Batm Advanced Communicat... Share Discussion Threads

[emeraldzebra] 18/9/2020 16:41

big trade at the close....

[wizzkid211] 18/9/2020 14:38

don't worry nothing is happening, low volume no TASE today and Sunday no announcement, it's just the Jewish new years eve...!

[fse] 18/9/2020 14:08

BATM Advanced Communications Ltd
·
4h
As countries step up their COVID testing
@BATMLtd
teams are working tirelessly at its Adaltis facility in Italy to meet demand for its upgraded test kits. The tests, unveiled this summer, measure the quantity of antibodies in the blood as well as accurately detecting the virus

[rawdeal1] 18/9/2020 13:05

Looks like all the "horse-trading" has been done, and the price will stay at this level (hopefully) until the next bit (hopefully significant)of news comes along.

NB : This sale of ARM does not seem straight forward. The Government are getting involved .... and also the Chinese. So not sure where this will end up.

[car1pet] 18/9/2020 12:48

Ah that must be Thursday I looked at. Thanks Paulisi

[paulisi] 18/9/2020 12:29

It's Friday TASE is closed.

[sandy789] 18/9/2020 12:16

Didn't Zvi talk of an announcement re: testing capability and capacity in last qtr?

[car1pet] 18/9/2020 11:24

Low volume on TASE as well

[james dean] 18/9/2020 09:18

Nothing on website and no trades shown on the LSE either.

[emeraldzebra] 18/9/2020 08:56

showing frozen bid/offer.? some kind of announcement coming ?

[car1pet] 17/9/2020 12:24

Very low volumes today.

[doccash] 15/9/2020 14:51

hxxps://wccftech.com/nvidia-cpus-arm-teased-ceo-jensen/

Interesting read

[cumnor] 14/9/2020 21:08

Good post, FSE, and the closer US-Israel link may perhaps ease technology exchange and use in BATM's favour than was the case with Softbank?

[fse] 14/9/2020 17:03

Heres the release from Nvidia regarding ARM acquisition.



Some reaction



I am not going to get into why this is not good for the UK as the founders of ARM have already stated the reasons most concisely.
Our concern is how will this impact Telco systems.

There is no secret to the fact that ARM were held back by Softbank and research money was targeted in perhaps not the best directions.


Its worth repeating that Telco systems are an American company albeit owned by BATM. I am getting the impression that Telco will be delighted to be working with Nvidia especially as the shackles will be taken off ARM to charge into AI and 5G developments. Most of what Telco systems do is just what Nvidia want to see advanced.
US does not want to get left behind China on this and they have been taking steps to ensure that does not happen.

There is no downside I can see for Telco systems but the upside could be huge as it could have some pretty unfettered access to core US infrastructure projects, whilst retaining its own interests.

Added: These are in my anticipated range 110p to 145p which I posted a few weeks ago. They are getting walked around on lower volumes. I think the markets are still caught up with Covid and ignoring Telco news.

One other factor in the 5G and AI field in the network virtualisation shift into empowering UCP's (CP's) is that Telco NFVTime supports Intel platforms as well as ARM's. I am not sure the US would want to see an outright monopoly building here with Nvidia. Only saying that whilst ARM platform may be superior it is not the only act in town and one sh*t load of systems run on Intel. ARM/NFVTime may be a class act but Intel/NFVTime is a huge target. Telco systems recent win on Intel/NFVTime platform was IMO very significant.

Check this out this is from Intel network builders.



and another "Intel" link to Telco systems.

[babbler] 13/9/2020 18:46

https://mobile.twitter.com/breakingmkts/status/1305194239912030211

[car1pet] 13/9/2020 12:47

Well if they bought it for 32bn and sell it for 40bn. Thats a 25% profit in 4 years.
Sometimes it pays to bank a profit.

[rawdeal1] 13/9/2020 10:35

Why would Softbank want to sell, with 5G on the horizon ?

[gerihatrick] 12/9/2020 08:29

FSE...excellent comment at 1727 last night...thank you

[fse] 11/9/2020 22:10

Cant really disagree with Ups1de comments from an earnings perspective. On that metric they are generously valued. What is difficult to gauge here is the actual value of their IP especially as they have so many avenues in later stage development and actually starting to generate some revenue.
I think we are likely to hear about developments on the cyber security front.
The NFVTime win was so important as it was won on an Intel Platform and is a stand alone contract. Remember BATM own Celare.

