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[ibs7491] 03/2/2017 08:03

lot's of buying this morning?

[fse] 23/1/2017 21:35

From above

"The first large scale, commercial deployments of D-NFV and vCPE networking technologies will be happening in 2017. These technologies have been under evaluation for the past few years by service providers in most regions around the world."

FSE> Its looked for some time as if general delays were always going to push this into 2017. In the mean time the Telco arm does appear to at least be breaking even. The rest of the company is starting to look as if its worth more than the current valuations for the entire outfit. Investors just want to see a decent Telco contract... nothing else seems to placate them.... ;-(

[reeltime] 21/1/2017 10:55

Telco Systems: Raanan Tzemach’s 2017 Telecom Trends
20 January 2017

In 2017 in many developing and emerging markets, telcos and other service providers will be completing significant upgrades to their network architectures and infrastructures.

These network upgrades will enable services providers to meet the ongoing demand for more data traffic without significantly increasing capital or operational expenditures. Equally as important, service providers will also be able to leverage their upgraded networks to provide new and improved services and create new sources of revenue.
10GE and 100GE Carrier Ethernet network upgrades

There is a growing need for network operators to upgrade their access network capacity. More and more network operators are expanding their access capacity to 10GE. Many network operators are even upgrading to 100GE for certain high density areas. Improving service quality and meeting the constantly growing demand for more data traffic are the main reasons behind these access network upgrades. This trend will certainly gain momentum among network operators in developing and emerging markets in 2017 and beyond.

Deploying fully orchestrated networks will help network operators succeed with their network upgrades. Orchestrated networks will simplify both the network upgrade deployment activities and ongoing service provisioning and network maintenance efforts.
D-NFV deployments

The first large scale, commercial deployments of D-NFV and vCPE networking technologies will be happening in 2017. These technologies have been under evaluation for the past few years by service providers in most regions around the world.

Many Tier 1 service providers in North America appear to be ready to go live with these technologies. Those service providers in developing and emerging markets that have been evaluating D-NFV and vCPE in their testing sites will likely be ready to roll out these technologies in their live environments towards the end of the year.

The rollout of these technologies will enable service providers to create new and much needed revenue streams by providing business customers with a new range of virtualized IT services. For these upcoming and many of the future roll outs of D-NFV and vCPE, a debate is taking shape across the telco industry on how to best configure the deployment of these technologies.

There is a current trend at the request of service providers to separate the hardware and software components of networking devices. The driver behind this separation is both to lower the cost of the hardware and encourage software innovation. As a result, a concept of a ‘gray box’ has emerged. This concept is based on using commoditized hardware to run a combination of dedicated software along with partial openness to add additional VNF services.

More recently, an additional approach for ‘white boxes’ has also evolved. This concept provides a complete separation of the hardware and software and benefits service providers with a fully open and neutral framework to easily provision VNF services.

The merits of both approaches will likely be widely discussed throughout 2017 with the white box concept likely to gain significant momentum and acceptance towards the end of the year.
New advanced data services from cable operators targeted at business customers

Many cable operators around the world are now in the process of or are considering upgrading their existing Docsis networks. By upgrading to Docsis 3.x, cable operators will be able to offer advanced data services to business customers, such as Dedicated Internet Access (DIA), L2VPN, L3VPN and inter-site and data center connectivity.

For many cable operators, this will be their first experiences with services specifically for the business customer segment. In many developing and emerging markets, these new data services will be a welcome source of competition in the market for data services targeted at business customers.

Raanan Tzemach is the Vice President of Product Management and Marketing at Telco Systems.
Global Carrier Ethernet Telco Systems 10GE 100GE D-NFV



The trails and POC's that telco systems have been engaged in for what would appear to be years, have jet to turn into significant contracts.

[james dean] 16/1/2017 08:40

Daily Quint




Regards.


DYOR

[fse] 03/1/2017 20:24

rt post above well worth reading and also....A reminder of what BATM Celare offer in the cybersecurity field.
Morphing to the cloud has accelerated and with it the demand for these type of solutions.

[spekky] 03/1/2017 12:26

Thanks reeltime.....good article.

[reeltime] 01/1/2017 23:09

All the best for the New Year everyone.

A very interesting article and if companies do start spending to secure themselves Batm could do very well, especially if their existing contracts are proving to be successful.....

