Batm Advanced Communicat... Share Discussion Threads

[kooba] 16/6/2022 16:51

Or Del Boy "he who dares Rodney , he who dares"

[kooba] 16/6/2022 16:48

Warren Buffett once said that it is wise for investors to be "fearful when others are greedy, and greedy when others are fearful."

[car1pet] 16/6/2022 16:45

596k shares traded at 33.75p after a price monitoring delay. someone is getting out

[kooba] 16/6/2022 16:45

570k at 33.75..i cant even fathom that against the days business...cant be a risk trade no MM would. All very odd.

[kooba] 16/6/2022 16:43

And a huge discount auction again...with a bigger print at 5.30 at 33.75. Strange stuff.

[car1pet] 16/6/2022 16:15

Guys on the face it looks like an opportunity to make a profit but......
The price is where it is because there is no buying interest to make a market. So the question is given the company appears to be well funded why is no-one buying? I can half understand there being no sellers as investors think it will bounce so are sitting on their hands. Its the lack of buyers that puzzles me.
I've thought about buying but the uncertainty tells me not to risk it.
If there is an acquisition being discussed my view is 50/60p per share will be enough.
Clearly at 35p it should be a speculative punt. but not for me

[fse] 16/6/2022 16:15

Indeed and this market collapse could get a heck of a lot worse.
I have been out of the markets for several months now with the exception of BATM sitting on a bunch of GIC's with one year terms.
Luckily I have a nice garden .....

[the crypt] 16/6/2022 16:14

Good for you FSE Always the smart alec Always the explainerYou know sweet fanny adams

[kooba] 16/6/2022 16:13

Made a token buy at 34.66p and it doesn't even show!

[kooba] 16/6/2022 16:05

At the moment a saying from '87 springs to mind.."it's like trying to catch a falling knife"

[fse] 16/6/2022 15:49

Dilemma here is deciding to take a position or add holdings in an environment that is shot to sh*t and a company thats gone suddenly silent.
The company is nevertheless profitable and has plenty of cash and at these levels pays a >2% dividend and is on a PER of 13.
Its more a matter of deciding if it can get worse from here or spike on good news and risk getting shut out of the market with the share price getting away from you.

Were it just traded on LSE if you are actively watching this you should have an opportunity to buy before the share price goes out of reach at your intended purchase range.
So at the risk of missing a bit of action its a safer strategy.

Problem is that they are also listed on TASE and as they are open earlier in Israel than the UK ... news gets leaked then confirmed and by the London Market opens price is much higher.
I have successfully up until now range traded BATM and used periods of no news and lower prices to top up because the company does regularly release news.

[fse] 16/6/2022 15:30

Most Investors looking at BATM think they are a Medical Diagnostics company. Telco systems is by far the largest holding which they own outright. Telco had to re invent itself after the Nokia Collapse which was hardly their fault, it was a time where many Telecommunications Giants got into very big trouble.
Telco systems are only now starting to achieve revenue in an environment they have more control over.
It begs the question as to what Telco Systems and its IP is worth today.
They have inched into profit and the heavy lifting has been done and paid for.
Its another avenue that is completely misunderstood and amazingly underrated especially given the demand for the solutions they provide.

[kooba] 16/6/2022 15:29

Most likely pointing out a bolt on acquisition over 20 years ago cost more than the current market cap..that was very dot com days and was when BATM market cap was somewhat elevated. But 22 years later and not increased value from that acquisition just rather shows how some things have not panned out over a long period. I am hoping for shareholders that even against current back drop things are lined up to demonstrate value across the business. But certainly the share price is behaving along with some of the worse performers in tech markets and is not demonstrating the resilience of a company that has spent decades breaking through in a number of areas and is on the cusp of major success. One just has to hope there is something up the sleeve to prove the market wrong. Haven't added yet though!

[car1pet] 16/6/2022 15:01

I don't understand why a link from 2000 has been posted.
the market is a sea of red today so not possible to interpret share prices at the moment.

[fse] 16/6/2022 14:37

Hard to comprehend.

[echoridge] 16/6/2022 10:22

Put me down for a deal of sufficient size and scope that it could be deemed 'transformational', involving Edgility

[wizzkid211] 16/6/2022 09:48

OOPS GONE DOWN...TEN HOPFUL MOMENTS!!

[wizzkid211] 16/6/2022 09:41

TRADING GONE INTO AUCTION

[wizzkid211] 16/6/2022 09:37

TASE UP 9.11% SOMETHING GOING ON...

[kooba] 16/6/2022 09:20

It is a complicated structure with a number of holdings in companies not 100% owned such as ADOR , this could well make any transaction for whole company more complicated if there was effective change of ownership. If they are in any protracted negotiations on such a deal it should have been announced as there would be a real chance that information could leak..so i doubt it to be honest as a possible..Still think regulatory is most likely ..but just my view.Possible or even probable events do not put you into restricted position necessarily..only when they become highly likely or subject to dd etc.As much as the reason could be good news the rules are the same around disclosure good or bad around keeping the market informed..so if for example they were looking at a de merger of Telco..many people would be inside on such a transaction and the company would have to announce at a point of progression where if known it would be price sensitive.It's the length of time now where one presumes that they cannot enact the buy back that is leading me down the regulatory path..but certainly could be dragged out potential corporate i guess.

[car1pet] 16/6/2022 08:57

If there is a takeover deal in the offing and a price has been agreed in principle cancelling the buyback would make sense as the company will be worth more with the cash sitting on the balance sheet.
Also with trading levels almost at zero maybe all shareholders are waiting for the pay off me included.
IMO the only explanation is that a deal is being negotiated.
I don't know why it is taking so long. Its a tiny company and a deal could be agreed over a cup of coffee. Maybe the property rights of certain products are precious to Marom and he wants to keep them and the buyer won't agree.

[echoridge] 16/6/2022 07:55

Better yet, what would be the reaction if BATM could make an announcement like this?

[kooba] 16/6/2022 06:38

If this article came out today what would be the reaction?https://en.globes.co.il/en/article-batm-time-for-a-split-1001401212FEB 2022.

[the crypt] 15/6/2022 20:23

Totally do not agree fella

[echoridge] 15/6/2022 17:29

well, it did trade a healthier 1/4 million shares in tel aviv to be fair