Batm Advanced Communicat... Share Discussion Threads

[resistance1] 24/1/2024 14:23

I get that. Zededa's record performances are from a near zero base. Rather like Edgility. On the face of it Zededa's channel partners/customers do seem even more solid but again revenues will take time to build to serious figures. Edgility has spent $40m to get to the same position and Zededa $100m (assuming most of that is R&D.) Telco are building their N.America sales teams according to their socials but as you say it is down to executing the business model in what will become an increasingly crowded but also fast growing marketplace. I'd give it another 6-months to see if Edgility can build sales internally/organically and if by then there hasn't been enough progress in the form of new contracts then a joint venture partner, scale investor or buyer should be found. That's my view.

[kooba] 24/1/2024 13:21

Often with Batm it is about sector comparisons and sum of the parts calculations but to be honest nothing much ever comes of them delivering value. I see the company you mention is similar but it's down to executing a business model. Look at the deals this company are doing ( including Advantech) and the shareholders behind it..and wonder who will crack the states. They probably even have a sales team..perish the thought!Shareholders including Coast Range Capital, Lux Capital, Energize Ventures, Almaz Capital, Porsche Ventures, Chevron Technology Ventures, Juniper Networks, Rockwell Automation, Samsung Next and EDF North America Ventures.Then google them and see the coverage..compared to Egility or Telco.As with all things several companies can be going after the same markets with similar products, it does not mean they will all be successful. If telco/batm cant sell products they have spent $10Ms developing , then they have a flawed model.https://www.businesswire.com/news/home/20230131005130/en/ZEDEDA-Announces-2022-as-a-Record-Year-for-Performance-and-Growth

[resistance1] 24/1/2024 10:57

Telco Systems Edgility’s closest rival seems to be Zededa also based in the US, but on the West Coast. It is also an edge and cloud orchestration and management platform and recently launched Kubernetes capability just after Edgility R6 came out with that upgrade. Apparently, handling Kubernetes really adds to the capabilities of both services. Zededa is VC backed and currently has raised $103m from 20 investors with the latest round of funding a week or so back. Zededa like Edgility is starting to generate revenues. Similar stage if a little behind Edgility. It is estimated that Zededa if sold this year (which it wont be as too early) would realise approx. $400m or 4 times BATM’s market cap.

[kooba] 23/1/2024 17:28

Thanks for info.Possibly a year end trading update coming? Don't always produce one but not impossible?Be good if the PR firm actually managed to get some coverage on the company ..easier done with more news of contracts and traction though. Maybe Israeli based companies just keeping their heads down right now?

[echoridge] 23/1/2024 16:17

yeah, sorry. Moti was here yesterday, on his way to Rome apparently. No doubt squeezed in an insto or 2, but it looks like he was mostly here to see his advisors at Shore Cap and Gracechurch. You can see a photo of him and Gracechurch's CEO on the PR firm's Linkedin page in fact, which is probably where the LSE poster got the intel from that Moti was in town, in the first place. At least we now know for sure that he isn't on the front lines in Gaza....

[kooba] 23/1/2024 12:56

Posted by resistance1 who posts on here..where did you see that resistance1 ? Echo is normally good at sniffing out roadshows..any thoughts??

[bigjon1] 23/1/2024 10:03

Saw on the LSE share chat board that Moti Nagar is in London meeting potential institutional investors.

[kooba] 22/1/2024 09:23

Cityfibre interview , https://www.ispreview.co.uk/index.php/2024/01/cityfibre-uk-reject-vmo2-merger-claims-and-predict-100-altnets-to-become-1.html..they predict a period of intense consolidation in the altnet sector and figure they will be the consolidator..good news if you are a supplier to cityfibre i guess but i rather thought from that initial contract there would have been follow ons already from their messaging not just with Cityfibre but with this deal being an early adoption to the partnership model that would be replicated by others globally.Oct 2022"BATM will receive recurring licence fees for a five-year period with some hardware sales - together estimated at US$3.5mln. The group expects the number of endpoint deployments with CityFibre's clients to rapidly expand to tens of thousands per year and believes the financial value of this partnership to the BATM will grow substantially in the near-term as the volume of licences increases beyond the initial contract value."https://www.proactiveinvestors.co.uk/companies/news/995716/batm-news-of-cityfibre-contract-for-the-roll-out-of-the-edgility-solution-lauded-by-shore-capital-995716.html

[kooba] 22/1/2024 09:08

Interesting on current state of cyber attacks in Israel and region.https://therecord.media/gil-messing-check-point-interview-israel-hamas-click-hereRefresh on Celare products to combat such activity.https://celarenet.com/?page_id=99

[resistance1] 18/1/2024 11:33

The resolution of the Gaza conflict cant come soon enough. How much longer I ask? Although I appreciate it doesn't have a material impact on trading, the return to business as usual will provide the much needed stimulus this stock needs.

