Batm Advanced Communicat... Share Discussion Threads

[paulisi] 20/8/2020 15:52

https://www.telco.com/press-releases/adcareit-selects-telco-systems-and-clavister-for-rollout-of-nfv-based-secure-sd-wan-in-kenyaI think there was a brief mention in the interims, but NFV contract.Interesting to see the value to understand the potential of the Vodafone POC.It looks like initial fee and annual subscription.

[car1pet] 20/8/2020 15:36

I agree with Iceman. My criticism of Zvi is that he is a very experienced intelligent/knowledgeable guy but he is not commercial. On the webinar on Monday there were 3 people presenting the interim results, Zvi, the finance officer and the the Telco guy. Zvi spoke about the med business and you could see he understands the technical side inside out. A well run company would have had the CEO and the FO and the lead for each business. Zvi is micromanaging the business in particular the med stuff. That's not the way to run a business. Zvi should be the head of R&D and there should be a commercial CEO running the business. I know many people don't agree with me but I think this company could be doing so much better than it is if Zvi would bring in a real CEO.

[paulisi] 20/8/2020 15:22

Big bout of selling going on.

[paulisi] 20/8/2020 14:50

I understand your frustrations, but growing too quickly could cause issues in the future, especially on covid tests which may stop in 12-18 months.BATM need to think about outsourcing some production and also need to increase relationships with national governments.As far as I am aware, Italy and Hungary are the main markets in Europe for medical and Brazil in the Americas. There is potential to get into the US and India, but again, capacity in Italy is pretty much full.

[icemaninvestor] 20/8/2020 14:39

My frustration with BATM is that they are premier league at R&D and IP, but division 2 when it comes to the commercial side of the business. They have best in class Covid tests but haven’t even manufactured 1 million yet. Other diagnostic companies have ramped up production and produced 10s of millions since March.

It would seem that they are trying to get into division 1 with the hiring of a PR firm to run a Twitter account and the recent appointment of the POC expert from Roche but they should be pushing to enter the FTSE 100 rather than FTSE 250 by the end of the year. I’m being serious.

[fse] 20/8/2020 14:06

There are a myriad of tests out there for Covid19 with varying degrees of success.
BATM medical have positioned themselves as an Infectious disease specialist from origin to final outcome. Investing in a company "solely" because they have a test for Covid 19 or are developing a vaccine is probably not a wise move.
Covid19 is a side show and anyone with an inking of common sense can see that. The numbers don't add up and never did.
What is really needed is for Governments to take the whole infectious diseases seriously and have in place a system to evaluate and react to whatever comes our way.
Governments are throwing money billions at any possible vaccine when they should be looking to identify this and future pathogens and develop treatments.
BATM medical know this and they are trying to implement a wide range of solutions which are adaptable to the next pathogen when it blows our way and not collapse economies with absurd lock downs and mask talk.
So the take away from this is that its one thing to develop a test for any specific pathogen, quite another one to identify and test the current pathogen and be ready and ahead of the game when the next one is spotted. In this respect BATM medical are head and shoulders above the rest ... I know of no other comapny with a portfolio of options for any known pathogen and the ability to quickly identify and produce a test for the next one.

[paulisi] 20/8/2020 09:28

The R&D is rapid in this area. There are so many developing quicker and easier tests and others will catch up. I understand the Israelis are working on a rapid breath test....

[icemaninvestor] 20/8/2020 02:21

Just thought I'd share with everyone some details about another company producing a Covid test similar to the one BATM are developing with Novamed. A company called Avacta (listed on AIM) have produced a saliva based test (no swab required) which gives results in minutes. This will be a game-changer and approval for use is imminent.

The following website lists Covid tests in development and approved. If you search for viral antigen, lateral flow, saliva, self-test you will see that Avacta are the only company in the world that has developed such a test. This website is great for tracking BATM covid test approvals too, you will find one of the Adaltis tests listed here.



I know share tips are annoying, but it's good to get intel on the competition. I am invested in both BATM and Avacta.

[paulisi] 19/8/2020 11:27

Apologies my mistake.I just assumed they were too small for main market and on AIM.

[spypat] 19/8/2020 10:39

BVC is not in AIM market. It is in LSE Main market (FTSE All Share index):


Going up or down through the LSE Main market indexes is an automatic process, no need for application.

