Batm Advanced Communicat... Share Discussion Threads

[car1pet] 24/2/2025 09:43:50

Kooba It was 250,000 shares sold 18th february

[kooba] 24/2/2025 07:36:17

Richard Griffiths closely connected to LOAM the largest holder in BATM selling ..Not sending great signals of any inflections points being reached any time soon.

[kooba] 21/2/2025 13:23:45

Over just 6 months BATM has underperformed the Tse125 by 40% the company isn't really making any money and have actually burnt through significant cash over the past few years ...they appear to be struggling to gain any real revenue growth even after a series of aggressive downgrades in expectation and have failed in executing the board approved strategy of refocusing the business.What the hell is the CEO doing apart from taking a salary far too high relative to enterprise value and still not feeling the need to own a single share in the company he is tasked to run..however low the shares go on his watch!!!Needs wholesale management shakeup and this business being run for shareholders not insiders...a new independent Chair would be a start followed by other external executive appointments. All far too cosy and not delivering any value for shareholders.

[fse] 19/2/2025 15:36:57

Edge computing platforms are gaining business but other than select larger companies the penetration into the main market has perhaps been slower and harder to evaluate.
Thats does not mean to say its not happening it's just the details and the pricing we dont have so we are left to guess.
In BATM case they are already marginally profitable and have their basic costs covered. Even a limited number of high margin clients will move the bottom line exponentially because it's going to be basically all profit on top of the business they already do.
We should have been in a growth position by now so the question really is as to how they are doing compared to others.
Without the adoption of Edge Solutions a lot of applications are simply not possible.

[resistance1] 19/2/2025 13:18:03

As of this month CitiFibre have reported 518,000 actual customers. They did not break out business ones. So although 4m private households and 800k businesses can hook up to CF (and subsequently Edgility), the customer number is still smaller than the headline figures may suggest. Extrapolating these figures they may have 80K businesses on the books at present, but that is a guess. I'm sure there is Edgility business in there in science parks or businesses that require edge orchestration.

[kemche] 19/2/2025 11:38:10

If the Company's position remains that the CityFibre contract remains intact, despite the rollout delay, then it is retains by far the highest profit profile of anything in the BATM's core businesses. Even a partial rollout to CF's 800k business customers, let alone the 4m private ones, will explode revenue growth and make a mockery of Shore Cap's forecasts for 2025. Even estimating a small, but material dent in CF's business customers and at a modest (and I think the real charges are higher) of a couple bucks per month per customer at margins near 90%, will quickly equal and then surpass the fast-growing cyber business, especially when you consider CEMEX is also ramping up. Unfortunately, the company don't break out Edgility numbers at present, but my hope is that as they become more confident of the rollouts, but BEFORE the best of the pnl impact, they will begin to do so, and then the market can start to better value this profit engine, because right now, the market is woefully undervaluing it. Oh yeah, and AWS!

[wizzkid211] 19/2/2025 10:59:02

Come meet us at Mobile World Congress Barcelona - MWC 2025 this year in Barcelona! We’ll be exhibiting in Hall 5, booth E61 and look forward to meeting you!

[wizzkid211] 17/2/2025 14:56:20

RESIST.
CELARE cyber div. have only one customer so far, the israeli military once they are allowed to go worldwide it should be different story

[car1pet] 17/2/2025 14:27:54

Dream is expecting revenue to be $200m by end of 2025. The difference between Dream and BATM is that Dream has a clear strategy.......

[resistance1] 17/2/2025 14:00:22

Yes Wizz I saw that Dream Security now has a current market valuation of $1.1bn based on annual recurring revenues of just $40m (2024). Doesn't the Celare Cyber div have recurring revenues of around $15/20m or just under? Once recurring revenues for the commercial cyber side start coming in (and providing a multiple client base), these sort of valuation multiples are on the cards

[wizzkid211] 17/2/2025 13:32:40

If anyone was missing a final stamp of approval that Israel is a cyber power, this past weekend it happened: The three largest Israeli companies, or those with ties to Israel, in terms of market capitalization, are cyber companies. In other words, these are not just valuations written on ice in the private market.
Can you just imagine the cyber part of BATM goes into NASDAQ for a new listing...

[fse] 14/2/2025 15:05:56

Another partnership announced the other day. We will probably get year end results and some comment by Mid March. They announced March 12th last year. So far have not heard any profit warnings.



Adaptiv Networks and Telco Systems Form Strategic Partnership to Streamline Virtual Edge Deployments for SD-WAN and SASE Solutions

Fort Lauderdale, FL — February 11, 2025 — Adaptiv Networks, a leading provider of cloud-native SD-WAN solutions, and Telco Systems, a leader in edge connectivity and network virtualization solutions, today announced a strategic partnership aimed at simplifying edge network deployments for large enterprises, telecommunications providers, and managed service providers worldwide. By combining Adaptiv’s secure SD-WAN and SASE technology with Telco Systems’ Edgility FlexConnect platform, the partnership delivers an agile, high-performance solution that enables reliable, secure, and easily managed edge to cloud connectivity for large-scale networks.

[fse] 13/2/2025 19:27:13

Kazahkstan followed by Canada and then Australia have pretty well all the worlds Uranium plus a lot of oil. Its a rapidly growing region

[echoridge] 13/2/2025 16:59:13

fse - got it?

[paulisi] 13/2/2025 12:40:08

This was re-tweeted by BATM today#CELITRON is committed to providing world-class sterilization solutions for healthcare institutions. Since the beginning of the year, we have been actively working in Kazakhstan to enhance patient safety and improve the country's healthcare system with our sterilizers.#KAZMEDEQ

[resistance1] 12/2/2025 15:28:19

New Telco Strategic Partner. Adaptiv Networks, a leading provider of cloud-native SD-WAN solutions, and Telco Systems, a leader in edge connectivity and network virtualization solutions, today announced a strategic partnership aimed at simplifying edge network deployments for large enterprises, telecommunications providers, and managed service providers worldwide. By combining Adaptiv’s secure SD-WAN and SASE technology with Telco Systems’ Edgility FlexConnect platform, the partnership delivers an agile, high-performance solution that enables reliable, secure, and easily managed edge to cloud connectivity for large-scale networks

[resistance1] 11/2/2025 16:24:13

Hoping for positive news before the results. This period always concentrates the mind of the C-suite to deliver something tangible

[car1pet] 06/2/2025 15:24:23

And the CEO takes a cool £1m p.a. for doing Sweet FA. Could the Clown Executive Officer please explain what progress has been made since 1992

[wizzkid211] 04/2/2025 13:13:47

According to Technology Magazine, edge computing technology, like OUR innovative Edgility platform, “enables organisations to enhance service quality through localised data processing and analysis.” Edge computing capabilities are becoming increasingly valuable to modern businesses by improving data processing, driving timely decisions, enhancing security, reducing costs, and increasing reliability.

[car1pet] 29/1/2025 15:26:11

Bought at 125 sold at 128.5

[fse] 29/1/2025 15:03:07

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How did you manage that. Did you short it. They fell abruptly on AI deep whatsit