Batm Advanced Communicat... Share Discussion Threads

[icemaninvestor] 19/5/2021 00:54

With a PE ratio of 54 and a few other red flags this one is a sell for me. I'll be keeping this company on my watch list with a view to buying back in at the 60p mark.

[fse] 18/5/2021 16:55

Heres a good link to the rapid test

[fse] 18/5/2021 15:31

As far as revenue expectations go we have just had last years year end results with specific direction and targets for the period ahead.
Tired of saying this but the company has performed very well particularly as Covid restrictions impacted all business.

TASE rose quickly on the news but every rise brings on another round of selling. Covid really put a focus on what the medical division do which was great but as the pandemic abates there seems to be a feeling that this is all somehow over.

The infectious diseases testing market is hardly going away any time soon.
IMO they are oversold.

[icemaninvestor] 18/5/2021 14:18

Hey, I didn’t say that. I love the products but I want to see numbers as an investor. Show me the money!

[cumnor] 18/5/2021 11:05

News on dividend would help share price but Zvi never seems too bothered by that side of things.

[wizzkid211] 18/5/2021 11:00

zvi marom interview from april 21

www.youtube.com/watch?v=NXQVGoxDZ9s

[icemaninvestor] 18/5/2021 10:40

That’s right Doc. That’s the whole point of investing son.

[paulisi] 18/5/2021 09:44

Price has stayed static after initial jump.Would be interested to hear if there are issues with the NFV installed on the chipsets, given the worldwide shortage of chipsets.

[doccash] 18/5/2021 09:16

Well done iceman now you only believe in the lateral flow test if you get a individual breakdown of the sales.

[doccash] 18/5/2021 08:29

Negotiations are also underway to establish another production line for this test in Europe.

From proactive site good use for the spare cash from the recent sales

[doccash] 18/5/2021 08:12

So we do have a lateral flow test

[icemaninvestor] 18/5/2021 08:10

Great to see the lateral flow test release, but show me the numbers! Let's see what the manufacturing capacity is...

[paulisi] 18/5/2021 07:57

We new about the sputum test and the use in athletics. Zvi mentioned that in an interview.The lateral test is more interesting.This seems more accurate than others and the UK has set the precedent with roll out and I'd expect other countries to follow. Could be a massive revenue generator.Expect an update from Zvi on proactive investors, although it is a holiday in Israel.

[dorning31187] 18/5/2021 07:04

Good update.

[wizzkid211] 18/5/2021 07:03

RNS Number : 9137Y

BATM Advanced Communications Ld

18 May 2021

LEI: 213800FLQUB9J289RU66

18 May 2021

BATM Advanced Communications Limited

("BATM" or "the Group")

BATM commences delivery of saliva-based RT-PCR and new rapid lateral flow COVID-19 tests

Italian Olympic Committee to use BATM's saliva COVID-19 test for Tokyo Olympics

BATM (LSE: BVC; TASE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, announces that it has commenced delivery of two new diagnostic tests for SARS-CoV-2 (COVID-19) and that the Italian Olympic Committee intends to use the Group's saliva-based RT-PCR test for the upcoming Olympic Games in Japan.

Saliva-based RT-PCR test

Further to the Group's announcement of 11 March 2021, BATM is pleased to confirm that it has commenced supplying its test that uses self-collected saliva samples to diagnose COVID-19 using the RT-PCR technique.

The initial customers are public health authorities in Italy that are using the tests in schools and elderly care homes where there is a particular benefit for having a non-invasive sample collection method without compromising diagnostic accuracy. The provision of the tests is due to be expanded to several other groups as production increases. The test is also due to be used by the Italian Olympic Committee for the Olympic Games that are scheduled to commence in Japan in July. This follows the Italian Olympic Committee selecting two labs to provide testing for the tournament, one of which uses only the Group's antigen RT-PCR kits for COVID-19 testing, including the latest saliva-based test.