[kooba] 16/1/2024 10:57

Doesn't look like there is any stock about ...would be good to get some positive update as would likely take us back to pre conflict levels.

[cumnor] 15/1/2024 21:25

Hopefully FSE, notwithstanding the war, they are certainly dragging the news flow out.
I'd really feel easier if they sought a Nasdaq listing and dump London. Because of their Israeli political ties and military contracts I can't see them dropping Tel Aviv.

[fse] 15/1/2024 21:16

Ador website has a few more details and insight than earlier.
Gives you a better idea as to just how this technology is a game changer.
They have been trialing this at several university environments I would expect to hear this year that they are doing clinical trials.

[resistance1] 14/1/2024 21:46

Perhaps news soon for Edgility but outside USA: NGA wins contract for Philippines 29-10-23. MANILA, Philippines — The Philippines is on its way to becoming the first country in Asia to adopt the next-generation 911 emergency response and public safety system widely used in the US and other countries.

California-based NGA (Next Generation Advanced) is bringing into the Philippines its patented 911 emergency and safety hotline which, company officials said, would “introduce a disruptive technology that’s going to be a game changer.”

[tradeterminator01] 14/1/2024 15:16

Yes would love to see more contract attainment in the near future, basically highlighting BATM's commitment towards results especially during a difficult time. Lets hope next week continues with the positive share price action!

[fse] 11/1/2024 19:47

This latest order follows the successful deployment of Edgility under the original purchase order from NGA, as announced on 5 June 2023. The Group expects to receive further orders from NGA as they continue the roll-out of the Group’s Edgility solution in the current areas of deployment and expand the roll-out to NGA’s network in additional US States.

[resistance1] 11/1/2024 17:13

We didn’t see any figures for the deal from memory, but operators such NGA operate across multiple US states on long term contracts. They (NGA) won the California State contract at the start of last year and I assume this contract relates to that State. Other States and Edgility contracts are only a matter of time, synchronised most likely when NGA’s new contracts begin or are renewed. Other operators will also be watching and must have put Edgility on their shopping list.

[fse] 11/1/2024 15:17

Watched Halle Berry in "the call" last night.
Reminded me that BATM (Telco) won an extended contract with NGA for the 911 services last quarter 2023.
This is an area I feel they are well able to extend their interests.

"NGA is using Edgility to deliver the call-handling system for 911 Emergency Services and the 988 National Suicide Prevention & Mental Health Crisis Lifeline. By utilising the Edgility platform, NGA is able to run critical applications close to end-users at the edge of the network, which reduces network latency to facilitate enhanced responsiveness, ultra-high availability and faster call resolution times."

[tradeterminator01] 10/1/2024 11:44

Yes Wallywoo i agree my estimate is that the share price will form a new floor around the 30 mark within a month or two and once the war subsides then we can reach the 40's and 50's. Massively undervalued stock but with whats going on + persistent shorters, we cannot be suprised with the share price being so low.

[resistance1] 10/1/2024 11:37

Well 30p was the pre-conflict price, and that was still massively undervalued. 2 new contracts since (Cyber and edge)and what should be solid end of year results presented end of Feb/start March. Significant cash and property values equating to around 10p of the share price. Self funded IP in cyber, edge computing, and molecular testing. The 46% ownership of ADOR which would be a real money spinner if hived off once market ready in approx 18-months. The holding in ADOR could be worth twice the current market cap alone. Then there is the potential of the commercial cyber product ready this summer. Then there is the asset value of the divisions that are flagged as potentially up for sale: medical distribution, waste etc. Difficult to know what these would realise on the open market. The potential market cap of all this is considerable.

[wallywoo] 10/1/2024 09:11

Lets face it, this was trading at the wrong price level at 20p. Question is what is the right price level. My guess would be around 30p. Lets see where we settle over the next month or so.

[resistance1] 10/1/2024 09:04

I’m calling another strongly positive day.

[resistance1] 09/1/2024 20:30

We have seen some positive price action in recent days and recovered some of the losses triggered by the events of Oct 7th. We are still around 20%+ down. The Tase index had recovered all its loses before Christmas but now sits around 10% down. Therefore we have some way to go to get back to the early Oct valuation that didn’t include the 2 new contracts signed during the subsequent period.

[paulisi] 09/1/2024 18:23

Not even had any contract news for sometime.MM's trying to move the price up for a while now.