Batm Advanced Communicat... Share Discussion Threads

[paulisi] 27/9/2021 10:23

Thinking again, if the dividend needs to be approved at the AGM in Nov/Dec, the proposal needs to be sent out in advance, which would be October.

[paulisi] 26/9/2021 18:31

My mistake on the AGM, I though I heard Zvi mention it, but I may have been mistaken.I also purchase processors and supply has been iffy. If the parts are still in manufacture, it is not a major issue. Putting parts back into production is the issue.Anyway BATM have a relationship with Intel and ARM so may be able to get preferential support.

[fse] 25/9/2021 22:14

The shortage will most definitely have an effect on some of Telco business and to a lessor degree with some of the medical diagnostics machines.
Covid has already been holding back deployments.

The medical side took control of the production of reagents from what I understand, their concern back then was supply chain interruptions and sourcing.
At the end of the day BATM are in a generally better position than most.. lack of supply coupled with higher demand = higher prices.

Its not going to "up end" them but it would be naive to say it will have no effect.
The western economy is propped up by "cheap money" it could all get pretty nasty.
BATM don't owe any money and have adequate funds on hand to see them through a protracted downturn.
A crash would probably help them out as it will thin the field, provide take over opportunities ... albeit they will see reduced revenue.
I would not be happy holding any companies at the moment that can not deal with a severe downturn and are inadequately capitalized.
All IMO hard to say how the next couple of years will play out.

[picsous] 25/9/2021 20:38

paulisi, what makes you think there will be an AGM in October? It's traditionally end of November or sometime in December.

With regards to the semiconductor shortage, it's getting worse; I tried to purchase 1,000 of ARM ST processors from a major franchised distributor this week, they said they will be able to ship my order in December . . . . 2026. What? Whether this shortage will affect Telco is yet to be seen.

[paulisi] 25/9/2021 11:19

I'm just trying to work out what announcements to expect in the next few months.The obvious ones are;Dividend at AGM in OctoberNFV time - I'm pretty sure we will have several more announcements soon, whether that is another service provider or another large multi nationalOn the medical side - we still are waiting for the Natlab to be fully tested and released for general sale. I'm expecting big demand once marketedOther than that with travel restrictions easing we may get another contract via the shredders.Of course, we are expecting an update on the TB test.I'm sure Zvi may also have a couple of surprises up his sleeve.

[fse] 24/9/2021 15:03

Adaltis Molgen saliva test.

Added comment: This test is now out and for sale and its simply a better test than is commonly used. The video explains why. Tests look like they are not going away any time soon. For example In Canada if you are double vaccinated you still have to show a negative PCR test 72 hours from the flight departure on short haul flights a few miles south to the US. it costs @ $250 plus tax which is probably more than half the costs of the actual flight. Needless to say the airlines have very low bookings its a lot of money to most people to add onto a $400 flight.
Also in Canada you can fly to the US under these terms but you can not drive across even if you are double vaccinated and have a negative Covid test. So Canadians have to ship the car without them in it across the border then fly down to pick the car up from the haulier.
Dont try shipping Golf Clubs as the handles are considered a Covid spreader.
Any rate I though you would like to hear that the craziness is everywhere not just in Europe I have to go through the procedure in a couple of weeks. Last year at this time we were on one of many empty flights, Ghost riders in the sky comes to mind.

Correction: Covid 19 tests same day turnaround actually cost $402 each person each way so for a couple travelling its over $1600 additional costs.

[doccash] 22/9/2021 17:52

Agree We can see why the company is undervalued but that's the market. Sharp rise was Covid focussed and many companies spiked and fell. There is little assessment of the broad range of the company and the multiple opportunities. Covid will continue to be an excellent revenue stream and winter will prove the new multiple pathogen tests to be vital. Look at the multiple new Covid symptoms which are now suggesting infection making the differentiation more complex clinically. Winter pressures will put pressure on health services to make the correct call early and onsite point of access testing even more important. NFV will become a more important factor in the bottom line. Happy to wait for the next significant upturn.

[fse] 22/9/2021 17:35

Some fair points and as I posted here some way back Genmark Diagnostics which never made a profit and did not have huge revenue was taken over north of a $bn.
I assume you are talking about "Darktrace" and it's valuation. These companies are fully valued or overvalued with the valuation coming from their IP and usually what it is worth to a another company to take them over rather than develop the science themselves which can be very costly and not necessarily succeed.

