Batm Advanced Communicat... Share Discussion Threads

[fse] 29/11/2018 16:12

Well we can’t complain they have not kept us informed. Still trolling over the presentation. Couple of initial observations. BATM is now a much larger and expansive operation than it used to be with most of the divisions starting to introduce saleable products ie we have moved on from earlier R&D to active sales.
Telco has an exciting future with NFVTime which looks like they have an edge on the competition.
Be interesting to what reaction we get from analysts attending the event.
Caveat remains that BATM are working in new age disruptive technology and serious revenue growth is still a little way out but the value of their IP is being demonstrated and that should underpin the SP

[car1pet] 29/11/2018 14:24

The presentation is available now.87 slides

[gerihatrick] 29/11/2018 09:37

BATM AGM 2018
After the formalities we aske Zvi to give us a snapshot of the presentation they will make to the Analysts on the 29th. They will also put the full presentation on their website after that event. This is therefore my snapshot of his overview

They are working extensively with ARM using the BATM software-virtual network function (VNF) in the process towards 5G. This will not generate revenue until 2019. The key comment for me in this regard was “this is the beginning of the beginning”.Intel and ARM use completely different “chip”sets and this software will work seamlessly on both systems. 5G is a completely different technology from 3G; 4G etc. All this will provide faster networks and it will be software driven-this will be essential in driverless cars etc

Cyber security contracts-he is confident more such contracts will follow

He spent more time on the Diagnostics this year. There has been an evolution from electricity diagnostics-ECG; EEG etc to chemistry -the evolution of antibiotics and now they are developing in vitro diagnostics-41 patents-which is a new way to analyse diseases; they; it is disruptive tech and they are moving from R&D to production ( Zvi is a qualified MD) The focus is on sets of tests-a “screen” of 5 tests for people entering a hospital environment; 12 tests set for those returning from overseas with ? tropical diseases incl TB. The machines to do these tests are being ramped up from 10 to 75 to 500. Results are rapid-15 minutes! In this sector the money is made from the test kits -not the machines. They are also looking at infectious diseases and their impact in transplant units where patients are very vulnerable to infections.

In the disposal of pathogenic waste the bovine and poultry machines have been undergoing extensive trialling to ensure maximum reliability and are now ready to sell internationally. The mobile unit is still undergoing testing. I hold

PTP is projected from $1.6m to $3.2m to $5.3m -Shore Capital

Full presentation should be on their site tonight

[james dean] 29/11/2018 08:16

BATM Advanced Communications (LSE:BVC)
Intraday Stock Chart


RNS Number : 8361I

BATM Advanced Communications Ld

29 November 2018

LEI: 213800FLQUB9J289RU66

29 November 2018

BATM Advanced Communications Limited

("BATM" or the "Group")

Capital Markets Day

BATM Advanced Communications Limited (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, announces that it is hosting a Capital Markets Day in London today.

The briefing will provide institutional investors and analysts with an opportunity to enhance their understanding of the Group's business, including a detailed review of its divisions and units, through a series of presentations given by the senior management of the Group.

The presentations will be made available on the BATM website later today at:



No material price-sensitive information will be disclosed and no new information relating to current trading will be provided.

Enquiries:

BATM Advanced Communications
Dr. Zvi Marom, Chief Executive
Officer [phone]
-----------------
Moti Nagar, Chief Financial Officer
-----------------

Shore Capital
-----------------
Mark Percy, Anita Ghanekar [phone]
-----------------

Luther Pendragon
-----------------
Harry Chathli, Claire Norbury [phone]
-----------------


This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact [e-mail] or visit www.rns.com.

END

MSCMMMZMZRKGRZZ

(END) Dow Jones Newswires

November 29, 2018 02:01 ET (07:01 GMT)

[paulisi] 29/11/2018 07:50

Capital market day. Is that normal or are they trying to attract institutional investors?

[car1pet] 28/11/2018 17:34

My data came from Barclays stockbrokers. You are right Vago, Henderson was a holder - did they have 103m? My memory which isn't great was that a couple of years ago Henderson had around 20m which I guess has gone to Lombard and Herald. If they had 100m I'm sure I'd remember them selling. I used to discuss BATM with one of the Henderson analysts and he was always positive that BATM price would rise which is why I never sold - looks like he was right.

