Batm Advanced Communicat... Share Discussion Threads

[paulisi] 18/10/2020 20:16

So the cost savings are not having to purchase specialist kit and bring in IT specialists.

[fse] 18/10/2020 17:39

NFVTime explanation.

[fse] 14/10/2020 17:37

Interesting graphic to remind us what Celare are up to these days.
This is a major market for BATM and the co operation with Oracle is starting to make sense.


added: "NetWiz™ is a comprehensive security monitoring system for detection and investigation of insider cyber threats. It is a joint venture result between Celare and Oracle"

[fse] 13/10/2020 17:42

Have not read the latest Simon Thompson analysis but can only comment that I have found myself in general agreement with him in the past. In this case BATM have been on his radar for sometime and he has seen the company evolve over a period of time and they are in his portfolio tips.

My own valuation for the share price range was 110p to 140p this was based on a set of fundamentals as the company do actually make money and generate a profit which is unusual given they are bringing ground breaking technologies/solutions into the market.
Also investors should consider the fact that this company is well funded and has the wherewithal to see their research efforts turn into marketable product without going back to the market to raise money.
BATM generate a profit but the main attraction is the strength of their IP and staff bank which is stacked with competent scientists who have been on board for quite some time.

I agree that the latest contract wins are not getting acknowledged for how significant they are. Telco latest wins are huge and everyone is still fretting about Covid.
Progress in the medical side should be seen IMO more about the overview platform they have taken in managing infectious diseases not so much for Covid but in the demographics of how infectious disease should be viewed and getting the correct equipment in the most advantageous areas and at a cost that does not bankrupt everyone.

I have not been able to BUY under 110p and I am not sure I would be in a hurry to unload over 140p so have to agree they are a BUY at these levels ie under 120p. I also agree the upside is hard to estimate. They are expensive on pure earnings fundamentals but very underestimated on IP value.
Current markets though are a real concern. I think that if the Democrats win the US election there will be a extremely bad financial fallout which will upset global markets. UK government is hardly a rosy story and neither is Israels.

Added comparison. Maybe not entirely a fair comparison but I have a few shares in GNMK Genmark diagnostics NASDAQ. They turnover less that BATM, they do not make any money, they have a market cap of $800M. Their entire diagnostics unit is smaller than BATM medical. The share price went from $5 to $20 in short order before falling back to $14. They do have interesting IP and they are benefitting from the new world order in medicine and diagnostics, which is why I hold "some".. BATM has a lower market cap, makes a profit and also owns Telco systems. Sometimes I think valuations are a mugs game...

[wynmck] 12/10/2020 15:15

or the last line
"a return to this years 150p share price highs,and beyond,is not unrealistic.Buy"

[fse] 12/10/2020 14:39

You need a sub for the rest of the comments but this bye line says it all....

"Investors have failed to grasp the significance of the latest contract wins from BATM Advanced Communications (BVC:115.5p), a provider of medical laboratory systems, diagnostic kits, cyber security and network solutions."

[dicktrade] 12/10/2020 12:49

ST tip in IC

[paulisi] 12/10/2020 12:31

Then lots of buying from noon. Institutional?

[james dean] 12/10/2020 11:18

Not long it seems!

[car1pet] 12/10/2020 09:44

on the way up this morning how long will it last!!

[dds14] 12/10/2020 03:40

We're both saying the same thing - the fact that there is even a discussion about it says that the RNS wasn't particularly well worded.

[gerihatrick] 11/10/2020 18:22

dds14...I think you have it the wrong way round. If you have the antigen that is because you are producing the toxic substance and you have COVID. If you have antibodies that means you have had COVID as they are produced as a result of the infection.

[car1pet] 11/10/2020 14:27

Very little change on TASE today. Closed at 499.6 which is 113.3 at today's exchange rate so probably another up/down day tomorrow as day traders make a turn on the hourly movements.

