Batm Advanced Communicat... Share Discussion Threads

[fse] 09/8/2023 14:59

This link to the article resistance posted above should work. It's certainly worth looking at. Clearly the game is very much finally afoot. Initial revenue will not move the bar that far but this is/should be repeat revenue and the cumulative effect is another matter.

[resistance1] 09/8/2023 08:41

Incase that link shortner doesn’t work:

hxxps://issuu.com/insightssuccess22/docs/top_edge_computing_companies_to_watch_in_2023/1?ff&hideShareButton=true

[resistance1] 09/8/2023 08:35

This may have been posted before.

hxxps://cutt.ly/YwdMzwni

Insights Success magazine in LinkedIn featuring Ariel Efrati (Telco Head) seems a magazine of gravity with 30k followers on the platform. Impressive read

[bigjon1] 08/8/2023 18:46

Agreed resistance. What do you think would be the catalyst to propel the company past the 30s or be the reason we could drop lower. Do you think it would be company specific or more macro based? Interested to hear peoples thought

[resistance1] 07/8/2023 08:35

We seem to be trapped in the 25p to 26.5p range for what seems to be an eternity. Awaiting transaction news after results to shift this upwards

[fse] 04/8/2023 16:58

"I am pleased to report solid second quarter 2023 results with meaningful business activity improvement relative to prior quarter in key strategic areas," said Shabtai Adlersberg, President and Chief Executive Officer of AudioCodes.

FSE> Comment was from Israeli company Audio Codes that BATM do some business with.
The sector does show real signs of improvement although it is still fairly negative albeit some signs of life.
AudioCodes share price was trashed just like BATM and others in the Israeli tech sector.

[echoridge] 03/8/2023 17:50

So fwiw, almost all 200k shares did in fact trade at or near the closing price of 124 IS in Israel, which is great. It may well have been part of an institution's buying a basket of a few names on the close as Newmed Energy, Delek Group and Bank Leumi closed similarly. If so, that's pretty blue chip company BATM is keeping over there for a change.

[echoridge] 03/8/2023 16:19

Ha! You beat me to it Resistance. The good part is that the Israeli line has been 'trading' (ie., on its usual crummy volume) for some time above the equivalent UK price, but today it looked like it was headed towards closing that premium gap on the usual 10k shares. So this late-day turnaround on what does indeed look like decent volume of 200k, to close at 124 IS, the equiv price of 26.5p, is encouraging. The 'bad' part is that 200k may be good volume for tel aviv, but its still way too small to convince the UK line to follow (yet) and also, its possible most of the Israeli volume traded around 118/119 IS and then someone just jammed it up 5/6 shekels at the close. I am checking on that right now.

[resistance1] 03/8/2023 15:59

High vol Tel Aviv and good rise

[fse] 03/8/2023 15:30

The market has completely turned its back on the medical diagnostics field. The complete irony of this is that infectious outbreaks are not suddenly "over"
There are some worrying new strains of Covid out there plus other threatening pathogens.
Its really important to prevent the absurd reaction that un informed Governments made to what could have been managed with the correct analysis.
BATM has been continuing to grow its sales in Non Covid targets, market seems blind to this also.


"COVID-19 exposed the critical impact of mass, rapid, highly accurate diagnostics on our ability to cope with and survive a pandemic. In order to prepare for the next wave or the next pandemic to hit humanity, molecular testing must take a leap forward.

While PCR testing supported humanity through this pandemic, it is clear we need to advance molecular testing into a new era. ADOR has developed a molecular testing system for the post-coronavirus world."

[fse] 03/8/2023 15:08

BATM was doing fine prior to the pandemic. Covid test sales artificially boosted their sales. It should have highlighted what BATM medical diagnostics was capable of. Unfortunately BATM was then labelled a Covid stock and the valuations for them and other diagnostic companies fell out of favour.
We then had the index fiasco and shorters saw an opportunity and took advantage.
The market then generally took a turn for the worse particularly in the emerging tech sector, the share price slid further.
It's been a perfect storm of negativity.
When you strip out the Covid sales boost BATM still increased their sales but the market was not interested.
Telco systems have been in the development stage since the Nokia collapse and went through a radical change in focus. The division contributed little to the company sales as it dropped its legacy business and moved on.
BATM also plowed money into a highly advanced diagnostics platform via its investment and participation with ADOR.
BATM cyber division is a further profitable growth arm of the company.

BATM is priced at trashed out levels with the market still betting against them.
Disposals at a decent price would support the price better but at the end of the day what will make the difference is when Ador and Edgility start contributing to revenue.
They are both main investments for the company and are "extra" revenue.
When you add that revenue on to an existingly profitable company it's going to be hard to ignore. Thats what I think will turn these around.

[bigjon1] 03/8/2023 07:58

For the traders out there I think there is a long opportunity. It is clear H1 results will be in line with expectation so the only thing that will move markets is the news on a disposal of a division. Although psychological, I believe this will have a significant impact on the companies share price. Would love to hear other credible investors opinions?

[echoridge] 02/8/2023 14:16

apologies. My post earlier here was referencing a different company, so I have deleted it.

[car1pet] 02/8/2023 11:52

The rot set in years ago

[kemche] 02/8/2023 11:39

The rot set in here since Passover and the rebalancing.

[echoridge] 02/8/2023 11:25

Resistance - the interims will be released near August month-end

[resistance1] 02/8/2023 09:40

I suspect the H1 results will be on or very near target (+ or -) so not hoping for any movement on share price The share price will be moved by the disposal as we recently discussed. When this is announced will be anyone's guess but next month would be my bet (9-months to execute.) The proceeds will allow for a more rapid commercialisation of their IP plays, something that we all agree is needed.

[kooba] 02/8/2023 06:49

Interims normally 23/24 th August but have been earlier.Doubt much in the way of surprises in where they were at the half year..again more about whether the outlook statement puts more meat on the confident bones.Since they have kitchen sinked revenues..i don't really blame them , is there now scope to up year end forecasts?

[echoridge] 01/8/2023 21:44

I don't think so, paulisi, but I think we can safely assume last week of this month.

[paulisi] 01/8/2023 16:30

Any ideas when the announcement of a trading update?I understand it is normally Aug.Has an official date been announced?

[tradeterminator01] 31/7/2023 10:41

Echoridge, i agree there are certainly a lot of exciting opportunities to correct the share price. It is an increasingly depressing marketing environment in the UK, however i don't think that will hinder BATM. Lots of exciting changes coming to BATM and there is no way i am missing out on the ride!

[resistance1] 31/7/2023 08:51

Today’s FT Blackstone moves investments from property to AI data centers to realise ‘once in a lifetime opportunity.’ This ties in with my Ethernet switches posts. Telco can ride the boom with hardware (hyper scale) and Edgility software for edge data centers (smaller, localised, low latency.)

[kooba] 29/7/2023 17:10

CityFibre update last week..going to acquire or be acquired, bound to be consolidation coming.https://www.ispreview.co.uk/index.php/2023/07/cityfibre-targets-uk-altnet-acquisitions-despite-big-losses.html