Batm Advanced Communicat... Share Discussion Threads

[paulisi] 02/2/2021 17:34

Interesting to hear about the ventilators as this is a large proportion of the revenue.Not just selling to Hungarian government and it sounds like demand is strong, so not a one off hit.PCR test kits will continue to sell for at least the next 12 months.With growth potential in the new lab kits, home test kits and NFV I would expect significant growth again in 2021.

[wizzkid211] 02/2/2021 16:46

WE ARE LOOKING BEYOND 2021...!

[toptomcat] 02/2/2021 13:06

Not a lot of additional content in today's article. He was just super impressed by the recent trading update and nothing to deter him from his 170p target. I agree there's a lot going on in this space.

[wynmck] 02/2/2021 13:03

five small- caps with earnings upgrades
is the link to take to todays article

[nellyb] 02/2/2021 12:59

no, the last one was dated 26 jan.

[wizzkid211] 02/2/2021 12:47

HOLD THE LINE! Don't let them have your shares!

[paulisi] 02/2/2021 12:44

Isn't that the same article from last week?

[reeltime] 02/2/2021 12:13

Simon Thompson highlights three small-cap technology stocks with the potential to thrive in the new normal.


BATM firing on all cylinders

Covid-19 antigen test delivered to European private and government customers.
New technology rapidly diagnoses infections using DNA or RNA.

BATM Advanced Communications (BVC:100p), a provider of medical laboratory systems, diagnostic kits, cyber security and network solutions, has made three important announcements.

Firstly, its COVID-19 tests have been proved effective in accurately detecting all variants of the virus, including the latest mutations. BATM’s antigen test has 4+1 gene discovery capability, including the S-protein, compared with a market standard of one to three gene discovery. This enables it to provide more accurate results, reducing the risk of false positives and false negatives. It is being delivered to several private and government customers in Europe and other geographies.

Secondly, associate company Ador Diagnostics has developed a new innovative technology that can provide sample-to-answer diagnostics of bacterial, viral or fungal infections using DNA or RNA sampling in 15-20 minutes compared with 60-90 minutes for polymerase chain reaction (PCR). Ador’s NATlab molecular diagnostic bench-top analyser can analyse several pathogens (currently up to 400) at the same time, thus detecting all the possible pathogens associated with diseases such as meningitis, sepsis and respiratory diseases.

By accurately detecting the right strain of a disease, the correct treatment can be started immediately – something that is not possible with PCR methods. Several universities and hospitals in the UK, Europe, Israel and the USA are co-operating with Ador and in-hospital trials will commence in the first half. Demand is likely to be strong given that the speed and accuracy of identifying an infection is vital in providing the correct treatment and containing potential disease outbreaks.

Thirdly, BATM is selling its non-core NG Soft software subsidiary for US$33m (£24.5m) to unlock value for shareholders. The group will use the proceeds to accelerate growth in its core bio-medical, cyber security and network function virtualisation technology business, the latter is playing a critical role in the range of 5G services telecom operators can offer.

The 444 per cent gain on BATM shares since I included them in my 2017 Bargain Shares portfolio has helped drive up the portfolio total return to 100 per cent. A 2020 cash profit multiple of 37 times to enterprise valuation is worth paying at this stage of its earnings upgrade cycle as this is a US$1bn (170p a share target) company in the making. Buy.

[toptomcat] 02/2/2021 12:03

ST reiterates 170p price target

[sev22] 02/2/2021 11:05

'BATM smashes market estimates'

Tipped by Simon Thompson this morning.

He's reiterated 170p target price.

[fse] 01/2/2021 15:08

Not surprised by this update. The medical division has benefitted from the outbreak which as we always said pulled focus on the infectious disease concerns for Covid and the future. If we want to avoid what are often pointless restrictions and over zealous lock downs we are going to have to get a better handle on identifying and managing infectious disease. With this in mind BATM medical and its associates offer a full range of infectious tests and control from Agricultural plant waste management to end of life ventilator systems. What is starting to emerge from this pandemic is that its not a one size fits all for countries who could have better tailored their responses.

Telco is in the frustrating position of being ahead and behind in the same breath as NFVTime becomes a standard but travel to install and update is hampered by the one factor that pushed it all ahead.

So 2 growth areas and performing well in both. BATM is becoming a much larger company as Marom commented recently.

Added..... Revenue has increased steadily whilst products have been developed for introduction to the markets. BATM appeared to be treading water for a while as the shift from more legacy products to new systems took place. 2017 saw them creep forwards with Revenue up to $107M
2018. Revenue 119M
2019 Revenue 123M
2020. Revenue >180M
What we are seeing in 2020 is a result of this transition in the medical division. Telco is about a year behind IMO and also hampered by Covid restrictions. There is a lot of pent up demand here and Telco can increase revenue with very few limitations as its mostly licensing and software related, its not as if they are at mercy of suppliers.
This is the same tactic in the medical side when they decided to source their own reagents.
Keep control of supply and not push into areas that hinge on the performance of others.
Another matter I discussed many years ago wa that at the time I felt BATM had to get over $500M cap to be taken seriously by clients, it does not matter how good your products are if you are a too small company then there will be production and supply issues for potential clients and this is off putting. BATM could easily become a $1bn company and then by virtue of its size,scope and strong financials. I think this is achievable as more larger companies will look at BATM more seriously.

