Batm Advanced Communicat... Share Discussion Threads

[kooba] 19/7/2022 16:09

If you trust the management on the bits of information given , and i have no reason not too. Then the risk reward is really compelling...a third of the market cap is cash. The company is profitable and i believe cash flow positive current year and has two disruptive technologies in the portfolio at inflexion point apparently.The earnings are not off the clock here so if they make 1.7c this year then not so cheap on that basis ..its more on the growth potential of telco and diagnostics. If they get traction over the next two years then look very cheap.

[car1pet] 19/7/2022 15:43

And there are a few bottom fishers who are willing to gamble buying at this level and hoping for positive newsflow.

[car1pet] 19/7/2022 15:10

In my opinion on low volumes manipulation is unlikely. There is no demand to buy without positive newsflow so what we are seeing are small levels of sellers. People like me who bought in the 20s may decide enough is enough and take profits albeit a lot less than 12 months ago. Everyone else is holding in anticipation of a buyout.
All IMO DYOR

[resistance1] 19/7/2022 14:54

Manipulated... and it only takes small blocks to do this if someone had a very large holding. Does Kooba's hypothesis of late yesterday fit well with this?

[kooba] 19/7/2022 14:54

Can you think of any reason for the price to be manipulated lower? Virtually no known short position.

[fse] 19/7/2022 14:47

TASE open firmer usually at the start of the session and soon after a small amount of selling drops the price lower. Any rally is snuffed out before it takes hold. It just appears that there is a large persistent seller or its being manipulated.

[kooba] 19/7/2022 13:50

New guy but new news? From report and accounts.Re Ador January funding."The additional investment will be used to prepare Ador for the pre-production stage, register additional patents (mainly in the US), progress development of more disease panels and certifications, and increase the cooperation with international bodies, including the World Health Organisation."So nothing really specific on progress.Looks like the guy is academic/science based rather than corporate , more likely a go it alone in private strategy than any IPO i would think.

[fse] 19/7/2022 13:42

"It is an exciting time for ADOR as we move to the pre-production phase and towards becoming a commercial clinical solution. We look forward to leveraging Eran's experience and expertise for the next stage of development in ADOR."

Looks like ADOR is out of the starting blocks and good news on progress.
More positive timeframe news and further share price drops.
There is a complete disconnect with what is going with BATM and its share price

Added link

[fse] 19/7/2022 13:28

19/07/2022 7:00am
RNS Non-Regulatory

TIDMBVC

BATM Advanced Communications Ld

19 July 2022

LEI: 213800FLQUB9J289RU66

19 July 2022

BATM Advanced Communications Limited

("BATM" or "the Group")

Appointment of CEO of ADOR Diagnostics

Bioscience expert appointed to lead advanced molecular diagnostics associate company

BATM (LSE: BVC; TASE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, is pleased to announce the appointment of Dr. Eran Zahavy as CEO of ADOR Diagnostics ("ADOR"), the Group's associate company that is developing the NATlab rapid molecular diagnostics platform.

Dr. Eran Zahavy has more than 20 years ' experience in leading positions in government and private bio-science organisations. This includes role s such as R&D manager for biological pathogens d iagnostic s and Head of Innovation at the Israel Institut e for Biologic al Research ("I I B R") . During the pandemic , at I I BR he oversaw the development of the BriLife COVID-19 vaccine in collaboration with US-based NRx Pharmaceuticals. Other roles have included serving as CTO at Hutchison Kinrot, the operator of a technology incubator in Israel and a seed investor in water and cleantech-related technologies ; CTO of TACount , a developer of imaging-based microbiological testing technology ; and as scientific advisor to Longliv Ventures, a strategic investor in health-tech start-ups and part of the CK Hutchison Holdings Group .

For the last few years , Dr. Zahavy has served as CTO of the Group's Bio-Medical Division and as Senior Scientific Consultant to ADOR and BATM's Adaltis diagnostics subsidiary. During this time, he has been instrumental in the progress made in the Group's molecular diagnostics activities.

