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[kooba] 18/7/2022 15:55

No guidance on timescales on "CityFibre will now be piloting".. I've seen these things go for long periods..after all it took six months to get to this point on bench testing. Deployment feedback from selected partners will not be weeks but many months i would have thought. Certainly past the end of August at which point we should have the interims and hopefully some clarity on what is going on across the company.

[echoridge] 18/7/2022 15:43

I do think we will get more of the scale of the economics when this beta-pilot emerges as a real boy. And I think that's soon, as I said. Of course, like so often with RNS's concerning new business/orders, etc it will inevitably not be detailed enough to satisfy us, but it should be a marked improvement on the nothing we've got so far.

[kooba] 18/7/2022 15:38

I'll have to believe the company would not mislead its holders. Look i think its good news and will highly likely lead to a large roll out of the product and increased market as City Fibre rolls out its coverage. However for now."Following extensive lab testing, CityFibre will now be piloting the Edgility platform with selected partners ahead of an expected national deployment to provide virtualised network services for businesses." As someone earlier pointed out ..why not extrapolate the potential size of the market and revenue per customer through this arrangement. That would be a normal thing to do if you wanted something terrific to please your shareholders.Seems we have to guess at everything!

[echoridge] 18/7/2022 15:22

I'm with fse. This is no 'pilot'. I've written a half dozen posts on that now. As for the market price this year, its been dreadful, no argument. I think this deal changes that though as the economics become clearer.

[kooba] 18/7/2022 15:09

Why a pilot if it is a slam dunk...jam forever? Anyways great the market is totally wrong here and has been all year.

[echoridge] 18/7/2022 15:03

CityFibre is jam today, tomorrow and forever. Market has to first come out its coma to see it

[car1pet] 18/7/2022 14:48

I've held this dog for 10 years and it us always the same jam tomorrow story.

[rawdeal1] 18/7/2022 14:30

I suppose no one will be interested UNTIL the pilot is completed and successful .... then the money will start to roll in.

[rawdeal1] 18/7/2022 14:29

From the RNS ... "Following successful completion of the pilot" ..... How long will the pilot take ?

[resistance1] 18/7/2022 14:13

Management are apparent experts then at destroying shareholder confidence with the lack of news. Not putting a potential value on the City Fibre deal (if the trial is successful) also doesn't help, or how about simply putting a predicted value of the UK market for Edge solutions in 2023? Without this new investors can't quantify the value of the deal or the opportunity it represents. Simple stuff surely?

[car1pet] 18/7/2022 14:08

The reality is that the market does not see this price as a bargain otherwise there would be buyers and the price would rise due to supply and demand.

[kooba] 18/7/2022 14:07

How does that make sense..they announce an early stage tie up after 6 months of talks that will lead to piloting out the product ..great news. But they will stay restricted until said pilot is run ? How many months to run that. Or maybe they try and buy it now before they have done the pilot?All this delaying a share buy back ..why??What's the stage two and when ...company can't just stay silent on buy back forever.

[kooba] 18/7/2022 14:01

Freezing a buyback doesn't drive down the price ..shareholders selling and there being no natural buyers does.If they were doing a buy back then launched a buy out that has been worked on for months at a premium I'm not sure how that would look to shareholders either.Anyway mere speculation on my part I have not particular reason to suppose this is what might be on the cards. However it is becoming increasingly difficult to understand what is going on in the absence of company comment.

[echoridge] 18/7/2022 13:59

No I don't resistance, and I'm confident its the furtherest thing from anyone's mind among BATM management in this situation as well. This is very likely just a protracted period of silence as the full contours of the CityFibre deal unfold/emerge.

[resistance1] 18/7/2022 13:47

Freezing a buyback with the aim of driving down the price to enable a cheapskate buyout is the the purest form of sharp practices. I cant believe management could do this with a public company. Or does anyone know of examples where it has happened before?...

[kooba] 18/7/2022 13:17

Maybe thats the idea , expectation is now substantially diminished due to share price performance..even if the prospects are the same. A buy out at 50-60p would have been laughed at at the end of last year ...now folks might think it acceptable. They could argue its a 50% -80% premium. Even if its lower than the beginning of the year.Those buying today may be very happy with that level though!Not sitting well in my holdings now even with an average in the 40's.

[car1pet] 18/7/2022 11:29

Someone has offloaded 120k shares for 32.75p this morning.
These idiots who call themselves a board of directors need to tell the share holders what the hell is going on

[car1pet] 18/7/2022 09:54

likewise oakville the FTSE is up 1.5%. I just want this dog stock to be over. I'll take 50p

[oakville] 18/7/2022 09:39

And further down. All my stocks are up today apart from this one.

[car1pet] 18/7/2022 08:53

And the price drops 1.9% mmm

[fse] 17/7/2022 22:38

exactly echo Edgility now in the loop.Core architecture at the core.
Vodafone is a client of CityFibre.
End to end Fibre allows users to advance to Edge solutions via the use of UCPE white boxes on a demand basis which Telco ultimately get revenue from.

"Anchored by the increased commitment from Vodafone, CityFibre is making a substantial investment into a new National Access network, connecting its rapidly growing footprint of local Full Fibre networks. The new network will make it far easier, faster and more cost effective for Vodafone and other wholesale partners to bring services to market across its nationwide footprint.

Using the new National Access network, Vodafone and other wholesale partners will ultimately be able to provide Full Fibre services to any premises on CityFibre’s networks. Each new customer ordering a service from a partner will be offered an installation date within just 5 working days of placing their order."

[ghaon] 17/7/2022 20:43

Thx echoridge. From previous Zvi interviews it sounded as if BATM were already in advanced discussions with Vodafone.

[echoridge] 17/7/2022 20:18

No ghaon, I think he just meant that Vodaphone is already in our ecosystem as a service provider to our new client, CityFibre, so its probably just a matter of time before we find reasons to deal directly with them as well.

[ghaon] 17/7/2022 20:07

>FSE - Interesting. Are you suggesting that Zvi wasn't in direct discussions with Vodafone and therefore a separate deal isn't on the cards?