Batm Advanced Communicat... Share Discussion Threads

[kooba] 23/10/2023 09:30

Yep I have no issue ...just seen Shore comment which doesn't look at ADOR carrying valueValuation thoughtsWe believe that strong underlying progress is being delivered across the development of BATM's core span of technologies. These are visibly moving towards potential market inflection points, thus presenting a profitable high-growth opportunity to investors. Asset allocation, with business strategy, is firmly focused on growth investment. We expect positive technology and revenue development news flow to continue. With commercialisation, positive operating leverage to reported results should be expected in due course – leading to an increasingly attractive fundamental valuation.

[picsous] 23/10/2023 09:26

Try Gamida for Life B.V. - maybe...

[kemche] 23/10/2023 09:05

Anyone in ECOB?

[echoridge] 23/10/2023 08:55

Reduction in cash, but it's a small reduction. Note that of our 3.5m, only half is going in now, and the other half in 6 months after certain milestones are met.

[kooba] 23/10/2023 08:38

Looks like quite a big drop in the implied value of ADOR on the surface..but I'm away so haven't done the sums properly. Awful pre revenue funding environment and obviously some shareholders have not coughed up so those that have including BATM have likely priced it low pre new money diluting others down heavily . Has little bearing on the valuation of BATM as is basically valued at nothing in current market cap..reduction in cash which is fine and an increased interest in ADOR which is now funded to a fingers crossed commercial breakthrough.

[resistance1] 23/10/2023 08:23

Excellent news and underpinning Ador till completion of trials. As we saw last week, Oxford Nanopore developing the same infectious diseases molecular panels at vastly greater cost. Backed by investment from French Pharma giant BioMerieux firstly in April’23 and again last week. If the Ador trials are successful you could easily see another pharma giant snap Ador up for many multiples of BATMs investment. I would speculate BATM have already received approaches and are holding out for true post trial value. 18-24 months from now.

[paulisi] 23/10/2023 08:20

The investment arm, ADOR, is not really understood by the markets and thus will have little impact on share price.There is little clarity on how any whom funds the products going to market.ADOR is just a holding company for IP and patents and will eventually sell off the patents to a large conglomerate.

[echoridge] 23/10/2023 07:50

I wonder who put in the other $4m?

[resistance1] 19/10/2023 17:55

Oxford Nanopore — I posted a while back that this British based rival to Ador is developing a similar diagnostics solution for infectious diseases with it landing about the same time, 18-24 months from now. Today their shares rose another 15% as they received a further $70m investment from a French bio giant. They also announced a partnership with the Mayo clinic. And I quote ‘ On top of the £70million investment, Oxford Nanopore unveiled a fresh partnership with US healthcare group Mayo Clinic to develop new clinical tests for diseases, including the detection of genetic predisposition to cancer, plus other tests to improve patient care.’
This is the level of investment and partnership Ador will require to exploit NatLab etc. ’

[fse] 17/10/2023 15:28

Taken from a Blog which deals with the advantage Edgility has over the competition. My understanding is that Edgility is a more precise and focussed solution designed from the ground floor up not the result of extra bolt ons. Basically if you keep adding extra features you end up with unworkable operating systems that fall over themselves.

"While network architectures have developed and modernized, and technologies have evolved, suppliers of network equipment such as Cisco, Juniper and others are still pushing dedicated boxes with fully featured network functions, all the way to the edge. But smart and nimble is the name of the game today – for operators, service providers as well as enterprises, and for the vendors that supply them – because why deal with bundling, deploying, managing and maintaining super-charged, over-priced dedicated boxes, when you can get a platform that simplifies your edge, AND integrates your devices with network functions that provide everything you need at the edge (but only what you REALLY need)."

[kemche] 16/10/2023 21:29

St Albans again Barry?

[fse] 16/10/2023 20:37

Richard Griffiths, who also farms sheep and has been known to conduct business from the back room of the pub he owns in the Welsh hills.

All joking aside the man has a lot of potential inroads for Edgility so he is a share holder who might bring some business.

[fse] 16/10/2023 19:57

Edegility have a booth in Paris France. Oct 24th to 26th at Network X event
In with some rarified company. This is one of the largest exhibitions of its type globally.

Can't link this so just google
networkxevent.com
Edgility is an exhibitor booth D9A

Network X brings together global leaders across Fixed Networks, Mobile Networks and Telco software to offer the world’s most comprehensive B2B telecommunications industry event.

[echoridge] 16/10/2023 17:21

fwiw, it looks like Griffiths was already long but under 3%, so there's a good chance he has owned it for a while and thus probably knows the Company well already

[kooba] 16/10/2023 16:58

Richard Griffiths ..the "welsh wizard" is a highly successful market operator and has declared stakes in a number of uk listed. Recently built holding in De La Rue which has jumped up. He has many successes buy also some less so..has large holding in WANdisco..often overlaps with other investors most notably LOAM also in WANdisco , so that seems the case here.I imagine has been advise the price is very wrong.Spreadex and Griffiths..one and the same as using spread bets,Spreadex effectively have the voting rights whilst Griffiths is the beneficial owner.

[resistance1] 16/10/2023 16:07

Richard Ian Griffiths is a businessperson who founded ORA Capital Partners Ltd. and Evolution Capital Ltd. and who has been at the head of 6 different companies. Currently, he is Executive Chairman for ORA Capital Partners Ltd., Chairman of Sarossa Plc and Chairman at Blake Holdings Ltd. (Jersey). $279M

[boggy] 16/10/2023 15:50

Spreadex also now have 3% financial rights, must admit I don’t understand exactly what this means, I’m sure one of the regulars can explain. Announced same time as Richard Griffiths holding.

[echoridge] 16/10/2023 15:41

Looks like it was Richard Griffiths buying on Friday. TR-1 out that he has gone through 3%

[fse] 16/10/2023 13:40

Moti Nagar, Chief Executive Officer of BATM, said: "It is great to receive this new order for Edgility, which follows the successful deployment of our edge computing solution under the original engagement. We have received excellent feedback from NGA regarding Edgility's performance and this expanded order is testament to their satisfaction. We expect this momentum to continue as they roll-out our solution across more of their extensive network. Along with the increasing interest that we are receiving in Edgility from potential customers globally, we are very excited about the near-term prospects for this solution."

[paulisi] 16/10/2023 11:24

At least the expanded contract announcement has improved the share price, even if there are no financials.Share still 3-4p off where it was a couple of weeks ago.

[kooba] 16/10/2023 11:09

I haven't yet as it goes , will track that down now. Been looking at NGA , it's a big market they are facing with some very outdated technology so with their offering could expand rapidly ..along with Edgility.https://nga911.com/nexis-edge

[clutterskillet] 16/10/2023 07:41

I agree they need to act rapidly; but, this presents a serious challenge in keeping up with larger corporations who are already racing ahead with their own answers.