Batm Advanced Communicat... Share Discussion Threads

[paulisi] 20/5/2021 21:46

Some strange price increases on fairly low volume.Let's see what tomorrow brings.

[doccash] 20/5/2021 15:19

Lol 😂 FSE

[fse] 20/5/2021 15:14

Ice man buying ?

[paulisi] 20/5/2021 14:51

Something looks unusual, as volumes are not huge, but price has jumped since lunchtime.

[picsous] 20/5/2021 14:31

Is this going to be a blue finish???
If it is we could see higher lows on the chart, a good sign.

[paulisi] 20/5/2021 13:03

Interview with Zvi now on proactive investors.Interesting to hear that they have customers for rapid test in UK and across the world and a big customer base in Italy for the sputum test.

[james dean] 19/5/2021 18:04

Two great posts FSE IMHO.

[fse] 19/5/2021 17:17

Thats all OK but BATM revenue is not coming principally from manufacturing and then selling products. They are very much an R&D company thats designs solutions and looks for partners and licensees for their technology.
Companies like Adaltis, Ador, Celitron, Telco systems have their own board and marketing initiatives.
It's worth trolling around the different divisions websites to get a better understanding as to what they are about individually and then as a group.
There is a lot of comment with associated figures in the Year end report and it maps out the direction the company is taking. Worth looking at in detail.
I would nevertheless agree that marketing and commercialization websites etc needed some attention, albeit they have brought onboard management level staff to achieve that.

On a more positive note a lot of countries are opening up enough along with states in the US that are seeing work restart on infra structure projects. This should all help the likes of Celitron and Telco systems. We will also as promised see the first "trickles" of revenue from 5G architecture licensing.

[doccash] 19/5/2021 16:09

Agree with both above which are knowledgeable and acceptable constructive assessments of the company.

[car1pet] 19/5/2021 15:51

Iceman and Doc cash have different opinions - thats what makes the world go around. The readers of this board should be able to accept different points of view. If the board only has comments supporting every move BATM makes it will be of little value.
I've been tracking (buying and selling) the stock for years and my opinion is that it operates like a research lab and until it gets a new CEO with a commercial mindset it will continue as it has been for years. It has some valuable intellectual property but its not taking a commercial advantage in a big enough way. All my opinion which I'm allowed to have. I know lots of readers disagree with me but lets just agree to disagree and leave it at that

[fse] 19/5/2021 15:25

Looks like the fallout from the misconception this was a Covid stock continues.
BATM made it clear from the outset that whilst they appreciated the attention Covid had made to the infectious disease portfolio they did not intend to make money out of covid specific testing.
To focus on Covid would be a transient business plan. If you go back over the releases and interviews you can see their intention is to place Lab Readers and resell reagents for a myriad of infectious diseases.
The company has become a much larger concern than 5 years ago and has a portfolio of products which cover a very wide sector of this rapidly growing essential market.

A company like BATM launching disruptive technology products in medical and telco would normally not have a PER at all. My Genmark diagnostics shares were taken over for a mind bending amount and they never made a profit and never had a PER.
BATM is on a current PER around 50 but on an undemanding forward PER for this type of stock.

Its all a matter as to how you view it. Its the only growth tech stock I have that has such agreeable fundamentals. Against their peers they are oversold.

The share price has been walked around on low volumes, there was a large seller in the frame in Israel. Unrest in Israel. Dividend not announced.Covid restrictions still causing deployment issues.
Sentiment is poor even if the fundamentals are improving considerably.

You also have this huge advantage with BATM and that is that they develop all of this in house from "existing revenue" without diluting investor stake.

[doccash] 19/5/2021 14:37

Offered my opinion and heard yours.
Nothing to add

[icemaninvestor] 19/5/2021 13:25

I’m just offering my opinion and hoping for someone to tell me why I’m wrong. So far you haven’t done that. Not by a long shot.

[doccash] 19/5/2021 13:13

To hear your full and insightful analysis

Wheres the lateral test kits ??

RNS received -ok how much will they make

Ok PE 50 Won't be buying until 60p

We get it you won't buy until 60p

Good - message received but don't pretend your offering insight just doubt.

That's absolutely fine and good luck going forward.

Nothing more to add If it's a company you like buy some

If youre not convinced sell the rest You can always buy them back at 60p

[doccash] 19/5/2021 12:45

Gross margin improved by 1270bps to 36.3% (2019: 23.6%) due to product mix, including the introduction of new molecular diagnostics tests

From the results

It's up to investors to decide if they think the company is heading in the right direction

[paulisi] 19/5/2021 11:54

Doc Cash - I think you are being highly unfair. I think it is quite justified to try and get further information about sales numbers, margins etc when they announce new product.It is very difficult from the RNS to judge what impact they will have on the bottom line without this information and thus to value the company correctly.

[icemaninvestor] 19/5/2021 11:54

BATM had a great run last year on account of being a covid stock. And there’s no doubt they have 1st grade scientists and products. But unfortunately they are poor at commercialising the products. Investors are realising this and hence the share price drift. Has further to fall IMO.

[doccash] 19/5/2021 11:16

Happy with my investment thanks Been in the company for over 20 years and fully understand pros and cons of the company including the poor PR over the years. Just reflect on your recent input and ask yourself what have you offered. Negative comments on lateral flow then when RNS occurred you then want the earnings. Then you go for P/E as the basis of "investing" in the company. Flip flop

[icemaninvestor] 19/5/2021 09:07

Why so defensive, Doc. Do you really think comments we make here affect the share price? Seems to me you use this BB for people to confirm what a great investment you’ve made? I like to use BBs to discuss the pros AND cons of an investment.

[doccash] 19/5/2021 08:58

Song for Iceman Name that tune

"Will you still need me, will you still feed me
When I'm sixty-four?"

[doccash] 19/5/2021 07:33

Finally admits his position instead of earnestly pretending to "have concerns" about when product X will be released, or why they arn't making more product Y.
Perhaps he would feel more confident if they started a branch of the firm as a travel agent.

[icemaninvestor] 19/5/2021 00:54

With a PE ratio of 54 and a few other red flags this one is a sell for me. I'll be keeping this company on my watch list with a view to buying back in at the 60p mark.

[fse] 18/5/2021 16:55

Heres a good link to the rapid test