Cybersecurity Trends 2017: Companies Fight Back
written by Fadi Albatal December 26, 2016
cybersecurity

The waning days of 2016 were dominated by dark news on the IT security front. Headlines about massive DDoS disruptions, state-sponsored hacking and other evolving threats are unlikely to change drastically as we enter the new year, but 2017 will have a bright spot. With cyber threats increasing and the pool of skilled security talent failing to keep pace, organizations are reaching a tipping point in what they can tolerate. In the coming months, we should see companies aggressively fight back to protect themselves and their customers.

The following are the 2017 cybersecurity trends we’ll be tracking.

1. We’ll see an increase in new vulnerabilities introduced through the Internet of Things (IoT).

The Mirai code that was released on the Internet in mid-October aided in deploying an unprecedented DDoS attack against service provider Dyn, disrupting organizations such as Twitter and Spotify. It essentially takes over “smart” devices, or devices that are connected to the Internet, to launch denial-of-service (DoS) attacks. More than 4,800 smart devices connect to the Internet each minute, and malware such as Mirai, offering the capability to allow attackers to control these devices, represents an enormous vulnerability. Like so many other pieces of malicious code before it, Mirai will morph and undoubtedly fall into the hands of more potential attackers as it continues to spread.

2. With more hacktivism and nation-states sponsoring cybercrime, countries will have to consider “cyber arms treaties” to reverse the trend.

Anonymous, New World, WikiLeaks and state-sponsored hackers dominated the news in 2016. From claiming responsibility for DDoS attacks and website defacements on organizations as a sign of civil disobedience to stealing highly classified data and correspondence from the securest of organizations and politicians, hacktivism in its various forms has been successful. The real concern for organizations and governments now is the growing armies of state-sponsored hackers who have essentially unlimited resources. Countries including China, Russia and the U.S. will have to get serious about an “arms treaty” or something similar to reverse this trend.

3. The mainstream move to the cloud and mobile computing will turn up the volume on demands for security that covers the expanding attack surface.

Applications and data are moving to the cloud and mobile devices to increase access and productivity, as well as to reduce infrastructure and maintenance costs for organizations. Obviously, all of these are benefits for employees, customers, organizations and society as a whole. This transition, however, will undoubtedly create new vulnerabilities. After all, the “cloud” is just someone else’s computer, and by moving and sharing information across more devices and people, the attack surface grows—and so does the opportunity for attackers.

4. Companies will struggle to adapt, understand and adjust to updates in privacy frameworks.

The General Data Protection Regulation (GDPR) of the EU goes into effect in May 2018. For companies that control or process the personal data of Europeans—regardless of whether they’re actually based in Europe—the GDPR will impose mandatory breach reporting, the right to private-data erasure and the adoption of privacy by design (which includes data protection in the development of business processes). Failure to comply will come with steep fines (4 percent of annual global revenue or 20 million euros for violations), so businesses will spend 2017 preparing.

5. Consumers and others will lobby more aggressively for protection.

Governmental surveillance will remain under the spotlight, and human-rights organizations will push for stronger privacy legislation. This pressure for change will be felt in the private sector, as well, where customers will ask for more protections in the face of major corporations suffering data breaches without repercussion. The FTC will become increasingly active in protecting customers, and the SEC will monitor publicly traded companies more closely. President-elect Trump will have to choose an orientation with regard to cybersecurity to consolidate all these regulatory interventions.

6. The security skills shortage will continue.

Defending an organization against cyber attacks takes enormous resources in both technology and expertise. Many folks forget that the Internet wasn’t designed to be secure; it was designed to allow people and organizations to share information. Thus, adding security has been secondary. Most organizations are trying to plug holes and vulnerabilities, even as new ones are constantly surfacing. The experts who understand how to anticipate these vulnerabilities and adequately secure the organization are scarce. This is one trend that will persist for some time, as attackers need not be as smart as cybersecurity experts to be successful. And let’s face it: hackers only have to be right once. The experts have to be right every time. Attracting new talent and training them adequately will continue to be a challenge.

7. Companies will fight back.

There is no question that attackers, hacktivists, black hats and other adversaries have a leg up on the good guys. But every phenomenon has a tipping point when the pain of these attacks spurs investment and action. The coming year represents that tipping point. In 2017, companies will get serious about protecting their intellectual property, customer data and business continuity. Customers are walking away from businesses that suffer breaches, and the regulatory environment is such that businesses will need substantial protection, whether they build it into their organizations or outsource the responsibility.