[dds14] 11/10/2020 13:49

From the way the RNS is worded (badly) I think it means a PCR test for the RNA encoding the spike protein, which is the major antigen in the virus as far as I know.

Rapid antigen tests don't need to go to a central lab for processing, which is my major reason to think it's this way round.

Also antigen tests will tell you if you've had the disease, not if you're carrying it.

[wilmdav] 11/10/2020 10:59

Thanks wizzkid,
I take that to mean the test referred to is of the antigen type, not PCR.

[wizzkid211] 11/10/2020 09:04

Wilmdav
The simple answer must be that BATM RNS was poorly worded!

[wilmdav] 10/10/2020 16:17

The RNS of 05/10/20 refers to the €4.3m order as for BATM's Real-Time PCR (antigen) test.

Below is a link to a page on the Nature website that makes a distinction between PCR and antigen.



Would someone be willing to clarify?

[fse] 09/10/2020 18:34

>jd.... Yes we surely do ;-)

[james dean] 09/10/2020 18:29

wizzkid211

Your reply to FSE just in before my reply - I think we have something special to offer regarding tests IMHO.

Thanks.

[wizzkid211] 09/10/2020 18:22

FSE
Yes you are right its not all about COVID 19.
BATM will have "the world’s first Covid-19 antigen test to include five genes – most test for two or three — including the “spike” gene that the virus uses to invade human cells. The spike gene is present in a person’s blood even when the viral load of Covid-19 is too low to be detected. This kit, expected to receive CE certification shortly, can run on any standard PCR instrument.
It can also detect the bacteria that cause pulmonary illnesses believed to be a secondary infection of Covid-19".

[fse] 09/10/2020 17:39

Sounds interesting but its underdevelopment and its not nearly accurate enough. I would go with "immediate" rather than "instant" at this stage of the game. Accuracy really is an issue also the ability to differentiate between virus as its not just covid making the rounds.

Added comment. I have investments in Molecular sensing which transformed into Osmetech and later GenMark Diagnostics. Wish I had a lot more as they have gone up more than BATM. I only hold a modest position albeit its worth a lot more now.


GNMK on NASDAQ

This tecnology is very promising but hardly new just because the UK govt have just stumbled over it. Out of context as usual. BATM involvement with NovaMed touches on this same science.

How Prevalent are Respiratory Tract Infections?
Respiratory infections cause more doctor visits and absences from school and work than any other illness.2 It is estimated that 5 – 20% of people in the United States and 10% of Europeans are infected with influenza each year during flu season; globally resulting in about 3-5 million severe cases and 250,000-500,000 deaths every year.3-5 However, it is not just influenza that can cause respiratory infections; in addition to the flu, there are approximately 500 million non–influenza respiratory infections occurring annually.6

[icemaninvestor] 09/10/2020 13:39

MP is talking about a COVID breath test, not a BATM product

[doccash] 08/10/2020 11:59

Interesting question on trade in house of commons this morning.MP asked trade secretary if we are in discussion with Israel as they have a fast covid test.? BATM

[fse] 07/10/2020 16:37

Looks like the UK have lost the fuses for the circuit breakers they pulled... LOL you could not make it up if you tried.

In the real world yes it does make sense to get these bench-top analyzers into large nursing homes and airports with a cluster of reagents that are actually available.
Seems to me thats what BATM have been saying long before this outbreak happened.

Governments also should be making moves towards the safe processing of animal waste "in situ" rather than trucking it around the country with all the risks that entails. Markets and Food processing plants are typically responsible for many of the outbreaks encountered. Not enough is being done in this arena. I expect to see considerable interest in what Celitron are doing. These agricultural sterilizers are a win win situation and their use should be mandated.

[emeraldzebra] 07/10/2020 15:59

The pattern and individual volumes of the sells just don't indicate a 'big seller' to me. Much more some kind of day trader trying to knock it down and buy back on the cheap. And/or maybe mm's trying to soften it up for a large institutional purchase. Much as a couple of contributors here were suggesting a couple of days back.