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[fse] 10/6/2021 17:49

>Goggin... agree with you "testing" is most definitely not going away, the advanced tests that they have now are a compliment to medicine today.
This all started as identifying certain pathogens but is rapidly evolving to not just spotting them, but targeting appropriate treatments.
Some 400 million people apparently contracted Dengue Fever last year. Testing is done via PCR based tests.

[goggin] 10/6/2021 10:03

Now down almost 50% from July high, someone or something is not impressed with BATM. On the face of it they should be riding high as covid testing kits etc are going to be in demand long term and if not covid, then something else 75p coming up?

[fse] 09/6/2021 22:16

A reminder of where we are at with ARM. This was announced very recently April 19th 2021 and is some what of an extension to the link I posted above.
Revenue from all of this will be seen initially from sales of enabled devices and UCPE/white boxes which Telco already sell but increasingly from licensing revenue.
Regulators are squeezing providers and they in turn will have to move to adopt NFV as in essence it allows them to wring out more for less and they pretty well dont have much option.


The recent launch of Arm’s new Neoverse line of technologies powering the infrastructure from the core datacenter to the network edge is aimed at strengthening the position of Arm in a market that has been historically dominated by x86.

April 19, 2021
Neoverse will enable a new UCPE Solution To Serve As Virtualization Infrastructure and transformative cloud infrastructure designed to support the demands of intelligent devices. The datacenter infrastructure IP portfolio represents the first time that Arm, which is a key player in providing chip technology to the phones and devices market, tries to become a power house in the datacenter market.

As part of the new move, Telco Systems has been selected as a strategic component for Arm’s new Neoverse cloud-to-edge infrastructure. According to Arm, the Neoverse chip designs are tuned for infrastructure products. They’ll accommodate up to 256 processing cores, faster memory interfaces, reliability features, chip-to-chip interconnects, and virtual machine technology to squeeze more work out of computing hardware.

The new NFVTime UCPE solution to serve as virtualization infrastructure will also include a broad ecosystem to enable diverse solutions through innovation for microarchitecture, hardware, software, tools and services.

Building the cloud to edge infrastructure foundation for a world of one trillion intelligent devices will require a broad ecosystem with the technology, expertise, and commitment to transform the internet.

Telco Systems’ NFVTime is a holistic solution for Network functions virtualization (NFV) universal customer premises equipment (uCPE) edge compute. The NFVTime-OS provides the NFVi virtualization software that can turn any Arm or x86-based whitebox device into a carrier-class uCPE, running any virtual network function.

NFVTime includes a uCPE management and orchestration (MANO) that supports zero touch provisioning, deployment automation and services lifecycle management capabilities. The NFVTime solution is optimized to run in the Arm environment utilizing its unique acceleration and security capabilities.

Telco Systems will benefit from the fact that a powerhouse like Arm selected the company as a strategic component of its Neoverse initiative. The move is in line with Telco Systems overall strategy of expanding the company’s offerings, to enable customers enjoy new technologies that deliver higher performance at lower costs as well as an innovative business ecosystem for greater agility to support new business models.

Earlier this year, Telco Systems and Arm announced that the two companies signed a strategic investment and joint development agreement. As part of this collaboration, Telco Systems and Arm are working together to expand the technology partner ecosystem, customer pipeline and other go-to-market activities for the newly developed offerings.

Telco Systems and Arm are focusing on developing NFV virtualization and operational software to support NFV use cases, such as software-defined wide-area network (SD-WAN), security and others.

The two companies are also creating an ecosystem for system on chip (SoC) vendors, such as Marvell, Cavium and NXP, white box vendors, virtual network function (VNF) providers and leading service providers.

The partnership between the two companies has already been translated into several requests by leading service providers placing Telco Systems at the forefront of market development in the field of network function virtualization.

[fse] 09/6/2021 15:17

I imagine the company will gives us a trading update late July but until then we are left to speculate.
Whats driving this down at the moment is not in my opinion valuations.

The UK and Israel are coming out of the pandemic and anything Covid related has been hit hard.
There has been conflict in the region.
Constant elections and now a change in leadership with Netanyahu departing the scene.
Covid restrictions for Telco systems has most definitely had an effect as it has for most companies.
The company has had a very good run of over the last year and profits were going to get taken.
I agree the chart has been terrible and until support holds that sector of investors will not like it.
With the share price whittled down every day its hard to hard to attract buyers.

