Batm Advanced Communicat... Share Discussion Threads

[amt] 14/5/2020 07:16

Thanks for the links. Yes I realise there is a lot more to Batm than Coronovirus. I have so far made a mess of things here selling 2/3 at 54p but still made a good profit. I sold more yesterday. Surely the present spike is either due to Coronovirus related news or a realisation that Batm has much more potential than originally realised. I don't know what the answer is but it does look a bit like a bubble to me.
If you look at all the news on the antibody tests available the big 2 are Roche and Abbott plus several smaller companies. I have not seen the Batm one mentioned anywhere. If anyone can find a link to such news I might change my mind but at the moment I am not convinced.

[volsung] 14/5/2020 05:50

Vago - just a technical readjustment in my SIPP. I sold a loser and added to a winner

[icemaninvestor] 14/5/2020 00:51

AMT - please take a look at the interview with Zvi Marom (link below). The BATM test is at least as accurate as the Roche test and actually detects Covid-19 to the same specificity within 12 days of infection whereas the Roche test takes 14 days. I'm sure the UK and Germany do not have an exclusive deal with Roche for these tests and there is plenty of demand in the rest of Europe for the highest quality tests BATM manufacture (as we know from the order already received)

[fse] 13/5/2020 22:47

>amt..... as you can see above the company is about a heck of a lot more than a Covid19 test. Recommend clicking on a few of the links lot of valuable IP in there starting to get recognized as it goes from R&D concept to actual marketable product.

[fse] 13/5/2020 22:41

Any way we can get this in the header ?



BATM Company links.

Medical Division/ Infectious diseases









Associated / Partners



Telecommunications and cyber division.





Website design.



Association with ARM

[amt] 13/5/2020 22:31

According to Telegraph the UK and Germany are going with the Roche antibody test which is 100% accurate

[icemaninvestor] 13/5/2020 21:35

Trojan hasn't posted since he said his farewells on 30th March 2017.

[james dean] 13/5/2020 21:23

I know Trojan had health issues and I think retired from the thread.

[fse] 13/5/2020 21:13

The Header in this BB thread is very out of date. Has anyone heard from Trojan. Dont want to lose the thread as its historically valuable. Any ideas.....

[paulisi] 13/5/2020 15:56

Tend to get a few big buys at the close of business, but the sellers may be tempted again....

[bag158s] 13/5/2020 15:44

1.00 today

[rawdeal1] 13/5/2020 15:20

Certainly seems this price level has strength - some good profit taking, but the price is holding steady, which means someone is buying the sells

[boozey] 13/5/2020 14:55

FWIW I don't think the re-rating has anything to do with the Telecoms business but is because BVC is seen as a safe haven in these troubled times with its value in the fight against Coronavirus - be it producing diagnostics kits or building ventilators. Ocado is the biggest high profile example of this. Fundamentals for such companies go out of the window at such times.

Old timers (like me) will remember how BATM went from £1 to £70 in the dot-com era before coming crashing down (after a 10 for 1 share split).

I hold because I think the old dog is going through a 2020 version of the dotcom era. Not to £7, but it could still have a lot further to go based on the above theory.

[vago] 13/5/2020 13:30

volsung, Am interested in your reasoning behind your purchase this morning? I don't think your wrong by the way.

[volsung] 13/5/2020 12:41

If you told me I'd be buying these at 92.75p a few months ago I'd have laughed in your face. But I did buy this morning

[paulisi] 13/5/2020 11:21

Long way to go - seem to be a lot of profit takers at 95p.

[bag158s] 13/5/2020 09:32

To hit 1.00 today

[markyt] 13/5/2020 09:29

And he would know if held that long lol

[nellyb] 13/5/2020 09:18

its all doom and gloom amt. batm are not a one trick pony.

[amt] 13/5/2020 09:09

I suspect as the incidence of the virus rapidly falls away that antibody testing is going to be a much bigger need than swab testing. By the time Batm get their test into the market there will be a lot of competition around. Roche already shipping vast quantities of their extremely reliable test. So I just wonder how much this is going to generate for Batm.

[bag158s] 13/5/2020 08:39

In ADVFN recent buys are showing as sells.

