Batm Advanced Communicat... Share Discussion Threads

[car1pet] 07/12/2020 08:52

How many worms and insects will be needed for one load of feed? I'm no expert on insects but they are very small!! Ant and Dec used to have lots of "critters" fir the bush tucker trials maybe they use them. It doesn't feel like a big seller. But I know nothing about animal feed so hopefully its massive

[picsous] 07/12/2020 07:47

Hint: All of BATM's units are going from strength to strength...

[paulisi] 07/12/2020 07:43

That was an RNS I wasn't expecting - a bit left field.

[amt] 07/12/2020 07:27

Never heard a worm called an insect before.

[wizzkid211] 07/12/2020 07:12

youtu.be/4Pat7itiUQ8

[wizzkid211] 07/12/2020 07:02

RNS Number : 6762H

BATM Advanced Communications Ld

07 December 2020

LEI: 213800FLQUB9J289RU66

7 December 2020

BATM Advanced Communications Limited

("BATM" or "the Group")

BATM Delivers First Insect Protein Recovery Facility

New ISS-based instrument to produce high-quality insect protein powder and oil

BATM (LSE: BVC; TASE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, is pleased to announce that Celitron, the Group's subsidiary that is part of the Eco-Med unit, has completed the delivery of the first of its new instrument that recovers high-quality protein and oils from insects to a world renowned company focused on commercialising industrial scale insect-based technologies to produce feedstock. The entry into a new market segment with the first delivery of this instrument marks a further milestone achieved by Celitron in 2020.

The Group's new instrument provides a continuous and automated process for the recovery of solid protein and oils from insects such as worms and flies that feed on waste. It is based on Celitron's innovative Integrated Sterilizer and Shredder ("ISS") technology that is designed for sterilising harmful agricultural and medical waste and rendering them benign. The ISS also has the advantage of enabling a streamlined process and being far more cost-effective compared with any competing solutions.

The customer, which is headquartered in Belgium, recycles insect nutrients into valuable products for the feedstock industry. The customer intends to use the Group's solution to produce insect protein powder that can be used as a substitute for fishmeal and oils that can be used in aquaculture feed. The Group expects to receive orders from this customer for further instruments in due course.

This contract is in addition to other contracts for the Group's ISS-based solutions delivered in 2020 in Europe and Asia, with the Group having received orders of $8.3m for this technology in 2019 and 2020. With demand for protein on the rise and the crucial need to ensure protein safety along with an increased interest in the ISS, the Group is confident of adding to this total in 2021.

A video showing the instrument in operation at the customer's facility can be accessed here: hxxps://youtu.be/4Pat7itiUQ8

Dr Zvi Marom, Chief Executive Officer of BATM, said: "I am delighted that we have delivered the first of this new protein recovery instrument and I congratulate the Celitron team for achieving this major milestone despite the logistical challenges of the COVID-19 pandemic. After several years of development at our facility in Hungary, we have now established a best-in-class solution based on our superior ISS technology. The production of protein and oil from animal waste, and, in particular, from the rearing of insects, has enormous potential as a sustainable source of protein for fishmeal, livestock feed and potentially even human nutrition.

"All of BATM's units are going from strength to strength not only in their financial performance, but also in introducing innovative technology that we believe will be of benefit to society for many years to come. I take great pride in these achievements and look forward to reporting our progress."

Enquiries:

[paulisi] 04/12/2020 17:37

Just going back to the last Zvi interview, he stated he expected to be back discussing further announcements in this quarter.So we should have another announcement in the next 2-3 weeks or the AGM

[dibbs] 03/12/2020 22:04

Putting my optimistic hat on I'm hoping the chunky trades are the clearing of a overhang of stock. Of course only time will tell!

[car1pet] 03/12/2020 17:26

Most of the trades look like programmed trades so IMO it is a ay trading stock at the moment. Hard to tell where it will go without some positive sales news

[rawdeal1] 03/12/2020 15:53

Buy-back starting ... ??

[fse] 03/12/2020 14:39

Ok so Dimension data and NTT are taking large steps into cloud integration services a lot of what they are doing is centred around solutions Telco already offer. I think the recent update fro Telco which was on their Twitter account is a taste of what’s in the pipeline. It’s just another example of R&D transformation to saleable product.

[cumnor] 02/12/2020 20:44

Great analysis, FSE, of where BATM is at at present. Zvi doesn't tend to let a lot out, or play to short term holders, so investors here need to read between the lines BATM is turning out to be a 'proper' company with growing sales relative to R&D, and this will show over the next few quarters.
More importantly it is very much a growth stock also, with potential for the share price to multibag imo, being in an exciting 5G/tech space, as well as at the cutting edge of diagnostics and disease prevention.
This will be two companies at some stage, each worth a lot more than the present mrkt cap. I've added today and am not bothered about short term share price gyrations. Also, Covid is only a small part of the business, and has raised BVC's profile within the diagnostics sector significantly, and irrespective of how the pandemic goes, any investment, science and IP in Covid will, unlike that of some pure Covid plays, be entirely transferrable to their medical division which will gain as a result.