[car1pet] 19/8/2020 10:38

Paulisi The attached link suggests that promotions and demotions for FTSE100 and FTSE250 are handled by the quarterly review meeting and automatic if the capitalised value is above position 325.
At the moment Black Rock is 325 at a capitalised value of £621m, so for BATM to be above position 325 the share price needs to be around 141p on 1st September

hxxps://research.ftserussell.com/products/downloads/How_does_UK_review_work.pdf

That is my understanding

[paulisi] 19/8/2020 10:00

I thought you had to apply to go into the main market as there are different rules and tighter regulation.I've not seen anything to suggest BATM are thinking about this at the moment.

[car1pet] 19/8/2020 09:50

Thanks Spypat a useful link. Looks as if share price needs to get to around 140p by 2nd September

[spypat] 19/8/2020 09:07

Still more rise is needed to enter FTSE 250:
hxxp://www.stockchallenge.co.uk/ftse.php

[icemaninvestor] 19/8/2020 00:14

On a different note, BATM has a bigger market capitalisation than the bottom 18 FTSE 250 companies so a promotion to the FTSE 250 on 10th September could be on the cards. This is significant as some tracker funds, pension funds etcetera would then be obliged to buy shares. Also, there will be increased publicity for the company if this status is reached.

[cumnor] 19/8/2020 00:02

FSE-very helpful analysis as usual. I was intrigued by his comments about AI and the ventilators-you have to admire Zvi, he talks with a fair bit of expertise and with the same easy decorum about complex medical issues and new 5G technology. Few CEOs could do that. The nature of Covid and debates about the best way to deliver O2-demand for which varies significantly as the disease progresses, as does the optimum manner of delivering it, has a big impact on outcomes. Intense monitoring places a real burden on ICU staff who need to check and adjust settings regulary. A more 'intelligent' ventilation-and BATM with its tech division has advantages here over traditional medical device companies- could catch on outside of Covid and see a new line of work opening up where there is huge demand.

[fse] 18/8/2020 22:03

I am not expressing an opinion as to whether the article is sound or not but it does tie in with reports I have come across that tell the same story in varying degrees dependent on where you are living. There are more articles like this drifting around every day and I expect there will be a further backlash. There is just so much misinformation all around and no coherent plan to tackle it.

The point I am trying to make is that Governments need to have a program in place which deals with the entire picture. If they had done that then the response would have been far better targeted and the economic fallout far less. But they did not have such a response and went about blindly locking everything down essentially slamming the barn door shut after the horse had bolted.

A vaccine may or may not be effective and we don't know for how long and unless you are going to force people to get immunized. There is far too much hype about a vaccine coming to the rescue at the expense of looking at other treatments.

>jd.... yes more Kenyan news I have relatives in Insurance business over there will ask them what they think about the provider. They used to steal the copper out of the wires which could explain the uptake of wireless solutions ;-)

[jatin724] 18/8/2020 19:26

FSE don't know if you realise that the article isn't from the guardian -may be sound but the site is a rip off

[james dean] 18/8/2020 18:27

There are some supporters of Batm who have held many 000's of shares for some while and I think Zvi wants to repay loyalty shown to holders such as these.

I'm one of those who have shown the same loyalty and have not been in for a quick dash of cash.

AIMHO of course

---------

[doccash] 18/8/2020 14:20

Lots of updates awaiting patents so hopefully regular news flow will continue rise in share price. Also Q4 just around corner when release home tests

[cumnor] 18/8/2020 14:17

Totally agree, Mower. Zvi is some interviewee. So many irons coming together here at once.....

[paulisi] 18/8/2020 12:28

I suspect it may be between 1p and 2p, dependant on the cash position, bolt on acquisitions etc

[mower] 18/8/2020 10:53

I rarely post and have been an investor here 18 yrs.I have to say after watching that youtube video by proactive investors that this certainly appears an exciting time to be involved.Zvi was his usual upbeat self and i just hope this doesn't go into the "if it seems to good to be true....it usually is." basket.This certainly doesn't seem the time to top slice after waiting for this company to evolve.But certainly exciting times ahead.GLA

[car1pet] 18/8/2020 10:25

Thinking about what Zvi said yesterday about the "generous" dividend, I'm not sure how generous it can be to Joe Public. Zvi said yesterday that he would personally benefit from a divi and he will - read on.
There are 440million shares out there so a 1p divi will cost the company £4.4m. There is cash on the books but I can't see the divi going above 1p. With a share price of 125p that equates to a yield of .8% which doesn't set the pulse racing to the average investor.
Of course if you are Zvi and own 125m shares that generates £1.25m of divi which is very nice and possibly "generous" for him.
Wouldn't it be better for the company to invest the money in the business? Its viewed at the moment as a growth stock not a dividend stock and 1p won't help anyone except the main shareholders. Maybe the major shareholders have been twisting his ARM (excuse the pun)