Batm Advanced Communicat... Share Discussion Threads

[james dean] 07/8/2018 07:56

Thanks spekky

When you look at the website as a whole it seems the company have been moving at quite a pace IMHO.

Looking forward to seeing more energy flowing through the group 'Batm' as a whole.

DYOR.

[spekky] 07/8/2018 07:36

Worth reading this recent blog from Celitron if you have time.Huge potential in the agriculture sector imho.

[spekky] 03/8/2018 17:06

Have to admit that I came here because it became less of a one trick pony.....I am more happy that Zvi is spending less time in the proactive studio,less talk more action,if you get my drift.I am convinced they have diversified intelligently.....some of the "peripherals" are addressing key issues and will be worth big bucks.
One day I feel an enormous amount of internet traffic/ cyber security is going to be medically related.

[fse] 03/8/2018 16:41

>car1pet..... Its been a frustrating ride but remember that the 2000 tech collapse saw a lot of huge Telco companies go to the wall the Likes of Nortel, Nokia to name a couple.The industry was turned on its ear and had to re invent itself. This saw several promising avenues not materialize. I don't believe that the company was/is being run badly and they have developed all of the current strategy without going to the markets for cash and not diluting our holdings. This is a very major point to consider. ie through all those apparently stagnant years for the share price the company was re working itself and the value of its IP not recognised as having increased.
Some of these gains may well be that the markets are realising that whilst the sales and share price have been lacklustre the potential is "now" there in plain view.
I have a shed load of shares from 18years ago at @13p and a bunch more in the low 30's so get your point.
There are few if any synergies with the medical arm. The company went down this route to even out the wild cyclical moves of being just in Telco. Whether thats a good idea or not I am not sure but they are still around ;-)

[car1pet] 03/8/2018 15:53

I've been a holder for many years and one of its strongest critics especially of the CEO who has been running it like an R&D organisation. Finally some of the products are starting to have value. I still don't understand the synergy between the medical stuff and telco. I've been saying for years that it needs to a company focused on telco only. I think I paid 30p many years ago so 30% growth over 10 years is not great but better than the its been since I bought. I'm going to hold and see where it goes. Hopefully someone takes it over and grows the business significantly

[gbenson1] 03/8/2018 15:32

Held this stock since Adam was a lad, Ive noticed the increase in buying volume since early June and just wondered if someone's building a stake or directors buying? Sp touching new all time high. I guess an RNS would clarify.

[miti 1000] 03/8/2018 15:22

Actually, in an updated piece IC tipped them to go to 50p about a month ago.

With 5g now seriously being trialled , its only a matter of time for orders to start flowing through . The market looks ahead so , hopefully we being rerated for next year .

Results should be around 30th August.

[fse] 03/8/2018 15:02

IC tipped them back a while ago to go to 45p.
Telco providers will have to start spending on infrastructure ahead of 5G or they will miss the boat so to speak.
Its really a matter of when these initiatives impact the bottom line. total sales from Telco last year were only in the 40M to 50M range so it wont take much to radically improve on that picture.
Also Cyber security in the picture which has been a bright spot for them.
Heard very little about the medical arm of BATM which represents @60% of their business.
The current share price is not cheap on fundamentals but the potential here is very significant.

[nquaile875] 03/8/2018 09:02

Big placements, wonder if there is some director dealing in there?

[gbenson1] 03/8/2018 08:48

Healthy 2way buying, Sp almost at 5 year high!

[gersemi] 03/8/2018 08:45

I wonder what's going on here?

[freddievas] 01/8/2018 15:45

Hello, something stirs in the old bat cave.

[owenski] 01/8/2018 15:23

Chart plays out well on this

[latifs100] 01/8/2018 15:15

plenty of buys, need a rns

[mirabeau] 01/8/2018 09:53

This is one of ST's (IC) as well so one would expect him to update at some point

I'm not holding here, yet..just watching to see if anything fundamental develops

[mr hangman] 01/8/2018 09:49

40p looks the next stop...

