.0 compliant service aggregation and cloud gateway platform available at 1.2 Tb capacity

BATM (LSE: BVC; TASE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, announces the launch by Telco Systems, its wholly-owned subsidiary, of the T-Metro 8104, its new ultra-high capacity service aggregation and cloud gateway platform that is designed to allow network operators to leverage the transformation enabled by 5G and Multi-access Edge Computing (MEC).

The T-Metro 8104, which is NFV-ready, is the first CE2.0 compliant service aggregation and cloud gateway platform available at the ultra-high capacity of 1.2 Tb. It has a modular design that, along with having a small form factor and the ability to be installed outside a telecom cabinet, allows customers to expand and add capacity and interfaces as required.

The platform's ultra-high capacity and flexibility, combined with cloud connectivity, supports network operators in hosting content and applications close to the edge of the network. With the greater speeds and lower latency of 5G, this will allow network operators to open their networks to a new ecosystem and value chain, such as Internet of Things applications. Large enterprise organisations also benefit from edge computing by storing, processing and delivering content on site from an edge server rather than requiring backhaul or a centralised core network.

Dr Zvi Marom, CEO of BATM, said: "This latest product release is another step forward in our strategy to provide innovative solutions for the growth area of 5G network infrastructure and MEC. With the T-Metro 8104's industry-leading ultra-high capacity, we are continuing to push best-in-class performance and functionality to the network edge - allowing telecom operators and managed service providers to increase serviceability, while offloading workloads from the network core, to meet the ever-growing digital needs of their business customers. We have already received significant interest in the new platform from several customers, which we expect to translate to sales this year."

[fse] 17/7/2019 21:58

Telco Systems Launches Groundbreaking 1.2Tb Service Aggregation and Cloud Gateway Platform

PR Newswire PR NewswireJuly 17, 2019
T-Metro 8104 facilitates emerging use cases with ultra-high capacity, modularity and compute capabilities at network edge

MANSFIELD, Massachusetts, July 17, 2019 /PRNewswire/ -- Telco Systems, the leading provider of innovative SDN/NFV,
CE 2.0, MPLS and IP solutions, today announced the availability of its groundbreaking
T-Metro 8104 service aggregation and cloud gateway platform that enables telecom operators to stay ahead of the insatiable demand for bandwidth, evolving business services and smarter connectivity. T-Metro 8104 is a compact, high density, modular platform that delivers 1.2Tb throughput with flexible, pay-as-you-grow options: base configuration expandable from 40 up to 88 SFP+ ports; optional additional CPU; optional OAM module.

T-Metro 8104 is the first CE2.0 compliant, modular, multipurpose service aggregation and cloud gateway platform available at the ultra-high capacity of 1.2Tb. It combines a high density, standalone carrier Ethernet platform for MPLS, Layer 3 and SDN, with powerful service aggregation capacity.

T-Metro 8104 with its ultra-high capacity and flexibility positions operators to take advantage of the transformation enabled by 5G and Multi-access Edge Computing. Its service scalability, carrier-class resiliency and advanced features include QoS and OAM for multiple scenarios, including off-net aggregation, mobile backhaul and optional SLA testing diagnostics. T-Metro 8104 supports the connectivity to the Cloud for these new data-intensive services in terms of both overall capacity and performance.

Since the growth in bandwidth requirements is a certainty, T-Metro 8104 enables telcos and managed service providers to make initial investments according to their current needs. The modular architecture of T-Metro 8104 allows service providers to add capacity and interfaces at any time, expanding as necessary without expensive forklift replacements.

By positioning a high capacity aggregation and compute platform at the network edge,
T-Metro 8104 brings the Cloud closer to the customer and increases serviceability, while also offloading workloads from the network core.

