Batm Advanced Communicat... Share Discussion Threads

[kooba] 16/2/2024 06:33

Unfortunately the previous news vacuum we had when the share buyback just didn't happen with no apparent reason heralded a period of disappointing trading statements and no real excuse for any delay but just perhaps that the stock hadn't fallen far enough to be worth buying to them.We had 3 profit warning that completely rebased guidance , i was rather hoping they had kitchen sinked it so they could move to start beating again..no sign of that either.The real concern is the amount of money the company has committed to the new disruptive lines ADOR and Egility which were to lead a new growth phase against the generally somewhat dull businesses making up much of current revenue save Cyber.The much talked about inflection points have been talked for quite a while but there is little commercial evidence and ADOR hasn't achieved any commercial sales as far as i can tell, that they can successfully market anything and i imagine any unique selling points that these technologies had becomes less unique as the clock ticks.

[resistance1] 15/2/2024 12:12

I'm sure we will get an update with the results, and maybe shareholder outreach sessions will be scheduled around them. I'm frankly surprised we haven't seen a disposal as yet. Maybe one is in the works that has also stopped Directors buys which are overdue. Certainly time is being taken, probably to get the right price. At the moment a news vacuum. But as they say no news is g... n...

[kooba] 15/2/2024 10:32

Yep cyber should be the star of the show but we are already aware of the contract wins so can figure that one out. There is little else to go on with the life sciences side.With Telco seems their core business might be a positive as they have some new "pumps" as Zvi used to call networking products. But Egility apart from the NGA911 ( which was to a relatively small underlying private customer) Estimated Revenue & Valuationnga911.com's estimated annual revenue is currently $7.5M per year.We sort of need some updates ...also having now been CEO and having a clear vision apparently of how the business should look , core or non core etc it would be good to know how the outcome of the strategic review is being delivered.

[resistance1] 13/2/2024 22:09

I expect the year ends to be in or around target. After all no trading update before or profit warning. Assuming on target and it will be interesting to see which divisions will be exceeding forecast and those that are under. It won’t be linear I’m sure. Cyber with last years announced contract wins I’m sure will be a strong performer which is good from a profit perspective as it is always high margin business. I bet we see Telco’s switches and networking hardware doing well again.

[kemche] 13/2/2024 16:10

Has the rebalancing finished yet?

[kooba] 13/2/2024 12:44

I wonder where Edgility fits in around edge AI..certainly seems to be hot !https://www.forbes.com/sites/forbestechcouncil/2024/02/13/edge-of-network-computing--ai-how-ai-may-fill-gaps-in-5g-tech/Maybe something the company should focus investor attention on? But some common or garden orders would be fine also.According to Ziv Koren, the chief product officer at Telco Systems, the platform builds upon the experience of Telco Systems with large-scale edge deployments."Edgility r6 fully represents our commitment to delivering cutting-edge solutions that simplify and optimize the edge, enabling businesses to remain competitive in an ever-evolving landscape," adds Koren.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.https://www.onlogic.com/company/io-hub/edge-ai-what-is-it-and-how-does-it-work/

[kooba] 13/2/2024 11:10

On diagnostics with interimsDiagnostics-- Sales of diagnostic products in line with the comparative period when excluding COVID-19 contribution-- ADOR Diagnostics progressed development of disruptive NATlab molecular diagnostics platform, with in-hospital pre-clinical trials commencing post periodSo no growth in diagnostics?On ADOR confirmed in Oct"R&D continues to progress and pre-clinical trials are underway with a hospital. With 11 patents issued in the US and 8 internationally with others pending, the Group expects the total addressable market for NATlab to grow to $15.8bn by 2025."It would be good to know the range and duration of these trials and when shareholders might expect to hear the results?Does seem to be taking a long time for ADOR to have anything to market if at pre-clinical trials stage.Definition pre-clinicalPreclinical Trial:The device prototype will undergo a cycle of preclinical testing and redesigning until the product or the prototype is ready for testing the humans. That sounds a long way away from commercialisation?

[kooba] 13/2/2024 10:57

NB From interims"Networking -- Edgility edge computing platform: o Five-year contract won from a leading provider of emergency connectivity services in North Americao Rollout progressed with CityFibre and CEMEXo Proof-of-concepts conducted with a number of potential customers worldwide, including Tier 1 operators in Europeo Established new partnership to increase sales and marketing reach in EMEA -- Carrier ethernet solutions: o Strong growth reflecting increased delivery of 10G and 100G solutionso Development continued of new 10GE platform that is expected to be launched later this year"All great no follow through announcements in the second half on proof of concept or EMEA market. I presume the 10GE platform was rolled out?

[wizzkid211] 11/2/2024 10:02

The hardware and software changes that the global edge computing infrastructure must make to accommodate for the near future and the rapid progress of innovation are undeniable and inevitable

[echoridge] 10/2/2024 06:37

It's possible, but unlikely, paulisi. I'm expecting results first week of March.

[paulisi] 09/2/2024 18:15

Are we expecting a trading update next week?

