Batm Advanced Communicat... Share Discussion Threads

[kooba] 31/1/2024 16:47

If revenues or profits meaningfully different from guidance /expectation they would have to inform the market without delay.Nb the interim statementMoti Nagar, Chief Executive Officer of BATM, said: "We are pleased to announce a strong set of results for the first half of 2023. We achieved growth in all key financial parameters and operational progress in each business unit. We have also undertaken a comprehensive review of each business unit and their market opportunity, and now have a clear focus on which entities are core to the future success of the Group and that can drive a step change in our financial performance."Looking ahead, we have entered the second half of the year in a better position than at the same point last year, with sustained revenue momentum and a higher backlog. We expect to deliver year-on-year growth in Networking, with increased revenues from both carrier ethernet and Edgility. Our cyber business revenues are expected to be higher in the second half than in H1 as we ramp up delivery of our large contract won earlier this year. Our Bio-Medical division is also expected to continue to increase sales. As a result, we expect to report year-on-year growth for 2023, in line with market expectations."

[kooba] 31/1/2024 15:26

12 feb 2020 notice of results..results 4th march1st feb 2021 trading update notice of results...results 22nd feb 17 feb 2022 trading update and notice of results ..results 28th feb8 dec 2022 trading update..a bad one.24th feb 2023 notice of results ..results 6 marchNo great pattern but we normally get notice of results over the next few weeks and can contain a trading update ..either way results themselves should be only 6 weeks away i guess.

[wallywoo] 31/1/2024 13:01

Volume is pretty low. As you say not been much news for a while. Israel at war. Anti Israel propaganda. This has been influenced by a number of factors. However, there are not that many shares that with a whisp of news will fly up 20%+. With a hugely strong balance sheet and incredible blue sky potential, in a number of areas (medical, IT virus and hacking protection, IT virtual edigility solutions).I am picking up shares on any weakness on the offer price. Currently a huge spread between bid and offer.

[paulisi] 31/1/2024 12:05

I'm not seen any announcements for new contracts for months, so either the contracts are below the threshold for announcing or they are not getting any new business.Whichever way, it is a concern and probably the reason the share price is starting to fall.I suspect we are in a closed period, so no further updates until the trading update due in the new couple of weeks.

[fse] 30/1/2024 17:19

>resistance. Frustrating thats for certain. No one can claim they are not active in the sales department. I am getting the impression that Edge computing solutions are now considered the next avenue to adopt and that a lot of companies are "looking" actively. That said there is a delay before this hits the bottom line.
We need to see an increased number of take ups and negotiations with this next set of results and some useful comment on where they are positioned in all of this.
We can identify what they have and why its important but can they take it the last yard.

[resistance1] 30/1/2024 16:28

They have spent a small fortune on trade shows in the last 12-months and on awards. They must be highly visible on the circuit. Must pay off soon.

[fse] 30/1/2024 15:03

Another overlapping Florida event Edgility in addition to exhibiting in Tampa will also be at MSP Expo in Fort Lauderdale Feb 13th to 15th where they are a Gold sponsor.

[fse] 26/1/2024 17:27

We should soon know how 2023 panned out. BATM usually advise @Feb 15th.

>resistance1 You are probably correct about revenue flows from Edgility and other Edge operators only being a trickle at present. There is no doubt this has very real traction and thats where the technology is going. There is some comment of other edge players reporting 400% increases but that probably up from SFA to begin with.
They do market enabled hardware so be interesting to see where thats going.
Too many questions !

Added link


Medical Division. Adaltis are exhibiting in Dubai at MedLab Feb 5th to 8th.
They are introducing several
"new" products at this time

[resistance1] 26/1/2024 14:11

CityFibre, which is busy rolling out a 10Gbps capable Fibre-to-the-Premises (FTTP) broadband ISP network across the UK, has today celebrated reaching the £100m in revenue milestone in 2023. The operator also confirmed that their network now covers 3.5 million premises (3.2m Ready for Service) and has 337,000 live customer connections.

A quick dive into these figures may explain why we haven't yet seen another order tranche for Edgility yet. They show 10% take up for those premises covered -- 337k live customers. As business customers are planned to be 10% of residential we have 37K of businesses of all shapes and sizes estimated to be up and running. Within this a tiny fraction will be relevant to deploy edge services at the present time. So the current package of subscriptions is most likely just starting to be filled. It will grow, but is probably early days still.

[fse] 25/1/2024 15:23

If you are looking for Edge centric news and who the players are.



Edgility uses AI accelerator support to integrate AI-based business applications and network functions in a single workload. The company says this connection between the edge and the cloud/data center optimizes computing resources, boosting the operational efficiency of the intelligent edge.
Telco Systems also recently received the “Best Business App Deployment & Lifecycle Management Platform 2023” award from The Business Concept for its Edgility platform.

It's not as if it's been quiet for Telco systems news in 2023. We just need them to convert some of this.

[fse] 25/1/2024 14:56

Telco Systems
@TelcoSystems. Feb 11th to 14th. Tampa Florida.
We're excited to announce we are exhibiting at RTIME, the rural broadband industry's signature event. Visit us at booth #521 to meet our Network Edge Experts.

Telco systems is at this event in Tampa Florida. Telco are cleared to bid on RUS programs so it's very relevant that they are present at this event.





