Batm Advanced Communicat... Share Discussion Threads

[fse] 14/9/2017 18:29

OK this is what has been reported. This would effectively be a 1.24% dilution to existing shareholders holdings. It also as mentioned above takes Dr Marom's holdings above 25%. Not sure what the situation is for them to take this private.
I feel that shareholders have patiently hung in there whilst they have re-focussed the company. We have seen dismal performance as holders and any bonus should IMO be performance generated from profits generated. Granted it does not deplete their cash position but it does have an effect on shareholders. On the surface of it this appears to not be well thought out and will annoy shareholders.

"A grant of five million options to purchase BATM ordinary shares of NIS 0.01 each.
-- The exercise price per share will be 18.261 pence per share being the average price of the Company's shares on the London Stock Exchange in the month preceding the date of board approval (being 13 September 2017).

-- Half of the options will vest at the end of 24 months from the date of grant and the other half at the end of 36 months, provided that Dr Marom remains in his position at the Company as at the date of each vesting.

The total number of options over ordinary shares to be granted represents 1.24% of the current issued share capital of 403,150,820 ordinary shares. Dr Marom holds 23.98% of the current issued share capital"

[fse] 11/9/2017 17:51

Software defined networking to revolutionize legacy data centers
September 8, 2017 Sabrina Labanowski


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Software defined networking (SDN) has the potential to revolutionize legacy data centers by offering an efficient way to control network operations, according to a new report published by research and consulting company Acumen Research & Consulting (ARC).

According to Acumen’s predictions, the global SDN market is expected to grow at an astonishing CAGR of around 47 percent from 2016 to 2022 and reach more than $130 billion.

The report stated that the astounding amount of data generated (mobile devices, cloud computing and social media) push traditional networks to their limit.

Therefore, there is higher demand for advanced network infrastructures to manage huge amounts of data. The analysts added, that despite the fact that computing and storage have benefited from progress in automation and virtualization, these benefits are suppressed by the limitations in network capabilities.

The report noted that SDN helps administrators and network engineers to swiftly respond to changing business requirements through centralized control.

The report authors stated that SDN offers a centralized, programmable network that can dynamically match the changing business requirements and offers benefits such as reduced capital expenditure, reduced operating expenditure, directly programmable, offers centralized management and optimization, enables innovation and delivers agility and flexibility.

According to the analysts, North America was the largest market for SDN technology in 2015 and the region is expected to maintain its leading position.

Global SDN Market

They added that SDN is being extensively adopted in various industry verticals including healthcare, banking financial services and insurance, IT, energy, telecom and others.

One of the major reasons for the higher adoption of this technology is the high standardization offered by this technology. Cloud computing, mobility services, and network virtualization are adopted by numerous players in North America at early stage.

[spekky] 06/9/2017 19:45

The market seems to be ignoring this for now,partly down to Zvi constantly going on about these POCs........IF they convert a few more sometime soon,in the multi million potential (as this one is) then I think it will rise PDQ......For me it proves there is substance behind what I thought was just bluster from Z.M.

[imjustdandy] 04/9/2017 20:00

Massive re rate coming here over next few months

[james dean] 04/9/2017 19:31

BATM’s NGSoft subsidiary inks US$35mln framework agreement with national defence agency


04 Sep 2017

Software developer NGSoft has already received its first order worth US$2.2mln under the new framework agreement

The wholly-owned subsidiary will provide various ICT services to the unnamed defence agency

One of BATM Advanced Communications Ltd's (LON:BVC) subsidiaries has inked a five-year framework agreement with a national defence agency worth up to US$35.8mln.

High-end software developer NGSoft – which is wholly-owned by BATM – will provide various ICT services and solutions to the unnamed agency over the course of the next five years.



BATM Advanced Communications seeing the rewards from investment and new product launches

In fact, BATM said its subsidiary has already received the first order under the deal which is worth US$2.2mln and is expected to complete early next year.

The potential US$35.8mln awarded to NGSoft represents 50% of the defence agency’s total ICT budget for the next five years.

