Batm Advanced Communicat... Share Discussion Threads

[adg] 20/3/2015 11:32

held these for what seems like ever - only a few £k's worth now - don't follow them but have now got time to have a clearout of my share portfolios and am looking for any reason to keep BVC but can't - looking to take hit and move on with a few dud holdings.
Anybody offer any reasons to keep hold? - all I see is a flatline between 10 to 20p for the past several years.
TIA
adg

[dros1] 20/3/2015 10:59

hxxp://www.globes.co.il/news/article.aspx?did=1001019801
according to the above article the fibre optic investment in Israel is no good - no demand for the product

[picsous] 20/3/2015 09:57

If there is no reason to buy a stock it will get shorted

[stesh] 19/3/2015 18:12

SP appears to be in free fall were the year end figures that bad, or is there
something I've missed?

[fse] 13/3/2015 17:55

Telco Systems Puts NFV Ecosystem on Edge
Carol Wilson
NEWS ANALYSIS
CAROL WILSON, Editor-at-large
3/12/2015
COMMENT (3)


Telco Systems has joined the rush of vendors creating an NFV/SDN ecosystem, but is focusing its efforts specifically at the network's edge.

The Open Edge Alliance is a bit different in that it is intended to enable smaller companies to get their applications certified to be part of a carrier-grade virtualized edge solution aimed at service providers. Network operators who deploy Telco Systems (BATM) 's CloudMetro platform can then easily launch services that make sense at the edge of the network.

The early players in the new alliance include Intel Corp. (Nasdaq: INTC), AudioCodes Ltd. (Nasdaq: AUDC), Check Point Software Technologies Ltd. (Nasdaq: CHKP) and Netrounds , a Swedish company that does workflow automation software, which can run on a PC. Telco Systems intends for the Alliance to have an online store of applications that can run on its CloudMetro distributed NFV platform.

That platform can be deployed either on the customer premises or in a colocation point or Central Office in a metro area that is within 1,000 feet of the end customer, so it meets both common definitions of the network's edge, notes Gal Offel, Telco System's vice president of product marketing.

"We are providing both a carrier Ethernet switch and an Intel CPU environment so that service providers can instantly launch an IaaS service and add the services that make sense at the edge, like firewalls, VPNs, end-to-end monitoring," Offel says. The new capabilities can be deployed alongside the existing customer premises equipment or can replace it.

Get up close and personal with vendor NFV strategies on the NFV Elements channel here on Light Reading.
Since announcing CloudMetro last June, Telco Systems has been running trials and proofs of concept with carriers in Europe and APAC and has plans for North America PoCs as well, Offel notes. Through these trials, they have identified what capabilities service providers most want to see added to the edge. By creating an off-the-shelf commercial platform that will support mix-and-matching of service capabilities, the Open Edge Alliance would help network operators generate new revenues faster. (See Telco Systems Plots Transition to SDN/NFV.)

This is all based on the deployment of NFV and SDN, which Offel admits is not a likely commercial reality this year. But creating commercial service deployment opportunities at the edge helps advance that cause.

On the back end, the Open Edge Alliance is working to interface with multiple orchestration systems so it can be integrated into a network operator's preferred network management approach. Initially, the group is working with Cyan Inc. and TailF, now part of Cisco Systems Inc. (Nasdaq: CSCO).

"We have our orchestration tools, but we understand the whole game here is working with other orchestration tools or allowing others to work with our orchestration," Offel says. "We are an expert in Carrier Ethernet and, now with virtualization, we understand that probably with Tier 1 customers, they already have their management, which will be extended to orchestration, so we have to work with somebody else. With smaller companies, they may want us to provide the orchestration."

— Carol Wilson, Editor-at-Large, Light Reading

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DHagar
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DHagar,
User Rank: Light Sabre
3/12/2015 | 7:11:54 PM
Re: Teleco Systems - NFV Ecosystem on Edge
Carol, thanks. That's what I was wondering, is who will lead in building the platform to fully develop the market, and who is most likely to profit from the development of an ecosystem.
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Carol Wilson
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Carol Wilson,
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3/12/2015 | 7:04:05 PM
Re: Telco Systems - NFV Ecosystem on Edge
Right now, it's largely about the transition plan, I think. You have groups like OPNFV and ETSI that are working out the details of the architecture and a bunch of others that are working on orchestration and more, meanwhile carriers such as AT&T, NTT, DT, Colt and CenturyLink are out there pushing forward their plans to virtualize.

