Batm Advanced Communicat... Share Discussion Threads

[spekky] 22/3/2017 18:04

Yes,always mystified why,when batty seems to be making progress,the share price heads south......it's bonkers.

[picsous] 22/3/2017 12:25

A few more contract wins should get this little gem below 15p, no?

[jestercat2] 21/3/2017 07:47

Nice $2.8 million contract win:

[mfhmfh] 15/3/2017 15:49

positive write up by ST in IC today.

[fse] 12/3/2017 20:34

I must admit that I thought BATM would sell off the Telco division and concentrate on the medical. BATM is arguably valued for just the medical division and other assets.
The Telco is a wild card and its in there for very little.
Having said that management must have reasons for wanting to hold onto Telco. Its based out of the US in any event which may have some bearing.
Telco Systems is now focussed on cloud and SDN technologies which are only now starting to be adopted by the industry.
I am pleasantly amazed that they can actually break even most of the time without breaking into the field they are specialized in , at least not in a big way.
BATM and its subsidiaries are from what I can see very much autonomous.

[paulisi] 12/3/2017 15:34

The medical division is growing,but margins are lower than the Telco business, which is shrinking.
Lots of proof of concept trials for Telco - desperately need that big contract. Unless that big contract comes, then I'm sure the company will split into two with the medical division being the focus.
This is a very slow burner. Brokers suggesting 22p is a fair price.

[zipstuck] 10/3/2017 07:59

Well after consideration my glass is half full on this one and the next six months should hopefully see some signs of what the medical division is about.

[james dean] 09/3/2017 18:51

Interesting interview with Zvi IMO.




Regards.

DYOR

[fse] 08/3/2017 17:29

Not really able to add that much to what I have already said prior to these results. Revenue has slid again but as they correctly state earnings visibility for once is looking solid. I would have to go along with finncap comments reposted by JD above.
Its most likely that they will hit the 100M revenue mark next year so the current share price is well justified ...finncap have a 22p target.
Valuation are for a more traditional company not an emerging tech company which is why I have much higher valuations.BATM Telco is a mix between the two.

Few comments

Diagnostics sales increased 16% following on a trend in place for some years now and this would not include in this period future sales from the Chinese stake in Adaltis.
This is the largest revenue positive in this period

Celitron and the waste management division had a costly rethink and are moving towards the larger agri units become the focus of Sales. They did actually get the brakes on here and have made recent impressive progress. Worth looking at Celitron web site. Time will tell on this one, I would expect them to grow this division next year and revenue on existing contract wins will show up in 2017 ...... They placed a lot of the smaller units but profitability was the issue.

Telco division significantly increased their client base and are selling kit sporadically into the market. The focus of their business is a developing story and this technology is only starting to get adopted. They have a pile of POC's out there and they have seen the first actual contracts albeit not of the size we would like to see. The industry as a whole is in delay mode .... Telco are sort of holding their own but what we expected to see happen this year is most definitely been put into next year. Revenue fell again but not as dramatically as feared.

Cyber division burst onto the scene last year with some major carrots getting dangled. Problem again here is one of delays in the industry. the Cyber business related to the new standards which are only starting to be introduced.

[james dean] 08/3/2017 14:54

FinnCap Raises BATM Advanced Communications Ltd (BVC) Price Target to GBX 22

[freddievas] 08/3/2017 14:20

Jam tomorrow!!!! Yipppeeee!!!!!!!

[james dean] 08/3/2017 10:30

BATM Advanced Communications strikes upbeat note

[james dean] 08/3/2017 09:01

Outlook
The underlying businesses within BATM are robust with significant commercial development in most units, laying the foundations for a sustainable recovery and growth. Additionally, there is a significant inherent value in the Group with Adaltis valued at $58m post investment by its Chinese partner and a strong IP portfolio with 40 patents across BATM.
Looking ahead, the Group remains optimistic in its outlook due to the visibility of revenues from contracts already signed as well as growth in the Bio-Medical division. The Diagnostics business is expected to continue to grow as it is well positioned to capture market share in the Chinese diagnostics market. Additionally, the investments made in the Pathogenic Waste Treatment and Sterilisation unit in 2016 are expected to show positive results this year. The Cyber unit is also expected to grow through the addition of new customers as well as delivery on the contract delayed from last year. Consequently, the Board looks to the future with increased confidence.
BATM ADVANCED COMMUNICATIONS LTD.

[bonio10000] 08/3/2017 08:50

New year - same results

[zipstuck] 08/3/2017 08:21

So all divisions still loss making cover by profit on property. Stripping out the delayed contract what is likely hood of cyber profits in half 2 17.

mmm

[fse] 07/3/2017 19:19

I am not sure how much this action had to do with anything in the end but it may well be a factor that saw sales delayed.
Celitron were as I recall sued by Sterimed (something like that) for patent infringement. BATM were also named in the court documents.
Looks like the case got pitched out .....Its not recent and was settled in 2014 but maybe thats what messed 2015 initiatives about that were reported in 2016

Point being here that results and reports lag the markets and whats going on currently we dont see until later in the bottom line

[fse] 07/3/2017 15:32

The contract win for the ISS dept (the Agri business units are much larger versions of the Medical units they started with)
The contract wins for these units are in the $ millions.
Heres a recent History for sales of these larger units (Will be adding to this post)







FSE> My take on this ISS division is that they have demonstrated that the technology works and we are told that the medical units are in over 400 hospitals. The larger units that they are selling into Agri Business would have to achieve serious market penetration as a leader in the field. Apparently they are working with some very large producers so its not hard to imagine multiple units being sold. Management have always been excited about the prospects for this division but analysts seem indifferent.
Also to maybe like is that they are produced in Eastern Europe so the cost is in their favour from a currency point of view but also from a labour aspect... ie they should be able to find competent Engineering staff at a realistic pay scale........

Heres a link to the product in question, you might find looking around Celitron site interesting

[fse] 07/3/2017 14:26

I would not be expecting any stellar results tomorrow. Management have indicated that the company will be cash positive but revenues will probably lag last year. There are numerous reasons for this due to restructuring, contract wins not (timewise) being included in this period and the effects of a very strong $US.
What we should see is considerable positive visibility for revenue and earnings going into 2017.
The current share price more than reflects this.
2016 was the year in my opinion that the company turned the corner and 2017 should prove this.
Not expecting any bombshells either just the revenue issue.

[mfhmfh] 07/3/2017 07:47

I agree. Good announcement today. Looking forward to tomorrow.

[reeltime] 07/3/2017 07:43

Nice little sweetener before the results tomorrow......

BATM launches World's first Mobile Agri-Waste Solution and Wins $2.5m Contract and has received an advance payment of $1m with delivery of the product expected to commence during H2 2017 and due to complete in Q1 2018.

"BATM management expects to receive more orders based on the ISS technology this year."

[fse] 02/3/2017 13:16

I echo those sentiments ... all the best Trojan.

[reeltime] 02/3/2017 09:33

Hi Trojan

It's been too long, hope all is well.
Cheers

[silver surfer] 02/3/2017 09:31

Hi Trojan, glad too see your still around. All the best.

[james dean] 02/3/2017 08:39

Hi T -

Great to hear from you.

Thanks for looking after the thread over many years.

It would be pleasing if you popped in every now and then.

Kindest.

JD