In many ways, 2017 represents the continuation and evolution of cybersecurity stories that began in 2016. The plot twist we can all look for, however, will inevitably be that organizations of all shapes and sizes are realizing the stakes of this cyberwar and are taking a firm stand to protect their customers, employees, intellectual property and ability to thrive amidst constant attacks from the world’s malicious actors.
About the Author

cybersecurityAs the SVP of marketing at Above Security, Fadi Albatal is responsible for building a marketing and product-management organization to support the company’s global operations and goals. Before joining Above Security, Fadi was the founder and CEO of Bimand, and he also served as a marketing executive at FalconStor Software and EqualLogic, where he led the company’s strategic alliance and go-to-market strategy with Microsoft. EqualLogic was acquired by Dell in 2008 for $1.4 billion.

[spekky] 31/12/2016 16:42

A prime example of why cyber protection will be a huge earner for those with the de facto product.......

Happy New Year to all......fingers crossed for 2017.

[fse] 28/12/2016 16:54

2017 predictions for the telecom industry: uCPE, vCPE and D-NFV ready to go
December 27, 2016 Raanan Tzemach


0
0
In 2017, there will be significant changes made to the network architectures and infrastructures of service providers around the world. This, in turn, will enable service providers to offer new and improved services that leverage their upgraded networks and create new revenue streams. At the same time, these new network deployments will enable services providers to mitigate the exponential growth in data traffic without significantly increasing Capital expenditures (CAPEX) and operating expenses (OPEX) budgets.

#1: uCPE, vCPE and D-NFV ready to go

In 2017, we will start to see large scale deployments of universal Customer Premises Equipment (uCPE) networking technologies. Service providers in all regions have been evaluating these technologies for the past number of years and are now ready to go live.

Tier 1 service providers in North America will certainly take the lead with uCPE deployments in early 2017 with service providers across EMEA and APAC following later in the year. Managed service providers will also quickly adopt uCPE as it will allow them to improve existing services and introduce more OTT (over-the-top) services.

Global Network Function Virtualization

To support future proof deployments, we see that service providers are looking at best-of-breed solutions with vendor offerings being separated into VNF (virtual network function), NFVi-OS (network functions virtualization infrastructure operating system) and hardware components. This separation will allow the promise of uCPE to be achieved by encouraging both innovation on the software side and competition and lower prices by commoditizing the hardware.

#2: White box vs grey box debate takes shape

Until recently, networking devices used by service providers were sold as black boxes with fixed functionality, such as routers, switches and firewalls. In an effort to optimize capex and OPEX as well as increase service agility and operational flexibility, telcos and managed service providers began exploring open CPEs that allow the separation of the hardware and software components of networking devices. Again, the idea behind this separation is to promote innovative software applications for new services, while reducing costs though the commoditization of hardware.

The concept of a grey box combines a carrier-grade NID with an open standard x86 computer capable of running any VNF. Grey box solutions are considered part of an evolutionary path towards D-NFV (distributed network functions virtualization).

Today, many in the telco industry consider grey box concept as a stepping stone toward pure white box solutions that provide a complete separation between hardware and software. Grey box solutions enjoy the benefits of NFV without risking carrier-grade level service, investing heavily in data center upgrade or making significant changes to operational processes. Having said that, the grey box approach does not fully align with the grow demand from service providers to separate the hardware and the software as the white box approach does.

Will service providers go directly for the white box concept or will they prefer a gradual path to NFV through the grey box approach? This question will be debated throughout the telco industry in the coming year with the white box approach gaining maturity and closing the gap with carrier-grade capabilities.

Market feedback indicates that during 2017 and into 2018 both approaches will coexist. The innovative service providers looking for a future proof solution will go for white box solutions, while service providers preferring a straightforward and simple path to D-NFV will opt for grey box solutions.

#3: SD-WAN moving to VNF

SD-WAN (software-defined wide area network) is has a strong market that is gaining traction and its adoption by Tier 1 service providers in North America is accelerating. The SD-WAN application will quickly become one of the main drivers for the deployment of uCPE devices.

Many current deployment plans are based on vertical implementations – meaning black box or grey box approaches – that offer the quickest path for deployment, but these lack the openness of white box solutions.

Most upcoming deployments will shift from a black and grey box approaches to white box implementations by running SD-WAN as a VNF. For service providers, this transition will future proof uCPE deployments and reduce their dependency on the SD-WAN vendor for introducing new services.

