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[fse] 18/12/2023 18:59

Link to webinar with Telco systems.
STL partners also rated Telco systems one of the key companies to watch.
Lets hope it translates into sales

82. Telco Systems
Company type: Growth stage

Position in edge ecosystem: Hardware (Server, End-device); Network (Interconnect, IoT platform, Edge gateway, Cloud connect); Edge Cloud Infrastructure (Edge aggregation & orchestration, Operating system, Multi-cloud platform, Virtualisation & containers); Application/Software (Software application); Integration & Services (Systems integration, Professional services)

Notable achievements in 2022: In 2022 Telco Systems achievements include deploying Edgility, their smart, open platform for Edge Computing, that accelerates multiple services deployment, across a variety of customers. They onboarded their first Enterprise customer, CEMEX – a European Global Construction Materials Company, and have since expanded into the Enterprise space with POCs and trials at large Retail and Manufacturing organizations.

They launched their Managed Services offering with E-Qual, a French MSP that operates in more than 50 countries. They are helping global operators and service providers enhance their virtalization capabilities across their networks. One example is CityFibre, the UK’s largest independent carrier-neutral Full-Fibre platform, that is deploying Edgility across the UK as part of their nationwide Full Fibre network rollout, replacing legacy customer edge devices with small-footprint white-box, multi-purpose appliances, operated and fully managed by Edgility.

In other areas, they signed a partnership with Advantech to provide an enhanced joint solution based on Edgility pre-installed in Advantech universal edge network appliances and have been working closely with them to demonstrate the solution at a variety of industry events.

And finally, Telco Systems was shortlisted for the objective Layer123 Network Transformation Awards, under the Cloud and Edge Excellence category.

Key financials milestones reached: In 2022 the accumulated investment in Edgility reached was over $40m.

They intend to continue with future investments to grow their market differentiation, customer adoption and competitive advantage.

An edge computing use case they help to enable: One of the complexities generated by edge computing is in its economies of scale. The process of deploying, managing, and operating a huge amount of edge devices, must be perfect each time. Manual intervention consumes tremendous resources from the technical workforce, causing operational efficiency to plummet. Edgility is a smart and open platform for edge computing that simplifies the deployment, management, and operation of complex workloads on a diversity of edge devices on thousands of sites. Built from the edge up, Edgility enables CityFibre to increase operational efficiency by automatically deploying, managing, and operating a large number of edge devices at the customer premise, from remote without manual intervention. To create a unified system to shorten the time it takes to deploy edge devices at scale, CityFibre integrated Edgility with its OSS/BSS to provide 360° automation to lower the cost of deploying edge devices at scale.

[resistance1] 18/12/2023 08:04

Probably worth emailing them Kooba to point this out and see if the reply is confident on the matter. Obv they won’t give you chapter and verse

[kooba] 18/12/2023 07:45

August interims"The current deployment with CityFibre is due to complete by the end of this year, and the Group expects to receive further orders from this customer. "

[kooba] 18/12/2023 06:29

Moti 8 months ago"Additionally, we continue to make excellent progress under our contract with CityFibre who has adopted the latest release of the Edgility platform, which includes new Integrated Network Functions. We expect to receive further orders from CityFibre to enable the rollout of our virtualised solution throughout their whole network. "Think we need an update on where we are with cityfibre the principal and largest customer of Edgility.

[kooba] 18/12/2023 06:23

"CityFibre has placed an initial order expected to be worth US$3.5m. BATM said it expects this order to be rapidly followed by a substantial expansion in deployments as CityFibre rolls out Edgility to its full network in coming years.BATM will receive recurring licence fees for a five-year period with some hardware sales - together estimated at US$3.5mln. The group expects the number of endpoint deployments with CityFibre's clients to rapidly expand to tens of thousands per year and believes the financial value of this partnership to the BATM will grow substantially in the near-term as the volume of licences increases beyond the initial contract value."https://www.proactiveinvestors.co.uk/companies/news/995716/batm-news-of-cityfibre-contract-for-the-roll-out-of-the-edgility-solution-lauded-by-shore-capital-995716.htmlOver a year since "initial" order now.

[resistance1] 14/12/2023 15:04

As a follow-up to the latest Version (v6) update of Edgility a few weeks back. It looks like Edgility now has competition in the form of Zededa, whose latest product launch now also boasts Kubernetes capability. Zededa claims their offering is an industry first, but as we all know they were beaten by Telco by a month.

ZEDEDA, a specialist in edge infrastructure orchestration, today announced ZEDEDA Edge Kubernetes Service, an industry-first, fully managed Kubernetes service for the distributed edge.

The new service includes a Kubernetes runtime that is curated, managed and supported by ZEDEDA, as well as integrations with industry-leading orchestrators.

Containerised workloads at the edge are exploding, with Gartner predicting that “by 2028, 80% of customer software running at the physical edge will be deployed in containers, which is an increase from 10% in 2023.”* As a result, organisations will increasingly need to deploy Kubernetes to run these containerised workloads and applications at the edge.

[resistance1] 12/12/2023 10:29

I think we will only get a TU if the year end results are plus or minus 10% from the full year forecasts. I think I have got that right. The results will be published end Feb from memory. I expect the FY results to be ahead of forecast but probably under the 10% threshold. IMHO

[picsous] 12/12/2023 09:40

Trading update before year end?

