Batm Advanced Communicat... Share Discussion Threads

[fse] 05/2/2021 15:19

I think this may have been posted on here but in any event its worth watching if you have not seen it already. Nat Lab reader.

[fse] 05/2/2021 14:48

This latest sell off makes no sense at all the company expects to post >180M in revenue for 2020 and thats without the benefit of sales from new line up of products and solutions. Even Covid testing got an unexpected reprieve as looks like the demand for testing due to new variants is not going to slow up any time soon.
The shares have been particularly weak in Israel and fairly high volumes albeit the buys and sells not matching up.
Honestly I do not fuss about short term share movements for this company as they are well funded and working in major growth areas. Also large holders can decide to reduce or exit for reasons that have nothing to do with the shares they hold so maybe we will get an announcement.
Backdrop is excellent. They are a BUY at these levels IMO.

[dibbs] 05/2/2021 14:03

Totally agree, very strange this last couple of days. You would think they'd issued such a bullish update only a few days ago!Shares sales are made for all manor of reasons and sometimes at the strangest of times. Therefore, believers in BVC should take this as an opportunity IMHO.

[emeraldzebra] 05/2/2021 13:49

Still not clear why.....all the commentary from the company, investors chronicle and others all seems to have been so bullish lately. V strange.....?

[paulisi] 05/2/2021 13:18

MM's still forcing the price down this morning.

[doccash] 04/2/2021 19:43

I totally agree I was just suggesting the reason for a fall on excellent news Profit taking happens. If you are in for the long run then today is irrelevant

[paulisi] 04/2/2021 19:32

It not really a big covid player though....PCR tests and covid tests will still be required for at least 12 months probably more and that revenue will be replaced by the new machines that Ador are producing.Anyway southern Europe is BATM's biggest market and they are way behind on vaccinations.

[doccash] 04/2/2021 18:27

Just heard news talk that BOE say UK may make up losses from Covid if vaccine rollout successful by March next year. May have turned investors positive on other stocks and profit taking on a "covid play " like BATM.

[fse] 04/2/2021 18:18

Looked at TASE trading and the UK and no doubt something has spooked the shares. It looked like a large holder winding down a position at first or the knowledge by brokers that they intend to which can often send the share price temporarily south until they place them.
The weakness appeared to have started in Tel Aviv where over 12M NIS traded with weakness spilling over to the LSE when it opened albeit there were some early spikes probably trades waiting to be filled.
Not sure what is "not to like" but no doubt we will hear something and if not then the share price should recover ... last interview very recent one with Zvi and he looked positively ebollient so no one told him anything !!!!! who knows.

[emeraldzebra] 04/2/2021 16:35

Reason behind the selling not so clear ? Thoughts ?

[doccash] 04/2/2021 16:33

100p looks like good support mentally and from the chart No harm for short term pullback but the newsflow is too strong too cause much damage unless torid market general pullback.Even then the most likely market damaging news would be serious new variant negative news, and that would then ultimately be BATM positive. Still highly likely new contract NFVTime announcement possible and Zvi is getting cute on timing announcements. Would be sensible to drop something before the next preannounced positive update later this month.

[latifs100] 04/2/2021 16:33

i buy at 1.10, and it drops to 1.00, is it me ?

[wizzkid211] 04/2/2021 16:29

A sale of 2m shares on TASE!
Volume was almost 3m shares

[fse] 04/2/2021 15:52

>doc.... amen to that NFVTime and cyber pushed by work at home thats here to stay + 5G ...
The share price is all over the place possibly a large sell order getting massaged out of there.

[paulisi] 04/2/2021 14:50

Price dropping quickly today...

[doccash] 03/2/2021 20:41

I still think 5g security branch will be the bigger earner eventually, I was just passing comment on Zvis interview which was medical based

[fse] 03/2/2021 17:33

>Doc... 18082 Indeed I think thats what Marom was referring to in the recent interview when he said they could have sold a lot more but they produced what they could.
You are correct from what I have asked about Ventilator technology is that they are hardly created equal and AI and other features allow feedback from the patient in determining flow rates etc. My understanding is that these enhancements greatly increase not only survival rates but future complications.
Its another tool in "managing" virus outbreaks so they do not have as severe an impact and promote draconian measures getting taken.

I also agree with your comment on the testing scene. For a good while myself and other figured the demand for testing would slow down and it was important to stress the other business BATM had ex Covid testing. The emergence of these different variants and the likely progression of future flu seasons has put the testing sector on high alert that their tests are going to play an ongoing and permanent role. The testing is also now working in tandem with future vaccination design.
Recent revelations that certain PCR tests could not identify new variants is what has sparked all of this and the importance of buying tests and reagents from the likes of BATM that are continually updating their reagents.
Looks like testing is very much here to stay.

[doccash] 03/2/2021 10:21

The ventilator story is also interesting longer term. Although ventilator use has become second line and reserved for the most severe cases after CPAP this is a smart ventilator even allowing remote monitoring. This is a bonus for all countries especially poorer nations as this can potentially reduce staff numbers per ventilator Severe respiratory illness of all types is not going away and keen marketing should ensure an increasing ongoing revenue scheme. It sounds like the limitation on sales was due to exceeding manufacturing capacity.Not surprising as this project was rolled out very rapidly from no base. Worth throwing a few bob from the recent software sale to in crease capacity?

[doccash] 03/2/2021 10:08

PCR testing / home tests / new viral/ bacterial diagnostic testing is here for the foreseeable future not just the next 12 months. BATM has the expertise to stay in the vanguard. Despite annual flu / covid vaccinations countries / airlines / cruise ships / indoor events will probably demand on site testing once lockdown released Massive ongoing demand for an innovative diagnostic company

[paulisi] 02/2/2021 17:34

Interesting to hear about the ventilators as this is a large proportion of the revenue.Not just selling to Hungarian government and it sounds like demand is strong, so not a one off hit.PCR test kits will continue to sell for at least the next 12 months.With growth potential in the new lab kits, home test kits and NFV I would expect significant growth again in 2021.

[wizzkid211] 02/2/2021 16:46

WE ARE LOOKING BEYOND 2021...!

[toptomcat] 02/2/2021 13:06

Not a lot of additional content in today's article. He was just super impressed by the recent trading update and nothing to deter him from his 170p target. I agree there's a lot going on in this space.

[wynmck] 02/2/2021 13:03

five small- caps with earnings upgrades
is the link to take to todays article

[nellyb] 02/2/2021 12:59

no, the last one was dated 26 jan.

[wizzkid211] 02/2/2021 12:47

HOLD THE LINE! Don't let them have your shares!