#4: NFV security no longer overlooked

Securing NFV deployments against cyber security vulnerabilities will have a higher profile during the upcoming year as projects move from testing environments to live deployments. The cyber security risks of NFV-enabled networks have often been overlooked and underestimated, although as PoC trials have moved to advanced stages, the need to implement security solutions to support NFV deployments has been become clear.

NFV technologies offer service providers numerous benefits and clearly will be widely adopted during the coming years. However, the distributed and dynamic architecture of NFV-enabled networks and the fact the technology is based mostly on open industry standards exposes service providers to full range of new cyberattacks and security vulnerabilities.

To address these new security challenges, we will start see a new generation of cybersecurity approaches that combine cloud security and network security methods in order to address the unique nature of NFV deployments.

#5: Carrier Ethernet network 10GE and 100GE upgrades

In the coming year, more and more network operators will be expanding their access network capacity to 10GE and some will even be adding 100GE upgrades in high density areas. By upgrading its network capacity to 10GE, a network operator will improve the quality of its services and support the ongoing growth in data traffic.

The network operators that succeed with their network upgrades will be deploying fully orchestrated networks, which will simplify both the network upgrade deployment efforts and ongoing service provisioning and network maintenance activities.

#6: Cable operators now competing for business customers

Many cable operators are now in the process of upgrading their existing DOCSIS network infrastructures. These upgrades to DOCSIS 3.x will allow cable operators to offer advanced data services targeted at business customers. Examples of these advanced data services include Dedicated Internet Access (DIA), L2VPN, L3VPN, and inter-sites and data center connectivity.

Cable operators have previously gone through phases of similar network upgrades to add telephony and data services to their main television content services. These previous rounds of network upgrades were targeted at creating additional services for residential customers.

In order to support this trend, a new device category combining cable modems with L3-supported carrier Ethernet capabilities are expected to gain traction during the coming year.

—

[rob1ng] 24/12/2016 15:22

I have the shares pre 2000 always disappoints ,hope you right

[quemaster] 22/12/2016 20:42

Yes, this board has always had well informed posters that have posted excellent research, and one the reasons I bought back in recently.

The only thing of possible value I can add is that trade data for BVC is mostly unrepresentative of what is going on.

In the past I have had Level 2 data and have come to the conclusion the best guide is to look at the share price over 3 days or so.
BVC is one of the worst offenders for trade data being out of touch with the share price.To add to this I have purchased shares Twice in the past 3 weeks and both trades are unreported.

Anyway,followed this company for a long time and believe we are on the up.
Have a good one everybody.

[silver surfer] 22/12/2016 08:13

Thanks from me also. Great research guys, I'm really feeling pretty positive for 2017. Have a great Christmas all.

[reeltime] 21/12/2016 22:26

Thanks JD and great research FSE.

[fse] 21/12/2016 21:11

Of interest from Egens site

Yi Shi Biology is the development of biological raw materials, diagnostic reagents manufacturing, domestic and foreign trade in an integrated biotechnology company, is the high-tech enterprises in Jiangsu Province. Company is located in Nantong, Jiangsu Province Economic and Technological Development Zone, adjacent to Shanghai, China. Beijing Ke Wei clinical diagnostic reagents Limited, Nantong Yishi Detection Equipment Co., Ltd. for Iraq Shi biological wholly-owned subsidiary. At the end of 2013, Yishi Biology and Adaltis Inc. of Italy co-sponsored the establishment of Yate Si China Co., Ltd. to provide biochemical and magnetic particle immunological reagents and other varieties of imported diagnostic reagents products for Chinese customers.

Yishi biological set up a business research institute, divided into small molecule coupling, monoclonal antibody preparation, recombinant engineering strain construction and expression, multi-platform diagnostic reagent research and development, instrument development and manufacturing and other departments. In cooperation with Southeast University, Nanobody Engineering Center was established, Jiangsu Nanobody Engineering Technology Research Center was established, and post-doctoral research station was set up, which involved in diagnosis and antibody drug development.

The company has a wide range of products and services covering home testing, public security system, food and drug safety and clinical diagnosis. The remaining products through or ongoing EU CE registration.

Yi Shi biological constantly strengthen the quality system, from raw and auxiliary materials procurement into the factory to finished products, have established a set of perfect product quality control system to ensure the safe use of the product. Yishi Biological has passed ISO9001, ISO14001, OSHAS18001, TüV, SüD ISO13485 CMDR system certification, the company Beijing Branch Wei clinical diagnostic reagents Co., Ltd. adopted a national drug GMP quality system certification.

