Batm Advanced Communicat... Share Discussion Threads

[picsous] 20/11/2020 10:58

sandy789 - uncanny as these were my thoughts this very morning: not to sell under £2

What is encouraging is that none of the directors sold shares while we were sitting as high as 130-140, to my knowledge.

[sandy789] 20/11/2020 10:12

This price action over the past few weeks has been driven by an average of 1 million shares traded per day out of a total issue of 440 million.Pocket change. Probably the same million traded by short term enthusiasts. My selling instinct will only emerge at £2 plus or when Zvi starts offloading.

[picsous] 20/11/2020 09:38

We had a tug of war at 87p and the sellers have left for now it seems.
This is all so volatile because of Covid testing: when news of a vaccine appeared holders obviously thought we would no longer have to test anyone, why???
So from overbought to oversold with huge swings, euphoria to dear.

But it's not all about Covid here, thankfully.

[james dean] 20/11/2020 08:43

reeltime

Thanks.

Batm is looking so good - I wonder what next.

IMHO

[reeltime] 20/11/2020 08:11

Why a uCPE Installer is essential for the success of your whitebox strategy
November 18, 2020 Gabi Podolsky

uCPE Installer for WhiteboxesWhiteboxes have entered the networking product landscape as a part of the larger hardware and software disaggregation trend. This trend, which is also known as Network Function Disaggregation (NFD), is transforming the networking product market. Historically, network appliances have been black boxes with proprietary hardware and software sourced from a single vendor. Today, such products are evolving towards decoupled hardware whiteboxes and software components that can be sourced from a wide variety of vendors.

uCPE (Universal Customer Premise Equipment) is just one of many solution categories taking advantage of NFD. It is interesting to note that uCPEs take disaggregation one step further. Building on the hardware and software separation, uCPEs concentrate multiple software-based network functions on a single whitebox networking device. One way to picture it is: if single function boxes are on one end of the continuum, at the point of no separation. Then, uCPEs belong at the other extreme with fully disaggregated multi-function whiteboxes.

Getting back to our discussion, there are multiple reasons for adopting whitebox uCPE strategy. The need for to support new devices on a regular basis, is a common thread binding them together.

Here are some of the reasons.

In any uCPE whitebox strategy, eliminating vendor lock-in is a primary goal. This goal can be also be articulated as source diversification. With diverse sources, the managed service provider’s (MSP) purchasing team can negotiate better prices and establish robust supply chains. However, this also implies that whenever a new vendor is selected, a new batch of devices needs to be quickly and seamlessly be supported.

New devices are also expected to come from every vendor over time. We know that processing, memory and storage components will improve over time. This assumption has held true for the past decades. It has steadily followed Moore’s Law, which predicts a doubling every year in the number of components per integrated circuit. As new components are released to the market, whitebox vendors are quick to implement them in their latest models. Once again, reaping the benefits of technological advancements, requires support of devices at the pace of change.

Technology and supply chains are not the only factors, geography can also play a crucial role. In many countries, networking devices incur steep import fees. Bringing any new hardware model may also be subject to long and costly homologation processes. This means that working with locally available alternatives, which vary from one country to the next, is essential for multi-national service providers offering managed services. In this case as well, to reap the benefits of a whitebox uCPE strategy, it is necessary to support new devices from a variety of vendors on a regular basis.
Onboarding a new uCPE Whitebox

The typical approach to adding or onboarding new uCPE hardware is software porting. According to Wikipedia, porting is the process of adapting software for the purpose of achieving some form of execution in a computing environment that is different from the one that a given program. Since the process requires software engineers that adapt software, recompile and test it, the porting process can take several man months. This level of investment is prohibitive to frequent changes. It will, therefore, delay adoption of new hardware and even limit the device selection offered by some uCPE vendors.

There is another, faster approach to whitebox onboarding. This approach is ubiquitous in the world of personal computers and laptops. When we receive a new computer, the operating system is installed (not ported). The process can take anywhere from a few minutes to a half hour, during which the underlying hardware resources are identified and drivers are installed.

Since whiteboxes are essentially computers, with numerous and varied connectivity ports, we decided, at Telco Systems, to develop an installer for onboarding new whiteboxes. In the process of switching this paradigm from software porting to installation, we’ve slashed the time it takes to add a new device from months to minutes. Using our BYOD Installer wizard process, users can add any new whitebox to the uCPE Manager device catalog in just 10 minutes.

Looking back at the reasons driving uCPE whitebox strategy adoption, it is clear why installer-based onboarding is essential for success. For example, when it comes to source diversification, the benefits go far beyond avoiding vendor lock in. It provides the agility needed to establish a robust operation; one that can easily select new suppliers effectively adapting to a crisis or changing market landscape.