Dr. Z ahavy holds a PhD in Chemistry & Biophysics from the Hebrew University and undertook a postdoc at the University of T exas , Austin and the University of California, San Diego . He has more than 40 peer reviewed scientific publications to his name as well as patents.

Dr. Zvi Marom, CEO of BATM, said: "We're pleased to have appointed Eran as CEO of ADOR. He has an impressive track record of bioscience development and has been critical to the fantastic progress that we have made in our Bio-Medical Division in recent years. It is an exciting time for ADOR as we move to the pre-production phase and towards becoming a commercial clinical solution. We look forward to leveraging Eran's experience and expertise for the next stage of development in ADOR."

ADOR is developing the NATlab system , which is a molecular diagnostics platform that uses the isothermal amplification (RCA) process to provide rapid sample - to - answer testing of pathogens. Th e NATlab instrument tests for multiple pathogens using a single cartridge, with different cartridges being designed for different infectious disease panels, such as meningitis, respiratory diseases, STIs and more. The Group , through ADOR and Adaltis, is also partnering with the Stop TB Partnership to develop a solution for the rapid and comprehensive diagnosis of tuberculosis.

Dr. Eran Zahavy, CEO of ADOR Diagnostics, added: " I am excited to be taking up this role with ADOR. We are paving a new path for the diagnosis of infectious diseases. With a rapid diagnostics solution that can be operational at both the point of care and in labs, we can enable the appropriate and immediate treatment of disease, which is better for patients and for public health authorities."

Enquiries:

[car1pet] 19/7/2022 12:13

Lombard Odier is the major shareholder with 27% of the company so they must know what is going. Having bought over the last few years they will be nursing a hefty paper loss at the moment. I've tried contacting LO but no response. The half year results will be in August so we should know what is going on soon.

[kooba] 19/7/2022 11:41

Shares are now back to 4 years lows. The company has developed products ,made large pandemic one offs , sold a subsid at a large profit. Generated profits and generated cash leaving decent cash resources. And we are worth less now than four years ago? It really is quite extraordinary, either the company cannot communicate to the wider market the value they seem to believe is accruing or there is something untoward here. The constant selling is bizarre unless there are forced sellers or those that know more than is in the public domain. I’d like to think its ignorance by the sellers at the potential of the company but that doesn’t normally pan out from experience.

[kooba] 19/7/2022 11:27

Somewhat out of date or stating where we are today ?

[kooba] 19/7/2022 11:26

Q. Does BATM have a share repurchase programme? A. No

[echoridge] 19/7/2022 10:48

Sorry, but what’s ‘interesting’?

[car1pet] 19/7/2022 10:29

Interesting spot Toulston. Not what the shareholders have been told!!!

[toulston] 19/7/2022 09:30

If you go to this and click on share information and look at the last FAQ, about sums it up.

[kooba] 18/7/2022 19:46

So if they were to be trying to downplay prospects and buy it out now would be the time. Much r&d spend on developing new disruptive technologies over years in telco and medical ..both on the cusp. Take it private float things back out 2025 on multiples. Keep the cash on balance sheet to help facilitate financing and allow the stock to drift. Pee'd off with LSE and lack of rating , so a big FO to LSE .If I were Zvi and believed in the businesses I'd be looking at it. Not often you have a well financed profitable business with more than one blockbuster new technologies emerging ready for market. That you might get cheap! Folks say no way but hell it makes more sense than any other theory to me. That's an opinion by the way and the facts support the theory.

[fse] 18/7/2022 18:49

Telco is @16% of revenue for BATM and that includes cyber. Telco has been very much in a developmental stage for quite some time now and is only now starting to achieve revenue from NFVTime/Edgility.
That does not mean this is a smaller or less significant division its just been at the developmental stage.
BATM expect Telco systems and Edgility to start contributing to revenue, maybe first signs this year.
The Vodafone cooperation with ARM was to develop operating systems that would support Edge Computing via UCPE enablement and 5G applications it would not have achieved any revenue at this stage.
A lot of the market hiatus with Telecommunications sector in general is that they are at a new inflection point where they will roll out infrastructure for a very changed world.
I would make a bet that the small amount of revenue Telco will achieve from existing contracts/licensing this year is the first money the industry will make out of this new sector.
If you look at 5G rollout, it certainly did not happen overnight and it requires devices being 5G enabled. What % of the populous is connected to and using 5G and what Apps have been developed to date.
At this stage of the game its been R&D money out of the budget and nothing coming in.