[fse] 08/12/2023 16:32

Nothing to do with BATM specifically but the environment for technology at the moment is extremely unfavourable in many cases where as I have said before investors will have a tendency to sit it out and collect their 5% rather than take any chances.
Specific to BATM is that the company is well funded and not knocked off course as so many of their peers struggle to raise cash and are not making sufficient profit to fund their development.

[kooba] 06/12/2023 06:49

Latest on respiratory disease impacting children.Certainly something Adaltis has off the shelf diagnostics tests for..https://www.euronews.com/next/2023/12/05/walking-pneumonia-epidemics-have-been-reported-in-parts-of-europe-heres-what-you-need-to-k

[kooba] 05/12/2023 09:29

I think Le Chiffre would have got a currency bet on in size and would have done far better!

[echoridge] 04/12/2023 17:03

Definitely the coolest article ever posted on a message board that I follow, kooba. I don't think I believe a word of it, but it's right out of the Daniel Craig Casino Royale and for that reason alone, it deserves a distinction!

[kooba] 04/12/2023 12:40

https://en.globes.co.il/en/article-short-sellers-knew-about-hamas-attack-study-alleges-1001464098

[kooba] 03/12/2023 08:05

The experience of dealing with pretty constant cyber attacks from the same groups over many years gives Israeli cyber firms a huge real time experience advantage when looking at overseas markets suddenly under the same threat .https://www.npr.org/2023/12/02/1216735250/iran-linked-cyberattacks-israeli-equipment-water-plants

[kooba] 01/12/2023 09:30

I doubt they breached defence department..looks like they breached national archive which held a number of names and addresses including some military ..so whilst not good may well not have been protected to the same extent as defence department and IDF.We will probably never know the true effectiveness of the T-sense system..the fact they got further orders post Oct 7th bodes well...further orders for state and major public bodies would underline this..so here's hoping.

[resistance1] 01/12/2023 08:25

In particular it does mention the Defence Dept being attacked last week.. But what we don’t know if this was an area being covered by the service and how successful it was.

[kooba] 01/12/2023 06:20

https://www.middleeasteye.net/news/israel-palestine-war-hackers-claim-have-targeted-government-websitesWhilst I'm pretty sure the claims are exaggerated the hackers are upping their game..which must require increased security.https://celarenet.com/Best look at how BATM cyber division protects networks.

[kooba] 30/11/2023 15:17

On cyber I'm surprised there has not been a large increased take up by the Israeli state to protect wider range of state and key assets..may well be in the pipeline though.It is difficult to tell what it is being specifically used for due to necessary confidentiality ..but one must presume in the current situation and level of cyber attacks a wider range of assets would need increased security.

[kooba] 30/11/2023 15:11

Their skill is spotting opportunities and new markets and developing relevant high tech solutions ..always has been and they always seem ahead of the curve. The shortfall has always been sales and the necessary mass adoption for the company to make the returns on investment needed to build shareholder value. Can only hope that lessons from the past ...including Covid are learnt! They need to be able to sell the products or sell the IP when the market in ripe and not see the market taken around them.

[resistance1] 30/11/2023 13:26

True. When thinking of Celare I was perhaps too focussed on the business with the single Government client namely the defence dept. Short term new business scope will surely be further defence dept contracts and perhaps contracts with other govt departments or contracts to protect key national infrastructure from attacks. I know someone said BATM are authorised to sell their existing encryption solution to a number of certified 'friendly foreign states.' The final Celare prize is the commercial version stated to be ready around June next year. Selling to other governments and selling a commercial version will require a sales & marketing skill set they simply dont currently have. They definitely should JV these facets of business to fast track opportunities. Speed is everything.

[kooba] 30/11/2023 12:38

Whilst Telco/Egility and Adaltis/Ador might offer very meaningful long term revenue growth in established and growing markets should the latest products that took years and $10ms of r&d start getting traction , I think Celare with I understand state of the art cyber security solutions that are tried and tested in perhaps the most scrutinised market in the world is a very important growth driver itself. The beauty in theory is that we have a three pronged approach to fast growing markets with our disruptive technology...the issue is how we engage and secure market share in those markets.Whilst our technology is undoubtedly cutting edge we are not the only players in these three markets and there is growing competition.How the company best monetises on the investment made in all these areas for shareholders is the task for the current board. So far there is not enough evidence that genuine progress in creating value is being made but as always many hopeful noises.We could have three great businesses emerging from the group over the next few years but nothing it appears is being taken on trust with the current valuation.

[resistance1] 30/11/2023 11:18

There are a few very low level PI shorters that hover around this share. Attracted by the turbulence of the last couple of years. With volumes generally low, their impact is sometimes greater than it should be. A sustained positive news flow will quickly jettison them. Edgility & Adaltis contracts are the key to attracting heavy weight investors. Celare business just a bonus.

[echoridge] 30/11/2023 09:41

actually, that's often a part of the conspiracy theory. 'market makers', 'spreadex', 'trading patterns', etc. It all ends up morphing into one indistinguishable blob