Batm Advanced Communicat... Share Discussion Threads

[resistance1] 18/4/2024 10:23

The contract is good news isn't it Car1pet?

[car1pet] 18/4/2024 10:13

What evidence do you have that this stock is being shorted?

[wizzkid211] 18/4/2024 09:53

No interest in London but 250k shares traded in TASE now up 8%

[gbenson1] 18/4/2024 09:03

Great news on the contracts, I'm not surprised at the lack of buying here given the knowledge that the shorts will just bide their time then bring the share price down, we need to get rid of these shorters and the only way is more news like today to bolster confidence in buying in. They could of course restart the share buybacks.

[resistance1] 18/4/2024 08:44

Before some negative voices say ‘no $ are mentioned’ It looks impossible for these ISP’s to forecast the percentage of their business base that will take up edge within a set period. Adoption rates etc. CitiFibre has proved that. To be in at the start of edge deployment is the key here. When edge ramps up Edgility will be in the right place ready. I can’t think of any other Edge player that has two ISPs on their customer books, unless anyone else can correct me. From the recent investor presentation this is therefore one of the seven new Edgility clients expected this year. The 14 POCs running were said to range from $1m to $20m in size. Assuming this one will be at the lower end of this bandwidth. It shows the market for Edgility is worldwide as Edge adoption scales up. Any worldwide ISP, any company any country.

[wizzkid211] 18/4/2024 08:27

9% UP ON TASE

[echoridge] 18/4/2024 07:45

"....BATM expects this agreement to contribute towards meeting its sales forecasts for Edgility from the current year..." "....just one of several new Edgility contracts that we expect to win in the near term." Inevitably, delivering on the latter is going to change 'meeting' to 'upgrading' in the former. I think the share price will break out before that happens

[paulisi] 18/4/2024 07:15

Finally a new edgility contractLooks like a small trial with potential to be quite large as no value mentioned

[dds14] 18/4/2024 07:08

BATM Advanced Communications Limited

("BATM" or "the Group")



BATM to deliver Edgility to new Tier 1 telco customer

New three-year agreement to deliver the Group's virtualisation and edge compute platform to Totalplay in Mexico



BATM (LSE: BVC; TASE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, is pleased to announce that it has signed a three-year agreement to provide its Edgility edge virtualisation platform and accompanying hardware to Totalplay, a Tier 1 telecommunications company in Mexico that offers internet access, pay television and telephony services through one of the largest 100% fibre optic networks in Mexico.



Totalplay will deploy Edgility to fully virtualise, orchestrate and manage at scale its enterprise connectivity services. BATM's platform was selected, following a test phase, to replace Totalplay's incumbent network virtualisation solution, primarily due to Edgility's open architecture that provides customers with complete flexibility regarding their network hardware and software.



BATM expects this agreement to contribute towards meeting its sales forecasts for Edgility from the current year. Based on the size of Totalplay's current operations, and as Totalplay continues to grow its network services, there is potential for a significant expansion and extension in the number and duration of Edgility licences the Group supplies.



Moti Nagar, Chief Executive Officer of BATM, said: "We are delighted to have entered this new agreement to provide Edgility to Totalplay, a Tier 1 telecommunications company in Mexico. Our virtualisation and edge compute solution was selected to replace that of a previous supplier to Totalplay thanks to Edgility's truly open architecture and multi-vendor support, which is great validation of our strategy and demonstrates the superior quality of our solution. We are receiving strong interest in Edgility as the telecoms industry undergoes significant transformation. This latest agreement is testament to our progress and execution of our strategy, and is just one of several new Edgility contracts that we expect to win in the near term."

[fse] 18/4/2024 00:20

Thanks resistance hopefully we will get some idea as to what the timeframe is.

[resistance1] 17/4/2024 19:28

After all that I enquired about attending. The answer came back they were oversubscribed. Seems to be a very good forum to showcase ADOR Natlab to leading investors in the sector — that’s what this conference is fundamentally all about.

[resistance1] 17/4/2024 10:21

I think the issue is FSE that there is a hefty delegate rate and no free online access. I'm too mean (and maybe too poor due to BATM investments) to stump up the fees.

