Batm Advanced Communicat... Share Discussion Threads

[fse] 28/3/2017 00:28

Interesting indeed. Good spot.

[james dean] 27/3/2017 21:55

Interesting read:



Regards.


DYOR

[fse] 25/3/2017 16:16

We will probably get confirmation that a large holder has lost patience and reduced or exited.

[james dean] 24/3/2017 20:34

A little overdone methinks.

AIMHO.

Regards. DYOR

[mfhmfh] 24/3/2017 11:15

still sinking...

[fse] 23/3/2017 16:03

The last set of results were a disappointment and hurt the share price The backdrop for the company has vastly improved but as I and others have commented already the share price is simply not going to improve until the sales are seen in the bottom line. There has been no urgency for investors to leave money on the table so to speak.

its a company I follow in depth due the very real potential here but it's been frustrating to the extreme as it's all taken far too long. On a more positive note the company has been totally re structured and they owe no money.

[cumnor] 22/3/2017 21:27

Zak seems totally unperturbed about sp-he is now well aware RNSing these small contract wins do nothing for the share price and that it always drifts after results as the market knows his form-and BATs-at this stage. He is unlikely to announce anything significant and the annoying thing is the BOD seem happy to play along. Are they really acting in the interests of shareholders? They may be doing a job but you wonder if a younger or more dynamic CEO would be as happy to sit back just to take a salary and pension. SHs certainly are getting nothing from this masterly want of oomph. Why not sell Telco if it has such promise? imo

[fse] 22/3/2017 21:16

GlobalData uses its Market Disruptor recognition to provide an overview and analysis of companies that are generating new competitive threats in their market spaces.

In the Market Disruptor profile published on Telco Systems, GlobalData praises Telco Systems for effectively transitioning from a hardware-focused carrier Ethernet equipment supplier to a provider of virtual network solutions, enabling service providers to address new virtual customer premise, access and aggregation markets.

GlobalData also highlights the benefits of Telco Systems' new NFVTime solution for providing a transforming approach for telcos to launch new vCPE services.

NFVTime delivers a complete NFV service environment for service providers and network integrators to ensure a smooth and rapid launch path for NFV services. NFVTime provides the virtualized NFV infrastructure (NFVi) solution for running any VNF on any x86 hardware platform, either on third party or Telco Systems specific platforms. This approach from Telco Systems for enabling carrier-class vCPE services transforms the existing practice of using dedicated network appliances and relying on appliance stacking. NFVTime includes a growing ecosystem and catalog of certified and pre-tested VNFs from leading vendors, including Advantech, SilverPeak, Fortinet, Check Point, Netrounds, Certes, Juniper, Cisco, Palo Alto, Brocade and Riverbed.

"Telco Systems has retained its rich portfolio of carrier Ethernet access capabilities, while fully virtualizing its product line to meet growing cloud-based service demands," explained Glen Hunt Principal Analyst for Global Telecom Technology and Software at GlobalData. "In the process, the company has grown its partner ecosystem to offer its customers a broad range of software-based service functions and provides the management and orchestration tools needed to efficiently deploy a full complement of virtual CPE solutions."

"We are very proud to receive this timely recognition as a Market Disruptor from GlobalData and are pleased to say that we are already enjoying strong demand for our new NFVTime solution from telcos around the world that are currently either solidifying their NFV roll out strategies or beginning their initial commercial launches of NFV services," said Raanan Tzemach, Vice President of Product Management at Telco Systems. "This important recognition confirms our approach for providing service providers with a turnkey solution that facilitates a short time-to-market and short time-to-revenue for the launch of NFV services without compromising on performance and functionality."

To download the GlobalData Market Disruptor profile on Telco Systems, please click here.

Telco Systems will be exhibiting its new NFVTime solution along with its entire portfolio of networking solutions at the MPLS+SDN+NFV World event at Booth # 201 in Paris, France during March 21 to March 24.

[fse] 22/3/2017 21:09

Telco Systems, the leading provider of innovative CE 2.0, MPLS, IP and SDN & NFV solutions, today announced that the company has been recognized as an SDN & NFV Market Disruptor by GlobalData, a leading provider of market intelligence for global IT and telecom professionals.

[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