Batm Advanced Communicat... Share Discussion Threads

[kooba] 06/7/2022 17:25

Shekel down a bit more than sterling ytd but both down around 12%. I see the arb point but there hasn't been much disparity.When the shares are down over 60% ytd its a drop in the ocean.

[fse] 06/7/2022 17:00

One of the major factors investors are overlooking IMO is the "potential" earnings from Edgility and the effect it will have on their bottom line.
This is an additional revenue stream on top of what they are receiving.
Formerly NFVTime Telco systems have been developing the OS and solutions to target Virtual Networks and Edge computing platforms to enable SOHO, 5G and IOT that require very low latency.
The revenues from Edgility are starting to trickle in and going forwards its a compounding flow.
All I am pointing out is that is going to be "extra" revenue.

[echoridge] 06/7/2022 16:58

Yes, weak sterling is probably a positive fundamentally through translation, as revs mostly in $ (though probably decent cost line in shekels), which makes current share price weakness EVEN more frustrating. Basically, the 'negative' impact comes through the trading between the 2 listings. The Israeli listing is of course just the UK price in pence multiplied by shekel/£, but when sterling is this weak/volatile, it will tend to put extra pressure on the Israeli line as traders over there get particularly nervous of short selling from over here and/or they increase their own long-side selling as they start to take a view on shekel/£. That's why, I believe, that volume in Tel Aviv has gotten particularly elevated relative to UK trade recently and the small, but steady premium that the Israeli line has maintained to the UK price, has gone for now. The whole sorry mess tends to create a kind of vicious circle which, as I said earlier, won't last as its totally non-economic driven selling and sterling has to calm down soon (we hope).

[kooba] 06/7/2022 15:51

Why is sterling weakness a factor? $ earnings worth more in £ ?

[echoridge] 06/7/2022 15:27

Sterling in free fall is not helping our cause either at the moment, unfortunately, though the effect should prove temporary.

[car1pet] 06/7/2022 14:48

I emailed Lombard Odier this morning no response.We should get a trading update for the first half of 2022 in August. They will need to get their ducks in a row before they issue the trading statement

[the crypt] 05/7/2022 18:15

I amIn 2 Israel companies both are dogs

[resistance1] 05/7/2022 12:27

What about asking the financial PR agency for 'comment'?

[resistance1] 05/7/2022 11:33

This was one of the options discussed late last week. I thought it would be considered very sharp practice to deliberately walk the share price down in this instance. But you never know. The two key factors, the apparent freeze on the buy back in April and the PR blackout is very strange when combined. If you had to put a temporary hold on the buyback (for reasons we don't know)you would think the PR would be ramped up to compensate? Has anyone on this board have any access to share board discussions in Israel -- maybe it would help shed some light?

[gbenson1] 05/7/2022 10:49

Just wonder with the news vacuum from the company and the Sp falling daily, on very thin volume if Zvi is in cohoots with Shore to keep the Sp suppressed for a low ball bid for the company, which most people will jump at just to exit and retain some cash, the silence from the company is beyond belief zzzz !!

[wizzkid211] 05/7/2022 07:50

[...]Edge computing architecture looks to take on jobs currently confined to incumbent cloud computing methods. Advocates say edge computing will reduce the amount of data sent to the cloud, providing real-time responses in a cost-effective manner.
[...][...]

[echoridge] 04/7/2022 11:26

In order to avoid any confusion, Yair Linveh is primarily the Company's General Counsel, so if anyone does get a reply, it will likely be a terse legal response and not a market comms related one.

[the crypt] 03/7/2022 21:34

With all due respect- BVC is known as a company that is

[fse] 01/7/2022 16:43

Telco systems was doing very well until the sector imploded. The division continued selling legacy product and in parallel developed NFV architecture and software which is only now starting to sell as the industry accepts this as the new standard
Edgility is the single largest potential earner. The medical side is currently the main source of revenue but telco systems is the larger division.
You also have Celare and cyber guard.
Investors do consider BATM. a medical diagnostics company.
That misconception certainly exacerbated the price slide. IMO

[car1pet] 01/7/2022 16:08

Telco IP has been talked up for years. This is not a telco company. The IP may be of interest to a telco business so worth selling off the IP but this is a bio company folks

[kooba] 01/7/2022 15:06

There is still a chance that some Israeli securities regulation is holding back buy back , but as i mentioned earlier not sure that would mean the company is restricted and certainly seems now inconceivable if they know they cant proceed with buy back that they haven't announced that to the market.There is a possibility of moving company primary listing to nasdaq or floating off subsids..but the market conditions since apparent black out must hardly support such moves.Difficult to see any basis for a dilutive event , share placing or even issuing stock for an acquisition anything around these levels would be only for desperate reasons...there can't be any.Relative market valuations have all fallen sharply this year but i get FSE point thinking this would be more defensive...it is hardly invested in pre revenue startups it businesses we are told are at key points in commercial traction with growing revenues. But still in terms of extracting value through sale or spin off the market values have undoubtedly been impacted in the short term.

[resistance1] 01/7/2022 14:32

Options on table

1. MBO full or partial
2. Division disposal
3. Acquisition
4. JV
5. Partnership with inbound investment
6. Pure incompetence

Anything missed?

[resistance1] 01/7/2022 14:27

FSE. I like your thinking. Over the last few days of speculation I am sure one or more posts on this board have hit the nail on the head. But which one?

[fse] 01/7/2022 14:11

BATM. Twitter has been focusing on Edge computing solutions for quite a while now. In the past we would see articles on cyber and then announcement of a government contract then something which focused on ISS. followed by an announcement in that division.
Telco has been developing NFV Solutions for some time now and I think it’s all come to a head where they need to partner with a large company to increase their client base. They do have licensing agreements with the software where they are starting to achieve revenue but it does not tackle a wider market.
My best guess is that this is Edgility related and involves a major partnership with the partner taking a financial interest in Telco or possibly a sale of Telco.
An acquisition would tick all the boxes except I feel they are trying to streamline the business and not sure what they would have their eyes on and whilst it’s possible I doubt that’s the reason.
Still despite concerted efforts to find out I can only speculate 🧐

[resistance1] 01/7/2022 13:26

A buyout at the level of the last 12-month share price average, could be dressed up as fair (it's not), with part of the post Covid stock price inflation taken into account. By my reckoning this would be in the mid-to-high 60s. Kooba's point of getting a sort of revenge on the FSE is valid, and would encourage thinking in this direction.

[kooba] 01/7/2022 13:13

A full management buyout could benefit from weak share price as would likely lower market expectation on exit price. It would also be advantageous to retain the cash in the business not continue the buy back partly for above reason ( in supporting price) but also as it keeps more optionality around funding an acquisition vehicle.Rather difficult for a buy out to be low ball when the company has been extolling how well things are going and the near term inflexion points the company subsidiaries are at. But who knows they are likely peed off with LSE and the market rating and if i comes down to it any management would want to deal as low as possible.One of a number of possibilities ..not without some serious question marks though.