[fse] 16/4/2024 01:15

Dr Eran Zahavy, CEO of ADOR Diagnostics, will be presenting ADOR and the NATlab solution at the Anglonordic Life Science Conference, taking place on 17-18 April in London, UK.

Added comment. It would be really great if we could get some feedback on this very pivotal event which seems to be flying once again under the radar. Anyone in the Uk able to attend this ?

[resistance1] 15/4/2024 13:46

The (eventual) sale of non core businesses will go someway to unbundle and refocus the business from an investors viewpoint. As you say commercial traction on Edgility vital. From the perspective of ADOR successful trials should lead to an IP sale. Nat Lab seems to offer genuine operational cost advantages in terms of cost per diagnosis and also speed of processing time compared with competitors.

[kooba] 15/4/2024 13:19

Well that all depends on what they might get for it.It's a bit of a mess right now with some odd interests in odd countries so it is not an easy unbundle. The big investments in Edgility and Ador are not really demonstrating a value even commensurate with the investment made yet.I would much rather they got heavy on delivering what has been promised and then look to the old Nasdaq shuffle next year when they have a better offering myself...but things cannot continue to drift and i would hope they are putting pressure on . Zvi still holds a decent blocking position too.

[resistance1] 15/4/2024 09:50

This is the market that the ADOR Nat Lab hopes to enter. IP being sold to the highest bidder when trials are finished early next year: Point-Of-Care Molecular Diagnostics Market size was valued at USD 8.1 Billion in 2023 and is projected to reach USD 22.4 Billion by 2030, growing at a CAGR of 10.9% during the forecast period 2024-2030.

[car1pet] 15/4/2024 09:27

In Sunday Times yesterday there was an item about Foxtons the estate agent. It has a turnover of £160m and been underperforming. The major shareholders are forcing the Board's hand to be sold. That's what LO need to do

[kooba] 12/4/2024 21:34

He moved with a team in 2016 ..unclear if they left with their funds but there does seem overlaps from holdings.

hxxps://citywire.com/wealth-manager/news/lombard-odier-acquires-1bn-team-from-henderson-subsidiary/a964880

[fse] 12/4/2024 21:24

Link to the conference resistance mentioned above. Shows when and where etc. would be great if someone can attend.
Venue is across from the Houses of Parliament

A short video explaining what they are about

[car1pet] 12/4/2024 20:47

Rob Giles was at Hendersons who were a significant shareholder of BATM. Nothing has changed since then!! Ive messaged him on Linkedin and will let you know his response

[car1pet] 12/4/2024 20:36

Thats interesting Kooba. I recall dealing with Rob Giles a few years ago. I'll have to dig into my archive emails and find him

[kooba] 12/4/2024 19:17

Car1pet this would be the place to try to start. Uk small co and special sits.

Moti was paid $u 972k ..$u 678k is basic …
The business net of cash is valued at about £50m.
The current share price is at a discount to NAV (22p) for a company that describes itself as a leading company in disruptive technologies that is dire!!
Another point in a breach of governance guidelines for U.K. listed is that the Chair has served as a director since 2010 and as Chair since 2015..he is therefore not considered to be independent and should not serve for longer than 9 years in total ..things get too cosy and there are question marks over their ability to effectively challenge executive performance. There has been no new independent director for six years and the senior independent has been on board for 8 years. It really needs freshening up.
The other thing to add is that LOAM along with their mate Richard Griffiths ( who popped up with a shareholding here) has been behind a number of businesses delisting on London and relaunching on Nasdaq…eg Silence Theraputics. Maybe that should be the aim here??
A tidied up refocused Batm could be a candidate IF they actually streamline it to the growth businesses and actually manage to get some commercial traction.
It’s getting difficult to believe the stories as time goes by …but maybe it might come right but they need to have pressure on them as life appears far too comfortable getting big salaries and owning not a single share.

[gbenson1] 12/4/2024 16:07

Really interesting last 30 minutes of trade here, the MMs for now are holding the share price up, the non existent shorts are squirming trying the get the share price down, come on MMs I love the smell of burning!!