Batm Advanced Communicat... Share Discussion Threads

[echoridge] 02/11/2023 16:09

Editor's note: If anyone watches the other market for BATM, this was a big index rebalance day in Israel today and so most names, even smaller caps like BATM, traded heavy volume, mostly at/near the close. For BVC, it closed up 6% at 100 ILS on 3.4m shares in Tel Aviv, the equivalent of around 20.7p. It's of course more than a bit artificial, but since I am pretty certain that the shares have fallen out of a couple of indices over there already, perhaps today's price action and volume indicates that the stock has actually returned to a relevant index. I will check with the company.

[kooba] 02/11/2023 12:17

Agree...would be good to see some adoption by new countries that are friends of Israel who now seem to be being targeted by the same perpetrators that Israel has had to deal with for many years..that expertise i sure is vital now.As you say share price may not react much to further positives with current sentiment but strengthening of the fundamentals means we can at least know the actual business is increasing in value...and will get recognised at some point .

[resistance1] 02/11/2023 12:01

Kooba as I have posted elsewhere, I strongly suspect that the most recent fast turnaround Cyber order will be just the start, as a direct result of this conflict. I would almost guarantee more contracts will be announced in short order. Just like Covid and medical test kits, BATM's will be front of this cyber procurement queue. Whether a flurry of unexpected orders will make any difference to the share price is another matter. It would though make the SP, already rock bottom, look utter madness.

[kooba] 02/11/2023 09:57

This also interesting on Iran's capabilitieshttps://www.nytimes.com/2023/10/31/world/middleeast/iran-israel-cyberattacks.html

[kooba] 02/11/2023 09:50

Interesting article on the scale and widening of cyber attacks..Israel was not badly impacted which is positive for those companies engaged in that field for them , as are the increased contracts.Batm's expertise in the field and success against the perpetrators as well as probably increasing support/ co-operation from Israel to its friends could prove positive in further up take from other Governments.In times of crisis we see quicker adoption of state of the art technology, as we saw with Covid. This time maybe cyber defence is a similar area?https://blog.checkpoint.com/security/evolving-cyber-dynamics-amidst-the-israel-hamas-conflict/

[gbenson1] 01/11/2023 09:02

With the Spreadex 3% short decimating the share price and the current war in Israel they seems to be very little appetite for these BATM shares, the winning of the £3m 6 month contract had absolutely no effect on sentiment/buying..

[fse] 31/10/2023 18:57

Egility by Telco
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News » Telco Systems’ Edgility Named ‘Best Business App Platform of 2023’

TELCO SYSTEMS’ EDGILITY NAMED ‘BEST BUSINESS APP PLATFORM OF 2023’
BusinessConcept
Edgility, the Connected, Intelligent Edge Computing Platform, Receives Top Honors for Excellence in App Deployment and Lifecycle Management
Mansfield, MA, October 12, 2023- Telco Systems, the leading provider of vendor-neutral hybrid edge computing solutions, extends its appreciation to The Business Concept and the distinguished panel of the Best in Business Awards. This prestigious award was meticulously crafted to honor and celebrate the world’s most innovative and dedicated businesses. We are thrilled to announce that Telco Systems has achieved a remarkable distinction, named the “Best Business App Deployment & Lifecycle Management Platform 2023.”

Edgility, a connected, intelligent platform for edge computing, is an all-in-one, remote management and orchestration system, tailored for virtualized edge deployments within connected cloud environments. Edgility is designed to simplify the deployment, administration, and operational management of hundreds or thousands of edge devices spread across multiple locations. Edgility offers efficient and scalable management and orchestration of edge devices, and empowers service providers and large organizations to efficiently deploy and oversee their edge infrastructure—;critical for delivering high-bandwidth, low-latency applications and services.

Edgility empowers businesses and telecom operators by seamlessly integrating Kubernetes at the edge. Kubernetes integration facilitates the deployment of versatile workloads that combine containers and virtual machines, ensuring flexibility and efficiency. Edgility’s robust multi-tenancy support, guarantees secure data separation, enhancing data security.

