Batm Advanced Communicat... Share Discussion Threads

[fse] 05/7/2021 15:48

Great to see another follow on contract and an obvious expansion of the offering. There are a couple of major milestones here for them.
They have been referencing and working on SOCS and bundled cyber solutions with ARM which is (I understand) available within NVFTime suite.
This has enormous implications for speed of deployment and seamless integration into high demand bandwidth applications.
The second stand out from this is as picsous mentions above that plan to offer this outside of military and government domaines to mainstream business.
This will agreeably increase revenue streams.

The other plausible run on for all of this could well be via the providers like Vodafone who technically could adopt this level of protection at their server level before it ever gets to clients network.

Marom commented once again on the limitations that lock downs had for them to service new and existing clients. I detected a degree of frustration here as I feel they are on the cusp of other announcements they just need to get personnel on site.

Added: "The contract is for an advanced cyber security solution that comprises hardware and software. It includes a unique cyber defence capability for large volume high speed network traffic combined with elements of virtualisation protection developed under the Group's NFV offering. "

From ARM website and white paper on NVF. " ARM is an active participant in a growing ecosystem of alliances and partners. The UCPE solution is backed by NVFTime Alliance"

Heres a partial list of the major NVVTime Alliance members. This does not even include the likes of Vodafone who they are developing systems with and other providers.


Also this was announced in January 2021

[doccash] 05/7/2021 14:52

Sounds like more contracts around the corner. Excellent

[wizzkid211] 05/7/2021 14:25

PLAYING WITH NASTY PEOPLE...!
NOT IN A RASH, MORE TO COME.

[picsous] 05/7/2021 13:18

nellyb, no not out, far from it, waiting for 250p mini. More than happy with the company, although they are not making friends promising a divi that fails to materialise, not that I am that fussed about a divi.

Very pleased to see them getting such a substantial cyber contract in the current climate. Also, they will grow their offering beyond military scene, which will be another revenue spinner!

[nellyb] 05/7/2021 12:45

piscous, you out?

[wizzkid211] 05/7/2021 11:25

100P SOON...

[picsous] 05/7/2021 10:51

Oh look, good news, more contract win. That calls for some serious shorting on the LSE, easy money, let's see if we can get this back to sub 80p.

[paulisi] 05/7/2021 08:33

3.5% in UK, but TASE was a little behind on pricing yesterday.Hope Zvi will provide some more exclusive information in his interview on proactive

[wizzkid211] 05/7/2021 08:30

BATM ON TASE UP 7.5%

[wizzkid211] 05/7/2021 07:52

2 contracts worth 14.1m in a month...

[reeltime] 05/7/2021 07:42

A decent size contract awarded after a "rigorous testing process". The significant part is that it is being integrated into our NFV product and "developing a version aimed beyond the defence industry" with more potential contracts on their way.

[paulisi] 05/7/2021 07:23

Big order and more contracts to come - starting to become a big revenue stream

[wizzkid211] 05/7/2021 07:02

YESSSS!!!
BATM Advanced Communications Ld BATM receives $10m cyber security contract
BATM receives $10m cyber security contract

New contract for advanced cyber solution combining virtualisation protection

BATM (LSE: BVC; TASE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, announces that it has received a contract worth $10m from its long-standing government defence department customer for an advanced cyber security solution. The Group will commence delivery on the contract immediately, which is expected to complete in 2023.

The contract is for an advanced cyber security solution that comprises hardware and software. It includes a unique cyber defence capability for large volume high speed network traffic combined with elements of virtualisation protection developed under the Group's NFV offering. The contract was awarded after rigorous and lengthy trials of this solution by the customer and also follows the recent receipt of a $4.1m order for another of the Group's cyber solutions, as announced on 15 June 2021.

Dr Zvi Marom, CEO of BATM, said:

"We are thrilled to have been awarded this substantial contract for our best-of-breed system. This contract has been awarded after a rigorous testing process and comes closely after we received a significant order for another cyber security solution from the same customer. This demonstrates the strength of our cyber portfolio and the satisfaction of a customer with exacting standards. It is also reflective of the increasing return to normality and investment in IT infrastructure after the impacts of the pandemic.

"Separately, and as previously mentioned, we are in the process of integrating o ur cyber solutions into our NFV product and developing a version aimed beyond the defence industry, which will expand our addressable market. As a result, and combined with the increasing traction we are receiving in our existing market, we are excited about the future for our cyber activities and expect to receive more orders in the course of the year."

Enquiries:

from the israeli government i suspect...!

[fse] 04/7/2021 17:05

The simply wall street reports are based on fundamentals earnings and growth so they are a perspective. They do not allow for the value of the IP or potential.
They have actually been more positive on BATM dependent on what simply wall street article or report you read.

This is from Simply Wall street. May 29th/21
conclusion.

"In total, we are pretty happy with BATM Advanced Communications' performance. Particularly, we like that the company is reinvesting heavily into its business, and at a high rate of return. Unsurprisingly, this has led to an impressive earnings growth."

[dibbs] 04/7/2021 00:02

Great to see BVC regaining some momentum. I believe the Simply Wall Street "articles" are all computer generated. I wouldn't give them any credibility at all.

[wizzkid211] 03/7/2021 09:33

Our cannabis waste recycling solution
We are providing a new solution for cannabis disposal for manufacturers. Our solution is based on our ISS (Integrated Sterilizer & Shredder) technology, of which we've sold more than 400+ medical waste treatment units worldwide.

A slice of BATM pie...

hxxps://celitron.com/en/cannabis-waste-disposal-shredder

[lsoc85] 03/7/2021 07:58

So many ingredients to this BATM pie - hopefully the imminent TU engenders a scrumptious re-rate AND includes an outlook that makes a top-up tastier than a top slice.

[fse] 02/7/2021 21:44

>Lsoc85... Or this

[james dean] 02/7/2021 19:15

Ladies & Gentlemen, the 21st Century is here and we have a winner!

[lsoc85] 02/7/2021 18:51

Don't forget insect protein, FSE! Ha!

[fse] 02/7/2021 15:05

BATM are not above the sector average ARM processors have a PER over 70.
The reason for this rating is that they are involved with new disruptive technology and they are valued largely on the content of their IP.
The fact that BATM have a PER at all is some what of an oddity, the fact that they dont need to raise money to stay alive is even rarer, the fact that they have developed their IP in house without having to go to shareholders for funding virtually unheard of.

Now if infectious disease testing and 5G, cyber security and NFV go away and BATM are reduced to selling legacy product and expanding other sides of their business then PER of @25 to 30 would be more appropriate but they will survive.

[doccash] 02/7/2021 13:18

hxxps://simplywall.st/stocks/gb/tech/lse-bvc/batm-advanced-communications-shares?blueprint=1672377&utm_medium=finance_user&utm_campaign=cta&utm_source=yahoo

High PE then you read their assessment of the company and their PE is below the communication industry average

So pointless bearish comment comparing to average pe across the market

[emeraldzebra] 02/7/2021 12:43

So if this is valid comment, is it fair to wonder what on earth justified the share price at excess 150 p (and what is it that has disappointed the market since, to the extent that the price has fallen nearly 50 percent ?)