Batm Advanced Communicat... Share Discussion Threads

[gbenson1] 11/4/2024 12:40

" we need the buyers of the last couple of days" total tosh, there haven't been any or very few!!

[kooba] 10/4/2024 18:43

Escalation
NEWS: US and allies believe major missile and drone strikes by Iran and its proxies against military and govt targets in Israel are imminent; civilian facilities not expected to be targeted,

[kooba] 10/4/2024 14:33

Big cyber conference in Israel ..not sure Celare are there.
hxxps://www.israelhayom.com/2024/04/10/cybertech-global-conference-wnderway-in-tel-aviv/

[kooba] 10/4/2024 14:27

Some interesting facts on the Israeli cyber space.


Lots going on still.

[car1pet] 10/4/2024 13:54

Well this new appointment has done nothing to halt the falling share price.
Time for Lombard /Odier to use its weight and replace the board

[car1pet] 09/4/2024 22:31

And he will earn at least 300k per annum plus bonus!!!

[kooba] 09/4/2024 21:49

Car1pet agree someone to put a joined up strategy to market in place not just going to trade fairs or maybe a decent Corporate Development Director to try to deliver value by unbundling all the crud non core identified..unfortunately I think there is little will to make real change. Hope I am proved wrong.

[kooba] 09/4/2024 21:23

Maybe they forgot on their website

“Ariel Efrati is the Chief Operating Officer of BATM, where he oversees BATM’s global business operations and telecommunications practices, and acts as Chief Executive Officer for Telco Systems, a BATM wholly owned subsidiary.”

hxxps://www.batm.com/about-batm/our-leadership/

Why are senior appointments not being announced to shareholders properly ?
Wonder if Efrati has been told the COO position is a new position ??
Amateur hour stuff.

[car1pet] 09/4/2024 20:40

They need salesmen not more admin

[resistance1] 09/4/2024 19:41

Saw on LinkedIn they have a new COO - We are delighted to announce the appointment of Haim Schwartz as Chief Operating Officer of BATM. 
 
This new position marks an exciting milestone in BATM’s journey as we execute on our new corporate strategy to become a truly integrated enterprise and leverage our collective strengths. 
 
Haim has an impressive background, bringing over two decades’ experience of managing global operations and integrating work processes at companies worldwide.

[kooba] 09/4/2024 14:06

IP tends to have value when it has been proven to be effective in commercial applications and can give enhanced product performance and hence revenues or much more if it is necessary to achieve a positive operational outcome in a product.
It is very difficult to come up with any idea of what BATM IP is worth without real evidence of it commercial viability.
They hope to compete in fields that have very big players with very large market shares and marketing presence so there seems no guarantees that their IP will be worth much as a stand alone asset…who knows , but the markets they wish to get a foothold in are not standing still.

[fse] 09/4/2024 13:45

BATM has valuable IP its just a matter of whether they can develop it of not. This was traditionally an R&D company and was valued as such. Now it's valued on Sales as they decided to retain and market.
This wrong footed me and several others who thought they would partner or sell off.
Several things could change the picture.

Disposals.
Edgility Contracts
ADOR progress

[kooba] 09/4/2024 12:08

None showing

Very small likely linked to arbitrage between London and Tel Aviv.

There is no evidence of any shorting. The share price decline seems entirely down to poor operational performance and lack of delivery on strategic aims and demonstrating traction with the new technology.
With the balance sheet there seems limited downside there is certainly no funding pressure..I’m unclear why folks think the share price is down to those “pesky” shorters at all , they just need to look at the rns’s over the past few years to see why the shares are where they are. Hope the company does start delivering and the shares start to respond but talk is cheap and sentiment dented for now.

[car1pet] 09/4/2024 09:52

What evidence do you have that shows anyone is shorting this stock?

[gbenson1] 09/4/2024 09:39

The shorts have sucked the life out of this stock, investors are keeping their powder dry and the share price just keeps moving south, I hate shorting it moved investing from interesting to just becoming a gamble at the casino, they should ban it..

[robertbarns1] 08/4/2024 21:52

going give it another 2 / 3 years i guess

[robertbarns1] 08/4/2024 21:49

anyone know when we will see my average of 98p again lol

[fse] 08/4/2024 15:10

resistance this is entirely the point as much as new orders we wanted to see successful follow on orders which validate the process. The market for Edge computing has been hugely underestimated.

"As we progress our existing rollouts as well as undergo multiple proof-of-concepts worldwide, we look forward to continuing to expand this high quality revenue base."

This is what was said with year end results.........

The rollout of Edgility with CEMEX, S.A.B, (NYSE: CX) progressed well during the year, and is on track to complete in the current year. CEMEX, which is a global construction materials company, has already deployed more than 1,000 end points across sites in Europe and Central and South America. The rollout also continued with CityFibre, the UK’s largest independent carrier-neutral Full Fibre platform.

We continued to generate revenue through our partnerships with Advantech and Lanner Electronics, who provide Edgility pre-installed on their universal edge network appliances, and we established a further route-to-market via a new collaboration with Innovetechs, which specialises in delivering digital transformation projects for EMEA service providers.

[bigjon1] 08/4/2024 10:36

Car1pet you need to have some patience my friend. Stop trying to criticise every aspect. This is clearly good news for the company. Not sure why you don't see it that way if you are actually a shareholder. Turnaround management takes longer than 6 months in practise. Procedures need to be followed, and some employees can resist the change to begin with which can slow changes. In my view there has already been an improvement, expecting this to continue over the next 12 months.

[car1pet] 08/4/2024 09:58

I'm not a doom monger as you disparagingly call me. I said that Nagar was a management consultant not a CEO when he took over. I've given him 15 months and he has achieved nothing and the share price has dropped. This is a tiny company which could be turned around by a decent turnaround professional in 6 months. Nagar is being paid £1m per year.Some successful CEO's don't earn that much He should be sacked now. I want a return on my investment that's all. I have a right to express my views which have been accurate.
Smell the coffee Resistance 1 - until the Board is replaced this share will languish around 20p. I need 30p then you will never hear from me again

[tradeterminator01] 08/4/2024 09:42

Must agree with Resistance here, every time I approach this thread your moaning about one thing or another which, in my view, kills your credibility to criticise. Yes there are some question marks surrounding the actual value of the RNS but we can at least agree that BATM are on the right path?

[resistance1] 08/4/2024 09:37

Let’s be honest Car1pet nothing is ever good enough for you as a card carrying doom monger. A few weeks ago posters were asking why wasn’t there follow on orders. Now we have one. New customers are required yes, and I’m sure some of the 14 POCs will come across the line. Edge computing is not a mature market, numerous start ups are testimony to that. Many are announcing their first (small) contracts to market acclaim. You promised to sell at 30p. You had two occasions to execute your trade. You didn’t — and don’t we know it.

[car1pet] 08/4/2024 09:27

No sign of it this morning. Having worked in software product sales in my earlier career this deal was probably baked into the original deal and hence the lack of info about value in the RNS. Networking is $20m annual revenue with 50 employees. Its a tiddler of a business. It would need aa ground breaking order pipeline to shift teh dial. Cemex and Cityfibre have been around for years. If businesses were going to flock to buy edgility they would have done it by now. Edge computing is well established and I'm not an expert but BATM was doing POCs 5 years ago and all they have is Cemex and Cityfibre. I'd love to be proved wrong but this RNS is desparation in my view