Batm Advanced Communicat... Share Discussion Threads

[red army] 18/6/2018 13:35

My guess would a lot more than that ie £2 ish to make it worth his while. He understands the potential better than us.

[car1pet] 18/6/2018 10:36

I've been a holder for a lot of years and became convinced the only way the share price would rise would be for a company to buy out Marom, get rid of the pharma business and focus on the comms. I'm delighted to see the recent price rise and wonder if it is purely supply and demand or is there a stake building exercise taking place. Marom ha s a majority holding so he would need to agree to a takeover. Perhaps he has reached the age where he would like to take a back seat and cash in his chips.I would have thought 60-70p would be enough

[fse] 17/6/2018 22:58

Not sure where you are getting VMware from but they are working in that field and could be a possible partner.

[mirabeau] 17/6/2018 18:43

Is the JDA partner VMware, a subsidiary of Dell?

[red army] 16/6/2018 11:39

That's put the kiss of death on it then😑

[volsung] 16/6/2018 11:16

Zak Mir talking about 50p soonish

[red5] 16/6/2018 10:32

i was on board in the 20's so looking forward to the ride now.

[mirabeau] 15/6/2018 18:37

'''Importantly, BATM is very well funded as I estimate pro-forma net cash is around $23.5m (£17.5m), or around 4.4p a share, after receipt of the final proceeds from an overseas property disposal. The company also has valuable holdings in subsidiaries including a 95 per cent stake in an Italian manufacturer of medical diagnostics equipment that has a notional value of $55m (£41m).'''

[fse] 15/6/2018 17:17

As far as I know there are not a lot of publicly traded shares available in the company if you take out Marom and Institutional holders.
IC tipped this to 45p which sound about right, I came up with 28p as FMV based on existing earnings, known future earnings (contracts), cash on hand, along with a small amount for IP.
I don't think the market understands "edge" technology. Its what will drive autonomous vehicles and change the way we live and the way business is transacted, and what will send us to Mars ! not that I want to go ;-)

[owenski] 15/6/2018 16:09

Great move on volume. Good to see.

[vago] 15/6/2018 10:59

This is just the start.

[rob1ng] 15/6/2018 10:43

Wow should have kept all of them ,it's only taken 18years to be well in profit

[wizzkid211] 15/6/2018 10:41

a few loose shares without a "good" home available now, all shares secured in safe hands!

[volsung] 15/6/2018 10:35

Nice breakout

[mirabeau] 15/6/2018 10:28

150k at 32.30p

[mirabeau] 15/6/2018 09:11

A promising start to Friday morning

I'm hoping the IC revisit BVC at some point

[mirabeau] 15/6/2018 06:03

LSE -


'Do not underestimate the importance of NFV as it’s going to play a critical role in supporting the services 5G network operators will be able to offer. Bearing this in mind, BATM has developed cutting-edge technology that has already been tested, which is why its JDA partner is investing $3m-$3.5m into a project to be delivered in phases over the next 18 months.

Dr Marom points out that the “partnership reflects our shared belief in the opportunities presented by the expanding NFV market, especially given its relevance with the oncoming of 5G. 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 utilise BATM’s NFVTime plug-and-play software solution to enable NFV. This solution will be the only NFV operating system able to operate on both Intel (x86) and Arm® architectures, and will be optimised for several new ‘Systems on a Chip’ platforms to run a suite of virtual network functions including: vRouter, vFirewall and SD-WAN.

>A breakout is highly likely once investors realise the full ramifications of the JDA BATM has just signed

The benefits for network operators adopting the JDA’s technology are substantial. For instance, Dr Marom says that the NFV operating system could be used to run hundreds of conference calls together at the same time across a virtual network. There are operational cost savings to be made by adopting the technology and other tangible benefits such as reducing the time to deploy new networking services to support changing business requirements, and supporting innovation by enabling services to be delivered via software on any industry-standard server hardware. Also, network operators and virtualised network function providers will be able to deploy their applications and operate across all major hardware architectures, so leveraging the advancements in different processor technologies.

It could be a real money spinner, which is why both parties plan joint business development and marketing of the new solution, and a royalty arrangement for when sales commence. This could be huge for the £104m market cap company as the royalty stream from major network operators adopting the JDA’s technology could run into "millions of dollars." Dr Marom says the announcement is “just the tip of the iceberg” and I can see why given the potential for the company’s intellectual property.

-

[cumnor] 14/6/2018 20:55

Thanks FSE for your input on the technicalities of the business. Sounds promising. Added quite good few more last week on deal news (surprised the share price didn't respond more on that news).

[red army] 14/6/2018 20:54

The potential here is huge.

[james dean] 14/6/2018 20:23

Pleasing to say the current good news.

Let us hope the other divisions are also on the way up with good figures.

DYOR

[reeltime] 14/6/2018 19:53

Thanks very much FSE for your informative posts.....

Without doubt the joint ventures and various partnerships are gathering momentum and hopefully along with the Cyber extension increased revenue, the interim results should highlight the ongoing progress to date along with a positive forward looking statement for the rest of the year.

Nice to see the recent positive share price movement upwards, long may it continue.

[fse] 14/6/2018 16:38

If anyone is looking for an example as to where this is all headed. One application autonomous vehicles which will become a reality with the roll out of 5G networks which put you as Telco say "on the edge"

The example below is one application.
Security and monitoring is another mega industry and the list goes on.
Its a move to reacting in real time. All this data needs to be managed and allocated.


"That is something we are now working on -- edge computing places like traffic junctions where you have to integrate a multitude of sensors into one place and you need compute power with almost no latency on the junction itself," he says. For a traffic control application, the compute power would be needed to integrate traffic light control, radar sensors, cameras and, in time, communications with the cars themselves. "And that needs to be on the spot, on the edge itself."