Batm Advanced Communicat... Share Discussion Threads

[fse] 26/3/2021 22:11

paulisi... you are comparing apples and oranges.

[paulisi] 26/3/2021 20:24

A freshly approved and fully recyclable 20-second Covid-19 test is set to be distributed across the UK and Europe, London-based distribution company HISTATE has said this morning.The rapid test, known as Virolens, has been approved by the Medicines and Healthcare products Regulatory Agency (MHRA) for use and sale in the UK. Seems a lot more accurate than the current lateral tests and may make BATM's saliva PCR test irrelevant.

[fse] 26/3/2021 18:19

If you want to lay some of the blame somewhere look no further than Shore Capital.
I sent a request to Shore Capital recently (Mark Percy/shore cap who is listed as handling BATM) on behalf of a government agency to ask BATM medical to provide an English Speaking rep as they are the company broker. This would act as a go between so we could speak to the appropriate representative rather than end up in general inquiries.

We asked if Mr Percy was not the person to contact please provide the correct contact.
Shore Capital could not even be bothered to reply to us.
This happened with Shore previously and when I finally made a stink about it and posted that they were behaving like this they threatened me. Nice guys.

It's not unusual to approach a company broker for assistance for making introductions.
I just wonder how many more inquiries and possible clients have been compromised by Shore Cap.

[paulisi] 26/3/2021 17:21

They use proactive investors and have done for some time - BATM pay them to promote.They have also taken on a PR firm in London, Luther Pendragon, but I'm not convinced they have got the message across.They set up a Twitter account and it looks like they have revamped some of the websites.

[fse] 26/3/2021 15:58

I agree with DocCash remarks ... BATM do regularly update Investors.
The frustration is more about UK investors not understanding what BATM as a whole is about and lack of independent coverage.

We have the Covid hype to deal with and the understanding that BATM medical solutions are going to be with us for the years ahead not just now. I would expect the medical side to continue growing the business and thats backed up with the situation on the ground.
Telco systems is a totally different situation. The business was completely overhauled quite some years back to concentrate on finding software solutions to empower future Telecom Equipment. This is against the backdrop of the emergence of 5G, AI, NFV

Telco systems are not winning contracts per se, rather they are entering into partnerships and licensing technology to major Telecom players. They are in advanced stages of POC's and are now starting to see these clients roll out upgrades. Zvi explained that Telco was generating revenue from placement of UCPE (white boxes) then revenue from licensing Cyber and NFVTime.
Telco are already receiving revenue from these sources so the game has already begun.

I thought the PCCW release was well calculated. They could not announce a large contract to supply X number of whatevers for X amount.
Ergo they announce that PCCW Global one of their clients has finished all the POC stage, taken out whatever licenses they need and now incorporating these solutions into their own expansion/upgrade plans.

Telco have developments with ARM and NXP and also Netwiz with Oracle and the list goes on.
Having said all of that revenue increases in the months ahead are going to be hard to ignore and the likelihood of more announcements pretty much a certainty.

[wizzkid211] 26/3/2021 15:05

BATM never had good pr because they never spend decent money on pr

www.prnewswire.com/news-releases/pccw-global-selects-telco-systems-to-enrich-its-managed-sd-wan-services-301255764.html

[cumnor] 26/3/2021 09:41

Agree, Deeker. I've been here for years-adding and selling so have done very well and still have a big holding and see this as a really decent-multi billion-company in a few years and will stay the course.
But what a frustrating shower from the PR point of view-doesn't sing its praises nearly half enough, from the covid developments, lab analysers across the whole infectious disease programme and now this PCCW stuff with Telco-which imo could be huge. But not a whimper from BVC-just a subtle titbit from Telco-rubbish about the 24th and then.......Zilch.
Other companies would be banging the drum about these developments and achievements-but not Zvi. Clearly his priorities are elsewhere.
Whatever the SP-and it will do well eventually-back to the monotony of waiting while the drones in their PR department wither on the vine.
TG for the rest of my portfolio, incl a lot of US gamers/gambling stocks which at least generate a bit of excitement every now and then-unlike BVC.

[deeker] 25/3/2021 17:12

Won't get shaken out. Sure the chart looks good if you got in over a year ago. Apart from a couple spikes the last 6 months is a downward trend. Suppose I'm just cheesed off that I nearly pressed the button for a short term 20% gain mid Feb. Only in for a trade rather than long term holding. With the promising product pipeline I was hoping/expecting a retest of the 140ish high within a few months. May still happen. Just need to be a longer term trade than I anticipated.

