Batm Advanced Communicat... Share Discussion Threads

[gbenson1] 08/1/2024 12:55

There you go again echo echo blowing smoke out of your Harris, stick to ECOB, there a good boy.

[gbenson1] 08/1/2024 12:49

Thanks for that resistance, but it's been happening daily for the last 18 months or so. That's why the share price is at an almost 3 year low!

[echoridge] 08/1/2024 12:27

Exactly right, resistance. All that's happened/happening is because of the big trade on Friday, there was some good buying generally and THEN a pretty ambitious closing price of near-22p in the auction. That price then wasn't confirmed by the Israeli trading on Sunday (traded in-and-around and closed at 20.9p) so that today there are just some sellers who reckon anything above 21p is a decent price to let some go and maybe they'll be able to buy them back lower. Small beer indeed.

[resistance1] 08/1/2024 12:10

Trading does hint at that. But pretty 'small beer' surely?

[gbenson1] 08/1/2024 11:30

Happy New Year to all genuine shareholders, to those that deny there's shorts at play, just check out this morning trades.

[fse] 06/1/2024 18:53

From Simply Wall Street. FWIW

Biggest movers
Symbol Last Price 7D 1Y

BVC 0.21 7.9% -29.5%
BATM Advanced Communications
undervalued75.3% UNDERVALUED

[wallywoo] 06/1/2024 08:42

Who knows, bvc don't publish their financial calendar. However, last year there was a trading update on 8th December, the year before it was in early February. Either way news will be coming soon and that should highlight again why this is a forgotten gem.

[paulisi] 05/1/2024 22:48

Not normally until Feb

[resistance1] 05/1/2024 21:17

Let’s hope you’re right!

[wallywoo] 05/1/2024 16:28

Big buy coming in today. Batm due an fy trading update very soon. Somebody knows early!!

[resistance1] 02/1/2024 11:33

If my average was around today’s share price I would think of myself as sitting very pretty. I need significant increases to break-even but I’m confident this will happen during the 1st half of this year. When the upward momentum starts, and it will, the current prices will seem a missed opportunity.

[wallywoo] 02/1/2024 07:13

Personally I would much rather own a share that has plenty of cash on the balance sheet (and not paying dividends), than one with a lot of debt and is paying a dividend.


In January 2022, BATM announced that they would review where the company was listed and that process would take 14 months. Part of that process was the high withholding tax slapped on dividends (23%). Perhaps a domicile change would enhance this investment, though it can be bgt and sold in London and Israel?


There's plenty of uncertainty here. The war, the domicile status, etc. But the massive balance sheet strength means that shareholder sentiment could change extremely quickly. That's my reasoning for buying under 20p. I will add if the market gives any further opportunity too.

[pockstones] 29/12/2023 21:18

I like the phrase ‘theoretically significant excess cash on the balance sheet” I agree it is theoretical
There is a lot about this business that is theoretical shareholder returns for starters

[tradeterminator01] 29/12/2023 09:40

Kooba, whilst the delivery of promised growth is important, it's essential to acknowledge that BATM may need to prioritise financial prudence and risk mitigation during periods of turmoil which is more relevant than ever. They may delay product launches/contract execution in favor of preserving liquidity. This approach can be seen as a cautious yet necessary measure to ensure the long-term sustainability of the business. Although this is frustrating as an investor with the share price being vastly undervalued, i can understand it.

[resistance1] 28/12/2023 16:42

January is usually a good month for order announcements. I expect more fast turnaround cyber deals and surely more Edgility contracts. December has been too quiet and the share price in hibernation

[fse] 28/12/2023 15:20

September/23 podcast with Intel.

How to Build Scalable and Sustainable Enterprise Networks
Iris Finkelstein-Sagi at Telco Systems, Charo Sanchez at Advantech, Brian Menezes at CityFibre and Horst H. Katter at Intel



DETAILS
Modern enterprise networks demand greater agility to support the growing number of remote employees and connected devices while meeting sustainability and TCO objectives. Virtual and software defined networks are leading this transformation enabling service providers with a powerful tool to meet dynamic enterprise customers’ needs. In this webinar, Telco Systems and Advantech will present a flexible network infrastructure solution that streamlines the delivery of virtualized networking and security services such as SD-WAN and Next Generation Firewall. The webinar will also feature CityFibre, UK’s largest open access, fibre only operator, who selected this open hybrid edge compute platform to efficiently deploy, manage, and operate hundreds of thousands of customer edge devices and a multitude of virtual services at scale across multiple sites, supporting throughput levels up to 10Gbps, from a central location. Telco Systems Edgility’s small footprint operating system is able to highly efficiently run multiple virtual services on CityFibre’s choice of Advantech low-power-consumption edge device, which is expected to deliver significant carbon reduction as well as a 60% lower total cost of ownership compared to existing solutions over a 4-year period.

Presenters:

- Horst H. Katter, Sales Manager of EMEA CTO Office at Intel

[kooba] 28/12/2023 12:15

The Batm story pans out if they can start selling the new products that they have said for some time are at inflection points and actually demonstrate material growing sales. The story has been told many times ..it's the delivery that is missing.

[cumnor] 26/12/2023 19:38

Interesting FSE. It should encourage hesitant US investors to have a second look at BATM-Intel couldn't have have signed off on this without the Oval Office's nod. But BATM mgmt need to start getting their story out there, something they are dismally (or deliberately) failing to do at present.

[pockstones] 22/12/2023 15:42

A triumph of hope over experience here

[resistance1] 22/12/2023 14:47

Wishing all fellow BATM stock holders a very Merry Christmas and hoping for a very prosperous New Year

[fse] 19/12/2023 15:16

Having a TASE listing with the exclusion of being part of index tracking funds in the much larger LSE is not helping the share price
The other drawback is that this is still considered a Covid stock largely due to the medical division being the largest component.
BATM has increased its revenue ex covid sales for the last 2 years but no one is paying attention to that.
You have the other odd situation where Telco systems have moved to an entirely new platform which whilst gaining traction is not yet providing meaningful revenue.
Its easier for markets to focus on the negatives and ignore the progress made until it converts into increased revenue.
Most of the weakness with BATM is due to misconception. The company has designed and brought forward some valuable IP from development to market with no dilution to shareholders equity.
If you took the amount BATM spend on R&D every year and add it to the bottom line you get a rather different picture. Development is all made and paid for "in house".

[wallywoo] 19/12/2023 13:41

Just bgt another 86k shares (will show up in an hour or so). Revenue and profits were forecasted to be up in all divisions for H2.The year is nearly done and no profit warning. This is cheap purely for the Israeli connection which is not affecting business. Will be 30p+ once the trouble ends, which unlike Ukraine/Russia cannot last much longer.

[resistance1] 19/12/2023 13:32

Tase: I see the Tase35 today is now back to where it was before the early October attacks. Yet I notice our stock is still lagging there despite a new Cyber order as result of the conflict. Madness