Batm Advanced Communicat... Share Discussion Threads

[fse] 06/6/2018 16:02

In addition to the emails that I sent to Shore which were unanswered I decided to call them back in March this year. I asked them who had made the report and could I speak to that person as there were some inaccuracies in their current report on BATM .. at first they did not seem to know who had written the report, then they said they were away on vacation.
I asked if the writer of the report could address these issues when they returned.
Shore just hung up on me.
So whats the guidance for year end 2018 ?
answer we don't know !

If we had a strong guidance from the House Broker then compensation vis grant of options would be seen more favourably in a different light.

[fse] 06/6/2018 15:33

This is what I am talking about and this is what is in the public domaine.
The updates we get from BATM are fine and helpful but its important for investors to see the brokers reports. Whilst company brokers reports are based on what the company provides to them they nevertheless have a degree of guidance to investors.

Heres the farce from a few months ago. FWIW

FSE 7 Mar '18 - 15:49 - 117 of 117
Maybe Shore Capital can explain their report on BATM Adv Comms.
The figures Shore quote don't add up and imply that BATM will increase revenue by just under 3% for 2018 to $110M
BATM reported revenue of $107M in 2017
Shore have upgraded their expectation for BATM from an 18.5% growth in revenue in 2017 to a less than 3% growth in 2018.
Thats some upgrade.
Shore please explain you don't answer e mails ......


Heres Shore report. Its in the public domain.
Strong finish to 2017 bodes well for current trading

“The importance of this update, in our view, is what it implies for the trading performance going into the current year, in particular higher revenues from recent published contract success across the group with positive operating leverage beginning to come through,” said Shore Capital, the company’s house broker.

The broker has upgraded its expectations for 2018 accordingly, noting that “investors will welcome this significant trading improvement after the last few years of strategic development from BATM”.

It has bumped up its revenue forecast by 9% to US$110mln while its underlying earnings (EBTIDA) estimate has been increased from US$2.8mln to US$3.9mln – an increase of 39%.

Adjusted earnings per share are now forecast to be 0.25 cents versus 0.07 cents previously.

“With BATM’s intellectual property set configured to tackle real world challenges in its specialist markets, we believe that the scope for further revenue and profit improvement is significant,” the broker said.

[fse] 06/6/2018 15:20

The grant of options does not really impact investors in BATM. Investors have not seen their investments diluted during the remaking of this company.
I agree that under normal circumstances one would expect to see real growth from a company before the team is rewarded for their efforts.
There is a delay in perception between the company and investors as to what has been achieved.
The company feel they have already met many of their objectives and that the profits will follow, Investors just want to see the profits in the bottom line.
I supported the motion.... but

The company broker shore capital could have explained this to investors and the whole matter would have made more sense and been more palatable.
Instead Shore do nothing but add confusion, issue inaccurate analysis which they still have not corrected. Shore Capital can not be bothered to reply to e mails.
So bottom line from what I can understand is that BATM have indeed achieved a very great deal, they have re made the company with no dilution to shareholders and have moved into profit. I agree with the compensation and voted in favour.
What gets a zero from me is the way it was presented, Marom is director on Shore Capital board which makes it all the harder to fathom. Why are Shore so ineffectual and why do they issue inaccurate reports that actually damage the company.

The grant of options should have been accompanied by a factual brokers update prior to being voted on.

[ptolemy] 06/6/2018 09:06

Mildly disappointing RNS if I've read it correctly. CEO gets 1% of company in options paid out in 2020 if gross profit in 2019 is the same or better than gross profit in 2017...Options ought to stretch the team, not reward the status quo...

[james dean] 05/6/2018 08:15

We may learn more tomorrow.

(posted previously)

DYOR

[fse] 04/6/2018 16:33

The Next Generation Mobile Networks alliance states that for something to be considered 5G it must offer data rates of several tens of megabits per second to tens of thousands of users simultaneously, while a minimum of 1 gigabit per second should be offered to tens of workers on the same office floor.

That’s all a little vague, but the signs are promising. Some estimates put download speeds at up to 1000 times faster than 4G, potentially exceeding 10Gbps. That would enable you to download an entire HD film in less than a second.

Network Type Download Speeds
3G Network 384Kbps
4G Network 100Mbps
5G Network 1-10Gbps (theoretical)
Some sources, such as The Korea Times, even reckon 5G networks will be capable of transmitting data at up to 20Gbps. To put that in context, while LTE-A can theoretically achieve speeds of around 300Mbps, you’re not likely to get more than around 42Mbps in reality and standard 4G has real world speeds of just around 14Mbps.

[fse] 04/6/2018 15:25

This most recent co operation with a major technology firm can be seen as an indicator of the research activity in this sector to exist in what will be a very different landscape with the roll out of 5G and numerous applications that need to be supported.
Time frame wise BATM Telco identified this trend in the very early days.
From all accounts Telco systems are an emerging major player in this field.

I am involved with introducing an augmented reality application to a very large online vendor and one of the considerations is to have the solutions going forward to migrate to a far faster 5G network.

