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[wizzkid211] 12/1/2023 08:35

Thanks FSE,
NetWiz™ is a comprehensive security monitoring system for detection and investigation of insider cyber threats. It is a joint venture result between Celare and Oracle, providing a seamless integration between Celare T-Sense product, Oracle Big Data Appliance and Big Data analytical tools. It’s an open and unified platform for implementing cyber algorithms, applications and 3rd party products by providing an infrastructure, framework and sophisticated tools works together for rapid development and best performance. It integrates both commercial and open source products and can be enhanced easily by using the system API and unified query language.

[fse] 11/1/2023 18:25

The markets/investors IMO underestimate the size and scope of BATM/Edgility/Celare offerings. Large government contracts are just one division which they have indicted they would likely sell on at some point in the relatively near future (whatever that means)
The reasons are that they feel large government contracts need a separate team and a different approach from a more specialists viewpoint.
My understanding is that they will spin off this side of the Cyber business and retain what they want to develop further.

Its worth taking a look around Celare website and also Edgility cyber bundling.
Whilst the large contracts are what investors want to hear about it should not be at the expense of overlooking the scope of their offerings. Cyber has been a growing success story for BATM and its the area that they expect to see the largest shorter term returns from.

Watch this space as they say !

Go to
celarenet.com
and click on products and solutions.
I cant post the link from this site.

[kooba] 11/1/2023 15:59

I take that comment back..the old girl continues to move in the right direction..haven't seen any Shore comment anyone know if anything was put out , will try to get hold of it.

[kooba] 11/1/2023 10:00

Echo thanks for intel ..will look more closely at the existing business prospects there. My thoughts are N gets c $300m gross net net £100-150m in the bank which fully underpins current market cap. Fingers crossed.

[echoridge] 11/1/2023 09:14

kooba - re your Q on other board. I'm not sure if you meant the 3 choices to be mutually exclusive, but I think any settlement will include S being allowed to use N's IP going forward without payment, so that's why I'm hopeful of a cash payment in excess to what the market is calculating currently, but not as high as 4/500m. Meantime, have you seen this announcement from Apple today/yest that it plans to start using its own custom displays in mobile devices as early as next year, meaning S and LG are adversely affected? One big holder of N reckons its material news for both N and IQE, the latter now trading at 52-week highs. I'm surprised no one has picked up on it yet. The N-STM-APPLE hookup is a very real (bc it was so close to happening once) upside for the core business. AGAIN: apologies to everyone else for using this board momentarily for another share.

[fse] 10/1/2023 22:20

Simply Wall Street FWIW
BATM Advanced Communications
BVC
Share Price 7 Day 1 Year
0.32 11.0% -58.6%


Now 20% undervalued
Over the last 90 days, the stock is up 13%.
The fair value is estimated to be UK£0.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 36%.
Revenue is forecast to grow by 46% in 2 years. Earnings is forecast to grow by 432% in the next 2 years.

[resistance1] 10/1/2023 14:29

Don't write the old girl off yet. Price coming back.

[kooba] 10/1/2023 12:55

Disappointing when you see a decent run up to news only to see it drift after the rather good news is actually out. Maybe it was more expected than we thought !

[fse] 09/1/2023 15:37

BATM/Celare have several types of Cyber offerings.
The government business they intend to sell on in the next year or 2.
Its arguably valued at north of $50M and they do have plans to sell that side of the cyber at an appropriate moment.
Prior to that they have to as echo mentions get the necessary permissions and reassurances that they can market a similar system commercially. I believe thats well in hand.
The other potentially large revenue stream is with Edgility that offer cyber bundled into the core architecture which I assume is what Kooba is referring to above plus it does expand the target range for this IP.
Ironically the cyber bundling for edge applications is likely a major arm twister for potential Edgility clients and I am not aware of a similar cyber bundling at this level from any competition.

[fse] 09/1/2023 15:04

Just an observation about the Government contract win which is an add on to existing business. BATM cyber division would like to use components that are used for these large government contracts in the commercial sector. This would expand their client base very significantly I am not sure quite where they are at with the negotiations for this to happen but understand that there are no major hurdles so its another substantial target when approved. BATM /Celare and the cyber division have numerous other products and targets that they are marketing. Bundling with edgility is another significant future revenue stream.

BATM plan to sell the government cyber business (Zvi indicated a couple of years)
Value of the cyber division got to be north of $50m plus they will keep facets of it that they still need.

Added content. Heres a link to the Edgility cyber bundling

[wizzkid211] 09/1/2023 12:19

NO! just me and carpet...

[kooba] 09/1/2023 12:15

I have always seen a very interesting potential overlap with Edgility and cyber as combined products that could provide unique solutions. But individually the divisions obviously offer great potential.Lets hope Moti as in the video focuses on growing markets and getting a wider commercialisation of the companys IP.To be considered a success over decades in innovation one rather hopes to start getting more out than has been put in ..something the comapny has not achieved ..yet.

[kemche] 09/1/2023 12:12

Anyone else in BVC???

[wizzkid211] 09/1/2023 11:53

I reckon it must be China

[doccash] 09/1/2023 11:43

The Diagnostic unit was informed that it is due to be awarded a major tender, with a value of $25m, from a customer in Southeast Asia primarily for the delivery of COVID-19 testing kits, and the Group has been awaiting a signed contract

Still to come

[echoridge] 09/1/2023 11:39

Just to put a bullish cherry on top of this discussion, when you get into a rational discussion of the merits (or not) of the BATM investment case with anyone in this market, institutional or individual, cyber never seems to come up, neither as a steady-earner complement to the non-Ador Medical business(es), nor as one of the well known 'moonshots' that could revalue the Company overnight under certain circumstances. Now some can squint and begin to see either in Cyber.

[paulisi] 09/1/2023 11:29

The new CEO has just done a promotional video for the company on youtube

[gbenson1] 09/1/2023 11:22

Wow I made the same mistake, just thought it was one and the same, if and when the bio division contract is finalised this will send the Sp northwards..

[echoridge] 09/1/2023 11:16

Thanks, kooba. Wow, that's was a premiership-level mistake from carpet. As I have said before, this was my favourite part of the year-end TU, partly because the 'heads-up' from the Company was such a significant piece of new, potential business AND bc the market was clearly completely ignoring it at the same time.

[kooba] 09/1/2023 11:07

Seems some confusion that this order is the delayed order from last year..that is in the bio division though a similar amount .That $25m contract is hopefully still to land.Expectation in Cyber from trading update so i think this is above and beyond expectation and still leaves the Bio contract to drop for further positive.'BATM's Cyber business also made good progress in the second half of the year as the need for cyber security increases daily due to the geo-political situation as well as increased organised criminal activity. As such, the Group's confidence in this unit remains high and it is optimistic of winning a substantial multi-year, multi-million dollar government contract, which would increase the revenues of this division in 2023 and beyond.'

[car1pet] 09/1/2023 10:50

I'm pleased this order has finally landed but remember this order was forecast to land last year so it looks good for the new year but be wary of how its presented. I'm holding for now and will see how the order pipeline develops.

[wizzkid211] 09/1/2023 10:41

A game changer would be when Vodaphone signs for edgility....I wish....

[rawdeal1] 09/1/2023 10:21

Wizzkid & Echoridge .. many thanks .... but no matter what form, if other deals can be fostered .... THAT WOULD be a game changer.

[wizzkid211] 09/1/2023 09:25

RAWDEAL
The existing cyber platform cannot be sold to other customers for obvious security restrictions by the government.
batm is working on a different cyber platform to be sold to European customers.