BATM valuation will be different for many reasons the two major ones being.
They are an established company who have moved from legacy business to newer fields. The newer solutions/products are just starting to sell but it in with the existing business so its hard to split the two apart analytically speaking to see what income is generated from what specific product.
Genmark and Darktrace grew their revenue from nothing so increase are much more pronounced rather than in BATM case where the new sales are added on top of existing sales which shows a lower growth rate.

The other matter is that BATM is not a company growing a science to be taken over. Its the reverse and is constantly looking for acquisitions.Its therefore not attracting a premium as a possible target and that lowers its valuation.

I like cumnors reference to valuations and the complete disparity of the whole process. I agree that BATM is at the lower end of the valuation scale and one could speculate as to a better way to handle PR etc.
As Simon Thompson has argued for some time that BATM sum of the parts has to put them up into the 170p range I still feel the range should be 120p to 160p
I do detect considerable effort by the company to get their product out there I am not sure there is much more they can do.
There is the possibility of a NASDAQ listing and that dividend.
I would not be in a rush to get rid of Zvi as I don't want to get into the very long list of companies that thought they were better off without the founding parties and had to lure them back to the company with their tails between their legs.

[car1pet] 22/9/2021 10:32

Totally agree with Cumnor. I've been asking for Zvi to step down as CEO for years and replace with a commercially focussed individual who can run the business. Zvi is a very nice guy - honest as the day is long but should be running the research department. As soon as Zvi is replaced I will buy back in but not until he retires/replaced

[cumnor] 22/9/2021 09:45

BVC-mrkt cap 400 ml or so-an innovative, high tech medical devices company with a large and growing technology/cybersecurity business with turnover c $150ml and very profitable with loads of cash.
DARK a cybersecurity (growing and no doubt great company) with twice the turnover and loss making.
DARK has 15 times the market cap of our BVC.
Hard to figure out how the market values companies but I think there is a huge element of hype/cool/PR/what's in etc and some mgmt teams are good at selling the company to investors as well as growing the business.
I think when it comes to a scale of 1-10 DARK must be near the top and BVC nearer the bottom-certainly comes across as drab, low key etc. Companies like DARK will succeed-they certainly can raise cash to expand if needs be with their (possibly) over inflated paper-while the likes of BVC will always struggle and linger in the background, out of the public eye.
After twenty years away from the limelight-and with no sign of any attempt to enter it-and besides the usual boring proactive investor stuff for the already converted it's time for ZVI to start publicising exactly what BATM does and where its at-too low a profile on Covid in the general media for example-or hire a PR team that can get BVC 'out there'.
I'm not nearly as old as ZVi but for God's sake can the man-I know he is really smart and great at what he does in terms of tech and developing the company-not try and put a bit more jazz and oomph into promoting it. This is what Silicon Valley adores and US investors love. And it might do a bit for BVC share price.

[fse] 16/9/2021 20:05

Good video of Celitron sterilizer shredder.
I would expect to hear from further placements of the large agricultural shredders but its interesting to see them make in roads in this business which is predicted to grow significantly.
Its also a sign that they have gone from R&D to sales. BATM and its divisions have a host of new product/solutions/designs that have transitioned to salable items, with plenty more in the pipeline.

[fse] 14/9/2021 14:54

This explains what Edgility is about for service providers.

[fse] 13/9/2021 15:34

Heres a link to the Zvi interview that nellyb refers to ... once again if you invest in BATM you really should watch these interviews. This one particularly.



The relevance of all of this may well be lost on the market. Paulisi got the message here after deliberation post 18813 hopefully the penny will drop with other investors.

This win is with a very large corporation and is an enterprise win and not going through their service provider. The company has moved from WAN to SDWAN as a matter of some urgency. This does not mean that Cemex are ditching their provider who Telco already work with but they do consider this shift essential and do not want to hang about.

This now has ramification for Cemex provider who will doubtless pay serious attention to this solution for their other clients. Cemex then themselves supply other very large corporations who will also be worried about being out of the loop.
This has a snowballing effect.

Here are some major developments that are worth looking at with respect to what has been announced.