“We are delighted to have been awarded this agreement following a competitive tender process and to have received the first order so quickly thereafter demonstrates the intent of the defence agency to move forward with this project without delay,” said chief executive Zvi Marom said in a statement.

“This significant government contract provides further validation of the strength of our offering."

He added: “We look forward to delivering this initial project and to expanding on it as well as receiving contracts from new customers following the successful completion of proof-of-concept trials in multiple countries.”

WATCH: BATM seeing increasing interest from global government agencies in cyber offering

(Proactive Investors news item)

------------------

Regards.


DYOR

[rawdeal1] 04/9/2017 12:23

Large volume (compared to usual), but the price is being held back. I suspect a big boy is building a stake at pre-arranged price.

[gclark] 04/9/2017 10:52

And from my understanding it is software and services, limited hardware, so the margins should be greater

[cumnor] 04/9/2017 10:04

This is a big deal-and not just in the monetary sense. The first inkling of BVC's potential perhaps, and about time? which country's defense agency? If they win few more like this-and this is why this is significant-then perhaps we can really aspire to the mid league of listed players.

[reeltime] 04/9/2017 09:35

Good news indeed with hopefully more to come.......


Telco Systems CTO to lead panel at iCU 2017 on deploying NFV and SD-WAN
September 1, 2017 Sabrina Labanowski

Telco Systems’ CTO Avi Dorfman will conduct a panel on the challenges and opportunities in deploying network functions virtualization (NFV) and software-defined wide area network technology (SD-WAN) by communications service providers (CSPs) at the iCU 2017 event, which will take place in Frankfurt, Germany on September 5–6, 2017.

The iCU 2017 panel will discuss how NFV and SD-WAN enable new business opportunities and the technological and business challenges related to these new technologies.

Other participants at the panel include Adrian Brookes, Director, Solution Engineering Global Sales Group at Tata Communications, Sanchaita Datta, President, CTO and Co-Founder at Fat Pipe Networks and Peter Coppens, Global Director Product Management & Marketing at Colt Technology Services.

Communications service providers have been turning to NFV to achieve the network agility required to serve the growing cloud access and services needs of their customers.

iCU Frankfurt 2017

Dorfman will expand on NFV, which is all about speed and agility, i.e., making services and networks more responsive to customer needs with resources that are more elastic. This elasticity makes it possible to calibrate virtualized functions dynamically for optimal operational flexibility.

At the same time, SD-WAN both disrupts and complements today’s traditional static WANs by combining programmability and commercial off-the-shelf hardware to deliver cost-effective, highly elastic alternatives to today’s static MPLS WANs.

The adoption of SD-WAN promises to reduce cost for both service providers and enterprises, thanks to SD-WAN’s ability to deploy services using centralized, programmable software and commodity hardware. Furthermore, some of the most attractive features that SD-WAN has to offer are its automatic provisioning capabilities, flexible transport options and increased security capabilities.

The panel will address questions including:

How can service providers benefit from NFV and SD-WAN technologies?

What are the new business opportunities?

What are the main challenges in deployment of NFV in high-scale networks?

Can SD-WAN replace MPLS networks? Is it going to affect service providers’ revenues?

What are the main security challenges of NFV technology and what are the available solutions?

When will NFV technology be fully adopted by service providers?

[spekky] 04/9/2017 09:21

Hopefully that is the first sign that all those POCs are about to bare fruits.

[the crypt] 04/9/2017 08:14

What the heck - lol - time to dump the crump. Eat yer sandwiches and munch in yer crisps but crikey - stop posting on here!!! Lol may yer eggs be eaten raw

[jestercat2] 04/9/2017 08:12

Cripes - that is good news! Big bucks.

[rawdeal1] 04/9/2017 07:14

Ummm .... Well that seems to be meaningful.

[rob1ng] 01/9/2017 17:25

Fse. I have held as long as you and traded them as well ,overall not a good investment ,I'm looking For income now

[fse] 01/9/2017 16:51

FSE> honestly I am not surprised people are totally fed up with this company. I have most of my shares from 13p but a fair few at higher levels. Its not been a good investment for me. I bought in the most recent tranche of shares when I felt that we were no longer looking at the same company and that the re focussed group were actually making good progress in a series of disruptive technology solutions. Research into the company reflects a very different story than is seen in the investment community.