[fse] 15/7/2019 18:57

So BATM will be included in the TASE 90 so at some point when the valuations are done it will included in that index. That will in all likelihood attract some buying from mutual funds etc.
Results up to the end of June will be available around the end of August and they are expected to beat market if not our expectations (whatever those might be)

[fse] 13/7/2019 16:24

This report from Simon Thompson is now in the public domain so have copied it below. FWIW I would concurr with Simon's observations. Its an excellent summary of where the company is now and its near term future. The current share price only partially reflects the value of the company's IP.



Simon Thompson July 11, 2019
BATM armed for a re-rating

Simon Thompson

Simon Thompson
Shares in BATM Advanced Communications (BVC:43.5p), a provider of medical laboratory systems and cybersecurity and network solutions with extensive operations in Israel, started trading on the Tel Aviv Stock Exchange today, exactly 20 years after the company joined the Main List of the London Stock Exchange.

BATM will retain its primary London listing and shares on both the Tel Avi and London Stock Exchanges will be fully transferrable. Based on 438m shares in issue, BATM has a market capitalisation of £192m, so it expects to become a constituent of the TA-90 index which tracks the 90 shares with the highest market capitalisation that are not included in the TA-35 index.

The secondary listing will provide a local trading platform for the Israeli-based institutions that recently became shareholders after BATM raised $18m (£14.1m) in a placing at 42.5p a share at the end of June. It will also expand the accessibility of the shares to a wider pool of investors and increase the breadth and depth of the company’s shareholder base, with the aim of improving the liquidity and tradability of the shares. That can only be positive for BATM’s share price. It’s worth noting that the company raised $3m more than the $15m minimum amount it was seeking in the placing, highlighting strong investor demand.

Profit from network function virtualisation

That’s understandable given that the proceeds of the fundraise will be primarily used in BATM’s network and cyber security division to fund an acceleration of the network function virtualisation (NFV) ecosystem projects that BATM is developing in partnership with the world’s leading chip designer, Softbank-owned Arm Holdings, as the only worldwide software vendor to provide NFV functionality to Arm and Intel platforms.

The exciting partnership is developing infrastructure solutions for NFV, a technology that decouples the network functions, such as firewalling, intrusion detection and caching from proprietary hardware appliances, so they can run in software. The solution is being integrated into the products of major chip makers, including NXP Semiconductors (NSQ:NXPI), a US$31bn market capitalisation company listed on the New York Stock Exchange.

The technology could be a real money-spinner for both BATM and Arm holdings given that NFV is going to play a critical role in supporting the services 5G network operators will be able to offer. It can also be used to run applications such as autonomous vehicles. Moreover, network operators and virtualised network function providers will be able to deploy their applications and operate across all major hardware architectures, so leveraging the advancements in different processor technologies. BATM has conducted successful proof-of-concept trials with tier 1 and 2 telecom operators. The royalty stream from major network operators adopting the JDA’s technology could easily run into millions of dollars.

It’s also worth noting that BATM has already launched a new technology under its long-standing partnership with NXP to enable a significant increase in network traffic, without requiring an increase in computing power, when licensing the company’s NFVTime operating system on certain NXP processors built on Arm core technology. In addition, BATM has entered into a strategic technology partnership with Clavister (STO:CLAV), a Sweden-based network security vendor of high-performance cybersecurity solutions, to run its Arm-optimised virtualised cybersecurity platform on NFVTime.

Some of the funds raised from the placing will be used to complete development of BATM’s CyberGuard security product for NFV use cases. With a heavy weight partner in Arm Holdings on board, it goes without saying that BATM is strategically incredibly well-placed to benefit as network functions become increasingly virtualised.

Molecular diagnostics: a growth opportunity

The other major growth opportunity for BATM is in its molecular biology diagnostics joint venture business, Ador Diagnostics, a company that is developing a new molecular diagnostic bench-top analyser that is able to probe 100 targets in a single proprietary carbon array. Existing products only probe on average between four and six targets per test sample. It is being targeted at screening for hospital-acquired infections such as MRSA and C. Diff, and to identify tropical infections in travellers returning home with fevers.

