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[wizzkid211] 03/5/2023 09:22

Fear not – 5G will happen. No doubt, it will be impactful. Unlike 4G and 3G, when they designed 5G, they considered how the network, the data, and the applications all need to be connected. That’s what makes 5G different – and more powerful — than previous wireless architectures. 5G, and more importantly, applications that leverage 5G, will catch on as the network bandwidth and latency come up to speed and as networks are built and connected at the application layer. Those connections will be enabled inside multi-tenant edge data centers in a large number of metro markets. Today’s data centers will continue to expand, and the convergence of cloud and network will unleash a new generation of applications and use cases.

[kooba] 03/5/2023 09:18

Don't disagree..but would be good to see the kitchen sinked revenue numbers starting to see some upgrades..if we really are at inflection points then we need to see orders above and beyond current expectation to show it is taking off.As for Zvi maybe is there as Israeli Gov rep or even there as Chair of ADOR or as non executive BATM ,its difficult to know but there is not much distance from his previous role..hoping not stepping on any executive toes!

[echoridge] 03/5/2023 08:53

I believe that the operating leverage to which the analyst is referring, derives in large part from the Company's history of expensing its considerable R&D spend, rather than capitalising it. It's certainly not unheard of for tech companies to expense R&D, but it's still useful to remember that BATM has maintained this conservative policy and thus depressed reported EBITDA in recent years, but is commensurately storing up more geared earnings growth as the improved sales from that R&D spending begins to kick in ('commercialisation') as, for example, they appear to be in Edgility currently ('inflection point'?). p.s. Kooba - fwiw, I believe the Business Fair that Moti and Zvi attended was a public-private affair and Zvi was there in his retirement role as a rep for the Israeli government, rather than for BATM, as Moti was.

[kooba] 03/5/2023 07:46

Note out from Shop this morning. Shaving current year EBITDA from $10.7 to $10m current year. This is some margin erosion as the company gears up for commercial traction predominantly in Edgility. They do not increase their rev forecasts for current year..but are expecting to review on any news flow.Nothing earth shattering and one would expect such cost increases if they are pushing new product...some orders would be good though further validating their confidence."Valuation thoughts:We believe that BATM is delivering strong underlying progress across the development of its span of technologies, these moving towards potential market inflection points, thus presenting a profitable high-growth opportunity to investors. With commercialisation, positive operating leverage to reported results should be expected in due course. HOUSE STOCK"

[kooba] 02/5/2023 18:14

Me and my shadow..Zvi looking well in his retirement !https://twitter.com/batmltd/status/1653406569567010816?s=61&t=s79RLRddG_Gfl7VpUZvZpQ

[bigjon1] 27/4/2023 18:05

BATM's deal with CityFibre has shown as that Edgility is a high quality platform - seen by the rapid acceleration in growth with which CityFibre plan on implementing Edgility. CityFibre are very keen to replace hardware-based customer premise routing equipment with Edgility. This is not an isolated situation and lots of companies will soon follow as better technology always prevails

[tradeterminator01] 27/4/2023 16:32

BATM's partnership with CityFibre is a testament to its commitment to developing innovative solutions that meet the evolving needs of its customers. With the integration of virtual Next Generation Firewall and virtual Router functions, the Group is poised to take the lead in the network infrastructure technology market.

[fse] 27/4/2023 15:07

Edge is to the Industry what Buffering is to Netflix/streaming.
Companies are having to provide clients with so much choice and options that sheer volume of data can collapse the system or make it so slow it becomes frustrating to use.
I am quite sure everyone on here as experienced this when for instance they go to book an airline ticket online or a car or hotel rental.
Another factor in all of this is the ability to provide security from the outset in a rapidly reacting system.

Most of what BATM do with Telco and the medical division is to react to a changing demographic that we do not have enough staff or facility to manage our demands on life.
Edge computing and molecular diagnostics are source solutions that speed up processes and reduce unnecessary staff input & extra steps.

BATM are indeed looking for acquisitions that will give them a better sales route they do not at this point plan to expand the technology base so this will be more straight sales.
Regarding acquisitions BATM are hardly the only company whose share price is trashed so where they have cash and actually make a profit they are in a very strong position to pick something up at attractive levels.

[resistance1] 27/4/2023 10:24

They are all over LinkedIn but agreed their direct sales capability doesn't seem to set the world alight. Then again I'm not in their target audience (an IT decision maker.) I'd like to see a corporate acquisition that allows them to tap into an established sales channel for symbiotic kit/services. I got the impression from the Annual Report that this was hinted at.