Our goal is to enter the field of in vitro diagnostic reagents the first gradient to become an internationally influential diagnostic products. Our goal is to become the first in the field of in vitro diagnostic reagents industry, with the international influence of the diagnostic products Comprehensive service providers; our vision is to continue to sacrifice new diagnostic technology products for human health and quality of life services.

[fse] 21/12/2016 20:49

New Adaltis web site.



Egens.



Check this out ... these are Adaltis products

[fse] 21/12/2016 16:08

Thanks JD thats really worth listening to....good spot

[james dean] 21/12/2016 15:46

Worth a visit:



Regards


DYOR

[fse] 21/12/2016 14:18

Worth looking at this paragraph from the release.

"As previously announced, Egens has also made the further investment, by way of a shareholder loan, to Adaltis Bio Med Company ("ABC") of US$1.5m. Adaltis' interest in ABC remains at 40%. Egens also has an option to purchase a further 10% of Adaltis' share capital, which will be exercisable for 90 days after the approval of either Adaltis' 2016 or 2017 financial statements. The purchase price is expected to be based on a valuation of Adaltis at 5.5 times turnover."

FSE> OK companies are typically valued not just by their profits and EPS but also by the amount of business they do ie turnover.
Its typical to value companies like BATM at 3 to 5 x turnover.... granted thats one facet of the exercise but still BATM Telco is valued at 1x turnover
Were they in a failing situation you could imagine the harsh valuation but honestly this is getting absurd. all IMO

Added comment. Heres another way of looking at it. Whats the turnover of Adaltis likely to be 20M ? 30M ? probably somewhere around that figure. So x 5.5 ......... thats more than the entire group is trading at actually its probably closer to double. Any number crunchers out there want to give this a go.... the first tranche payment puts Adaltis at 58M. If Egens stays with the plan and lets face it Egens can afford to then that valuation is going to x2 or x3......

Look at the Agri waste business also. What will their numbers look like in 2016 to 2017 along with the hospital units maybe 8M to 10M turnover. This is a rapidly growing division and they have a unique product. What multiple on revenue would you assign to that if it were a separate company. As I have said the many times the markets are not looking at the sum of the pieces here.

[cumnor] 21/12/2016 11:34

The 25000 seller can hardly expect much sympathy from mms (rightly so) selling into the news. Patience required.

[cumnor] 21/12/2016 09:59

Not sure why they are still bothering with Telco. I don't quite understand it but it sounds impressive and clearly being mentioned in line with the likes of Cisco and other major telco/security companies as having potential which must mean their IP/security products are good if they can sell them but that may be some time off. As a small company Telco must be worth something to another biggie who might like to leapfrog into this field and so should have decent sale value? This Chinese investment is imo quite significant in terms of ascribing a valuation to BVC as a whole but more importantly, because of its medical/biological focus could be instrumental in getting Chinese orders for BVC's recycling plant. imo

[nickk1] 21/12/2016 09:51

Mr 25K selling again. Shame if he would stop the price will shoot up. Still at least we are getting some cheap stock from him.

[spekky] 21/12/2016 08:03

More news

We have received the investment from the Chinese company Egens......but (and this is me being picky) back at June 30th..........we got

" Egens has deposited a non-refundable EUR200,000 with BATM to guarantee the execution of the deal within 90 days"

I would want to know why it didn't happen within 90 days.

[fse] 20/12/2016 20:20

heh woody when Mr 25K takes a hike we will be on our way.... hopefully
The share price really ought to be in the mid 30p range

Sections of BATM are starting to look worth more than the entire company.

The proactive interview on the large agri units is worth watching. They have entered into a mix of money up front and share of the by product profits which are valued at $400 to $1000 ton and the machines turn out a ton an hour from what I could understand. OK thats not huge but some of these facilities may well employ several of them ... Zvi also talked about the US market which they can now start selling into as they have a US patent. Apparently there are no similar or alternate solutions in play at the moment so this looks very much like a one off + they have the patent.
Its all looking far more significant.

Obviously we would all rather hear that Telco have won a decent sized SDN contract but this at least is better than a poke in the eye with a sharp stick which they have been inclined to hand out as gifts, in the past, to the long suffering.... hmmmmm

[woody888] 20/12/2016 14:09

I now expect a rerate post results as I calculate a profit will be made for the first time for many years 40p+ would be a great start...

[picsous] 20/12/2016 10:12

I'm a cynic just like you bonio, been in these since pre GFC but I will predict that this will not go back to 15p and 2017 will see 40+