The test involves the individual spitting into a collector tube rather than deep swabbing via the nose (nasopharyngeal swab) or back of the throat (oropharyngeal swab). It is based on the Group's antigen RT-PCR kit that has five (4+1) gene discovery capability, which enables detection even with a very low viral load and has 100% accuracy for specificity and sensitivity. The test can be administered without the need for trained healthcare workers in full body personal protective equipment, offering advantages in terms of speed of sample collection as well as lab processing and being more cost effective than the RT-PCR process for standard swab-based tests.

The Group is producing the test at its Adaltis facility in Rome, Italy, which continues to increase manufacturing output. More information can be found here .

Rapid lateral flow test

BATM is also pleased to announce the commercial launch of the RAPiDgen(R) SARS-CoV-2 Ag test, which is an easy-to-use rapid test that gives results in 8-15 minutes. The test detects SARS-CoV-2 antigens, using the lateral flow method, in samples collected with a nasal (nostril) swab.

The test consists of a small self-contained device and a nasal swab: after collecting a nasal secretion sample, the swab is placed into an opening in the device, swirled and then the cap clicked to a different direction. This compares with commonly available rapid tests that require the individual to prepare the test by pouring a buffer liquid into an extraction tube and, after swirling the swabbed sample in the extraction tube, dropping liquid onto a test strip. The RAPiDgen(R) SARS-CoV-2 Ag has undergone validation testing by hospitals in Israel and Europe where it has demonstrated sensitivity in excess of 95%.

The test has been developed by the Group's Adaltis subsidiary and Gamidor Diagnostics ("Gamidor"). Gamidor is part of the Gamida for Life B.V. group that is also a partner in the Group's Ador Diagnostics associate company. The rapid test is being marketed under the Adaltis brand and sold under a revenue-share agreement with Gamidor. Production has commenced at Gamidor's facility in Israel with initial deliveries being to public health authorities. Negotiations are also underway to establish another production line for this test in Europe.

Dr Zvi Marom, CEO of BATM, said:

"I am delighted with the performance of our diagnostic tests - both commercially and medically. Our COVID-19 tests have demonstrable advantages compared with others available in the market in terms of accuracy, ease-of-use and cost effectiveness.

"With the rollout of our saliva-based and rapid diagnostic kits, we now offer a full range of tests that can provide a comprehensive solution for tackling the pandemic. We continue to receive strong demand for our COVID-19 tests - and, in particular, we are honoured that the Italian Olympic Committee will be using our saliva tests to support Italy's Olympic journey.

"At the same time, we expect this technology enabling precise diagnoses using saliva samples to be applied to diseases beyond COVID-19. It would be particularly beneficial for tests used to quickly differentiate between illnesses to provide an accurate diagnosis, such as our multi-pathogen respiratory test. We are also continuing to work with our academic and business partners to develop other innovative diagnostic solutions that we believe are at the forefront of the battle against infectious disease.

"We are very proud of what we have achieved and very excited about what's still to come, and we look forward to updating the market in due course."

Enquiries:

[fse] 17/5/2021 22:09

It was actually first announced back in March for release end of April. This is by way of confirmation that they are now marketing them.
We get enthused by BATM announcing new products and tie ups but it's another thing to see them get to market and distributed.
Another thing I like to see, after "for example" the likes of Telco systems announcing they are working with ARM....... that its followed by an announcement or inclusion on ARM's site confirming this. Which it has been.....

[krutt] 17/5/2021 19:58

FSE - excellent link, looking forward to more details on this like where it can be purchased, how much will it cost and turnaround time. But great to get good news like this.

[fse] 14/5/2021 14:59

I don't really have an issue with simply wall street except for the omission that BATM is involved with a lot of later stage technology that is finally available to market as Marom said both Telco and Medical have hit stride at the same time.
Simply wall street were fairly negative on BATM in the past actually they have softened their stance.
Heres the whole article if the link does not work. Thanks to Wizz for posting it.