Flip side is that from a cluster of investment metrics BATM does not look in any way overvalued. Adaltis and Ador diagnostics look to me like they have grown considerably and the whole medical division is a much larger player. Just look around Adaltis website and you will see what I mean.
The whole division looks much better geared to sales.

I can understand investors being a bit fed up with Telco systems who are still struggling to achieve meaningful sales increases. Having said that they have an impressive portfolio of equipment and solutions and are making progress with NFVTime which has become the de facto standard.

Added link:



The company does actually make money, is well funded and is not going to shareholders to stay afloat.
So we are driven by hype and perception not reality. Welcome to the stock market.

[owenski] 09/6/2021 11:51

"DocCash29 Sep '20 - 09:08 - 17619 of 18574

Excellent analysis I'll join you in a massive short Good luck with that.Perhaps you would like to speculate on the price impact of impending news Either another telecom contract or triple test released Upside down cliff perhaps?"

The charts seemed clear enough to me when I read them and they were primed to 'fall off a cliff'

I'm not a shorter of this stock, I like the business but I'm not buying something to sit and watch over 40% loss on a position.

Luck not required, just patience, a look at the financials and a bit of chart work.

By the way, sorry for all holders, I think the stock has good potential, but abusing folk who post different observations is not helpful.

[owenski] 09/6/2021 11:44

"cumnor - 25 Jun 2020 - 14:00:34 - 16944 of 18574

Re mrkt cap owenski-stick to penny shares, you missed the boat here-this is cheap considering what each of the divisions, were they quoted separately on Nasdaq, would be worth."

Are you still around cumnor,

Meanwhile, shame to see this coming down, but a lot of the previous price action was Covid driven. I might take a position one day when the chart improves on the back of a realistic valuation.

[deeker] 09/6/2021 11:32

What a dire looking chart for last 6 months. If it doesn't bounce from 80 support we could see the 60's very easily.
Making ST from investors chronicles recent bullish forecast look a bit over the top at the moment.

[rawdeal1] 08/6/2021 17:08

Trading update at the end of this month ... ? Any thoughts ?

[james dean] 05/6/2021 19:29

Just for interest:

[fse] 04/6/2021 15:33

Ice man .... you say. "While the ownership of ARM remains uncertain no deals will be struck and the danger is Tier 1 customers will go elsewhere for their solutions because they cannot afford to stand still with 5G rollout........."

I am not quite sure where they are going to go outside of Intel or ARM platforms.
NFVTime is an integrated virtual networks solution that run on ARM or Intel. Having said that its true that there are a number of road blocks Covid travel restrictions being the worst, ARM sale included in the list that have slowed down 5G rollout.
BATM made it clear that they had experienced delays and had been hampered by not being able to get technicians on site where needed as expeditiously as they might like.
This is particularly true for new clients where there will be hardware upgrades UCP equipment/white box installation. They cant just flip a switch in these instances.

We are heading into this Covid created void where things are not just snapping back as Manufacturers scaled back production and re sellers could not get product and this problem is everywhere you look from consumer items to infra structure parts.
All companies in every industry are experiencing problems in completing projects.
So until the supply chain gets re established it going to be a patchy rollout.

Article reposted from BATM twitter feed ....



Added: I think there is a lack of perspective as to what Telco Systems actually do.



BATM/Telco identified NFV as a possible new standard long before it showed moderate chance of being adopted. They exhausted time and money on the concept. NFVTime is if you like a hybrid NVF solution running on either platform and now incorporated into ARM architecture.
Telco actually sell a very wide range of devices. Link to their site above. Check it out ...
This is all not going away dependent on whether Nvidia buys ARM or not. IMO

[emeraldzebra] 04/6/2021 09:38

V easy to forget (i constantly do) that the share price has done well over the last few years and has only been a bit spoiled by the fact that it briefly visited 150p in a bit of a frenzy with expectations clearing running ahead of realities perhaps. There must be some bemused head scratching happening at IC.? Would be v disappointed to see it go below 80p and hope for a decent bounce from here. In for the long haul!

