Batm Advanced Communicat... Share Discussion Threads

[fse] 17/8/2020 17:53

You may be able to take extra shares rather than a dividend thats what I used to do when they paid dividends. Thats something you might look at if its even an option.

[unctuous] 17/8/2020 17:33

The dividend is bad news for non-Israeli shareholders. 25% withholding tax off the top before your own taxation (which will depend upon jurisdiction and vehicle). The more “generous̶1; the worse it is.

[fse] 17/8/2020 17:07

Another news item flying under the radar is the UAE and Israel normalising relations. There is a lot of business Israeli companies would like to be doing in the region and from the economic point of view this is a positive. BATM could very well benefit from this as it opens up a very lucrative market.
Lets hope Peace will prevail, it wont heal old and current grievances but if an economic benefit is seen then negotiations on stickier matters can at least take place.

[fse] 17/8/2020 16:49

Will we be getting Ketchup and onions with our weiner the crypt might wonder ;-)

[car1pet] 17/8/2020 16:28

I attended the weiner today. I asked 2 questions about splitting the company and the dividend.
He didn't rule out spltting the company. On the divi he said it would be "generous".

[fse] 17/8/2020 16:21

Will comment further on this when I have had a chance to go over what is a very expansive collection of updates on several fronts.
BATM medical and Telco are significantly further ahead of where I had estimated.
Firing on all cylinders would be putting it mildly.

[wynmck] 17/8/2020 12:47

ST ends "I maintain the view that BATM is in the early stages of a strong earnings upgrade cycle and one that could see significant value added to its intellectual property.Run Profits."

[boggy] 17/8/2020 12:35

Many thanks for the summary Paulisi, much appreciated.

[paulisi] 17/8/2020 12:30

Any feedback would be appreciated.

[paulisi] 17/8/2020 12:29

I was just about to mention the interview.Well worth a watch.Expect more news on ventilatorsNFV sales expected earlier including Vodaphone and others.Expecting more news on agri products.More surprises on medical, but cannot reveal as patent pending.Sounds like he wasn't going to release Vodaphone proof of concept, but Vodaphone and ARM mentioned them in press release.He was optimistic FY results may be better than revised forecasts..

[gleach23] 17/8/2020 12:20

Thanks johndoe23

[nellyb] 17/8/2020 12:19

zvi is a very happy man as per the proactive interview.

[johndoe23] 17/8/2020 12:19

He has advised again to run profits

[gleach23] 17/8/2020 12:13

Mentioned by Simon Thompson in IC at midday which should bring in some buying. As a non-subscriber I don't have access to the article.

[nellyb] 17/8/2020 12:07

proactiveinvestors interview now out.

[car1pet] 17/8/2020 11:41

Webinar this afternoon may reveal a few extra facts.

[paulisi] 17/8/2020 09:21

Price has been up and down all morning.Went as high as 1.34, dropped down to 1.23 and starting to stabilise at 1.26.Volume was huge in the first 30 mins

[paulisi] 17/8/2020 07:54

TASE remains flat at 1.28.UK markets will dictate pricing this morning.

[babbler] 17/8/2020 07:49

They already said that in the update I'm sure pre today so not a major surprise really....

[paulisi] 17/8/2020 07:33

NFV is the future and the area which will see major growth.Nice to see the dividend back.Results pretty much as expected.Margins higher in bio medical and dropped in IT/cyber.Only concern is the small loss in IT/cyber, but I suspect this will be due to covid delays and should return to normal levels.Long term future of IT/Cyber is exciting.I think markets have priced correctly and will be fairly constant.Prices may move on proactive investor interview, webinar and Simon Thompson re-rating.As FSE says, the value is in the IP especially NFV.

[babbler] 17/8/2020 07:24

https://mobile.twitter.com/BabblerBestBets/status/1295244197050626048Easier said with a figure.

[wizzkid211] 17/8/2020 07:06

confidence to reinstate its dividend policy.
Revenue for the Bio-Medical division increased by 65.5% to $50.0m (H1 2019: $30.2m) due to growth in all units. Gross margin for the division increased significantly to 31.9% (H1 2019: 23.3%

[doccash] 16/8/2020 17:24

Finished equivalent 1.28 UK
All down to interpretation of results.