[fse] 02/12/2020 19:50

Following along from that train of thought this is the situation BATM are in as far as I can see. As recently as 5 years ago the company was largely comprised of R&D ventures in later stage development which were not deriving any income they had a large enough sales platform from existing and legacy product to allow them to tick over. It was probably 30% income deriving product against 70% future product. This was true for medical and Telco

Today they are seeing those R&D efforts translate into saleable product. The composition has altered significantly and they are probably at 50% R&D and 50% saleable. As the company moves forwards we will see R&D start to occupy maybe 20% and this going to start impacting the bottom line. We have IMO seen the start of this process @ a year ago

So at these levels based on forward PER the company is starting to be valued on straight fundamentals with a huge propensity for growth and that’s just what we are seeing.

I imagine that’s how a few of in here see it and that’s why I consider the company a buy at these levels or whatever value you put on it at fundamentals level.

One other caveat is that investors should not make the mistake of waiting for “large contracts” to be announced. BATM already have sufficient affiliations to keep them busy. They are now moving product to their partners. That’s why the recent Data Dimension up date was so meaningful they have known each other for years now they are selling developed product.

Hope this paints a more accurate picture as to just what’s happening here.

[gerihatrick] 02/12/2020 19:25

I bought this between 20p and 50p. Since last year it has doubled. How can anyone complain? My disappointment is that I usually attend the AGM and Zvi has been more than happy to give an update and take questions for over an hour. I have found those meetings very helpful in making my decisions. I await updates as much as others and look forward to that.

[car1pet] 02/12/2020 18:00

I think Marom needs to think very carefully about what he says at the AGM. For long term holders of this share it has been a continuous process of research and proof of concept in both telco and medical, we are at a point where Marom needs to realise that investors need a return on their investment/patience and an upwards trajectory of sales and profit. By all means carry on researching new products but the company has to focus on sales and profit. We can all admire his altruism and working for the greater good but he is running a business. He needs to separate his personal views and concentrate on giving investors a return on their investment. If I don't hear the right words I will invest elsewhere.

[doccash] 02/12/2020 17:35

And wait patiently if you believe in the company

[doccash] 02/12/2020 17:34

The answer is don't have a stop loss

[rawdeal1] 02/12/2020 16:52

The problem is that after promising language previously (news soon etc) - people have jumped on board, but as we are having to wait longer than expected, the short termers are banking profits and leaving, but then peoples stop-losses are being triggered, and without new buying,. then price is moving south. We need news.

[fse] 02/12/2020 15:19

Yes the fall is obviously Covid related which is depressingly absurd. Covid highlighted what the medical division could do. Covid also drew focus on work at home solutions and the need for providers to come up with more robust solutions. BATM are making money and are growing the company.
The results will show this. As mentioned above Marom was clear about 2 things that they did not seek to profit from Covid directly he was also clear that BATM. Was becoming a very large company. I guess no one listened.

[paulisi] 02/12/2020 14:42

Not strictly true.The NFV proof of concept and contract win also accounted for some of the rise.

[dr biotech] 02/12/2020 14:36

I haven’t looked in here for a while. Sold around 90p - just before they went up to 140.

They always said they weren’t going to profit from covid so I’m not sure why it’s dropped, I do get the feeling that they have better development teams than salespeople and perhaps it’s more jam tomorrow. Will continue to watch a bit closer

[owenski] 02/12/2020 13:04

The share price was 45p until mid April

In mid April they announced a ventilator contract and the share price took off eventually reaching 150p by mid August

I'd suggest that the share price got overheated in a short time frame on the back of a Covid related announcement.

Testing is a crowded market place and come vaccine rollout, the market is forward looking to other areas now and not Covid testing. I also don't see ventilators as a growth area.

Bit of a sobering thought, if this starts deflating back to the 40's, not saying it will, but that's where it came from pre-Covid contract news.

I picked up on the chart signals mid September that this was going to correct downwards.

Anyways, I'm in no rush to buy. IMO

[paulisi] 02/12/2020 12:50

Every vaccine announcement, knocks the share price back.What we need is Zvi to come out with some feedback either now or the AGM to show the impact vaccines have on future revenues and profits.We know it will impact the sale of test kits, equipment and possibly ventilators, but there is plenty of other revenue streams in the medical division.

[owenski] 02/12/2020 11:25

As said before the chart has looked weak for some time, for the record, I like the business.

"owenski - 29 Sep 2020 - 07:56:47 - 17618 of 17783

Odd share price action here considering the supposed good news flow. Looks like it's setting up to go of a cliff."
As said before, the share price has looked weak here for some time, maybe it got a bit overvalued??"

[volsung] 02/12/2020 11:22

Bought a few more anyway in blind faith