So it's coming down to who wants to do this and in what time frame.
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DHagar
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DHagar,
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3/12/2015 | 6:25:18 PM
Re: Telco Systems - NFV Ecosystem on Edge
Carol, sounds like a smart move by Open Edge Alliance in advancing their market and gaining new customers with adaptable and scalable solutions.

What are the primary factors limiting the commercial development of NFV and SDN?
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[reeltime] 12/3/2015 22:45

News

March 11, 2015
Ireland RTE selects Vigilant remote monitoring solution

Ireland public broadcasting company selects Vigilant
for remote monitoring solution

RTÉ (Raidió Teilifís Éireann) is Ireland’s national public-service media organisation. A leader in Irish media, RTÉ provides comprehensive, cost-effective, free-to-air multi-media services to the public in Ireland and interested audiences internationally

With 1800 employees scattered across 8 studios in Eire and Northern Ireland, all running disparate security systems, RTE was looking for a centralized and highly reliable video surveillance solution

[fse] 11/3/2015 22:02

Check Point and Audiocodes are both HQ in Israel FWIW

[reeltime] 11/3/2015 15:13

Some more information here........

Telco Systems Unveils Open Edge Alliance for SDN, NFV Solutions
Mar 11, 2015 Michael Cusanelli The VAR Guy

Telco Systems' Open Edge Alliance is expected to help partners develop IaaS businesses and easily utilize third-party networking solutions with its ecosystem.

Telco Systems unveiled its new Open Edge Alliance program, designed to help partners become infrastructure-as-a-service providers.

The Open Edge Alliance will focus on providing communication service providers operating in the network edge with off-the-shelf software-defined networking (SDN) and distributed network functions virtualization (NFV) solutions, according to Telco. The company expects its new ecosystem to help alliance partners increase the amount of revenue received from new services as well as improve stickiness among SDN and NFV applications.

Alliance members also will have the option to develop their own apps for certification through the ecosystem, according to the announcement. Telco, which specializes in carrier Ethernet and MPLS edge solutions, said it expects the alliance to develop into an ecosystem of applications compatible with the company’s distributed NFV-hosting CloudMetro platform.
Related

The Open Edge Alliance will focus on fulfilling two main objectives, according to Gal Ofel, head of Software Solution Product Line Management at Telco Systems: providing partners with access to pre-built solutions that can easily be resold to end customers and interoperability with third-party partner solutions.

“We are looking into solutions that will allow service providers to upsell their existing customers things that will allow them to [put] money toward the services they provide,” said Ofel, in an interview with The VAR Guy.

Telco has secured several members for the Open Edge Alliance, including Intel (INTC), Check Point and AudioCodes, with more members expected, Ofel said.

“The main benefit of the alliance is that (communication service providers) can provide a complete infrastructure to their business customers … which translates into additional revenues,” said Ofel.

Telco is also working on developing its online store and plans to implement a platform to allow customers to access applications in a self-service mode, according to Ofel.

“Service providers need to see carrier-grade VNFs coming in real numbers,” said Moshe Shimon, vice president of Product Management and Marketing at Telco Systems, in a statement. “With our large customer base and extensive experience in delivering intelligent network solutions all the way to the network edge, our Open Edge Alliance is bridging the gap between Distributed NFV vendors and telco customers.”

[amt] 10/3/2015 22:56

As usual it failed to deliver. We should know by June 2015 if its ever going to do any good and what they mean by strong performance.

[spekky] 10/3/2015 16:53

It is very tedious and repetitive but I will give it to the end of 2015.I remember Cisco saying 2015 would be transformational for telecoms but I can't find the article just now (at least 3 yrs ago).More recently Imagination Technologies identified six key trends from MWC (last week)....SDN/NFV was at No.2....so I am keen to see what occurs.
I am keen on the medical side too but things in this domain move painfully slowly.....impatience is not a good enough reason (for me) to Jack it in with batty......onward and upward (but probably sideways for a while) ;-)

[fse] 10/3/2015 16:29

Not that its exactly encouraging but for context it should be noted that Cisco share price is about the same as it was 5 years ago.
This environment has not been kind for Telco suppliers as providers long term delayed upgrades to systems .....

So we have the Telco arm struggling and the Israeli infrastructure project coming to fruition all slower than expected. The Telco arm did sell some new kit this year... but can they build on that? its a big maybe.