We have transitioned from the stage of whether or not this is all going to happen and how ! to the planning stages for adoption.
At what rate revenue from all of this will seriously impact the bottom line is open to conjecture.

Telco systems appear top have what it takes, they have current POC's running with numerous players and have development and marketing tie ups in place. This has all been accomplished without diluting investors stake. We are close to seeing revenue dribble in from these endeavours IMO

[fse] 04/6/2018 14:21

BATM Advanced Communications Ld JDA and Strategic Investment

04/06/2018 7:00am
UK Regulatory (RNS & others)

BATM Advanced Communications (LSE:BVC)
Intraday Stock Chart
Today : Monday 4 June 2018

Click Here for more BATM Advanced Communications Charts.
TIDMBVC

RNS Number : 1174Q

BATM Advanced Communications Ld

04 June 2018

LEI: 213800FLQUB9J289RU66

4 June 2018

BATM Advanced Communications Limited

("BATM" or "the Group")

BATM signs agreement for joint development and strategic investment of over $3m from a multinational semiconductor company for a differentiated NFV solution

BATM Advanced Communications Limited (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, announces that its wholly-owned subsidiary Telco Systems ("Telco"), a high-end software development and design business within the Group's Networking & Cyber division, has entered into a joint development agreement ("JDA") with a leading multinational semiconductor and software design company (the "Partner"), to develop and market infrastructure solutions for network function virtualisation ("NFV"), with the Partner investing $3m-$3.5m into the project, which is planned to be delivered in phases over the next 18 months.

Dr Zvi Marom, Chief Executive Officer of BATM, said: "We are delighted to have signed this agreement with such a major player to develop a solution that will present a real challenge to the incumbent infrastructure offerings. This partnership reflects our shared belief in the opportunities presented by the expanding NFV market, especially given its relevance with the oncoming of 5G, and it is the foundation for what we expect to be a long and fruitful cooperation between the parties.

"The agreement is built not only on the unique and innovative nature of our NFVTime, but also on previous successful trials of our software on the partner's architecture with SoC (System on a Chip) vendors. This JDA expands on that solution and we believe that it will be adopted by more SoC vendors using that same architecture. The fact that a world-leading semiconductor company has chosen to partner with BATM, including a financial commitment, validates the strength of our offering and together we will leverage their market position to target the many potential verticals for networking and edge computing solutions."

The two parties will jointly develop Universal Customer Premises Equipment ("uCPE") networking devices that will utilise the Group's NFVTime plug-and-play software solution that enables NFV. The joint solution will be optimised for several new SoC platforms and will run a suite of virtual network functions ("VNFs"), including vRouter, vFirewall and SD-WAN. This solution will be the only NFV operating system able to operate on both Intel (x86) and Arm(R) architectures. The parties will also conduct joint business development and marketing of the new solution, and agree on a royalty arrangement that will be implemented when sales commence.

As a result of this partnership, the Group will be able to extend and enhance its NFV offering to provide a more wide-ranging and competitive solution, as well as seek to leverage the market presence of the Partner and its sales & marketing resources.

[cumnor] 31/5/2018 23:02

Thanks reeltime-hopefully mgmt are taking advantage of these positive reports and making good deals. imo

[reeltime] 24/5/2018 08:27

Podcast: Telco Systems, masters of NFV, service tier 1, 2 & 3 carriers around the world

May 22, 2018 // Channel Daily News, Don Witt, Podcasts, Press Releases, SR 5-27 podcast

Ariel Efrati, CEO of Telco Systems, discusses the current status of NFV with Don Witt of The Channel Daily News, a TR publication. Each tier has different requirements. Tier 2 & 3 tend to serve regional communication needs. NFV can be implemented at the core or the at the edges close to their customers. It can also be a hybrid.

Telco Systems provides software for both Intel and Arm architectures For NFV applications which will consume a core, Intel is preferred. Arm provides more acceleration for security and cacheing.

Ariel continues with excellent insight into NFV and how it has accelerated the movement to the cloud. NFV has much more to do in the future.

Ariel Efrati

Wherever you find advanced, carrier-grade telecom networks, you find Telco Systems delivering innovative solutions to today’s and tomorrow’s networking challenges. Established in 1972, Telco Systems brings over 40 years of experience to the design and development of advanced, high-performance telecom network communications solutions.

Their market-leading solutions enable service providers to create and operate high quality, service assured, carrier-grade, intelligent networks. They provide the capabilities for service differentiation that enable new forms of revenue production, maximizing network profitability. Service providers, large and small, depend on their consistent delivery of advanced solutions, enabling them to stay ahead of the capacity crunch while keeping total cost of ownership to a minimum.

For more information, go to: hxxp://www.telco.com/

Podcast: Play in new window | Download (Duration: 10:12 — 9.3MB)

[cumnor] 23/5/2018 23:19

Any techies know if this is of any relevance to the type of stuff BVC is into?