[wizzkid211] 01/2/2021 15:03

VAGO
If 70% of the 300m$ would come from the telco side I
would stick my neck out and say share price 240p that would give a value of about 1billion pound for the whole co.
good luck.

[vago] 01/2/2021 12:38

Forward 2 years, $300 mill plus rev ,$90 mill plus gross, PE40/60, SP?.

[paulisi] 01/2/2021 11:16

The medical side will probably account for 60-70% of the business this year, although i expect this to close.The ventilator order was a huge chunk of the turnover. What we have yet to establish is if we have had repeat orders or if this is a one off.

[dicktrade] 01/2/2021 09:54

ST may update his numbers today ??
that would have some upside

[picsous] 01/2/2021 09:39

Isn't is typical that this went to 150 on unsubstantiated news and cannot break 110 on hard numbers?

[techno20] 01/2/2021 08:57

Topped up. Again!

[wizzkid211] 01/2/2021 08:35

TASE UP 14% AT 488

[paulisi] 01/2/2021 08:08

The price is all over the place. Started at 111, dropped to 107, but back to 112

[paulisi] 01/2/2021 07:46

I wonder what the markets will make of this?It was in my expectations with the large ventilator contract and the test kitsThe tech side is lagging behind, but will start to catch up in 2021.

[james dean] 01/2/2021 07:44

01/02/2021 7:00am
UK Regulatory (RNS & others)

Batm Advanced Communicat... (LSE:BVC)

Monday 1 February 2021

RNS Number : 4589N

BATM Advanced Communications Ld

01 February 2021

LEI: 213800FLQUB9J289RU66

1 February 2021

BATM Advanced Communications Limited

("BATM" or "the Group")

Trading Update and Notice of Results

BATM (LSE: BVC; TASE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, provides the following update on trading for the year ended 31 December 2020 ahead of announcing its annual results on Monday 22 February 2021.

As stated in the interim results announcement, the Group entered the second half of 2020 with a substantially higher backlog than at the same point in the prior year. This momentum continued through the second half, with stronger than anticipated demand for the Group's diagnostics solutions towards the end of the year as the second wave of the COVID-19 pandemic spread across the globe. Consequently, BATM expects revenue for full year 2020 to be at least $180m - significantly ahead of the upgraded market expectations - representing annual growth of over 45% and, consequently, EBITDA to be substantially ahead of market expectations.

The substantial growth over the previous year was driven by the Bio-Medical division. In particular, the Diagnostics unit rapidly developed testing kits in response to the outbreak of COVID-19 and received strong demand throughout the year for its reagents and instruments. These sales were primarily to public health authorities in Europe and South East Asia, and the Group has continued to receive significant orders for its diagnostic solutions into 2021. The Eco-Med unit also contributed to the exceptional performance of the Bio-Medical division in 2020 with the manufacture of critical care ventilators.

The Networking & Cyber division remained resilient despite the restrictions on travel and ability to install equipment in customers' premises due to global lockdowns. In addition, the Group continued to make significant progress with its network function virtualisation ("NFV") solution - which the Group expects to become a key growth engine of the business - securing its first tier 1 customer for NFVTime with a three-year licensing agreement and c onducting several successful proofs-of-concept with tier 1 operators in Europe and APAC, including Vodafone.

The Group will provide further detail in its full year results announcement.

Full Year Results Presentation

Dr Zvi Marom, Chief Executive Officer, and Moti Nagar, Chief Financial Officer, will be hosting a presentation via webinar for investors and analysts at 2.00pm GMT on Monday 22 February 2021. To register to participate, please contact [e-mail]

Enquiries:

[dds14] 01/2/2021 07:07

Can't get much more positive than the trading update :)

[paulisi] 28/1/2021 16:38

It's an interesting discussion.There is huge growth potential in both sectors:Medical supported by Cellitron, Ador, Aldaltis and Zur Labs plus a few other companies.Celitron has a whole host of products all of which have potential to grow - ventilators, agri waste, animal protein, vaccine vials and probably more in the pipeline. Check their website.Ador produces the Nat lab kits and thePCR benches. The new Nat lab kits will take off when they launch soon as there is huge interest and they have technology included from the technology side of the business.Aldaltis focus mainly on the coronavirus test kits which will be required for another 12 months or more and they have contract with the Italian government in particular. They also have some new products including the hone test kit for covid, flu and cold.Hopefully the full accounts will provide a breakdown by division and each subsidiary, but huge potential on both sides.The technology is getting into the 5G market with NFV and Celare and Telco are benefiting from working from home and the technology required.