Heres "carpetbagger" reply on iii. He does make some points whether we want to hear them or not.

"Just following on from Repost from iii..... by "carpetbagger"
Reply to the above ...I'm sitting on a loss which is why I'm not selling. I bought several years ago in the high 20s and have have heard all this "jam tomorrow" every year. When it fell to 12/13p those who bought will be happy but not me. Marom is a nice chap but he is not a CEO. He has a massive holding in the company and I've been told he has to go through many hoops to buy shares so he totally believes in the company. This in itself is, in my view, the root of the company's problem. Its his baby and he can't make the hard decisions needed to move the company from being an R&D organisation to a commercial profitable business.

The only way this company will grow is if Marom stands aside and lets a new management team take the reins and drive it as a business not as academic research organisation.

I've kept the shares in the belief that it will be taken over but because it now has 2 unrelated business groups its hard to see who would buy. When it was just telco it looked possible but with the pharma/waste unit and the telco its more complicated.

Fans of the company always roll out the view as articulated by the IC, but the share price never takes off. I spoke to a fund manager 2/3 years ago who has a significant holding and he persuaded me things would happen so I held on but nothing has changed. I attended an AGM a few years ago and Marom promised me things would improve. At the time the price was 20p and no dividend.

I'm a simple chap I buy shares to make a profit. This share is a dog.

Good luck"

[the crypt] 01/9/2017 13:13

rob1ng - heh hey took you long enough to woRk daT OOT

[rob1ng] 31/8/2017 08:17

Sold half of my holding yesterday ,fed up of waiting for tomorrow

[reeltime] 30/8/2017 22:54

Copied from Interactive thread....'gerihatric' is responding to another poster...thought it was worth sharing.

gerihatric

Re: Another year of failure

before you get too critical you should read the Simon Thompson column in the IC today-he takes a much more positive angle to the business and also had a conversation with the CEO today to expand further on the results. He also recommends them as a strong buy. If you do not like the management or the results why not sell up and buy into something else. I hope to be at the AGM as well and hope you can be constructive in your comments and informed before you have a go at them.

The mobile agri-waste machine should be the first of many; the new Integrated shredder and sterilizer units will be delivered to 3 hospitals in the US this year to another untapped market; the Egens 5% in Adaltis values the business @ $58m when BATM holds 95%. BATM is valued @£72m of which cash is £12m and property assets £15.6m. The JV with Ador has 40 patents for medical diagnostics. Of the £2m operating loss only £400k is cash -the rest is depreciation and amortization. On the cyber side he hopes for more contracts in the 2nd half from all the POCs thye are involve in at present. Expected revenue is $46.3m and PTP $2.3m so let's hope things will turn out for the 2nd half. Basically the share price reflects the value of the hard assets and Adaltis and the rest are in there for zilch-maybe the market has got it wrong-not the management. Just my view. I was at the 2106 AGM and was impressed by the expertise on the Board covering all the areas in which they were involved and the latest management appointment reflects that the relevant expertise is covering the range of areas.

[fse] 30/8/2017 15:41

Nothing really to add to whats already been said above. Results were pretty well what I expected. They are expecting to finish out the year in profit. Growth is starting to trickle back into the equation. Company has now totally morphed into a different operation which is totally paid for.
They now have a base to increase revenues from and appear much better focussed and are expecting to continue on this track.

Downside is its sluggish and whilst there has been undeniable progress the uptake to their solutions is slower than investors would like. A lot of time consuming POC's in the telco side which have only managed a handful of successes. That could well change going forwards.

[james dean] 30/8/2017 10:28

Interesting interview in the above video link with Zvi.

*Medical and Cyber divisions making good growth.

*Making little hardware nowadays.
*Moving into software for various governments because of the dangers of cyber crime.

*The next six months are going to be very busy for our investors to enjoy.

etc etc.

Looking more positive IMHO.

Regards.


DYOR