[miti 1000] 01/8/2018 09:23

Yes, breaking through 5 year highs

[mirabeau] 01/8/2018 08:47

Something stirring here

[fse] 31/7/2018 17:25

Relatively decent volume today with someone building a position.
Not sure the Cellcom business and BATM stake has much to do with the rise. The original plans were quite extensive so it would make a difference if the show gets back on the road. Of course it will be another revenue stream for BATM who have already invested money in this project but not to my knowledge received much if anything from it.
At the end of the day its good news......

[fse] 31/7/2018 15:12

>rt..... dont think BATM have been entirely enamoured with the deal citing interference,conflicting interests and lack of progress. I believe they were to have played a larger role but it just did not happen. From the point of view that they probably were set to write this off the fact it appears back in focus again cant hurt.

[reeltime] 30/7/2018 17:23

I remember this from years ago, I assume we must still have a 7.5% stake in this.......

Cellcom close to buying 60% stake in fiber optic co Unlimited
Cellcom
29 Jul, 2018 18:39
Gad Perez

The deal is subject to approval from the Ministry of Communications and a revision of the venture's license.

Cellcom Israel Ltd. (NYSE:CEL; TASE:CEL) is closed to completing a deal for acquiring control of the Unlimited fiber-optic venture. Sources inform "Globes" that the company is in advanced negotiations with the enterprise's shareholders (except for Israel Electric Corporation (IEC) (TASE: ELEC.B22), which will continue to hold 40% of the venture). The deal is subject to approval from the Ministry of Communications and a revision of the venture's license restricting its deployment obligation to only 40%, instead of the universal deployment obligation that currently applies.

Under the impending deal, Cellcom will acquire all the shares of the shareholders except for IEC. It is believed that the Ministry of Communications will approve this change in the license. Besides IEC, the consortium of shareholders includes Via Europe (30%) and Rapac Communication and Infrastructure Ltd. (TASE: RPAC), Bynet, and BATM Advanced Communications Ltd. (LSE: BVC) (7.5% each). The venture bought the remaining 7.5% from Tamares Telecom.

When the deal is completed, Cellcom will be able to concentrate on raising the financing to continue the project. It will probably turn to institutional investors and offer them a partnership in the venture. The investment involved amounts to hundreds of millions of shekels, if not more. Cellcom has already announced that it wants to add partners to the venture, which it regards as very important. Partner Communications Ltd. (Nasdaq: PTNR; TASE: PTNR), another candidate for investing in the venture, has said that if it regards the project as economically worthwhile, it will take part in it.

In any case, the venture is unrelated to the negotiations between Cellcom and Partner on cooperation in fiber-optic deployment to enable each company to use the other's deployment. The purpose of the venture is to operate as a force multiplier in fiber-optic deployment and avoid a situation in which Cellcom or Partner reach and invest in the same construction.

With the completion of the deal and the acquisition of the stakes of the existing shareholders in the venture, Cellcom will also be free to handle its complicated and difficult contract with Cisco Systems, which is actually behind the venture and initially supported it (Via Europe was only the venture's formal leader). The agreement with Cisco gives that company exclusivity in exchange for suppliers' credit. As a result, Cisco sold equipment to the venture at very high prices.

The venture has worked on a very low gear for the past two years, mainly due to the fact that IEC kept it afloat by not demanding payment of the venture's debts to it. Had the venture been forced to pay its debts to IEC, it quite possibly would have ceased to exist, because it ran out of cash a long time ago. In the absence of shareholders continuing to subsidize it, no banks would do so.

The venture has connected 10,000 households to its network over the past two years. Most of the connected customers have 100 symmetric mega on fiber-optics reaching their buildings, from which the network is connected directly to the apartment. The venture already has access to tens of thousands of households all over Israel. Entry by Cellcom will put new life into the venture by changing its economic model and turning it into a real communications company.

Published by Globes [online], Israel business news - www.globes-online.com - on July 29, 2018

© Copyright of Globes Publisher Itonut (1983) Ltd. 2018

[car1pet] 20/7/2018 17:12

there is no dividend

[latifs100] 20/7/2018 13:01

when is dividend paid? tia

[fse] 19/7/2018 14:41

Bit more info re tie up with FatPipe.....