OT: I was in Tampa recently they really cleaned up this city and the waterfront is fabulous. It's the home of Ybor city which was famous for its affiliation with the Cuban cigar trade. Amazing history.

[kooba] 25/1/2024 12:13

US parties busy in Israeli cyber..https://www.calcalistech.com/ctechnews/article/skpuhtqkt

[kooba] 25/1/2024 09:21

Prefer if he took an interest here tbh...might shake it up a bit !!

[resistance1] 24/1/2024 17:10

It does. A 4.9% stake in the company which went up 7.6% in value today. The TA125 index is back to where it was before early October and the mini crash post attacks. Though we are still lagging which seems an oversight -- share price connected on way down but detached on way back up!

[tradeterminator01] 24/1/2024 16:44

Interesting to see that billionaire Bill Ackman has bought a stake in the tel aviv exchange. Obviously has some confidence that things might resolve soon.

[kooba] 24/1/2024 16:05

Resistance1 just having another moan at the lack of news or orders for a company that has invested much in new disruptive products that have been at inflection points for a few years with no real evidence of any momentum in gaining any market for products. It's over a year since cityfibre that was heralded as a breakthrough..when it just appears relatively small one off $3.5 m over 5 years..peanuts.we very much got the idea that that was the initial base that would expand ..instead it's all gone very quiet.I would like a proper update on trading to see where things are, we had a series of rebasing drops in forecasts over 18 months there appears no sign of any rebuilding revenues to anything like previous revenue forecasts..it's difficult to know if the business is actually growing!

[car1pet] 24/1/2024 14:24

Well its a year since Marom's puppet became CEO and what has he achieved in 12 months? As I predicted nothing. Sorry to be "I told you so" but with his first presentation it was clear. All that talk about billion plus markets for the BATM products. Where are the orders? Sadly I still hold shares in this dog. Was hoping it would reach 30p then I'd get out but unless its taken over it will continue to wallow around in the low 20s.
I see the same old names keep posting on this board believing that things will change.
Good luck to you all.

[resistance1] 24/1/2024 14:23

I get that. Zededa's record performances are from a near zero base. Rather like Edgility. On the face of it Zededa's channel partners/customers do seem even more solid but again revenues will take time to build to serious figures. Edgility has spent $40m to get to the same position and Zededa $100m (assuming most of that is R&D.) Telco are building their N.America sales teams according to their socials but as you say it is down to executing the business model in what will become an increasingly crowded but also fast growing marketplace. I'd give it another 6-months to see if Edgility can build sales internally/organically and if by then there hasn't been enough progress in the form of new contracts then a joint venture partner, scale investor or buyer should be found. That's my view.

[kooba] 24/1/2024 13:21

Often with Batm it is about sector comparisons and sum of the parts calculations but to be honest nothing much ever comes of them delivering value. I see the company you mention is similar but it's down to executing a business model. Look at the deals this company are doing ( including Advantech) and the shareholders behind it..and wonder who will crack the states. They probably even have a sales team..perish the thought!Shareholders including Coast Range Capital, Lux Capital, Energize Ventures, Almaz Capital, Porsche Ventures, Chevron Technology Ventures, Juniper Networks, Rockwell Automation, Samsung Next and EDF North America Ventures.Then google them and see the coverage..compared to Egility or Telco.As with all things several companies can be going after the same markets with similar products, it does not mean they will all be successful. If telco/batm cant sell products they have spent $10Ms developing , then they have a flawed model.https://www.businesswire.com/news/home/20230131005130/en/ZEDEDA-Announces-2022-as-a-Record-Year-for-Performance-and-Growth

[resistance1] 24/1/2024 10:57

Telco Systems Edgility’s closest rival seems to be Zededa also based in the US, but on the West Coast. It is also an edge and cloud orchestration and management platform and recently launched Kubernetes capability just after Edgility R6 came out with that upgrade. Apparently, handling Kubernetes really adds to the capabilities of both services. Zededa is VC backed and currently has raised $103m from 20 investors with the latest round of funding a week or so back. Zededa like Edgility is starting to generate revenues. Similar stage if a little behind Edgility. It is estimated that Zededa if sold this year (which it wont be as too early) would realise approx. $400m or 4 times BATM’s market cap.

[kooba] 23/1/2024 17:28

Thanks for info.Possibly a year end trading update coming? Don't always produce one but not impossible?Be good if the PR firm actually managed to get some coverage on the company ..easier done with more news of contracts and traction though. Maybe Israeli based companies just keeping their heads down right now?

[echoridge] 23/1/2024 16:17

yeah, sorry. Moti was here yesterday, on his way to Rome apparently. No doubt squeezed in an insto or 2, but it looks like he was mostly here to see his advisors at Shore Cap and Gracechurch. You can see a photo of him and Gracechurch's CEO on the PR firm's Linkedin page in fact, which is probably where the LSE poster got the intel from that Moti was in town, in the first place. At least we now know for sure that he isn't on the front lines in Gaza....

[kooba] 23/1/2024 12:56

Posted by resistance1 who posts on here..where did you see that resistance1 ? Echo is normally good at sniffing out roadshows..any thoughts??

[bigjon1] 23/1/2024 10:03

Saw on the LSE share chat board that Moti Nagar is in London meeting potential institutional investors.