Batm Advanced Communicat... Share Discussion Threads

[volsung] 26/9/2018 08:40

Any reason for the drop?

[fse] 21/9/2018 17:07

Telco systems GM talking at major event in Denver Colorado 2.30p, Sept 25th. This is largely dealing with NFV applications and solutions. Pretty influential group at this event.

[fse] 18/9/2018 16:14

Interesting article from 3 years ago........ I would say they got a lot of that correct back then. Now add 5G and mix......

October 2015
Chipmaker ARM believes that with its new chips announced last week—a new Cortex-A72 processor and Mali-T880 GPU—we'll be able to count on our smartphones to do all the tasks we currently need a computer to do. The company is so confident of this, it's projecting a date when we can go phone-only: 2016. That leaves us roughly 23 months to make it happen. But most of us are already phone-first today, and given the current speed at which the industry is moving, we'll be rounding that bend very soon.

[fse] 18/9/2018 15:52

Good article posted by reeltime and worth reading.
The US FCC is fast tracking support for 5G development as they do not want to take second place to China and others. Providers are going to have to get with the plan and they do not have much time.
Thus far BATM Telco have received little if any financial return from this development.
BATM are growing their business without revenue from NFV..... this is all to follow.
As mentioned above by car1pet a lot is going to ride initially on the market recognizing the value of the IP.
Desktop computing is changing (changed) and becoming more restrictive in overall use and expect to see your desktop with the same OS as your mobile. With the cloud these devices all become simple monitors. The tie up with ARM reflects this vision and direction.

[car1pet] 18/9/2018 11:16

Great post reeltime. Annual growth of 45% warrants high focus on this part of BATMs business. Lets hope Marom knows how to leverage his assets/IP. This could deliver significant increase in SP, as you say, if the POCs are successful

[reeltime] 18/9/2018 10:46

Once again the numbers quoted below are enormous for the future of NFV and 2018 is likely to double on 2017 due to early 5G deployments. We need those POC trials to deliver asap to bolster the share price.......

5G projects to drive NFV spend to $16.4b in 2022
Allan Tan
September 18, 2018

Communications service providers (CSPs) are being challenged to transform their carrier network infrastructure to create new business network services, generate new revenue streams, and improve their operational efficiency.

CSPs are responding by embracing software-defined networking (SDN) and deploying virtual network functions (VNFs) form factors. This has entailed deploying a new class of carrier network architecture in which virtualized form factors of network functions can be hosted, operated, and managed on commodity infrastructure.

This architecture of virtual network functions is likely to pervade all carrier network domains in the future. Considering the journey toward a software-defined, virtualized infrastructure is just beginning for most carriers and CSPs, the VNF market is relatively small today.

However, as use cases such as network slicing in 5G and virtual CPE–based business services pervade the vertical carrier network domains, IDC expects this market to achieve significant growth in the near term.

IDC estimates that in 2017 the VNF market stood at $2.5 billion across all segments. By 2018, this figure will double as early 5G deployments take shape and as wireline initiatives such as vCPE, CORD, and HERD gain further momentum.

"Communications service providers globally recognize the need to digitally transform their network infrastructure and build more customer-centric business models. Embracing software-defined networking principles and deploying network functions in virtualized form factors are a strategic necessity not only for carriers as they invest in their future but also for vendors supplying those solutions to the market," said Rajesh Ghai, research director, carrier network infrastructure research at IDC.

IDC expects the overall VNF market to grow to $16.4 billion in 2022 at a compound annual growth rate (CAGR) of 45.4%.

Wireless infrastructure is the largest contributor to the VNF forecast today and is expected to continue to be the largest contributor in 2022 followed by routing. 5G will continue to be a big driver of wireless infrastructure VNF growth, while the move to virtual routing in edge and access use cases will drive routing VNF growth more than overall VNF market growth rates.

[volsung] 18/9/2018 10:03

Aye that's the question

[brucie5] 18/9/2018 09:59

To go up or down..?

[volsung] 14/9/2018 09:46

Bought a few more. Chart looks poised

[volsung] 10/9/2018 08:16

The 5g excitement hitting ftc should spread over here too

[fse] 07/9/2018 17:42

"TelcoSystems estimates that NFVTime can provide up to 50 percent cost savings for new service deployments and service calls. Since NFVTime allows services to be deployed and maintained remotely, there is no longer a need to send a technician to a customer’s premises for new service deployments or maintenance calls."

also of note in this article

' Telco Systems is in the process of completing a number of proof-of-concept trials with telcos and managed service providers in North America, Western Europe and Southeast Asia. Telco Systems demonstrated how NFVTime can significantly improve the service agility and revenue generating capabilities by including actually rollouts of VNF services to selected enterprise customers."

FSE> what this all implies is that these type of solutions are finally being adopted after numerous POC's and reluctance of providers to committ to something until its unavoidable and from what I can see with the roll out of 5G its going to be an adapt or perish scenario, time is running out.

[red army] 07/9/2018 13:54

Another tease at the breakout???