This is an enterprise client dealing directly with Telco.
The enterprise clients provider is familiar and working with Telco already, it would have to have their blessing.
The move is allowing the company to rebase from wide area networks WAN to Software defined WAN (watch the Zvi interview for this)
There are significant savings for clients to move from WAN to SDWAN its a win win solution (supplier and user)
This is all essentially compatible and introductory to IOT where everything is connected all the time. Its impossible to achieve this without these solutions (OS)
These contracts are not in themselves huge revenue generators with respect to sales volume they will nevertheless have a marked effect on "the bottom line"
The world is moving to reduce our carbon footprint, these solution offer a very much higher efficiency rate and this is a major selling point in 2021 going forwards.

BATM appear well placed to win contracts but like the Celitron Ventilator win this Telco win is "outside the box' cue a chorus of disruptive technology......

Added comment. Link to an earlier release from Cemex dated 2018. Quick look at this and the relevance of "Egility" becomes apparent. Cemex is one of the top ten largest cement manufacturers in the world. This is one company, it would not be a real stretch to imagine pretty well "all" companies are in this position, As Zvi said its not 1990.



Another factor or component of Telco business is that this is all new added revenue. Sales and revenue prior to this date have come from hardware enabled UCPE and a sizeable range of advanced switching devices T Metro etc. Telco systems can actually break even on just these sales. Much of the hardware that they sell is not just usable today but compatible with demands in the future so its reasonable to expect sales growth in the more mundane side of the business. Also when you introduce a company to Egility that licensee is likely to have their purchasing dept take a loook at what else Telco have.



They further cover the market in areas like Business connectivity, Mobile Backhaul, High end aggregation... and the likes of Edge Genie.

News is all over the place not just in the Telco sector... spelling notwithstanding



Its almost like saying "look you guys can buy the latest Cathode Ray 30" TV for $800 or you can have the same size flatscreen smart TV for $200 and you will save on your energy bill.

[paulisi] 13/9/2021 15:33

Not much else to add from the video.Price increasing nicely.

[nellyb] 13/9/2021 12:13

new video of zvi interview on proactive.

[picsous] 13/9/2021 10:17

Volume is extremely low

[paulisi] 13/9/2021 09:11

340k from one customer straight on the bottom line each year.Telco will swing into profit.Don't forget this is direct sales, no idea how the brokers/telecoms sales are going yet.

[owenski] 13/9/2021 08:56

Indeed, small change contract, need a shed load of those to make decent numbers, good that they are at least 'high margin'.

[rawdeal1] 13/9/2021 08:10

Bit of a mute response ... !

[paulisi] 13/9/2021 07:37

Nice contract win, however it is worth 400k per year, so that means the licences are very cheap.In other words, this needs to be mass rolled out to hundred of millions of end users to make massive returns.

[wizzkid211] 13/9/2021 07:02

BATM Advanced Communications Ld First enterprise customer for NFV with $2m order
BATM receives $2m NFV order from first enterprise customer

Global construction materials company, CEMEX, selects Edgility OS for company-wide virtual operating system

BATM (LSE: BVC; TASE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, is pleased to announce that it has signed a contract with CEMEX S.A.B. de C.V. ("CEMEX") (NYSE: CX), a leading global building materials company with annual sales of $13bn, to provide Edgility OS, the Group's network function virtualisation ("NFV") operating system. CEMEX is the Group's first enterprise customer for its NFV solution. The contract is expected to be worth approximately $2m with revenue commencing by the end of the current year. The Edgility platform will enable efficient communication between CEMEX facilities worldwide, connecting its thousands of locations.
We believe this represents a significant growth market for BATM, and one that is high margin in nature

[james dean] 01/9/2021 17:30

Exactly FSE - I almost put pen to paper highlighting most of your points to the writer.

Looking forward to the inroads Batm make by year end regarding cyber - other divisions seem to be running ahead of expectations. AIMHO.

[fse] 01/9/2021 16:47

Much as we all appreciated the Mail on Sunday running an article on BATM one would have thought the writer might have taken a little while longer before putting pen to paper.
I finally had a chance to read it !
BATM did not build ventilators and then thought they would try their hand at Covid testing ! .... and then designed a rapid TB test
Also the "many years ago" astronomic share price quoted for BATM forgets there was a 10:1 share split.
They do get it right that BATM is operating in fields that are very much in the public eye Testing and Cyber.
As far as valuations go its a matter of whether or not you value BATM IP correctly.
In any event glad to see they highlighted the company.