Earlier this year, Ador secured a $30m (£24m) investment from new investors to provide the funding for the commercialisation of the product in 2020. The initial $14.5m investment was received in April which placed a an enterprise value of $44.5m on Ador, implying BATM’s retained 38.2 per cent stake in the joint venture is worth $17m. Moreover, a further $15.5m (at a valuation that will be 33.3 per cent higher than the current enterprise valuation) will be funded by the same new investors at the end of 2020, subject to certain milestones being achieved, highlighting clear potential for even more value creation for BATM’s shareholders.

Around 10 per cent of BATM’s recent equity raise will be used to accelerate development, deployment and certifications (including patents) in BATM’s molecular biology diagnostics business, and for its ground breaking agri-waste and pharma-waste treatment subsidiaries. This is a very sensible move.

Hidden balance sheet value

It’s well worth pointing out that BATM’s retained stake in Ador is held in BATM’s balance sheet at a fraction of its read through valuation as is the company’s 95 per cent stake in Adaltis, an Italian manufacturer of medical diagnostics equipment that has a read through valuation of £45m. BATM had $18.5m (£14.8m) of net cash and conservatively valued property assets worth $16m (£12.8m) at the start of 2019, too.

BATM’s cyber security division is clearly very valuable, too, as a standalone venture. The business has been winning a raft of contracts, one reason it quadrupled operating profit to $3.6m on 16 per cent higher revenues of $57.5m in 2018.

[fse] 12/7/2019 15:20

Have not seen a post from him in ages. Try sending him a message on ADVFN.
More on the TASE listing

[james dean] 12/7/2019 08:38

I hope Trojan is still around.
Us old timers remember he left the board as he was quite unwell - let us hope he recovered and still supports BATM.

.

[bamboo2] 12/7/2019 07:40

Is Trojan still around?

Any chance of updating the header, and adding a TASE:BVC chart?

[reeltime] 11/7/2019 22:17

5G network investment will push Capex for NFV and SDN
July 10, 2019

Investment in 5G network will push telecom operators to adopt a NFV and SDN powered network architecture.

NFV / SDN-related spend growth will correlate with 5G deployments, according to a report from Technology Business Research.

5G technology is forecast by research firm Ovum to achieve 37 million in 2020, 156 million in 2021 and more than half a billion in 2022.

The number of 5G network launches will be 5 by end of June 2019, 11 by end of Q3 2019 and 13 by the end of 2019. An additional 17 operators have announced plans for deployment of 5G in 2019, according to 5G Americas.

More than 100 operators have announced their 5G deployment plans in 2020 and beyond and are testing, trialing and building their networks in stages of planned deployments.

Since CSPs will need to upgrade their networks to realize the full potential of 5G, this will drive CSPs toward the virtualization and cloudification of their networks. This trend will impact most of the major network domains from an NFV / SDN perspective over the next five years, according to TBR.

TBR notes that 5G core is inherently virtualized and that this will also naturally push CSPs deeper into the NFV / SDN space over the next five years as they transition to a stand-alone 5G network.

If Rakuten is successful in making the vRAN model work, it would embolden CSPs to double down on their own NFV / SDN initiatives, especially as it relates to vRAN. RAN is one of the costliest domains in the construction of a network, and it is a key area CSPs will be keen to virtualize to reap cost savings.

Cisco and Telenor announced their partnership – at the Mobile World Congress 2019 – to expand their joint innovation across cybersecurity, cloud and the digital workplace, and will explore Open Virtualized RAN (vRAN) solutions for 5G.

Ericsson and TIM have started to digitalize TIM’s radio access network in Italy starting in the city of Turin, where the first virtual Radio Access Network (vRAN) platform in a live advanced LTE network has been deployed.

TBR expects the use of white-box hardware in NFV / SDN environments will proliferate, accounting for 60 percent of NFV / SDN hardware spend in 2023, up from 15 percent in 2018. This industry shift toward white-box hardware will significantly disrupt incumbent OEMs’ business models, prompting them to evolve into software-centric companies.

