Batm Advanced Communicat... Share Discussion Threads

[tradeterminator01] 27/5/2023 14:19

submitted some questions too. I like resistance1's question about the buyback and Moti. Not sure if we could ask those questions in that manner? i presume its due to legit reasons

[paulisi] 26/5/2023 18:23

The more questions submitted, the more likely that the directors will answer them.I've submitted 5 questions so far.

[resistance1] 26/5/2023 17:21

Tase FSE. Yes they should. Was it done to assist getting Israeli Govt contracts? Probably pure speculation.

[resistance1] 26/5/2023 17:17

Good point. I’d given up on that. Now on list.

[fse] 26/5/2023 17:16

Think they should dump TASE its untidy and it means exclusion from Russel Index.
Also when are they going to change brokers.

[wizzkid211] 26/5/2023 14:50

resistance1
6. what about the buy back?

[resistance1] 26/5/2023 08:44

Company news has been a bit quiet of late assuming information is being saved up for the investor presentations in about 10-days time. I will be putting in a question. However I have more than one so here they are:
1 I would like an update on how Edgility is doing in the US. The largest market for Edge and I note that Telco now has a marketing office there — news please.
2 News on disposals or Edge sales channel acquisition paths (buying into a ready made sales structure)
3. We hear a lot about the bio-med testing IP and the panel testing machines. Surely sales must start rolling in — the NHS (here in the UK) surely would jump at this as an efficiency measure
4. Why hasn’t Moti bought in? What is holding him back? I assume he isn’t able to for legit reasons.
5. Is BATM on course for half year sales projections?

Any more?

[fse] 24/5/2023 16:32

Telco systems Edgility at Asia Tech x Singapore, June 7-9 2023, booth G1-06 Hall 4. We will be exhibiting with our valued partner Magna Sistemas.





They are certainly getting around.

Have added some links here. I am not familiar with this partner but they are involved in similar initiatives. This event is going on at the same time as BATM investors presentation. June 7th.

[resistance1] 23/5/2023 14:36

volume day

[tradeterminator01] 21/5/2023 11:25

Thanks Paulisi i will do that, looking forward to hearing about updates regarding my questions earlier. Exciting times ahead

[paulisi] 19/5/2023 18:33

Register for the investor talks and you can ask these kind of questions.

[fse] 19/5/2023 14:54

Article worth reading. Autonomous, AI, IOT, Quantum solutions are all areas that need rapid, low latency secure platforms. Many of the worlds logistical challenges will empower these solutions. Ironically ADOR and advanced diagnostics will require processing data at the edge.




Adaltis are at Euromedlab-worldlab in Rome May 21st to 25th. Not sure the agenda.

[tradeterminator01] 19/5/2023 10:12

i would like to know when the 1st acquisition / sale of a business unit will be, and what that business unit is going to be. Additionally maybe some information on potential share buybacks?

[bigjon1] 18/5/2023 08:14

Some very experienced speakers on the panel, any idea if it is live streamed / recorded?

[doccash] 17/5/2023 18:17

Impressive line up👍

[fse] 17/5/2023 14:06

Edge computing is moving into the fast lane. Telco systems /Edgility are attending this event.
They are one of the invited speakers



May 17th/18th 2023
Telco Systems
Stand No: 222
Telco Systems is a leading vendor of innovative communications software products, for the new generation of edge computing and enterprise networks, with over 40 years of experience in the design and development of high-performance network communications solutions. Telco Systems’ Edgility is a unified management and operation platform for edge computing, that streamlines the edge architecture to simplify the deployment, operation, and maintenance of business apps, network functions, and computing devices on the edge, at scale

[bigjon1] 17/5/2023 08:12

Interesting thought process resistance, I agree BATM's new strategy will definitely be a major contributing factor to a rise in share price. I will be watching the investor presentation on the 7th June very closely.

[resistance1] 16/5/2023 10:19

CityFibre looks increasing the best fit for business customers looking for ultrafast speeds required to implement state of the art Edge solutions: On May 12th CityFibre confirmed that they’ve started the national UK rollout programme for the XGS-PON technology upgrade to their existing GPON based full fibre (FTTP) broadband ISP network, which among other things will enable them to support symmetric broadband speeds of up to 10Gbps (9.953Gbps to be exact).

[resistance1] 16/5/2023 10:06

Depending on the new strategy that's been developed, and how the market reacts to it. Assuming next months events will reveal this. Also if end Q2 allows enough for time for just some of it to be implemented, for example a disposal. Combine a positive reaction to the strategy and disposal news or new major deal RNS and the company will be in a good and improving place. share price mid to high 30's this being the case.

[bigjon1] 16/5/2023 08:25

Would be great if it does, will have to keep a look out for it over the coming months. Been a bit quiet on here recently - interested to hear peoples opinion on where BATM will be at the end of Q2?

[paulisi] 16/5/2023 08:13

I know the Vodafone deal went very quiet, but I notice that from their results this morning, they have a new focus on business growth.I wonder if this will re-ignite a deal on edgility?

[fse] 14/5/2023 22:02

That's Simply Wall Street Valuation ( Not Mine it is referenced at the bottom) and it's based solely on sales etc bj as you observe. It has no inclusion of IP.
BATM share price in no way reflects any of the value of its IP.

[bigjon1] 14/5/2023 14:32

Hi FSE, interested to hear how you came up with your 67.4% undervalued figure? I myself agree that the company is undervalued based on P/E, EPS comparables etc but interested to hear how you came to your conclusion.

[fse] 14/5/2023 02:50

Loss this week and ytd
0.25 -4.6% -42.6%
BATM Advanced Communications
undervalued67.4% UNDERVALUE

Simply Wall Sreet.