[wizzkid211] 27/4/2023 10:14

resistance.
agree adgility is here but most people can NOT see it...

[resistance1] 27/4/2023 09:55

This is a good guide to the USP's of Edge. It is interesting to note that the Cloud took relative processing power and storage away from the end user allowing 'on site' equipment to be lower spec. However with increased latency and vulnerability to cloud-wide failure the counter cost. Edge seems to be a happy medium, near local processing power, enabled especially with the availability of 5G in remote applications. Autonomous vehicles, smart robots, real-time medical, next gen retail and AI-enabled end solutions can only work effectively with Edge. The age of Edgility is here.

[wizzkid211] 27/4/2023 07:18

What are the major differences between edge computing and cloud computing?
In computers, the phrase “Edge computing” is used. It brings computing power and storage closer to the computer, where they are genuinely necessary for the information sources. Data is not scanned on the cloud, which is transmitted through numerous data centers; rather, everyone has access to the cloud. This allocation decreases lag and conserves storage. Edge Computing is a different approach to the computer world compared to “IOT technology.” The “edge” of the channel, where real-time data can be accessed, is where the data source is located. It is about placing virtual machines as close to the location where the data is produced physically as is practical, rather than a consolidated cloud, database server, or data storage facility

[jackson83] 24/4/2023 19:50

was good to buy / top up under 22p last week


lets see if we can ride it back up to 27p


or back to 21p


buy more on any weakness or bad news

[kemche] 23/4/2023 17:13

You have yet to be wrong Barry and I suspect you are not wrong now.

[echoridge] 23/4/2023 17:10

The numbers are correct paulisi, however it was on light volume and more importantly, the Israeli price has been trading inside - for the past few sessions, significantly so - the London line for some time. So hopefully the Israeli price will continue to close the gap tomorrow if/when the UK buying continues to underpin the price here.

[paulisi] 23/4/2023 17:03

Tase finished on 1.09 which is 24p, so expect markets to dip early on tomorrow unless we get a positive announcement

[paulisi] 21/4/2023 17:23

Without the Israeli Market open, Let's see how Israel reacts on Sunday.

[fse] 21/4/2023 16:57

Finally a positive Friday close on moderate volume.

[resistance1] 20/4/2023 17:28

Just another legacy of the former CEO

[fse] 20/4/2023 17:20

Shore have a lot of explaining to do not the least being their incredibly duff advice to BATM about the Russel Index. I have nothing good to say about this company. Try calling them with any reasonable question and see the obfuscation and rudeness that follows.
They do need to go.

[tradeterminator01] 20/4/2023 16:53

I agree that it's good to see positive price action around the 21.5p/22p level, and the absence of the seller is definitely reassuring. It's unfortunate that this seller caused damage to the share price over the past few weeks, but hopefully, their selling is now complete. The Tel Aviv listing closing in the green on decent volume is also a positive sign. It will be interesting to see how this momentum continues and whether it can be built upon for the strategic review.

[echoridge] 20/4/2023 15:49

Trading obviously remains choppy after yesterday's minor fireworks, but its still nice to see continued positive price action around the 21.5p/22p level. The buyer has not returned (yet), but more importantly, neither has the seller, reassuring me that the latter is done. I believe completing that seller, who has done a considerable amount of damage to the share price over the past few weeks (please write your MP and tell him that Shore Cap need to be fired. Truly), was an important event, and one we should be able to build on into the hoped-for strategic review. In that spirit, it's great to see the Tel Aviv listing close in the green on some half-way decent volume (500k) for a change as well.

[fse] 20/4/2023 14:06

The above link from BATM twitter is worth looking at as to ADOR diagnostics platform fits into a rapidly changing medical field.
Let's face it we do do not have the number of doctors and nurses available to look after us. We do not have adequate facilities to even treat people in Accident and Emergency any more. Our hospitals are full of people who could have been prevented from being there in the first place.

ADOR diagnostics platform and multiplexing solutions that provide fast accurate analysis and treatment will save time and money and reduce the time key medical personnel spend on situations that can be handled by a clinic in a fraction of the time and cost.

[bigjon1] 19/4/2023 19:27

Good day today, sub 21 seems to be the perfect buying opportunity. Don't know how much longer we will see these low prices for but i am definitely going to make the most of it. Very encouraging to see we are up 11% over the last 5 trading day