Industry organizations such as the Open Compute Project (OCP) and initiatives spearheaded by operators such as AT&T will fuel the rapid uptake of white boxes, TBR said.

SNS Research estimates that service provider SDN and NFV investments will grow at a CAGR of approximately 45 percent between 2017 and 2020, accounting for nearly $22 billion in revenue by the end of 2020.

Spearheaded by internet giants, data center operators and large enterprises, the adoption of software-centric networking is also continuing to grow in the enterprise and data center segment.

SNS Research estimates that SDN and network virtualization investments in this segment accounted for $12 billion in 2017 alone.

The recent initiatives including Linux Foundation’s ONAP, ETSI’s OSM and SK Telecom’s T-MANO will assist in the rapid adoption of VNFs from multiple vendors.

[fse] 11/7/2019 15:29

BATM rose some 6.2% today on its first day on TASE
As nellyB says above it will be a constituent of the TASE90 which will attract inclusion in tracker funds and others.
The company is very oversold on the funding issue.
The funding was not dilutive in the true sense as BATM did not need to raise money to stay afloat they raised it to expand their business and cited possibilities of an acquisition .......
I rate these FWIW a buy up to 65p then hold.
Its traded as BVC in both exchanges........

[bamboo2] 11/7/2019 12:53

Nice bit of volume.

Also trades on NEX:BVC.GB

[wynmck] 11/7/2019 12:46

Simon Thompson today"-BUY ahead of next months results which will undoubtably make a good read....offers 38% upside to my 60p target "

[gbenson1] 11/7/2019 08:38

Tel Aviv is 2 hours ahead of the U.K. and their market opens at 0730 hrs U.K. time as far as I can see.

[nellyb] 11/7/2019 07:57

"Based on its current market capitalisation, BATM expects to become a constituent of the TA-90 index at the next applicable assessment date. The TA-90 index is composed of the 90 most highly capitalised companies listed on the Tel Aviv Stock Exchange that are not included in the TA-35 index. The TA-125 combines the TA-35 and TA-90 indices".

So based on that alone let the buying begin....

[fse] 10/7/2019 17:17

BATM should start trading on TASE tomorrow morning July 11th, I believe the epic is still BATM.

[bamboo2] 09/7/2019 16:05

FSE, thanks for putting the above info together.

Sp looking a bit better for now.

[fse] 08/7/2019 16:28

heres the rationale leading up to the dual listing ....

BATM’s market capitalisation as of 24 June 2019 was approximately NIS 840 million, which means it would be included in the Tel-Aviv Stock Exchange's leading indices

BATM is listed on the Main Market of the London Stock Exchange and is currently included in major indices and technology indices on the London Stock Exchange

25 June 2019 – BATM (www.batm.com) (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, is pleased to announce that it is exploring the possibility of registering its shares on the Tel Aviv Stock Exchange (TASE) as part of a dual listing. The listing would be subject to the completion of a dual registration process and approval by the Company's Board of Directors.

BATM's market capitalization as of 24 June 2019 was approximately NIS 840 million, which means it would be included in the Tel Aviv Stock Exchange's leading indices. The Company's shares would continue to be traded on the London Stock Exchange and subject to the reporting and disclosure requirements of the Financial Conduct Authority of the UK (FCA). As part of the dual listing, the Company would not be required to submit additional reports beyond those required in the UK.

Dr Zvi Marom, CEO of BATM, said: “As a leading Israeli technology company with international operations as well as hundreds of employees, scientists and engineers in Israel, we have decided to explore listing on the Tel Aviv Stock Exchange in order to expand our investor base in the Israeli capital markets. That TASE has completed the Euroclear process, which facilitates electronic trading for Israeli investors and institutions, also contributed to our considerations.

“The Company is gaining momentum with vigorous activity in the Networking & Cyber division as we continue to expand the sales of our leading-edge technology solutions alongside tier 1 companies, such as ARM Holdings and NXP Semiconductors, with which we have exclusive global collaborations. At the same time, we are making significant progress in the Bio-medical division, which achieved record sales in 2018, and we expect this to continue as we introduce world-class, disruptive products and technologies – that have already been awarded dozens of patents and received investment.