[fse] 25/3/2021 15:47

Remote working has accelerated demand for NFVTime the pandemic has slowed deployment. The big take out of this is that NFV has become a standard and Telco have clients. A tie up like this for Telco with such a major player is big news. Don’t forget the alliance with ARM. Is very much alive. Revenue is at early stages of having a huge impact but it’s clearly “started”

Volumes have been very low. Don’t get shaken out. IMO

added: might want to look at this



PCCW has a market cap of some 38Bn. The announcement re NFV is also on PCCW web site pages

Heres another with a few graphics




BATM Advanced Communications Ltd
@BATMLtd
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3h
For PCCW Global, this will ensure diversity in sourcing, lowering overall costs and improving performance over time
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3h
With a rapid BYOD onboarding process for any white box, PCCW Global will be able to select devices based on the local availability, reducing the time to activation.

·
3h
NFVTime features zero touch provisioning that ensures all new white box devices and third party VNFs are configured, up-to-date and fully operational within minutes.

[doccash] 25/3/2021 15:41

Have a look at the chart 2 spikes with near doubling over short period of time. Will it happen soon. Don't know but my guess as good as yours

[vago] 25/3/2021 15:24

What is your near future?

[deeker] 25/3/2021 14:31

Well ST from Investor Chronicle says this is a £billion company in the making. Need to double from here. Can't see that happening in the near future

[doccash] 25/3/2021 12:59

Ariel Efrati, CEO at Telco Systems, added: " We are proud to welcome PCCW Global as a new customer and provide the technology innovation for its ambitious strategic plans for rolling out NFV services across its international operations.

“We are confident that as we continue to develop industry leading virtualized edge solutions, we will further enable PCCW Global to deliver additional innovative services for connectivity, edge computing and 5G applications.”

[doccash] 24/3/2021 22:41

It would be good for the company to clarify the revenue stream for this. Otherwise it can easily be passed over by the market.Another reason why Nasdaq listing would be beneficial. More responsive to looking forward at companies potential

[cumnor] 24/3/2021 22:13

Agree, big news. BATM's tech in action-actually being used to deliver a service to customers for a very important, large telecoms provider. Another CISCO perhaps?

[fse] 24/3/2021 21:57

Actually this is NEW News insofar as its one thing to make a licensing agreement with a large provider who may or may not use the service and may or may not deploy it in any volume. It's quite another thing for that licensee to announce they are assimilating this in a major step forward. ie. They plan on using it.

[paulisi] 24/3/2021 21:51

This is old news - this was announced in the results RNSSecured first tier 1 customer, PCCW Global, with multi-year licensing agreement

[fse] 24/3/2021 21:00

So many technological breakthroughs today are from advanced software solutions and AI. For example Heliogen that pioneered the alignment of solar mirrors so precisely as to be able to generate sufficient power to run an extraction process have just partnered with Rio Tinto.They are kicking off with a $bn commitment.
PCCW Global is a huge corporation so its hard to quantify just what this will mean for the likes of Telco systems with NFVTime suites and cybersecurity bundled in.
Remember Telco systems identified NFV importance years before it was even considered as a standard. Times have changed.

[gclark] 24/3/2021 20:40

Boris is throwing tens of billions of pounds of tax payers' money at testing and I read that tenders are out. I would need to understand the decision-making to decide if it is a good idea for the nation and for the next generation, but from purely my viewpoint as a shareholder, I just hope that we are bidding for this work, or I will be a little upset.

[doccash] 24/3/2021 20:16

PCCW Global has now expanded the inherent advantages of its SD-WAN service by including uCPE and NFV technologies, bringing a new level of user experience, enhanced security, automation and simplified management. PCCW Global’s flexible uCPE hardware provides additional advanced networking options and the hosting of related NFV technologies that are able to replace physical devices such as firewalls and routers. In addition, the new services have the potential to greatly improve provisioning lead times as well as the reduction of logistical costs. Moreover, users are able to avoid the expensive up-front investment in their own complicated hardware infrastructure.

Various uCPE and NFV combinations offered by PCCW Global can fully address customer challenges during SD-WAN deployment and are available for customer procurement: