Batm Advanced Communicat... Share Discussion Threads

[fse] 26/9/2023 18:26

>resistance..... It's all in place just need the sales. There are a lot of potential bolt on extra revenues that will emerge. Edge solutions are now very widely accepted but roll out is another matter. It's going to be time and manpower challenging to get the first companies sorted after that it will become more productive.

[resistance1] 26/9/2023 16:19

CityFibre is becoming the go to ISP provider for business due to its ultra fast speeds with Edgility to clearly benefit.

According to their late August news release their ultra fast XGS-PON platform is capable of supporting symmetrical speeds of up to 10Gbps and is designed to be easily upgraded to 50G PON. By the end of this year, CityFibre expects to have deployed its XGS-PON equipment into over 90% of its fibre exchanges with the new 2.5Gbps product becoming available.

[resistance1] 26/9/2023 15:53

Communications, insurance and energy provider Utility Warehouse (Telecom Plus) has today become the latest broadband ISP to join CityFibre’s growing national Fibre-to-the-Premises (FTTP) network. The announcement notes that UW’s customer numbers recently broke through the 900,000 mark and the business is on track to welcome an extra million customers over the medium term...... Surely this must mean increased chances of an expanded CityFibre order for Edgility sometime soon?

[bigjon1] 21/9/2023 19:32

Very interesting resistance. BATM is well-positioned to lead in quantum-resistant solutions. Being at the forefront of this emerging field, BATM is likely to secure valuable contracts and bolster its market position. Quantum encryption is the future, and BATM's proactive stance makes it an attractive investment choice for those seeking long-term growth in the ever-evolving cybersecurity sector.

[resistance1] 20/9/2023 10:05

Quantum encryption: there have been an increasing frequency posts on BATM's social feeds as of late about the threat to data security from Quantum computer code breaking. Cant help but think we are building up to something here. Yesterday they stated and I quote 'Governments and companies seeking to protect themselves against quantum cyber-attacks, must develop a plan.' That seems a pretty big hint to me that something is in the works. First up will be Celare's core client 'the government.'

[bigjon1] 18/9/2023 21:15

BATM might be a "regular" company, but it's certainly not acting like one today. Who needs Netflix when you have BATM stock to binge-watch? Let's hope it keeps up the drama and smashes through that 30p barrier like a superhero crashing through a brick wall. Kapow!

[fse] 18/9/2023 17:57

BATM sell several cyber products at different levels. They have been restricted from marketing what they supply to the Israeli Govt elsewhere and there are plans to introduce a commercial version of this more elaborate system.
The company also bundle cyber security product for a number of applications.
BATM would like to sell off the large contract Govt business that they have but would retain the other interests. Not sure what the current thinking is but that was the plan.

[paulisi] 18/9/2023 17:37

Just need a contract announcement to push the price over 30p, but I'm not expecting any news for a couple of weeks due to the jewish holidays.

[echoridge] 18/9/2023 16:57

Nice trading pattern today. Price started to show some fatigue at 29p and it looked like we were going to come off a bit but then a nice bit of buying late in the session, including a closing uncrossing trade done on decent volume at 29 1/2p, which was ABOVE the last offer price. Pretty boring for a regular company, but rare price action for BATM I'm afraid. Let's see if that can continue for a bit so we can punch through 30p convincingly.

[tradeterminator01] 18/9/2023 15:22

posted on the other chat regarding BATMS celare product and my thoughts on its huge potential - will be interesting to see what happens there and i definitely have high hopes. Been away for a few weeks and i am quite happy with share price movements as of late - more of this to come i suspect.

[echoridge] 17/9/2023 12:35

Obviously no market in Israel today bc of Rosh Hashanah. Market is open all week coming but don’t expect much action as its the High Holidays and the whole country tends to shift into a lower gear.

[gerihatrick] 17/9/2023 10:00

My understanding is that both the original contract and the latest one are with the Israeli Defence Department, and not with the UK

[wizzkid211] 16/9/2023 20:27

RAWDEAL You are right, Right from the start BATM had only one cyber customer and thats not the UK

[rawdeal1] 16/9/2023 08:41

I was under the impression that BATM only has a cyber contract with ONE Government.... therefore the statement "UK and overseas" must be wrong.
However, the statement that Cybersecurity is going to rocket... makes sense.

[kooba] 16/9/2023 08:08

On cyber they said there was a open route to market cyber products agreed with the Israeli Government to the governments of 10 friendly nations. I imagine the UK would be certainly one of those potential markets..as to whether there is any ongoing engagement is unclear.All contracts announced so far are to the same " long-standing government defence department customer' , so whilst such matters are highly sensitive and no doubt subject to confidentiality if they received an order from a 'new' Government customer i am sure they would differentiate it as a "new"Government.I would be surprised if there was not already multiple ongoing communications if they have "one of the best products that exists" and indeed Israel is considered an excellent customer for such products with regards DD and they are expanding its use.

[pharmawotsit] 15/9/2023 22:54

 wizzkid211 - That's an interesting news story which has more than an echo of this one which appeared in Monday's Mail:

 

 I just wonder whether today's article is correct in quoting that a contract(s) had been made with a government defence department in the UK ?

 I was under the impression that no country's government had actually been named.

 In this regard, the Mail's article was suitably bland.

Pharma

[wizzkid211] 15/9/2023 21:03

The company has made significant progress in the cybersecurity field, winning contracts with government defense departments in the UK and overseas. With a positive EBITDA, BATM is seen as a high-growth opportunity for investors.

[dds14] 13/9/2023 10:43

Investors Stand by Israel’s Tech Startups, for Now

[echoridge] 13/9/2023 09:33

Of course one way to give you a short and sharp answer, Sandy, using resistance's numbers, is that on its current revenue trajectory (certainly if you include some consideration of new orders confidently forecast in the near term), the cyber division would represent pretty much the entire current market cap of BATM so you would get the other growth businesses, plus the cash, plus the future cash from division sales, less the cash from business purchases (phew), for 'free'.

[resistance1] 13/9/2023 08:28

Difficult to answer Sandy as BATM has multiple parts, 3 of which are in high growth sectors. Cyber valuations have dropped to pre-pandemic valuation/rev levels of 7:1 (from 17:1)BATM turnover is about 20-25% Cyber. Difficult to put valuations on edge computing as revenues just starting to come in from their IP. Diagnostics is about 2-years away from commercialisation. The other parts of BATM, the ethernet switches/networking, medical waste processing and medical distribution make up the remaining majority revenue. Cyber/Edge revenue share is forecast to grow strongly. I recently put a sum of the parts valuation of around $650m at present.

[sandy789] 13/9/2023 07:54

What is the industry ratio for a similar company?

[wizzkid211] 12/9/2023 17:03

Firmwide revenues for the next financial year are tipped for US$153million (£123million), which, low and behold, also gives BATM barely a 1:1 price-to-sales ratio at its current market value.

[fse] 12/9/2023 15:02

This was posted on BATM twitter. A lot of the interest in BATM cyber is to do with its application in Quantum computing solutions.
This is another area they have a lead over competitors that they are looking to develop. I would not rule out some news in this direction in the near term.

[fse] 12/9/2023 14:40

Sentiment appears to have significantly improved for the company. They are getting mentioned all over the place. Probably fair to say that Moti and the teams efforts to get the word out are having some success.