“With this sustained momentum, we expect an increase in revenue and adjusted EBITDA in 2019, in line with market expectations."

Ittai Ben Zeev, CEO of TASE, said: “We congratulate BATM for its intention to join the Tel Aviv Stock Exchange in a dual listing and believe that it is important that an Israeli company traded abroad will also have access to the Israeli capital markets. A dual listing in Tel Aviv has many advantages for the Company and for the investors in its shares, including access to additional potential investors, additional trading days and hours that will increase exposure to investors, as well as entry into the leading indices on the stock exchange, which would contribute to increased tradability of, and liquidity in, the shares."

BATM also announced today that, following the announcement yesterday of its intention to raise at least $15 million, the Company successfully raised $18 million from existing shareholders and new investors from both overseas and Israel. The fundraise was led by Shore Capital Stockbrokers in London and by Rosario Capital in Israel.

[fse] 08/7/2019 16:09

As some of you probably know BATM had a listing on TASE some years back. At the time it was not as relevant and the costs of maintaining it were thought to be unnecessary.
The situation has indeed changed with Israeli investors coming on board who hardly want to be holding these on the LSE due to Brexit and currency risks plus the fact that BATM does virtually no business with the UK which may soon itself be split up.
This is another avenue for local investors..... not sure it will make any positive difference to the share price but it should offer some damage limitation from Stg and LSE

This is nothing new......

[fse] 08/7/2019 15:56

BATM Advanced Communications Ld Secondary Listing on the Tel Aviv Stock Exchange

08/07/2019 7:00am
UK Regulatory (RNS & others)

Batm Advanced Communicat... (LSE:BVC)
Intraday Stock Chart
Today : Monday 8 July 2019

Click Here for more Batm Advanced Communicat... Charts.
TIDMBVC

RNS Number : 7134E

BATM Advanced Communications Ld

08 July 2019

LEI: 213800FLQUB9J289RU66

8 July 2019

BATM Advanced Communications Limited

("BATM" or "the Group")

Secondary Listing on the Tel Aviv Stock Exchange

BATM (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, announces that, further to its placing to raise $18 million and intention to seek a secondary listing on the Tel Aviv Stock Exchange ("TASE") announced on 24 June, the Group has today applied for the listing of its ordinary shares on TASE and trading is expected to commence on 11 July 2019. Based on its current market capitalisation, BATM expects to become a constituent of the TA-90 index, which is one of TASE's leading indices and tracks the 90 shares with the highest market capitalisation that are not included in the TA-35 index.

BATM is pursuing the secondary listing in order to:

-- provide a local trading platform for the Israeli-based institutions that have recently become shareholders in the Group;

-- expand the accessibility of its shares to a wider pool of investors; and
-- increase the breadth and depth of the Group's shareholder base, with the aim of ultimately improving the liquidity and tradability of its shares.

The ordinary shares of the Group will continue to trade on the Main List of the London Stock Exchange ("LSE"), where BATM has been listed since 12 July 1999. The shares listed on TASE will be fully transferrable and fungible with those listed on the LSE, the Group's primary listing. BATM is not issuing any new shares in connection with the secondary listing.

Dr Zvi Marom, Chief Executive Officer of BATM, said: "This is an exciting time for BATM with great progress being made across our business and listing on TASE will expand the accessibility of our growth story to a wider pool of investors. We are a global company that has its headquarters and extensive operations in Israel and recently raised $18 million from investors in the UK and Israel. As a result, and with the ease of being able to trade between the LSE and TASE platforms, this is a natural step to strengthen our investment profile. By expanding the breadth and depth of our shareholder base, combined with sustained growth, we look forward to increasing the liquidity of our stock and delivering value to all investors."

[car1pet] 08/7/2019 15:31

High volume today - maybe there are investors who are switching to the Tel Aviv Exchange on the 11th July and selling their holdings on the LSE today.