With our installer-based onboarding, staying at the forefront of technology is simple. Any new technology on the whitebox market, whether it supports the new low-cost processor or the latest high throughput architecture, can be instantly added helping MSPs stay ahead of the competition.

Multi-national managed service providers can increase operational efficiency with an ‘operate globally, source locally’ approach. In each country, locally available devices will be selected. This approach not only reduces costs associated with international shipping and taxation; it will also improve customer satisfaction with faster delivery.

[fse] 19/11/2020 13:40

Yes the share price has to overcome a wall of worry. Company is making money and is supported on fundamentals.

[rawdeal1] 18/11/2020 17:30

Big volume today ... but no shift in the price. So, someone's selling, but someone is willing to mop up ... so that must be a good sign.

[car1pet] 18/11/2020 17:02

We need some news on contract awards. Its all gone very quiet.

[paulisi] 17/11/2020 13:21

Just looking through the timelines, we normally would have a notification of an AGM by now.I assume this either will not happen or will be virtual.

[paulisi] 16/11/2020 15:32

So as well as selling NFV to the big operators, they have add on products to sell with it.Just need confirmation of contracts with the big players.

[fse] 16/11/2020 15:24

Telco systems are now selling white boxes with all the upgrades for 5G and NFVTime embedded architecture

[paulisi] 16/11/2020 15:16

Interesting post on twitter ref CelareFrom single malware to fully-fledged APTs #Celare's NetWiz™ network-based solution collects, records and analyses all traffic IRT for wide areas. It uses our T-Sense collector to inspect network traffic while being much closer to the endpoint elements.https://t.co/lfHUVcKyPP

[leewain] 16/11/2020 12:15

Moderna Vaccine news.

[leewain] 16/11/2020 12:14

Another COVID sell off.

[car1pet] 13/11/2020 13:51

Divis are income in the eyes of HMRC so even if divis are converted into shares they still have to be declared as income and will be subject to tax in the UK. I can't speak about non UK jurisdictions

[fse] 13/11/2020 13:39

Years ago I was able to take shares in lieu of dividend which got around this but I agree if they pay one this needs clarification. Some countries have double taxation indemnity agreements.

[wizzkid211] 12/11/2020 19:29

last div. a few years ago I paid 25% tax

[paulisi] 12/11/2020 19:14

I'd take any dividend at present whether it is heavily taxed or not.I seem to remember something similar when they last issued a dividend.

[unctuous] 12/11/2020 18:47

Not sure you’ve thought this through. If you’re not an Israeli taxpayer the dividend is a disaster due to the withholding tax. I enquired about a dividend reinvestment program and never received a response.

[wizzkid211] 12/11/2020 17:29

2p per share would be lovely... 1.5p will do!

[fse] 12/11/2020 16:52

They plan on paying a dividend so that should get things going

[fse] 11/11/2020 19:27

The backdrop for this company has never looked more positive. Short term there are so many unrelated issues driving sentiment in my experience most investors don’t even know or understand the companies they hold. I am down in Florida enjoying hurricane Eta which is blowing the coronavirus away. That’s about how scientific this all is. Lots of interest in 5G though.

[car1pet] 11/11/2020 18:50

Until we get some positive newsflow from the company and clarity about the divi it looks like a day traders stock. Hard to judge where it is going at the moment.

[emeraldzebra] 11/11/2020 18:03

read 'largely that' ....

[emeraldzebra] 11/11/2020 18:01

May be guilty of over analysing but - 'Looking back' also provokes some new questions concerning some kind of explanation for weakness here. There does seem to be odd behaviour amongst sellers :

-First - The US elections were cited us being a reason for the downturn. Now we (pretty much) have clarity on them, but little recovery in the share price

Then Covid (new lockdown) was suggested as a contributor to the weakness - presumably in respect of how it might affect the operations of the Telco division - since it would not adversely affect the medical side, as it is involved with testing etc.

-Now that we have news of the vaccine/s, would suggest THAT it is that side of the business which continues to weigh on the share price (Even though many here suggest this is NOT a ''Covid play'')

-What we do NOT have is news from the more important telcon division - and it was that largely side that was promoted by the Investors' chronicle with their commentary that BATM was now looking highly overlooked, undervalued and misunderstood.

-And now that we have vaccine/s - presumably any operational difficulties that might have been expected, courtesy of the virus will now be negated through the vaccine/s roll out........ So what has changed since 150p ? Not a whole lot except an (undeserved ?) whacking down to 90 p ! Buy. ???