Batm Advanced Communicat... Share Discussion Threads

[the crypt] 13/1/2014 14:06

bvc - what a load of B V and C

[spekky] 10/1/2014 13:20

I think the future of telecoms is inextricably linked to medical data.We are just at the beginning of a surge in Telemedicine.Also saw the guy from Netflix who is saying similarly that we are just at the beginning of the internet tv age.All this data needs faster/better networks.
It is very frustrating at the moment but I intend to stick here to see how it plays out.

[fse] 10/1/2014 13:18

Vigilant is part of the BATM group. They are I believe now in profit they have won some decent contracts and are looking solid.... (for the moment at least)
Links at the top of the page.

[pimpi] 10/1/2014 12:32

why don't hear about Vigilant is it still in battis hand?

[fse] 09/1/2014 22:19

One reason to be divested of the Telco business is largely due to the pace of innovation making it expensive and unrewarding to keep ahead of the pack these days.
Especially when the pack is in the billions ......
When you have large corporations like Nokia, Blackberry, getting into trouble overnight it does not paint a rosy future.
Even the likes of Apple who sidelined Nokia and Blackberry are hardly immune with the likes of Samsung bearing down on them.
The Telco supply business is only marginally better insulated from this frenetic pace and if you remember thats why BATM embarked on the medical division due to the uncertainty and resultant volatility of the Telco business.

BATM have taken the company down a more pedestrian route which may well be proven to be the correct choice. Hard to say really !

[james dean] 09/1/2014 20:28

I never make daft statements FSE. The future is good to look into.

Many divisions make a great company.

IMHO.

Regards.

DYOR

Bye

[fse] 09/1/2014 20:05

landsker..... That was before BATM did a 10:1 split i.e. the 10 quid was 1 quid.
Still 16p is well short of that ....

>JD...... I would have thought that there is a very real possibility that BATM may decide to unload the Telco arm given their fundamental shift in interest with the rapidly growing medical division. Of course if they were to sell this division the share price is going north in a hurry as they have a profitable medical side and the extra cash would allow them to expand whilst consolidating their interests.
Not daft today.... only daft when you said it ? ;-)
rgds

[james dean] 09/1/2014 16:29

Regards.

DYOR

[landsker] 09/1/2014 11:31

and to think it was strongly rumoured in 1998 that cisco were considering what would now be the equivilant of a 10 quid a share offer to takeover the company, 10 quid to 16p is a helluva fall

[james dean] 09/1/2014 09:18

phda -

Agreed.

I mentioned the possible disposal a year or so ago and it was suggested my thinking was somewhat in the land of .....

The good Doctor is a medical man so perhaps your thinking may be a possibility.
Now is the time for the company to go forward with a little more steam in its engine and some further (good) news when the figures are announced. It has an excellent range of equipment in both the Telco and Medical divisions with support of the other arms that spring out of the main company.

AIMHO

Regards.

DYOR

[phda] 09/1/2014 08:59

Well at least we seem to have found a floor around the 16p mark ( famous last words). I'm struggling to find something that may push these forward in the short term. Any revenue from the Israeli contract is going to take a while to come through and there may be additional expenditure involved. Perhaps a sell off of the telecom side could provide a little boost but at what price with the share price at these depressed levels. Zvi is not getting any younger and at some point he has to make a decision as to how much involvement he wants in the company and what will happen to his holding.

[james dean] 08/1/2014 16:02

Regards.

DYOR

[the crypt] 08/1/2014 15:40

me too I have already sold off 77,000 of em over the couple of daze.

[rob1ng] 08/1/2014 12:13

It did on the downside a dismal share which I am gradually getting rid of

[the skunk] 08/1/2014 11:16

And there's me thinking these were going to crack 20p.

[the crypt] 08/1/2014 10:50

you need to get depressed with these and then make yerself a decent fish pie with mash and then you may feel a bit better.

[the crypt] 08/1/2014 09:41

phda - thanks.

[fse] 07/1/2014 21:55

>phda.... that sounds about right. They may well post a small loss but in effect after amortization and infrastructure up front payments they would actually make a profit. Still thats what the market will not like about all of this.
Thats why the share price is where it is I agree.

[james dean] 07/1/2014 21:06

From the trading statement today -

In the final quarter, Mr Ariel Efrati, who had joined the Group in September 2013 as Chief Operating Officer of BATM, took over as Managing Director of the Telecom division and has commenced driving the business forward in line with the division's new strategy, introduced in Q3 2013, of focusing on Tier 1 and larger customers as well as providing existing customers with state-of-the-art networking equipment.
-----------------------------------------------------------------------

Regards.

DYOR

[phda] 07/1/2014 20:37

Crypt, you asked what were previous market expectations. I had a figure of approx $4m EBITDA in my head, which probably comes from that fact they announced in OCT that they still believed EBITA would be higher than last year.

2012 figures
-- Gross operating profit of $1.2m (2011: $1.5m)
-- EBITDA of $3.1m (2011: $3.5m)
-- Net profit for the year was $0.7m (2011: $3.7m loss)

They still might make a net loss this year depending on other expenses. Hence the performance of the share price

[cumnor] 07/1/2014 20:14

The update is reasonable if only slightly disappointing. In the present climate hardly a disaster and the medical division news is more than positive with reasonable outlook for telco. Figures are, given the setback earlier in the year, actually better than I anticipated at this stage but mgmt seems to want to disappoint with the negative bias of recent RNSs, for what ever reason. Part of the problem here is the somewhat challenged profile of the team who, despite years of going nowhere, still seem unable to deliver and to communicate. New Israeli investors must be pleased with their local company board's performance. Given the company's and share price performance, for which they are responsible, perhaps some should retire and dwell on their prostates, leaving telco to younger minds who understand business as well as technology? imo

[paulisi] 07/1/2014 19:55

Mixed bag. Company back in profit, Medical division growing very quickly. Just let down by the Telecoms sector and the exchange rate.
It's still a growing company, but Telecoms may well become less important in the long run.