[vago] 28/11/2018 16:13

The good Doctor now has over 100 m.
What happened to Henderson Global, I don't remember them selling 103m
Vago.

[fse] 28/11/2018 15:53

>car1pet. Thanks for the breakdown that’s as I say not many shares. When you further take out undisclosed smaller institutional positions there are probably only 40m to 50m shares for the likes of us.

[car1pet] 28/11/2018 15:39

Major shareholders
Marom 96.7m
Lombard 93.2m
Herald 20.4m
Slater 20m
Polar 13.2m
Chitayat 3m

Total 246.5m
Total number of shares 403m

So 156.5m shares elsewhere.

[car1pet] 28/11/2018 15:32

Did anyone on this board attend the AGM today. Anything of interest said by Marom?

[fse] 28/11/2018 15:24

When you take out the positions of Marom and institutional share holders there are not actually that many shares floating around

[volsung] 28/11/2018 15:04

Added today

[james dean] 28/11/2018 15:01

Just for interest!

BATM Advanced Communications Ld Result of AGM and Directorate Change

Today : Wednesday 28 November 2018
Click Here for more BATM Advanced Communications Charts.
TIDMBVC

RNS Number : 7880I

BATM Advanced Communications Ld

28 November 2018

LEI: 213800FLQUB9J289RU66

28 November 2018

BATM Advanced Communications Limited

("BATM" or the "Group")

Result of AGM and Directorate Change

BATM Advanced Communications Limited (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, announces that at the Annual General Meeting of the Group, held earlier today, all resolutions were duly passed, including the resolutions appointing Professor Ari Shamiss and Professor Varda Shalev as external directors of the Group, as required under Israeli law, for a three-year period with immediate effect.

Enquiries:

BATM Advanced Communications
Dr. Zvi Marom, Chief Executive
Officer [phone]
-----------------
Moti Nagar, Chief Financial Officer
-----------------

Shore Capital
-----------------
Mark Percy, Anita Ghanekar [phone]
-----------------

Luther Pendragon
-----------------
Harry Chathli, Claire Norbury [phone]
-----------------


This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact [e-mail] or visit www.rns.com.

END

[mr hangman] 28/11/2018 09:05

Dear me,not the 3 trade game playing MM's nonsense that seems to appear on most boards, well it was only a matter of time before it tuned up here.

[car1pet] 28/11/2018 08:34

Not heard the 3 explanation before. I hope you are right. I thought a small number like 1-5 was used to set the spread if there are no trades in the orders pipeline

[cumnor] 28/11/2018 08:24

Thanks. Hope your right.

[gbenson1] 28/11/2018 08:15

The 3 trade is allegedly the short of stock signal, just like the 1 signals an RNS, depends whether you believe it or not!! Just look at the share price over the last few months.

[cumnor] 28/11/2018 08:10

?? How do you know?

[gbenson1] 28/11/2018 08:08

mms signalled short of stock, bodes well for more upside!

[spekky] 26/11/2018 20:28

@ FSE

Thanks for the history.....I was not aware of the original acquisition detail.

[fse] 26/11/2018 14:55

Telco was acquired in 2000

[fse] 26/11/2018 14:53

A reminder that BATM acquired Telco systems that had been operating since 1972 for $260.8m cash plus 960000 shares in BATM

[fse] 26/11/2018 14:43

It’s not outside the realm of possibility that BATM would get out of the Telco business but remember that they paid a lot of money for Telco systems many years ago so I doubt they would let it go for anything less than the 100p range. I am not aware of any takeover either but it has been considered in the past but never kneEw the offer or the details.

[gbenson1] 26/11/2018 14:39

Thanks car1pet, what I was going to mention is that 61%+ of shares are with institutions so there aren't many for pi's, hence the Sp moves as their is little stock with mms.

[car1pet] 26/11/2018 14:29

The major shareholders are Marom with 23.9% Lombard odier with 23.1%. Herald with 5% Slater with 5% and polar with 3.2%