[amt] 13/5/2020 08:06

I sold a few more Batm this morning and bought more AOR.
I think Batm has got ahead of itself.
It's a bit like the dotcom bubble in biotechs at the moment

[amt] 13/5/2020 07:58

I am kicking myself that I sold 2/3 of my holing at 54p recently.
Mind you I put the proceeds into Aortech which after this mornings news should do just aswell.
I have had Batm since the dotcom boom so it had been a long wait.

[fse] 12/5/2020 18:26

Simon Thompson comments from May 4th now in the public domaine so posting them here.
FWIW I have always felt ST had a handle on this and his report came out before the release of the Antibody test. Still worth reading especially comments re Telco side of things in line with my own understanding.

BATM wins huge ventilator order in fight against Covid-19

Shares in BATM Advanced Communications (BVC:52p), a provider of medical laboratory systems, cyber security and network solutions, have rallied since I last suggested buying, at 41.5p, after the company announced it had developed a new diagnostics kit to detect Covid-19 (‘Coronavirus winners’, 9 Mar 2020).

The re-rating is warranted as BATM has since announced a €29m (£25.5m) order for delivery of 1,000 critical care medical ventilators from an [undisclosed] European government in the fight against Covid-19. A quarter of the machines will be delivered in the first half, and the balance in the third quarter, from BATM’s subsidiary in Hungary. Dr Zvi Marom, chief executive of BATM, expects the order to be expanded, too.

In addition, BATM has been ramping up delivery of its Covid-19 diagnostics kits used by medical facilities and has confirmed that the development of its kit for home use, in partnership with Novamed, should complete within three months. This is a huge untapped market given the need to test billions of people as part of the ‘test, trace and isolate’ programmes being carried out throughout the world.

The benefit of having a diversified revenue stream is that growth in BATM’s bio-medical division can mitigate the impact of any temporary postponement of projects [due to the Covid-19 lockdown] in the networking and cyber security division. Disruptions were minimal in the first quarter, but restrictions on travel to a customer’s premises will clearly have some impact, although it’s impossible to quantify whether it will be material. That said, the need for BATM’s government client base to protect their networking infrastructure from cyber threats is not going away, and nor are BATM’s growing number of contract awards. Any project delays will be purely a Covid-19 timing issue.

The shares have produced a total return of 190 per cent since I included them in my 2017 Bargain Shares portfolio. After factoring in the ramp up in diagnostic kit and ventilator sales, and scope for these contracts to be expanded, I raise my sum-of-the-parts valuation to £286m (65p a share). Buy.

[bigwig] 12/5/2020 17:40

So this is interesting stuff.
I don't post on here very often nowadays but I have been in and out of BATM for years - first in in 2004.
Fortunately I am still seriously in at this time and so far I have held during this run.

So the question is - are we seeing a spike or a serious re-rating? I'd be interested in your view.

either:

- its a spike, > the chart goes crazy, this happens from time to time with various shares as the price gets carried away with a surge of optimism and everyone buys in pushing it up and up ....until - it breaks down and we end up seeing a situation like we did with TERN back in June 2018. I was in on that one too and remember selling out while on a holiday pretty close to the peak. (based on the valuation by then being silly high) I tend to buy and sell in smaller chunks and at different times.

or is it>

- a long term rerating > an initial surge then a pull back and then a steadying off and a new zone for the share price, continuing an uptrend with occasional pull backs as the market makes it happen. It would then be news/ event driven from here on. I continue to monitor the company valuation and use a bit of common sense about these situations. IQE was an example back in 2016/17 and the start of 2018 until things got overhyped and it turned down. With that one, I sold half on the way up and progressively sold as I felt the risk was increasing. Very glad to be out of it since then as it went into long term decline.

Personally I don't think BATM is on a spike.This seems more serious to me and it's getting noticed by more people.

You know the most challenging test for any investor/ trader? - knowing when to sell. That's what makes the difference in my book between those who make real money and those who don't. I have been in this game since the mid 80s and have done well but I tell you it's still hard to get that sell timing right. It's why I buy and sell in smaller chunks nowadays. You have to ask 'at this price what are the chances of this share continuing to move up compared with the chances of it moving down/ moving sideways?'