[doccash] 04/6/2021 06:53

In additional progress in NFV, and further to the Group’s announcement of 27 August 2020, BATM is pleased to confirm that PCCW Global commenced the rollout of its NFVTime solution during Q1 2021. Accordingly, BATM has begun to generate revenue under its three-year licensing agreement with PCCW Global.

[paulisi] 04/6/2021 06:40

Zvi confirmed on several interviews that there was an agreement with Vodafone and also a tier 1 company in the far East.In addition there is a deal with a European broker for NFV plus they can add the tech straight onto chips and generate revenue.NFV is the future revenue stream on the tech side and they have quite a big piece of the pie.

[doccash] 04/6/2021 06:22

An error made by that agency, for which it was solely responsible, resulted in a delay to the MHRA submission which was finally made on 28 May

This is the top company ICE is invested in whilst slagging off BATM

Flip flop

[icemaninvestor] 04/6/2021 03:28

Does everyone remember the 5th Aug 2020 announcement of BATM and Arm successfully completing proof-of-concept with Vodafone of the Arm-based uCPE, which includes Group’s NFVTime solution. It's been almost a year now with no news of a deal. And you will also remember the Head of Telco Systems being interviewed by Proactive Investor around the same time expecting announcements of other NFVTime deals in the coming weeks. Like me, are you wondering why these deals didn't materialise?

I believe no deals have been struck because in Q2 last year Softbank announced the sale of ARM and it emerged that Nvidia was the successful bidder. Well that deal still has not gone through because the UK Government blocked it in April 2021

While the ownership of ARM remains uncertain no deals will be struck and the danger is Tier 1 customers will go elsewhere for their solutions because they cannot afford to stand still with 5G rollout.

This is another reason for the BATM share price drop and is another reason why I think the share price has further to fall. I stick with my 60p valuation.

[paulisi] 03/6/2021 07:59

The change in power in Israel may influence the share price short term. Netanyahu is a close friend of Zvi.

[cumnor] 02/6/2021 22:27

Ps.. To emphasise the point I have done very well recently on three companies-again annoyingly undervalued by the same UK 'investment geniuses' and bid for by foreigners who are still getting them on the cheap. The companies are Vectura, IDH and Bancora. You could add BATM to the list at these prices but a standard takeover won't happen for political reasons, unless by an Israeli company or some US corporation with close ties to Israel, which could happen.

[emeraldzebra] 02/6/2021 19:36

Quality company. i am prepared to wait for better things in the medium term. Strange that the IC seems to have been a tad over exuberant on the share price But also tempted to tuck a few more away.

[fse] 02/6/2021 15:01

Looks like we have a perfect storm going on here. Demand for any Covid related stocks particularly in the UK and Israel has fallen away.

We have had low volumes on here for some time and prices will fall to attract buyers.
Summer doldrums sell in May and go away upon us.
Repeat of last year.

In any event whilst all this is going on the company is still growing and getting new products into the market. BATM is a much larger concern these days than a few years ago and thats not getting reflected in the share price

Still I am out quite a bit on my last buy a couple of months ago just north of 100p so not enjoying this down turn. Sentiment hardly encouraging at the moment.
At the end of the day the company has major interests in sectors that will outperform and the products to capitalize on that.

Tempted to buy at these levels I went in too early the last trade. Rough ride.

[steeplejack] 02/6/2021 14:22

Its not on a steep multiple looking forward with some looking for 5p of earnings in the year to end Dec 21 rising to 6p in the following year 2022.Such assumptions seem to be inline with the thoughts expressed in the Investors Chronicle which reckons the stock is worth considerably more than the current price and well into three figures.You can take or leave the IC comment i guess.Technically the shares should find support on a prospective multiple in the mid teens.

[owenski] 02/6/2021 13:25

This rose from the 40's region to over 140 on the back Covid equipment news and sales, it's now been deflating like a lot of other Covid wonder stocks.

Telco related sales hasn't been impressive of late either.

BATM often seems to need to raise cash or sell stuff to raise cash, currently it sits on a steep multiple, I'm not surprised the price has been correcting.

[car1pet] 02/6/2021 12:44

Glad I sold some at 115p. Same old BATM. What happened to the dividend?