[vago] 06/9/2018 18:20

Batty has alota travlin too do over the next few years, and I am not looking at the table until we are well past £1

[fse] 06/9/2018 17:57

Its a difficult call because the share price has entered a different range.
We have just had results so future news updates will likely be of the positive nature so medium term these could clear 50p with 55p maybe the top end of the range unless we get something earth shaking.
ie... at the moment I would have thought that there would be more upwards pressure on the share price than downwards. Albeit some are well in profit so are going to want to take something off the table but so far these are getting mopped up.........

[red army] 06/9/2018 16:38

That's why I always wait until the actual close before deciding on what to do.

Could be double top??

[volsung] 06/9/2018 16:35

Not today then

[red army] 06/9/2018 15:38

Needs to close at 41.9 or above.

[volsung] 06/9/2018 14:59

Looks like a new high

[cumnor] 04/9/2018 23:13

Thanks reeltime-not being too technical I hope BVC has something to do with the ST-WAN space-whatever that is?

[reeltime] 04/9/2018 22:23

Very impressive potential sales figures quoted here, no wonder ARM wanted a JDA with BATM.......

SD-WAN Sales Will Hit $2.2B by 2022, Dell’Oro Group Says
Sue Marek
August 22, 2018

SD-WAN is soaring in popularity and sales of the technology will hit $2.2 billion by 2022, which equates to a 35 percent compounded annual growth rate (CAGR), according to the latest SD-WAN study by Dell’Oro Group.

The report also said that revenue from software components, such as the controller and virtual network functions (VNFs), will grow twice as fast as hardware components. Dell’Oro estimates that SD-WAN software revenue will grow at a 41 percent CAGR during the next five years compared to hardware revenue that will grow at a 21 percent CAGR.

Enterprises will account for the majority of the SD-WAN business as companies deploy and manage their own SD-WAN offerings or use value-added reseller or systems integrators to help them with their SD-WAN. However, service provider managed SD-WAN services will grow at a faster rate. Dell’Oro estimates the service provider SD-WAN business will grow at an average annual rate of 40 percent over the next five years.
Consolidation Causing Slowdown

Interestingly, Dell’Oro said that two major acquisitions of SD-WAN players last year —Cisco’s $610 million purchase of Viptela in May and VMare’s purchase of VeloCloud in November — are causing a bit of a slowdown in the market. The report said that potential customers are delaying their SD-WAN purchases while they wait to figure out how the acquiring companies will integrate SD-WAN into their product portfolios. But the research firm said that this slowdown will likely subside in the second half of the year as the integration plans become clearer.

Dell’Oro isn’t the only research firm making revenue predictions for SD-WAN. IHS Markit predicted in November 2017 that the SD-WAN market would top $3.3 billion in revenue by 2021, which is quite a bit higher than Dell’Oro’s estimate.

[reeltime] 01/9/2018 14:22

Simon Thompson August 29, 2018

BATM Advanced Communications (BVC:38.5p), a £155m market cap provider of medical laboratory systems and network solutions, and a constituent of my 2017 Bargain Shares Portfolio, has delivered the bullish half-year results I had anticipated in early summer ('Profit from 5GM with BATM', 8 Jun 2018). BATM continues to make significant progress monetising its intellectual property, which is why the share price has risen by almost half since that article, and doubled on my 19.25p entry point in just 18 months.

There should be more upside to come as investors have yet to cotton onto BATM’s joint venture, Ador, with Netherlands-based private group Gamida. Ador will start shipments next year of its novel molecular diagnostic platform that fully automates the rapid analysis of nucleic acid samples and delivers results in less than 90 minutes. It is being targeted at screening for hospital-acquired infections such as MRSA, and C. Diff, a leading cause of morbidity and mortality; and to identify tropical infections in travellers returning home with fevers, some of which can be life threatening and need early and accurate diagnosis. The patent protected bench-top analyser can probe 100 targets in a single proprietary carbon array whereas current products only probe on average between four to six targets per test sample. Chief executive Dr Zvi Marom believes it will “make a big splash” when launched next year. He has a point as the value of the IP to a big player such as Abbott Laboratories or Roche Diagnostics could be in excess of BATM’s current market value.

Equally exciting is the joint development agreement (JDA) with Arm Holdings to develop and market infrastructure solutions for virtual network functions, a technology that will play a critical role in supporting the services of 5G network operators and run applications such as autonomous vehicles. BATM has already conducted successful proof-of-concept trials with tier 1 and 2 telecom operators and will book sales from them in the second half.

Moreover, with its strong order book buoyed by demand from government agencies in cyber security protection, the balance sheet cash-rich – net funds of $16.9m (£13.1m) will be boosted by a $3.2m windfall from the disposal of a legacy asset – and analyst estimates not fully factoring in a likely multimillion dollar royalty stream from the Arm Holdings JDA, then an my raised 50p target price (based on an enterprise value to cash profit multiple of 30 for the 2020 financial year) could yet prove conservative. Buy.

[paulisi] 31/8/2018 07:08

Expecting to move from 50/50 split to 60/40, I assume towards the tech/cyber side, so there is huge growth in this side of the business.
Expect even stronger demand with 5G roll out, so long term prospects are good.

[owenski] 30/8/2018 09:54

That's quite a positive update on 'Pro' for all divisions.

Attractive company. imo

[james dean] 30/8/2018 09:14

Zvi interviewed:



..