With integral support for AI acceleration, Edgility significantly reduces data transfer costs and minimizes latency for real-time applications. Additionally, Edgility offers Integrated Network Functions, to elevate communication and network capabilities, establishing it as the connected, intelligent edge for a variety of use cases.

The Best in Business Awards 2023 recognizes exceptional achievements and celebrates businesses that have consistently demonstrated excellence within their respective domains. This award is a testament to the unwavering commitment, dedication, and innovative spirit that define Telco Systems’ approach. “We are honored to receive the ‘Best Business App Deployment & Lifecycle Management Platform 2023’ award” said Ariel Efrati, CEO of Telco Systems. “This recognition is a testament to our team’s dedication to developing innovative solutions that address the evolving needs of businesses. Edgility empowers our customers to streamline operations, reduce costs, deliver exceptional service, and efficiently manage large scale edge deployments. We remain committed to driving the success of our partners and customers.”

This remarkable achievement reinforces Telco Systems’ unwavering commitment to excellence and relentless pursuit of groundbreaking solutions within business technology. Telco Systems’ dedication and exceptional contributions have firmly established Edgility as a trailblazer in the edge computing industry .

[fse] 31/10/2023 15:39

>resistance. Regarding valuations. You would think the markets would smarten up on this. the dual listing with TASE is not doing them any favours IMO investors don’t need the extra drama
This is very likely the reason we are stuck at these levels.
Outside of the occasional days when we see a large block of shares traded the volumes are so low daily that they are insignificant which means small trades have exaggerated effects
I just think the listings are an issue and have said so for a long time now. These went badly south with the Russell index fiasco and have not recovered.
It’s untidy the way it is.
Not sure what others think ?

[resistance1] 31/10/2023 08:53

New Cyber Contract for Israeli Defence Dept. I note that this latest fast turnaround contract will generate more revenue in the next 6-months that even the $26m contract announced in Jan and or course the $3.4m one from a couple of months back. Profit margins on cyber are very, very high. This latest contract is therefore very significant and is no doubt the first output of the recent conflict for BATM. I note that many suppliers to the Israeli military in Israeli and the US have had their share price rise sharply post October 7. Awaiting patiently for the market to realise the BATM share price oversight — cyber is as important as missiles right? In the wider market there is also talk of Edge computing for battlefield applications where I’m sure BATM are well placed as a supply partner.

[fse] 30/10/2023 16:19

Cyber revenue is very high margin. They do have other clients this is just the largest one. Also there is revenue from bundling cyber since NFVTime days.

[...]

Celarenet.com

[kemche] 30/10/2023 09:34

I am putting my ECOB profits in here. GLA LTHers!

[echoridge] 30/10/2023 08:35

That's a fascinating take, resistance, thank you. meantime, watch the Israeli line where investors there are more likely to understand the upside implications you cite for the future of the business

[homeboy] 30/10/2023 08:27

is old echogunge still lecturing and correcting everyone, how's that work out, these bb experts always shown up ultimately to be lacking and clueless, noisy barrack room lawyers, lol

still overvalued in my wiser and far more experienced opinion, lol

[resistance1] 30/10/2023 08:25

Agreed Kooba. The timely delivery of this contract for Celare’s encryption services highlights that the Israeli Government is rightly concerned about state sponsored hacking threat from Iran. This is not a contract that has been a long time in planning. We should probably expect more of these fast turnaround contracts as a direct output of the current unrest.