[resistance1] 09/2/2024 15:01

They are tech leads in certain aspects of Edge computing orchestration platforms. Certainly on how they integrate the 'Cloud' at the network edge. But at the end of the day it is all about gaining market traction with critical mass

[fse] 09/2/2024 12:38

They certainly do get around according to their X feed they are exhibiting at the World Mobile Conference Feb 26th to 29th Barcelona Esp. At one point they figured Edgility had a significant lead in development. As far as I know Edgility is a "finished" product so hard to know where competition is on this one.

[resistance1] 09/2/2024 08:42

More funding news yesterday from Zededa who I spoke of recently being, probably, the most direct competitor to Telco’s Edgility.
Edge management and orchestration provider Zededa has raised $72 million in growth capital. The Series C round was led by Smith Point Capital, founded by former Salesforce co-CEO Keith Block.
With the latest funding, Zededa says they are set to expand sales, marketing and research to meet the growing demand for edge computing. Note they are now channelling these large funds to sales and marketing. I’m seeing quite a few job ads on LinkedIn for US sales roles for both Tier 1 and Tiers 2-3 specialists for Edgility too. Cant help thinking though with all this money pumped into the competition Telco may need a strategic financial partner.

[fse] 07/2/2024 15:49

Telco systems and Edgility are exhibiting in Fla with another Israeli based company Teridion which is a pretty cutting edge new age company.



Audio codes another Israeli company BATM do business with and whose share price was hit just as hard as BATM has been showing signs of recovery.

[fse] 01/2/2024 17:06

Results will tell a lot. If the company can improve modestly on last years figures then its very positive news as BATM two jewels in the crown Edgility and ADOR are not generating any income or in Edgility case its just starting.
The company has no debt and has financed these projects in house so there has been virtually no dilution to shareholders.

Point being that any revenue from Edgility and ADOR on top of an existing solid bottom line is going to have an exaggerated effect.
Also when valuing BATM investors should realize that whilst BATM is moderately profitable if you added the expenditure of R&D to the bottom line the earnings are pretty substantial.

[wizzkid211] 01/2/2024 16:56

TASE. A buy of a million shares at the close

[resistance1] 01/2/2024 15:55

1.1 million share traded late today on Tase - up 6.43% at close

[resistance1] 01/2/2024 15:51

Also the speed of identifying conditions — 45 mins. So not just labour saving but life saving.

[fse] 01/2/2024 15:10

It's possible to get some information on ADOR now as they appear closer to a finished product. The US Govt spent a lot of money on this (RCA) technology some years back but could not get it to work.
The video I posted show the cartridges used. There is a lot of open circuit board exposed in the pictures which I assume they will encase. It does look like a working machine and further along from any prototypes.
The first panel was I understand for Meningitis. They have done limited scope trials and I belive they are about to move on to a larger sampling stage.
I had always thought that BATM would sell off the technologies they were developing rather than market it themselves or at least partner with a much larger player.
With doctor shortages and lab space issues the identification of pathogens in a clinic styled setting will be invaluable to managing future health care services.
Maybe we will get an update with year end results last announcement was for extra funding that BATM contributed.

[resistance1] 01/2/2024 10:53

The unit itself looks market ready, but aren't they awaiting the final trials of the various disease panels before a commercial phase? Think this is due during the back end of this year... but not sure. Looking at the list of competitors in that report the UK company developing similar panels/technology, Oxford Nanopore is also not listed. Oxford Nanopore have partnered with bioMerieux who is on the list of the report Kooba provided. I understand the intention for Ador is to partner with a similar player to commercialise this or seek large scale funding to do so. Which I think for shareholders to be a relief offering a far faster time-line to decent revenues. There is also the option to sell the technology post (successful) trials for big bucks. Thoughts?

[kooba] 01/2/2024 09:30

Maybe of relevance to ADOR and Adaltis ?https://finance.yahoo.com/news/global-point-care-poc-molecular-122200872.htmlMaybe gives some ideas on the competitive environment ..ADOR not listed as player.

[fse] 31/1/2024 22:17

ADOR diagnostic director

Dr. Annalisa Jenkins is a life sciences thought leader with over 25 years of biopharmaceutical industry experience. Dr. Jenkins served as president and CEO of Dimension Therapeutics, a leading NASDAQ listed gene therapy company that was acquired by Ultragenyx in November 2017. Prior leadership roles have included the head of global research and development at Merck Serono, and several senior positions at Bristol Myers-Squibb. Dr. Jenkins is a board member and advisor to a number of public and private health and life science companies globally. She also is a committee member of the Science Board to the U.S. Food & Drug Administration (FDA) and is Chair of The Court The London School of Hygiene and Tropical Medicine. Dr. Jenkins graduated with a degree in medicine from St. Bartholomew’s Hospital in the University of London.

[fse] 31/1/2024 20:44

Video of the new Nat Lab reader
Looks to me as if this is not far from launch.



ADOR is a Cyprus registered company


Howard Shore is listed as a director along with Zvi and Moti.

[kooba] 31/1/2024 16:54

Last Shore Cap note forecasts for 2023Rev $131.6m (116.1) adj PTP $3.4M ( 1.9)For current year 2024 looking for Rev $153.6m. Adj PTP $6.9mSo they should be in line I guess.