[fse] 16/5/2018 16:37

Don't think the Israeli issue is playing a part here. Price has just been going sideways on very low volume. You are correct IMO that revenue from these new technologies is the driving factor.
The erroneous Shore Capital report is also not helping. They really do need to correct this.

BATM has a presence all over the globe.
eg
Telco Systems, Inc. was founded in 1972 and is headquartered in Mansfield, Massachusetts with an additional headquarters in Yokneam, Israel. It has additional offices in the United States, Germany, France, Singapore, Australia, and internationally. As of April 10, 2000, Telco Systems, Inc. operates as a subsidiary of BATM Advanced Communications Ltd

[phda] 15/5/2018 11:54

Negative sentiment on Isreali companies I suspect. BATM will come good if they can keep on improving the bottom line.

[james dean] 14/5/2018 08:54

Agreed IMHO.

..

[paulisi] 14/5/2018 06:35

It's gone very quiet on this stock. Price is stuck in 26-27.5 range and we just need a positive announcement to start this ticking upwards again.I still believe this to be undervalued.

[fse] 30/4/2018 22:52

HaHa. I had forgotten about that one. That lad wants to sit tight on them IMO.
In the reports I noticed a huge spike in accounts receivable over previous years. Often when you see this its either some client having difficulties or they are experiencing rapid last quarter growth.... hmmm

[james dean] 30/4/2018 22:26

I would imagine Gideon Chitayat is pleased with his purchase of one million shares last November IMHO.

DYOR

[fse] 30/4/2018 17:31

The year end reports and figures are now on BATM website.
Apparently they recd another cyber contract after report was published for 2017 worth $4M with further business expected.

In any event its worth looking over the published year end report.



Bottom line is they expect 2017 growth to continue over into 2018.

[reeltime] 27/4/2018 22:42

Concerns about cybersecurity driving SD-WAN market, report says
by Brian Santo | Apr 25, 2018 1:38pm
Cybersecurity
Nearly three-quarters of companies in North America conducted SD-WAN lab testing in the past year.

Medium-to-large companies are helping to drive ongoing investment in SD-WANs, driven in large part by concerns about the ceaseless onslaught of cyberattacks.

According to a survey of North American companies recently conducted by IHS Markit, nearly three-quarters (74%) of respondents conducted SD-WAN lab trials in the last year, with the expectation of this year moving into production trials and then to live production. The amount they’re spending on WANs in general averages $300,000 each.

That nearly three-quarters of North American companies are looking to deploy WANs underlines not only the extent to which businesses are becoming increasingly connected, but how that connectivity naturally exposes them to security risks.

In its report, WAN Strategies North American enterprise survey, IHS Markit listed a set of drivers, including traffic growth (over 20% a year), company expansion, adoption of the IoT, the need for greater control over the WAN, and the need to put WAN costs on a sustainable path, which leads to the adoption of software-defined SD-WANs in particular. More and more are relying on cloud services.

But security tops the list of motivators, and by a wide margin.

Understandably so. By one account, the number of reported major cyberattacks recently doubled in just one year, from 80,000 in 2016 to nearly 160,000 in 2017. According to CenturyLink, as of 2017 network operators have been seeing hundreds of thousands of botnet threats each day.

“As companies shift a greater portion of their IT infrastructure into the cloud, and expand their physical presence to go after new markets or be closer to customers and partners, the need for reliable, secure and high-performance WAN and internet connectivity has never been greater,” said Matthias Machowinski, senior research director for enterprise networks at IHS Markit.

“However,” he continued, “companies don’t have unlimited budgets to fund growing WAN bandwidth consumption, which is why a majority are planning to deploy software-defined WAN in the next three years, to better control how their WANs are used.”

[james dean] 25/4/2018 22:32

Regards

DYOR

[fse] 19/4/2018 23:18

Some excerpts from a CNN report that back up the AT&T initiative

The US wireless industry is prepared to pump $275 billion into 5G deployment, which could create up to 3 million new jobs and boost the country's GDP by $500 billion, according to a 2017 Accenture study also commissioned by CTIA.

Wireless providers like Verizon (VZ) and AT&T (T) are charging ahead, and want to start launching their 5G technology in select markets before the end of 2018.

[fse] 18/4/2018 15:27

The AT&T investment mirrors what we are seeing with what telco systems and the iridium project. We are seeing the shift to these solutions to enable 5G. It’s all a little slower than investors would like but the writing is on the wall!

Added comment. Its worth reading the link on additional reading that RT posted above.
Last paragraph mentions Telco Systems by name... interesting as they are in with some very big names.

"The key industry players include ZTE Corporation, Nokia Corporation, Fujitsu Ltd, and Huawei Technologies Co., Ltd.,. The adoption of Network Function Virtualization (NFV) is expected to provide enormous opportunity to the semiconductor vendors in the C-RAN Market. Cisco Systems Inc., Ericsson AB, Agilent Technologies, Inc., Ceragon Networks Ltd, Actix International Limited, Intel Corporation, Hitachi Data Systems Ltd., Telco Systems, Aricent Inc. are few other players in the industry."