The medical division has been growing but hardly at a staggering pace. More it got bigger in the %scheme of things as Telco sales melted away.
There are undeniably positives in the medical arm and this division is only now at the point you could consider it "established" rather than "emerging" with the costs of supporting larger sales volumes will drop and ought to start to be seen in the bottom line.

Markets were expecting this obviously and its an improvement over managements November 2014 cautions. But they said that last year !!!!!!!!!
I rate them at FMV and they need the revenue to snap back.
all FWIW

[fse] 10/3/2015 15:59

Can anyone spot the differences in CEO statement from last year to this year.
Had they made even a small amount of progress it would have been somewhat justified.
I can't see how the foreign exchange made such a great difference and the "one time write off " of legacy products was another second coming.
You can't write "one time write offs" over again the next year.
I feel the company need to explain these results a lot more fully than the casual references in this statement.
I am honestly not impressed with this.....

Positive sides are there to see but will they deliver ? they appear to be struggling.
Still the current share price reflects the situation here so there you have it !!!!



Dr Zvi Marom, Chief Executive Officer of BATM, said:

“The Group is making progress in both of its divisions, with the Medical division experiencing good growth and the Telecom division seeing early positive signs from the change of its strategy to focus on Tier 1 clients.

“Looking ahead, the momentum of the fourth quarter has continued into the new year, particularly in the Medical division. We expect the Medical division to achieve another year of solid organic growth with a greater number of products being delivered to more territories and increased cooperation with major industry players. In the Telecom division, we expect to start benefitting from sales to Tier 1 companies. We believe that the steps taken in 2013 will result in BATM delivering growth and improved results in 2014 compared with 2013.”

errrrrr fast forward a year .........

Dr Zvi Marom, Chief Executive Officer of BATM, said:

"We are pleased that the Group made solid progress in both its divisions this year. The Medical division is now the dominant business whilst the Telecom division has stabilised and is recovering well. The underlying fundamentals of the businesses are sound and, were it not for the foreign exchange impact in reporting the results and the one-time write-off of the legacy business inventory, the numbers would have reflected the progress achieved in the year.

"Looking ahead, we believe that the momentum of the fourth quarter will continue into 2015, particularly in the Medical division. We expect the Medical division to achieve another year of solid growth with a greater number of products being delivered to more territories and increased cooperation with major industry players. In the Telecom division, we expect to start benefitting from contracts awarded in the second half of 2014. Consequently, the Board is confident of delivering improved results in 2015 compared with 2014."

Post edited to include cut and paste from last years results: FSE

[dros1] 10/3/2015 15:40

its a jam tomorrow stock

[landsker] 10/3/2015 10:34

i still remember marom's opptimism in the late 90's all that stuff about how his scientists were better than cisco's, all that stuff about how he could turn the matrix movie into reality if he wanted too, well his scientists just never came up the the kind of world changing products he hinted at, and that has been the biggest dissapointment of bvc, their r and d has just never produced

[james dean] 10/3/2015 09:47

Well I feel a little warmed with what I have read. The comments by Zvi I thought were a little more positive than his usual writings. AIMHO.

Regards.

DYOR

[picsous] 10/3/2015 09:45

How much longer will the legacy issue impact results?
We'll have to see how the Telecom restructuring and refocusing performs...
As for currency adversely affecting results, can't blame this on the management.

[reeltime] 10/3/2015 08:58

As indicated and expected, so it goes on!!!!!

[the crypt] 10/3/2015 08:37

poor results once again.

[james dean] 10/3/2015 07:33

BATM Advanced Communications Ld Preliminary Results


TIDMBVC

RNS Number : 9651G

BATM Advanced Communications Ld

10 March 2015

10 March 2015

BATM Advanced Communications Limited

("BATM" or the "Group")

Preliminary Results for 2014

BATM Advanced Communications Limited (LSE: BVC; TASE: BATM), a leading provider of real-time technologies for the networked telecoms and medical laboratory equipment markets, announces its preliminary results for the year ended 31 December 2014.

