Batm Advanced Communicat... Share Discussion Threads

[car1pet] 13/6/2023 14:22

Waiting for Godot

[echoridge] 13/6/2023 12:57

someone bought 425,000 shares at 26.4p and the buyer continues

[doccash] 13/6/2023 12:48

I thought you were waiting for 30p???

[car1pet] 13/6/2023 12:41

Someone sold 425,000 shares at 26.50p today.

[tradeterminator01] 13/6/2023 10:36

LEts hope resistance, been saying this the whole time. We need to see a sustained rise in share price before novice investors realise BATMS potential. With the fantastic news rolling out frequently i have no doubt this will occur in the near future

[resistance1] 11/6/2023 08:39

Let’s hope the market this week shares our based optimism. We’re long overdue a good run up…

[bigjon1] 10/6/2023 15:34

I'm not sure more streams of income are even required. Evidenced by their impressive growth since 2018, even without the covid business and the 30m software sale out. I think right now it is important to focus on the key divisions, especially Edgility.

[doccash] 09/6/2023 16:34

All fair points I am still waiting for their work on TB projects to show positive results and another income stream

[kooba] 09/6/2023 12:31

You only become restricted if there is a high certainty factor that the reason for there being potentially undisclosed price sensitive information materialises. So whether the circumstances are around corporate or material orders they must be very advanced.The company's strategy hasn't really changed much but is more defined after the strategic revue process so anything early stage within that strategy should not be seen as anything but executing board approved strategy ..also potential orders unless very material ( relative to expected revenues or profit) should be seen as normal course of business.So that should mean there is something afoot...but with BATM its rather difficult to know how they interpret things around governance.

[echoridge] 09/6/2023 11:48

I think you're exactly right, paulisi

[paulisi] 09/6/2023 11:30

Yes, Moti made out that he couldn't buy in for some time due to insider trading rules. I would suggest that this will not happen for some time. I'm guessing there are discussions with potential buyers for non core businesses and lots of potential new contracts for edgility in the pipeline.

[resistance1] 08/6/2023 18:09

That was a good question about why he hasn’t bought in. Look there was no excuse before he became CEO to buy in, but he probably does have now. The 6-months blocked out due to reporting period, and my speculation, pending disposal/acquisition/external approach. He needs to buy asap he can.

[kooba] 08/6/2023 17:42

I asked a question about Moti not being a shareholder against best corporate governance guidance ...did he really give the excuse he is restricted ? He has been an executive of the company for 8 years..he hasn't been restricted all that time ..or he wouldn't have been able to pocket $1m from selling all his previous share options.

[fse] 08/6/2023 16:56

BATM have clearly transitioned from a R&D company which has developed valuable IP to the stage that it can now be marketed, and thats what they are doing with very real immediate success, particularly with Edgility a totally new extra revenue stream thats taken years to perfect and significant funding (@$30M) paid for in house.
Its now a reality.

[hernando2] 08/6/2023 16:30

I read through the 2018 CMD presentation the other day, its not there anymore i don't think.

The difference between that one and this one is chalk and cheese.

The 2018 one was clearly homegrown with some cartoon type pictures as well as commentary on future direction and strategy, it also refried to business units and where growth could come from. However it was designed to be talked to and used on the day. Without a commentary you couldn't get depth which i suspect was given during the presentation.

This one has been designed IMO to be a working document, that can be referred to if and when the brokers write a recommendation on the company.

They can quote at length from it with concrete numbers and what opportunities BVC have for future growth, and so on.

The 2023 presentation will be used for some time , it can be referenced and BVC progress or otherwise charted against it and the attendees at the CND do not have to rely on their notes or memory, its all there.

I think the the board has decided to fully engage with the city in the way the city like to be dealt with, IE by giving the type of information that they like to have, can use and be available for follow up if required.

All IMO

[paulisi] 08/6/2023 16:00

Found this link from last year. Talks about selling distribution at that stage.https://audioboom.com/posts/8020113-midweek-takeaway-with-dr-zvi-marom-ceo-of-batm-advanced-communications-lse-bvc

[resistance1] 08/6/2023 15:37

Car1pet you requested a strategy and they got a leading consulting firm to work with them to deliver one. Clearly what was presented yesterday was top line drawn out from the full document. He indicated he was in a restricted period that preluded him from buying shares. So I read this to be restructuring was happening as we speak -- a disposal or acquisition or both. So in 6-months a strategy is in place and a substantial restructure (I suspect) is underway. What do you want a strategy produced and actions in a couple of weeks? The area I particularly want to see is them buying into a ready made sales structure for Edgility whilst they hold competitive advantage (for the next 18-24 months he said.)

[echoridge] 08/6/2023 15:22

Ladies and Gentlemen: put it together for Mr Angry. Never knowingly out-blither'd

[car1pet] 08/6/2023 15:16

Underwhelming presentation from the new CEO. 6 months in post and all he does is produce a management consultant presentation which was confusing, unclear and told me nothing other than there are big opportunities out there and woolly words about divesting and acquiring. He is not a CEO and never will be. The board needs to be replaced with new blood who will restructure the company quickly and start to grow shareholder value. I've been saying it for years new blood with commercial experience is needed now. Right now the company is a basket case.

[fse] 08/6/2023 14:40

Edgility are in Singapore all week at Asia tech..... global presence

[echoridge] 08/6/2023 12:50

There's a decent buyer around who won't pay up (yet) and no sellers in any size for the first time in forever. As a result, we have a bit of a no-trade stalemate today.

[paulisi] 08/6/2023 12:18

No volume today.Expected significant volume after presentations.

[bigjon1] 07/6/2023 19:54

I was very pleased with the presentation. Most notably how much they are investing into Edgility and also identifying how far ahead of competition they are. This definitely fills me with confidence - it will be interesting to see if they can grasp this opportunity with both hands. The next 12 to 18 months will be hugely important for the company. Also glad to see the questions were address is a coherent and unambiguous manner

[fse] 07/6/2023 19:10

Just signed out of the presentation and yes there is a lot to digest.
It was a polished no nonsense presentation and I felt reassured that they are now taking the IP and seriously marketing what they have developed. The company has obviously changed up a gear and are well aware of the challenges

I did ask about the TASE LSE listing problem.
NASDAQ is getting considered but Telco is really not quite at that stage but main point is they are very aware of this and will likely go down this route at appropriate time.

The key point BATM finally got across is that when you strip out the NG Soft money and the Covid Tests the company still grew its core business. A simple graphic spelled it out. To have grown the business in this period of time is impressive and when you consider they have been bankrolling 2 major pieces of IP.... Edgility and ADOR platform in addition. Thats quite an accomplishment.


I was going to ask what time frame lead Edgility may have over competitors particularly since they are coming from earlier NFVTime and already had a lead. Moti answered this for me ... they figure they are 20 to 24 months ahead of competitors.
Trade magazines have cited them as one of the main players to watch.
We also found out that BATM had invested $30M into Edgility development.

Moti also referenced interests in Quantum Computing and the relevance of their IP in this field. This is an avenue to watch.

Will comment a Bit more later....