Batm Advanced Communicat... Share Discussion Threads

[vago] 25/3/2019 19:55

FSE,
Superb response,well said.

[owenski] 25/3/2019 19:43

FSE, well said too.

[brucie5] 25/3/2019 19:40

Fse: well said, Sir.

[barrieb] 25/3/2019 17:08

car1pet - yes as FSE says it must be Brexit! He would know as he doesn't even live here but likes to dictate how we should be governed. Yes he sounds like a true Europhile so perhaps he should move there from the other side of the world, then he could talk from real experience!

A bit funny how we have risen to these dizzy heights through the Brexit saga with no mention of Brexit being the cause of the considerable rise but drop a couple of pence and yes you've guessed it, its Brexit!!

[fse] 25/3/2019 15:55

Volumes are low. Brexit causing problems for LSE investments and also currency risk as these are quoted in GBP. BATM accounts in $USD and does not have much if any direct business with the UK so it should be a more insulated play but this political turmoil is having an effect.

[car1pet] 25/3/2019 15:22

down 2.2p today Anyone know the reason?

[mr hangman] 22/3/2019 16:42

Some very good posts on BVC growth rating, far more interesting then re-moaner drivel

[fse] 22/3/2019 15:53

There is a very strong possibility IMO that one of the divisions will get taken over. Its unlikely that BATM per se would be sold in its entirety in one move.

After the turn of the century meteoric tech collapse BATM and Telco systems were doing great but their clients were not. Nokia went to the wall along with a pile of big name Tier 1 clients. BATM Telco had the cash and their IP in tact so they re configured.
Against that time frame backdrop BATM were concerned about the uncertain timeframe and wild swings in the Telco sector so sought to buy into the medical sector where they were picking up technologies in a buyers market ... this in turn would smooth out the overall revenue of the group as a whole. Thats why Zvi says the 2 sectors are not necessarily in the same favourable or unfavourable time frames.

It was considered a diversion from the core business and not loved by many. It did nevertheless achieve what they wanted because the Telco sector languished for longer than we would have liked and the company remained solvent.

[brucie5] 22/3/2019 15:04

Thanks FSE, I have been reading some of your back posts on the subject. Are you then minded that there will be a T/O before the price has time to stretch its legs to the full extent suggested by Stocko's growth figures? I realise too, that there is a medical as well as the 5g sector. I also remember when this was first acquired, and many thinking that this was a diversion from core business.

[fse] 22/3/2019 14:50

In the distant past BATM generated growth in the 60% range which was impressive. The current play at is not really about growth but on the value of the IP which has been developed in house with no dilution to shareholders.

[gerihatrick] 22/3/2019 14:42

I think the growth forecast is "overly optimistic!!

[owenski] 22/3/2019 14:37

well said Brucie

[brucie5] 22/3/2019 14:33

Onm the subject of BVC, I notice from Stocko that it has a growth forecast of 391%, which consequently skew its PE to .9 and its PEG to .011. This makes it look screamingly cheap. Those of you who know this in depth, how realistic is growth indicator, please? It's also on the Stocko momentum screen.

)I have held BVC since back in the day, and have some paper certificates in a cupboard somehow as a memento of how once upon a time I could have paid of a mortgage with them!)

Are we back on a long term growth path?

[brucie5] 22/3/2019 14:25

FSE, have a tick up from me for that one. Yes indeed: it is beyond me why it should such a contentious issue whether to allow the British People to ratify the generational change in our relationship with our largest neighbours, now that we know what is actually on offer. I hope over the next few weeks Parliament will actually do what we pay them to do: use their best judgments and consciences, and not allow themselves to be arm-twisted by the tabloids or some increasingly bizarre notion that the Referendum of 2016 means going over the cliff purblind to the perils that now clearly await.

A democracy that cannot change its mind is no longer a democracy - to paraphrase that great Brexiteer abandondeer of responsibility, David Davies.

Brexit was a scam, based on lies. But if I'm wrong, let the British people decide. How could that possibly be undemocratic?

[fse] 22/3/2019 14:17

A lot of people would like to see the British Public vote with the facts in front of them from an informed view. Instead the public were lied to by those who sought to further their own political ambitions.
The compromise deal presented by the government is a slow puncture and is the worse case scenario and should be rejected by both sides.

The people need to vote again as MP's are making decisions along party lines and not in the interests of the electorate.

[jpuff] 22/3/2019 12:09

Apparently half the petition is signed by folk who don't even live in the UK! Pointless exercise

[mr hangman] 22/3/2019 10:58

Even if it hits the 17.4 M mark it will have no relevance, accept that you lost,
and move on

[338] 22/3/2019 10:20

When will this petition reach 10 millions mark?

[fse] 19/3/2019 16:08

Another big event Telco are attending. Its all hotting up and hopefully soon this will turn into revenue as the new systems and operating concerns are addressed and implemented.





Apr 9, 2019

MPLS+SDN+NFV World Congress Paris 2019

Telco Systems will be on the ground showcasing our industry leading NFVTime partner ecosystem in the uCPE Quick Deploy Zone. The NFVTime partner ecosystem enables service providers to build a compelling NFV business case with clear ROI and enable swift deployment of an and-to-end solution uCPE solution, enabling fully automated, Zero-Touch Provisioning.

The integrated solutions and partners on display in the uCPE Quick Deploy Zone (Booth 201) include:

Telco Systems - NFV management, orchestration and provision
Advantech – uCPE Intel Whitebox hardware
Fortinet – Secured SD-WAN VNF
TPX – (SP customer) Managed Services Provider, delivering unified communications, managed IT and network connectivity

[fse] 13/3/2019 16:05

To buy some of this company out would cost a lot. Some of the software solutions in themselves can be worth more than the company is valued at.
When you consider the years and the costs of developing the IP, then its not that surprising that successful/wanted solutions can command some pretty high figures.

If you look at NFVTime and the relationship with ARM the most logical bid would come from SoftBank who own ARM and who are known to invest in this type of technology.
The value of the medical diagnostics solutions is hard to value but we do know that a Chinese company (Egens I think it was) took up a stake in just that aspect which gave an apparent value of @$50M USD.
BATM medical itself is probably collectively worth north of $100M ....
these are guesstimates but you get the point.

[car1pet] 13/3/2019 13:49

The institutions will sell if the price is right.

[gerihatrick] 13/3/2019 12:40

Zvi owns 24% so it all hinges on him imo! He is at an age when he might consider it. Now that he has introduced modern IT to replace all legacy systems he might well be tempted-but the offer would have to be good!