The most telling information will come with the next reporting period and whether or not Telco see any Edgility revenue in their bottom line. If they do then the game is a foot. If not then it will have been a very costly and drawn out unsuccessful venture.
As we dont have any communique from BATM we can only go with Ariel Efrati smiling face who seemed most delighted to relay the CityFibre news and also confirmed they are in numerous other negotiations with other perspective clients.

[car1pet] 18/7/2022 17:29

Telco revenue is 20% of BATM revenue so its tiny.

[kooba] 18/7/2022 17:16

The thing is your estimates are based on decent knowledge of product and public information with some guesswork. If your numbers are right and CF is on top of them then Telco on its own could be worth ( a lot) more than the whole company even with the shake out in the markets in a year or two. High growth area 10 times revs?I know the market is not perfect in valuations especially in volatile times ..but i don't find the market to be that out of kilter with underlying values often , and even this week the shares are performing poorly for no obvious reason. Some don't seem to share the positivity..is there another view or is it just boredom in lack of discernible progress...can't think it's that simple.

[owenski] 18/7/2022 17:14

"City fibre is a big deal for us". This is meaningless, figures are what's required.

As for City Fibre, they've often had these kind of infrastructure roll outs with few people taking them up. It may prove to be not that big a deal.

I'm suspicious that the market thinks there's something wrong here.

[kooba] 18/7/2022 17:04

That rather begs the question on the Vodafone tie up ..what revenues have amassed there in two years? Seems to have gone quiet?On City Fibre i totally see the opportunity don't get me wrong and the company (CF) are fully funded and ...now deep into the rollout phase of their network build, which aims to have 8 million premises "substantially completed" – across over 285 cities, towns and villages (c.30% of the UK) – by the end of 2025 (here). The new network is also expected, once complete, to cover 800,000 businesses, 400,000 public sector sites and 250,000 5G access points.So its deliverable big big numbers over the next few years. They obviously think its significant..but likely initial revenues and an idea on growth and timescales would be easier to decipher!

[echoridge] 18/7/2022 16:58

Huh. Those numbers approximate my early guesstimates as well, fse. Neat

[fse] 18/7/2022 16:43

If you listen to the most recent interview with Telco CEO Ariel Efrati he smilingly comments that "CityFibre is a big deal for us"
Why would he exaggerate that.

CityFibre say that they are going to roll out the system to selected clients.
The POC and testing has been done.
You can call this a Pilot or Beta or a tweaking of the system.

CityFibre can not roll this out nationally as they themselves are laying Fibre.
That will happen as the end users are connected.

Almost 2 years ago to the day we heard about the start of serious POC trials with initially excellent results.
This is the Vodafone tie in.


Mansfield, MA (August 5, 2020) – Telco Systems, the leading provider of innovative SDN/NFV, CE 2.0, MPLS and IP solutions, announced today that the company has developed a uCPE proof-of-concept (PoC) together with Vodafone Group and its ecosystem partners Arm and NXP Semiconductors based on its NFVTime solution.

As far as revenue goes from Edgility OS and enabled devices goes people have to understand that this is like 5G its simply not available everywhere on demand.
Now this part is plain conjecture and educated guesswork ....

Telco systems may see up to $10M in direct and related income from this source over the course of the next year H2 2022 and H1 2023.
The next year probably around $30M with $80M+ by 2025.
Profit wise the margins are huge.
In my opinion OK.... Thats what I believe Telco expectations were prior to the CityFibre deal.

[echoridge] 18/7/2022 16:18

I think the proactive interview implies we're much further along than that. Read some of fee's earlier posts again. He's pretty persuasive.....