Batm Advanced Communicat... Share Discussion Threads

[cumnor] 23/2/2021 22:21

The 15% markdown with low volume, on transformational results for BVC, says more about the floundering London market than BATM, and why many tech companies are sensibly opting to float Stateside rather than here, as ZVI will no doubt be considering for his company as well.

[paulisi] 23/2/2021 21:48

The NFV licensing revenue is via two methods.Loading into chipsets via the chipset manufacturer.Sales of the box, of which BATM has other services for revenue - Celare product etc.I've no idea which will generate more income...

[nellyb] 23/2/2021 17:22

emerard, simon thompson of the investors chronicle said on 18th January 2020 "a 2020 cash profit of 37 times to enterprise valuation is worth paying at this stage of its earnings upgrade cycle as this is a USD1bn (170p a share target) company IN THE MAKING." I doubt, after just a month that he will be head scratching too much.

[pharmawotsit] 23/2/2021 16:53

It only helps one side of the argument when you see a headline like this from Alliance News yesterday:

"Pandemic Lifts BATM Advanced Communications' BioMedical Unit Revenue "

As we've seen, it's too easy to see this as a Covid-based stock if you're not interested in finding out about the company.

It was good to hear yesterday that they've appointed an Investor Relations manager in the UK. Hopefully she'll try and highlight more of the gamut that is BATM.

[krutt] 23/2/2021 16:29

Beergut, Nice one you called it spot on!

[doccash] 23/2/2021 16:28

I think the medical side was priced into the bounce from the recent bottom. I feel there wasn't enough clarity on NFVTime in terms of income stream so short term traders baled out. There are a number of projects close to market and the bacterial / viral realtime diagnostic kits will be a game changer. Short term retrends in price are healthy if you are a long term holder. Buy the rumour sell the facts certainly true with this set of results. Keeping the faith and a company involved in multiple high growth areas. What's not to like.

[sandy789] 23/2/2021 16:26

It appears that BATM is moving like a FTSE stock but overshooting on both sides.

[emeraldzebra] 23/2/2021 15:55

v well said FSE. Thanks. Well here's hoping. Guess we need news on the tech side as first priority.

[fse] 23/2/2021 15:28

Have to admit this recent down turn is a surprise. I figured we might drift for a while as the market absorbed the year end statements. Covid travel restrictions did hold back certain divisions particularly Celitron ISS and Telco systems. Lack of face to face meetings with POC trials certainly not a help.
In spite of all of this the company reported significant growth and/or progress in all divisions. This year will see the start of NFVTime licensing revenue.

BATM has a host of late stage technology ready to finally hit the market where it can generate sales. NFVTime will start to be a licensing revenue contributor this year.
The medical division has established itself as a major player in infectious diseases and that is here to stay.

I am sure Simon T over at IC is, like me, scratching his head.
BATM would not consider paying a dividend unless the business and sales were there to cover it.

[beergut] 23/2/2021 15:13

I am calling the bottom 97.2

Someone has got to do it.

Should close at 102 or 103 :-)

[emeraldzebra] 23/2/2021 12:27

Well there is likely to be an awful lot of head scratching going on at the 'Investors chronicle'? - on what basis was the guy telling us £1.75 as fair value ? Which target - such that would produce such a share price has not been met ?

[rawdeal1] 23/2/2021 11:22

"He said he didn't want to down load the stuff in case their Chinese friends where watching."

I thought Cyber security was their thing .. ?

[leewain] 23/2/2021 11:13

I think there has been a reaction to the IG margin rate sell off.

[beergut] 23/2/2021 11:04

He said he didn't want to down load the stuff in case their Chinese friends where watching.

It's a security issue

[sf5] 23/2/2021 10:25

Just a little puzzled - does it really need people to travel to install the NFV gizmos? Software can be downloaded and boxes couriered and instructions given remotely surely? I wasn't aware that BVC has an army of installers.

[rawdeal1] 23/2/2021 08:43

There were obviously a few traders that hopped on board in the run up to the results yesterday, in the hope of an amazing announcement .... well that didn't happen, so, they'll all be jumping ship, and the market makers will drive the price down accordingly .... then there'll be a rebound.
The thing that surprised me was that the price held quite well yesterday .... so, there must be some good support.

[beergut] 23/2/2021 08:40

Any broker updates out there?

[leewain] 23/2/2021 08:29

It looks like the market perceives this as a covid stock. Expecting it to go back down to the 80-90p range.

[pharmawotsit] 22/2/2021 16:48

A question after the presentation asked whether they could convert into numbers their quote of current "substantial" revenue improvement in BioMed in comparison with last year at this point.

The answer came "more than 5 times but less than 10 times".

[nellyb] 22/2/2021 14:42

Did anyone listen in to the Investor & Analyst Presentation at 1400hrs?

[paulisi] 22/2/2021 14:02

No snippets of additional information.I need the following:Will ventilator revenue be maintained in 2020?What is the potential revenue from NFV?These are two key areas to assessing if growth will continue and at what rate.

[wizzkid211] 22/2/2021 11:50

Zvi Marom talks to Proactive London about their full year results for 2020.
2021 will be a better year for us...

[doccash] 22/2/2021 10:34

A good contribution means that the medical division won't make up 70% revenue next year. Remember the medical side of the company was meant to be an add on to the main company interest in Telco / networking etc

[iandippie] 22/2/2021 10:21

Good results yes, but pe down to a heady 70. Obviously the key is what the future holds, but I think they need to be a bit less vague than "In the Networking and Cyber division, we expect sales of NFVTime to make a good contribution to the full year revenue of this division.".What does a "good contribution" mean?