Added link.


Expected concerns from the UK government to keep ARM independent never materialized.
Its not bad for BATM /Telco systems thats based in Foxborough Massachusetts but hardly good for the UK tech industry. Looks like sale is going through. Surprised me. Maybe thats why Marom commented, more as an aside, that sale to Nvidia was a good thing from their perspective
Ownership by Softbank as an investor and takeover acquisition by Nvidia are in no way the same.

Under Softbank ARM just did their thing " ARM is headquartered in Cambridge, United Kingdom and has 44 office locations across 20 countries."
Under Nvidia the future will be different. "NVIDIA is headquartered in Santa Clara, CA and has 48 office locations across 22 countries."

Controversial at the time, Arm's sale to SoftBank now seems like a regrettable mistake. In UK hands, Arm might conceivably have been a rallying point for network start-ups, software companies and 5G innovators without the risk of interference by or dependency on a foreign owner.

FWIW I honestly thought the government would have been all over this but apparently the only objections have come from the opposition party with Govt saying its not a threat to national security. OK ... ?

[ups1de] 11/9/2020 20:00

BATM Chief Exec is always heavy on promises but light on detail.With a current PE>112 they better demonstrate some serious growth in 20/21.Can anyone see them doubling their profits this year ? Then they would still have a PE >50.Too often on his videos we are asked to believe the future is bright ...without any £sales or margin info.Recent 5G & Covid test videos classic examples. Eg on 5G :What key numbers to hang your hat on ?Dont get me wrong 3 excellent product sectors to compete in and emerging evidence of potential success. However BATM share is surely currently priced for perfection and if their Covid equipment/tests don't translate into strong incremental cash at interims the share price volatility could well continue. I'm glad I bought into the Investor Chronicle buy recommendation around 40p.I've done extremely well out of the price appreciation to date & certainly hope Simon Thompson is right about his 170 p target.Just a bit more financial detail on prospects please.

[fse] 11/9/2020 17:27

Always pays to have a trading war chest with BATM. All this Covid hype has pulled focus on BATM as an infectious disease specialist. BATM are the only company in this field that offer complete across the board solutions for this and future outbreaks.
The company is building credibility through not jumping on every bandwagon that rolls by rather developing a sustainable business plan. Sure they are selling an indecent number of tests but they would far rather sell an analyzer with reagents that can screen for Covid and countless other infectious diseases.

The real challenge at this stage with Covid19 is in determining the viral loading as its clear as muck that younger asymptomatic people whilst they test positive are reinfecting at a reduced and less invasive rate. BATM advanced Serology tests do just this and with a very high degree of accuracy.


BATM Advanced Communications Ltd
@BATMLtd
Our COVID-19 serologic test kit - with 100% sensitivity and 99.8% specificity - runs on our Adaltis instruments and on standard ELIZA instruments

The UK for example saw the same footprint as every where else The outbreak started at @March 15th and peaked 6 weeks later end of April it then saw a more gradual but nevertheless substantial downturn. There is no indication in the UK or any other European country of a second wave if you look at the recorded deaths they simply do not support this.
Every single European country exhibited the same phenomena when you plotted the data the bell curve (Gaussian curve) is the same, they are virtually identical.

Why this is important for BATM and investors is that there are ways to handle an outbreak correctly. The type of products BATM have allow much more precise targeting of this an other virus and "then" determine what restrictions actually should be in place. At the moment I understand that the UK is doing some mass testing Moonshot we hear ! They might well be advised to look at why the death rates fell in spite of their claims of higher positives. They may well want to consider that there is now a bad Influenza Virus circulating with pneumonia symptoms like Covid. The new UK tests cant tell the difference woops ! Just a few billion WHO cares
BATM could help them out there in making the distinction.

It would have been far cheaper and efficacious to have sample/random serology tests of thousands done in areas around the UK rather than mass testing of millions and follow up on it as it’s an ever changing dynamic.
Its a huge market for them and what they offer is inclusive , accurate and can be targeted at the right source. I think we can safely assume they are going to have a fair few clients who took time to think about all of this for a moment.
Have a great weekend.

[doccash] 11/9/2020 12:44

Still won't allow links on proactive investor site

[doccash] 11/9/2020 12:43

We are now planning the next seven to ten years, we have some earth-shattering products that will be delivered in five to seven years,” Marom concluded.

[...]

Missed this article from 1 September Nice