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[fse] 16/2/2019 00:28

The current fracas with Huawei and 5G networks and cyber solutions could play into the hands of Telco systems and ARM as western nations prefer to use alternates to the Chinese IT companies.

Added comment: (in the news)
Huawei is itself an associate member of the GSMA and is typically one of the biggest exhibitors at the GSMA's Mobile World Congress show in Barcelona.

Telco & ARM are exhibiting in Barcelona at the end of this month at the Mobile congress.....



There is a great video clip and the end of this article about 5G. Its a mistake to think that the only driving force behind 5G is its impact in the smart phone environment. 5G is essential to autonomous vehicles and AI applications. Whether or not you believe Huawei equipment can or would be compromised to present a security risk is just that "a point for concern".
Misinformation or not this topic is not likely to go away any time soon.

[ih_140496] 15/2/2019 20:31

With the focus moving more towards 5g, I think these could rocket soon, they seem quite under the radar at present.

[car1pet] 11/2/2019 16:21

spread is currently 43.90 -45.50

[gbenson1] 11/2/2019 14:36

It feels like a rather long tree shake! mms aren't helping with the spread, their keeping the ask down. The other day with the Sp @ 49p they were letting buyers in at 48p

[car1pet] 11/2/2019 14:26

quite a bit of selling hopefully it doesn't slip back to the 20s - groundhog day

[emeraldzebra] 11/2/2019 12:52

Maybe Mr Chips ?

[james dean] 08/2/2019 19:00

Who's chipping away at this?

.

[car1pet] 08/2/2019 18:54

no sign of 50p at the moment.

[fse] 07/2/2019 16:36

Interestingly Simon Thompson came to the same positive conclusion that the Ador Gamida deal to provide the initiative with sufficient funding to see it through to commercialization............smart deal with BATM risking so little and still maintaining an increased value despite a reduced holding.
He further speculates that a large pharma would be interested in taking it over. Thats a real possibility.
I also agree that its the sum of the parts with BATM that you have to look at. Collectively they conservatively justify the current share price The value of BATM IP is going to have to be re assessed IMO.
In any event the article is an excellent reflection of where we are at .......

[gbenson1] 07/2/2019 13:48

Were due a trading update in 12 days or so, with the two 1 trades have they brought it forward?

[fse] 04/2/2019 15:57

February 25-28
Barcelona

Meet Telco Systems at Mobile World Congress 2019 Barcelona!

Telco System will be present as part of the ARM ecosystem NFV Edge Computing Suite (Hall 6 E30). Our NFVTime solution will be used to demonstrate a unified edge solution that supports two major use cases of Edge compute
NFV: demonstrate capabilities through secure SD-WAN over LS2088 and Armada 8040 and deployment automation using uCPE Mano: Lifecycle management
MEC: 5G distributed EPC for split UP. Joint demo delivered by Quortus, Telco Systems and Arm

[gbenson1] 04/2/2019 15:13

Whilst I understand your logic, I'd rather have a customer place a $3,200,000 order every year for a few years, it strengthens the belief that the customer is happy with the goods/services they are receiving. It also improves the balance sheet, after all its $3.2m less costs!

[zipstuck] 04/2/2019 13:48

As this is the same customer this RNS just maintains the status quo on 2018.

[car1pet] 04/2/2019 09:08

must have been priced in. share price down this morning

[gbenson1] 04/2/2019 07:32

The good news just keeps on coming, a healthy $3,000,000 contract win, and a trading update in the next 2 weeks or so. This could be the catalyst to finally push the Sp through 50p and beyond?

[wizzkid211] 04/2/2019 07:12

Award of $3.2m Cyber Security Contract

[gbenson1] 30/1/2019 14:17

Nice steady rise from about 25p last year, patience is the name of the game, it will break through 50p quite soon, seems to be some small investors happy to take their profits at the 47.5- 48p range.

[cbeadle] 29/1/2019 20:04

Fundamentally too I would not be surprised to see BATM break 50p, it seems to have waited so long to get there.

[mirabeau] 29/1/2019 19:35

This is yearning to break 50p. If it does then I'd be surprised if doesn't attract technical buying

[fse] 29/1/2019 19:22

>rt.... Amusing to say the least.
One could make a lot of comments on this but at the end of the day they are funding it so lets see. ;-)