[homeboy] 30/10/2023 08:23

since i last posted on here the share price has gone down even further, the good old fse is still wasting his life cutting and pasting tedious reams of stuff to try and prop up the share price, lol, and all the other deluded clowns are still here trying to talk this up whilst ignoring the fact that the market thinks this badly managed company is a dog

so they've sold more stuff to their single customer, lol, very bad business model, probably a charity purchase

that chicken carcass boiling vat business isn't worth a dime, peanuts revenue and margin and ador is still sucking up funds and in development, that'll be years if it ever gets off the ground and edgility not exactly flying off the shelves is it

badly managed and wrecked their london listing in favour of tase, are they mad, you lot certainly are, back to your delusions then forever living in hope, lol, the market not buying this dog is it
all in my wonderful opinionated opinion

[kooba] 30/10/2023 07:42

Often these contracts are spread over a few years..i note this one is immediate and to be delivered over 6 months. Same customer which is no great surprise right now but still very positive.The exact nature of what the products do is unclear but in the latest escalation of events in Israel one can see than monitoring and blocking communications will be key assets.

[echoridge] 30/10/2023 07:37

early analyst thoughts: "....This additional win is very encouraging, in our view, both in terms of the client’s needs and confidence in BATM and in what is signalled for future development. As indicated by BATM, further orders from this client are expected in the future. We also note the potential for BATM to deploy its knowledge and skills for the benefit of clients in the commercial world. Evidence of progress across a broad front within BATM is building. In the past three weeks we have seen strategic development within the Edgility virtual networks solution with a further ‘911 emergency services’ client order, additional investment flowing into the ADOR diagnostics associate company, and this further order in Cyber. We will review our forecasts for the Group on the next financial update from BATM...."

[resistance1] 30/10/2023 07:23

Yes $32m of cyber announcements so far this year is very impressive. The only element of the BATM business operating in Israel is one that isn’t impacted by war. In fact Government spending probably loosened.

[echoridge] 30/10/2023 07:19

lucky - looks like BATM have spiralled right into another significant order, deliverable within 6 months, exactly as per their forecast, from a client who is prosecuting a war and yet clearly considers the Company's solutions important enough that it has had no impact on their intentions to buy BATM product. Care to re-assess?

[paulisi] 30/10/2023 07:12

Another cyber contract announced with Israeli government

[luckyabbeygale] 26/10/2023 14:53

It does look like things are spiralling out of control at a faster pace than expected in Israel. I just wish I had a short position here.

[fse] 23/10/2023 16:40

BATM Advanced Communications Ltd (LSE:BVC) is taking good strides forward as evidenced by today’s investment in ADOR Diagnostics, according to house broker Shore Capital.

Ador is a molecular diagnostics company developing the disruptive NATlab molecular biology platform, notes the broker.

NATlab uses novel diagnostic technologies in its multiplex solution, with a focus on infectious diseases.

ADOR has had 11 patents issued in the US and eight internationally with others pending.

ShoreCap adds that strong underlying progress is being delivered across the development of BATM’s core span of technologies.

“These are visibly moving towards potential market inflexion 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," said the broker.

“With commercialisation, positive operating leverage to reported results should be expected in due course – leading to an increasingly attractive fundamental valuation.“

[fse] 23/10/2023 15:10

Some very major institutions are involved at some level with Ador.
The list is on the website

www.adordx.com

Basically agreeing with resistance1 observations above. I used to invest in start ups and IPO's etc and what I can say is that this is now past the middle development stage and through several rounds of funding so its looking as they have a marketable product.
They are into the latter stages now with live trials.
At every stage along the way the risk is less and the potential higher.
BATM are in a unique position to be able to stay with this at a time when achieving financing is near impossible no matter how good the story reads.

This technology (not ADOR) was the recipient of very large funding (more than the entire market cap of BATM ) by the US Government some time back and they could not get it to work. Technical advances and processing ability have put this back on the map again.

The news is significant because this is heading down the home straight. This platform is a game changer for the health services sector and it's a win win solution which will save untold hours spent diagnosing patients and matching them with the correct treatments.

It's very reassuring news to get this update.
Adaltis and Gamida started Ador almost 10 years ago and parts of that development are being used in testing equipment today. The RCA part is the novel extension of this platform which allows it to achieve significantly faster and more inclusive diagnostic.
Ironically ADOR is to Diagnostics as Egility is to data processing.

[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...