Do BATM Advanced Communications's (LON:BVC) Earnings Warrant Your Attention?
BySimply Wall StPublishedMay 13, 2021
LSE:BVC
Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling short, can easily find investors. And in their study titled Who Falls Prey to the Wolf of Wall Street?' Leuz et. al. found that it is 'quite common' for investors to lose money by buying into 'pump and dump' schemes.

If, on the other hand, you like companies that have revenue, and even earn profits, then you may well be interested in BATM Advanced Communications (LON:BVC). While that doesn't make the shares worth buying at any price, you can't deny that successful capitalism requires profit, eventually. While a well funded company may sustain losses for years, unless its owners have an endless appetite for subsidizing the customer, it will need to generate a profit eventually, or else breathe its last breath.

Check out our latest analysis for BATM Advanced Communications

BATM Advanced Communications's Improving Profits

Over the last three years, BATM Advanced Communications has grown earnings per share (EPS) like young bamboo after rain; fast, and from a low base. So I don't think the percent growth rate is particularly meaningful. As a result, I'll zoom in on growth over the last year, instead. Like a firecracker arcing through the night sky, BATM Advanced Communications's EPS shot from US$0.0093 to US$0.022, over the last year. You don't see 139% year-on-year growth like that, very often. The best case scenario? That the business has hit a true inflection point.

Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. BATM Advanced Communications shareholders can take confidence from the fact that EBIT margins are up from -1.7% to 7.4%, and revenue is growing. That's great to see, on both counts.

In the chart below, you can see how the company has grown earnings, and revenue, over time. Click on the chart to see the exact numbers.

earnings-and-revenue-history
LSE:BVC Earnings and Revenue History May 13th 2021
While it's always good to see growing profits, you should always remember that a weak balance sheet could come back to bite. So check BATM Advanced Communications's balance sheet strength, before getting too excited.

Are BATM Advanced Communications Insiders Aligned With All Shareholders?

I like company leaders to have some skin in the game, so to speak, because it increases alignment of incentives between the people running the business, and its true owners. As a result, I'm encouraged by the fact that insiders own BATM Advanced Communications shares worth a considerable sum. Notably, they have an enormous stake in the company, worth US$88m. That equates to 23% of the company, making insiders powerful and aligned with other shareholders. Very encouraging.

Is BATM Advanced Communications Worth Keeping An Eye On?

BATM Advanced Communications's earnings have taken off like any random crypto-currency did, back in 2017. That sort of growth is nothing short of eye-catching, and the large investment held by insiders certainly brightens my view of the company. The hope is, of course, that the strong growth marks a fundamental improvement in the business economics. So to my mind BATM Advanced Communications is worth putting on your watchlist; after all, shareholders do well when the market underestimates fast growing companies. What about risks? Every company has them, and we've spotted 1 warning sign for BATM Advanced Communications you should know about.

Although BATM Advanced Communications certainly looks good to me, I would like it more if insiders were buying up shares. If you like to see insider buying, too, then this free list of growing companies that insiders are buying, could be exactly what you're looking for.

[wizzkid211] 14/5/2021 09:15

Do BATM Advanced Communications's (LON:BVC) Earnings Warrant Your Attention?

BATM Advanced Communications's Improving Profits
Over the last three years, BATM Advanced Communications has grown earnings per share (EPS) like young bamboo after rain; fast, and from a low base. So I don't think the percent growth rate is particularly meaningful. As a result, I'll zoom in on growth over the last year, instead. Like a firecracker arcing through the night sky, BATM Advanced Communications's EPS shot from US$0.0093 to US$0.022, over the last year. You don't see 139% year-on-year growth like that, very often. The best case scenario? That the business has hit a true inflection point.


simplywall.st/stocks/gb/tech/lse-bvc/batm-advanced-communications-shares/news/do-batm-advanced-communicationss-lonbvc-earnings-warrant-you

[icemaninvestor] 13/5/2021 21:59

Hi FSE, please can you explain what you mean by undemanding PER?

[volsung] 13/5/2021 09:07

Bought a few more at 85.2p
God knows why

[fse] 12/5/2021 16:23

Meanwhile an interesting read.....