Batm Advanced Communicat... Share Discussion Threads

[fse] 07/1/2014 19:47

Indeed I would rate it as a neutral to slightly positive.
The frustration is with the Telco revenue which is slow recovering and is not yet representative of the restructuring that has been done.
Don't get me wrong this is not a great update but its not particularly bad and the medical division growth given that they have sorted out the supply and credit problems is impressive.
I can't see reading more into it than that the update is well written and makes perfect sense.All IMO
I really do feel people should take time and read the update over carefully and then look at the ones prior and it all falls into place. ;-(

[james dean] 07/1/2014 17:27

FSE -

Thanks.

Regards.

DYOR

[fse] 07/1/2014 15:34

The update is another mixed bag and obviously not "entirely" what any of us wanted to hear.
The Telco division is still struggling albeit they have the large Israeli infrastructure project coming online shortly. Unfortunately revenue from this and other initiatives is not in the bottom line yet.

I did not expect the Telco division to grow in this period but had expected it to be holding its own. The division was substantially re organized as per management statements in this update. The backdrop for the Telco supply sector remains weak (despite us seeing market highs) and unfortunately thats what they are dealing with.

Management comment that the division is on a better footing and forward looking statements are positive.
This is all very disappointing but hardly a disaster.
They do not seem in a hurry to sell the division off which they could do, so perhaps the actual situation is not as negative as some would feel.

The medical division appear to have sorted out supply and credit problems and have grown the business once again in spite of these limitations. One could speculate as to what the figures might be for a full year without these setbacks.
A 20% growth and profit from all 3 divisions in the Medical side is not shoddy.
Margins in this division have been improving and sales from resupply should make up a larger part of revenue .... this is encouraging.

You have to remember that we are looking at results from last years business.
On balance the Telco side is still struggling worse than I had hoped for whilst the medical is doing substantially better.

The share price reflects this ...

>phda.... hard to disagree with you comments above. Its more delay which means a partial not full recovery next year and the envelope gets pushed out again.

[phda] 07/1/2014 15:05

Management need to put their money where their mouths are and make a few director purchases. To be honest I wasn't expecting too much from this years results anyway and was hoping for a full scale recovery next year. However they just don't seem to have a grip on the business or provide a reliable forward projection.

[the crypt] 07/1/2014 11:29

the Group expects EBITDA (before share-based payments) for 2013 to be below market expectations at approximately $2m-$2.5m.

What were market expectations?

[goodgrief] 07/1/2014 11:28

FSE's comments have always been fair and reasoned. Not the puff, pump & dump so often found on bulletin boards.


Solar_br 7 Jan'14 - 09:41 - 13441 of 13442 0 0 (Filtered)

[the crypt] 07/1/2014 11:06

this is outrageous - always pathetic excuses - what a bunch of muppets.

[solar_br] 07/1/2014 09:41

No doubt FSE will come with a long drawn out post about how great this company is and how cheap it is at this level.


This has been an investors nightmare for years and nothing looks like it's going to change.

Disgrace.

[lfc4ever] 07/1/2014 09:35

look at the RSA graph for the aftermath of an overdone sell off. money to be made, even in the short term, for the brave, at this level.

[tilusha] 07/1/2014 09:25

BATM is a company that is run by a bunch of academics. That's it.

Zvi is an academic and BATM is a vehicle to allow him to carry out his telecom and since medical ingenuity.

They are not good businessmen, that is blindingly obvious.


It is one thing to win awards for little telecoms devices but another to make those devices a commercial success worthy of a floated company.


A bunch of academics in a tecky, geeky environment, taking big salaries.

[trojan] 07/1/2014 09:07

nilip, very serious when it comes to money mate. ;)

SETS can and is manipulated, it always has been hence why batty moves on very little volume when you look at both sides of the book on some days. Most of the fall first thing was on small volume trades and now the bigger ones are coming through.

Have held for some time, but have also added on all the lows or very near to them otherwise I would have been long gone by now.

It also helps to invest elsewhere of course!! ;)

Hope you are well.

[the crypt] 07/1/2014 08:58

yes - the other divisions........................... but it is a chicken feed............... what about all the clever tech stuff- the big tech infrastructure projects?

[james dean] 07/1/2014 08:49

nillip -

Happy New Year.

There are a number of large holders who still have faith in that Batm will shine once more. The other divisions are making headway which at least is supporting the company.

AIMHO.

Regards.

DYOR

[binladin] 07/1/2014 08:48

Every knows the telecom is going down the pan and it is really the medical side that will see growth....the overall results are in line with expectations

[james dean] 07/1/2014 08:45

I too feel the pain and it hurts quite badly.

If you look at the progress being made I think the market today is over reacting. I'm sure a few will be taking a position.

AIMHO.

Regards.

DYOR

[nilip] 07/1/2014 08:37

Trojan,

Are you serious ? - no really ?

No one is manipulating the share price - this is a hugely dissapoining update, yet again ... but it's been like this for years with BVC.

The City lost faith in BVC's management a long time ago yet RI's hold on in desperate hope.

You must be losing a fortune here, along with many, many other investors. The majority of them just want to get out at the first opportunity but they won't admit it on here ...

I'm lucky, I significantly reduced my holding about 3 years ago here (at a huge loss I might add!) ... it was by far the best best decision I made as I had a lot invested in BVC - the proceeds of the sales were invested in other stocks which have since ridden the stock market record highs and I've had a few baggers along the way too.

Never fall in love with a share or you could easily lose all your money.


There are way too many stale holders in BVC now who are hanging on in desparation that maybe one day ... meanwhile 00's (if not 000's) of other stocks in the market have been shooting higher and indeed making all time highs.


The 'cost of carry' in being a BVC share holder is huge.

[lfc4ever] 07/1/2014 08:32

look at the RSA graph for the aftermath of an overdone sell off. money to be made, even in the short term, for the brave, at this level.

[the crypt] 07/1/2014 08:32

there seem to be buyers coming in at these levels.

[reeltime] 07/1/2014 08:29

Very very disappointing!!!!!

[binladin] 07/1/2014 08:26

Overdone!!!

[the crypt] 07/1/2014 08:19

Funny that FSE - has disappeared.......


So FSE, how do you defend yet another set of poor results?