Financial Summary
-- Group revenues amounted to $109.2m (2013: $114.2m)

-- Gross profit of $34.1m (2013: $39.6m)

-- EBITDA of $0.9m (2013: $2.1m)

-- Net loss for the year reduced to $3.2m (2013: $4.5m loss)

-- In the second half of the year, inventory write-off of $1.6m, mostly attributable to the legacy Telecom products

-- Adverse foreign exchange impacted Medical division revenues in H2 2014

-- Basic loss per share from continuing and discontinued operations of 0.79c (2013: 1.12c loss per share)

-- As at 31 December 2014, the Group had cash and cash equivalents and financial assets of $34.9m (30 June 2014:
$36.1m; 31 December 2013: $40.8m)

Operational Summary

Medical division (54% of total sales)
-- Distribution unit continued to grow sales in all territories in which it operates

-- Substantial increase in capacity achieved by Pathogenic Waste Treatment Sterilisation unit in H2 2014, through
moving into significantly larger facility, enabling it to deliver solid revenue growth in Q4 2014

-- Diagnostics unit received certifications of diagnostic kits in several new geographies

-- Post period-end, Diagnostics unit was granted a license by the China Food and Drug Administration of People's
Republic of China for the importation, marketing and sale of its diagnostic kit for hepatitis C; and the unit is
installing new equipment to enable it to substantially increase production capacity

Telecom division (46% of total sales)
-- Continued to implement the strategic change to focus on Tier 1 clients, SDN (Software Defined Networking) and NFV
(Network Function Virtualisation) solutions

-- Won significant multi-year Access Carrier Ethernet contracts with two Tier 1 operators in the APAC region

-- Achieved a market first with the introduction of SDN support on its Network Access portfolio of products

-- Successfully launched the Open Metro Edge (OME) set of products to enable Network Virtual Functions

-- Introduced four virtual software functions - Firewall, Cloud Tunnelling, Router and Measurement Utility - thus
solidifying its software-based offering

-- Continued roll out, together with Cisco Systems and Israeli Electric Company, of fibre optic project to create
new fibre carrier in Israel to compete with the incumbent carrier, Bezeq

-- CELARE, the Group's cyber operation, signed a significant contract, in July 2014, with Oracle for offering integrated solution

Dr Zvi Marom, Chief Executive Officer of BATM, said:

"We are pleased that the Group made solid progress in both its divisions this year. The Medical division is now the dominant business whilst the Telecom division has stabilised and is recovering well. The underlying fundamentals of the businesses are sound and, were it not for the foreign exchange impact in reporting the results and the one-time write-off of the legacy business inventory, the numbers would have reflected the progress achieved in the year.

"Looking ahead, we believe that the momentum of the fourth quarter will continue into 2015, particularly in the Medical division. We expect the Medical division to achieve another year of solid growth with a greater number of products being delivered to more territories and increased cooperation with major industry players. In the Telecom division, we expect to start benefitting from contracts awarded in the second half of 2014. Consequently, the Board is confident of delivering improved results in 2015 compared with 2014."

Enquiries:

BATM Advanced Communications
------------------------------- -----------------
Dr Zvi Marom, Chief Executive
Officer [phone]
------------------------------- -----------------
Moti Nagar, Chief Financial
Officer
------------------------------- -----------------

finnCap
------------------------------- -----------------
Stuart Andrews [phone]
------------------------------- -----------------

Shore Capital
------------------------------- -----------------
Pascal Keane [phone]
------------------------------- -----------------

Luther Pendragon
------------------------------- -----------------
Harry Chathli, Claire
Norbury [phone]


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[reeltime] 08/3/2015 22:40

It seems the news to move away from TASE is having the desired effect, down
over 11%. I wonder what other surprises will be presented in the results on Tuesday......

[fse] 05/3/2015 21:56

No this next set of results are expected to be more misery and the share price is dragging along the bottom as a result.
This is what they last indicated

"As a result, BATM expects that revenues and profit for the full year 2014 will be slightly lower compared with 2013 and below market expectations. The Group’s balance sheet and cash position remain strong."

This has to be balanced with reported progress .......

As far as the TASE listing goes I wonder how much of that is related to the apparent no progress on the Israeli Infra structure rendering the company less attractive to local investors .... they did cite reasons in their announcement.

[phda] 05/3/2015 10:02

I wouldn't get too excited about the results, I think they have already announced that they are below analysts expectations although this should already be in the share price

[reeltime] 05/3/2015 09:48

Re the RNS I can't say the traded volume over here is anything to
write home about, roll on the results........

[david_99] 05/3/2015 09:10

They only listed on the TASE relatively recently - now they've done a 360" about turn.

Hugely dissapointing and an absolute failure yet again.

Quite farcical.

You have to wonder if this company actually knows whether its coming or going.

Serial dissapointer.