Batm Advanced Communicat... Share Discussion Threads

[wizzkid211] 22/5/2024 11:22

The ceo needs to buy some shares at that level, he has none...

[resistance1] 22/5/2024 09:01

Progress news required to awaken this stock. Surely there must be news inbound? There seems to be a lot of irons in the fire and looking for one or more to come good

[fse] 16/5/2024 15:28

This is very much what Adaltis/ADOR are about.

[kooba] 15/5/2024 21:03

Difficult to know how Loam could have supported such poor performance for so long...perma jam tomorrow and shocking share price performance over any timescale ...thought they were meant to be activist. How they tolerate central costs relative to market cap seen here when they have repeatly warned on profits is beyond me.The potential is always there in the narrative ..the delivery never supports it though.Loam old mate Griffiths has a few % too ..he's no mug and they often work together...here they just seem to sit and suck it up.Maybe they are looking at a tender and delist and then return the parts to Nasdaq when timing is right..as they are doing elsewhere....might work here but not for all holders.

[echoridge] 15/5/2024 16:35

You honestly expect a large fund manager, with multiple funds and hundreds of shareholdings, to respond to a random punter on such a sensitive subject, carpet? Seriously? I don't think anyone can be that naive, so I have to assume you're full of baloney for a change. Besides, as there was no indication at the the time that Zvi had any interest in stepping aside, who do you think was the most likely candidate by far to have initiated the management shake-up that put Moti in charge originally? Of course it would have been the Company's largest and probably longest-standing shareholder, LOAM (originally Hendersons). So it stands to reason that your 'emailed request' not only was never going to be answered in the first place, but likely went to the one fund manager that most fully supports the current management team.

[car1pet] 15/5/2024 11:36

I've emailed Lombard Odier and asked them for their viewpoint on the current CEO and CFO. As the major shareholder I would have thought they would have made representations to the CEO expressing their views and the way forward. So far I've not had a reply. I'm not aware that he have sold any of their holding

[resistance1] 15/5/2024 10:54

We are are all rattled by the falling share price. I am 50% down and wishing I invested now rather than before. I still have confidence we will see systemic change soon to raise the share price that we all want. However there is a limit to my patience/good faith which I estimate to be a maximum of 2-3 months from now.

[kooba] 14/5/2024 18:21

There has been a very clear opportunity since the figures for c suite to show confidence and make an investment as nothing beyond the normal course of business..ie a few small orders not impacting forecasts. They have had months when there is no reason they should be restricted from dealing as nothing corporate has happened or is likely to be imminent ..saying so is just poor excuses because they just don't want to use their own money. It appears they just want to take serious money out of what is now a small company ( getting smaller by value) that has had a series of revenue warnings over the past few years. There is also no evidence of there being any progress in executing the refocusing strategy..again I'm sure there are excuses there always are. They never completed anything like the share buy back promised , it was a small fraction i seem to remember yet it was a key part of board approved strategy..again why sit on so much cash , why not actually implement a decent share buyback ..and do it this time..surely if the board believes the share price seriously undervalues the business then buying back 10% of the company must be a great use of capital ...maybe do a premium tender like nanoco see it a price rise sticks??

[car1pet] 14/5/2024 17:54

Totally agree Kooba and to boot the fella earns £1m p.a. for doing not a lot

[kooba] 14/5/2024 17:25

"At 31 December 2023, the Group had cash and short-term investments of $40.8m (31 December 2022: $44.2m)."So market cap £81mAssets of £95m of whichCash £31mSo a 'high tech' business are important inflection points is trading at a discount to asset value and at only £50m net of cash after being around for decades...it has $100ms of retained losses and has raised far more money from investors than the current market cap. In short whatever they get up to has been a disaster and they have no high growth businesses except Cyber that is reliant on one customer....most of the businesses they want to exit provide most of the revenue and are low margin distribution company's.There is no effective enterprise value or any real value attributed to the much talked of inflection points and returns on the many £10Ms invested in the new technology.Are the management or the market wrong...I normally find the market is not wrong. But either way there needs to be some serious change at the top as the market does not trust this management to deliver value.There has been a decent recovery in tech and small co's yet BATM plumbs new lows...Reputationally so is the company.A ceo and cfo holding no shares is a major red light when they take so much out relative to market cap and have no confidence in buying a single share with their own funds.

[bigjon1] 14/5/2024 16:26

Great insight Resistance. Given they have partnered I see no reason why Tata Steel would not license Edgility aswell. To me it would be a no brainer as they have already done their DD on Edgility and are clearly happy with the service. It will be interesting to see what comes out of this over the coming weeks/months.

[car1pet] 14/5/2024 16:02

I see today's spread has a low side of 17.75p that seems like a new low. 300k shares traded at the low side. This doesn't feel like a company is well thought of in the market.

[fse] 14/5/2024 14:47

With reference to resistance post above.



Attention ANGA COM attendees! Our Director of Sales for EMEA @Lior Wohlfeiler will be joining us next week alongside our valued partners, Tata Communications Transformation Services (TCTS).
We'll be showcasing a collaborative solution for hashtag#UCPE that leverages hashtag#Edgility to help businesses navigate their digital transformation journey. Think: expert IT and OT consulting, combined with modular networking and connectivity solutions for a smoother experience.
Visit us at the Telco Systems | Edgility booth (B50, Hall 7) to learn more. We're looking forward to discussing how we can support your digital transformation goals.

[kooba] 14/5/2024 11:39

Resistance I know what they say ..but they need to do , get a lot more banked and start seeing the revenue and profit estimates being revised upwards not perpetually down.The good news is the current share price discounts very little in any of that being achieved so if they do manage to get all of that over the line ( even some of it!) then there should be positive share price reaction...i should hope,.

[resistance1] 14/5/2024 11:04

The good old 'inflection points' However although we can laugh, the next year we should see ADOR Natlab clinically approved after 2 more completed trials (1 banked), 6 forecast Edgility contracts (1 banked), more Gov cyber orders, the launch of the commercial cyber product, the signposted disposals and maybe even an acquisition or two they spoke of.

[kooba] 14/5/2024 10:53

My fingers are tightly crossed !..a number of my small caps are starting to make significant recoveries , bvc is one of my larger holdings and is still dragging on the lows..geopolitics aside there needs to be evidence that the new products are gaining traction as i think the next year , then next year inflection points are testing not just my patience.

[resistance1] 14/5/2024 10:15

Kooba I know what you mean about their love of opening envelopes with not much inside. Though the photos at the exhibition show it is not just a booth share but a definite colab partnership.

Drop by booth B50 (hall 7) to say hi and chat about the future of the edge with us and with our partner Tata Communications Transformation Services (TCTS)

I do detect a long overdue hunger at Telco to finally deliver.

[kooba] 14/5/2024 09:48

Resistance if indeed Edgility is incorporated in cloudlyte it would be significant..though i can find nothing apart from the partnership line that there is a connection...are they separate products being marketed in partnership or is it deeper?Batm will announce the opening of an envelope and has not mentioned this relationship directly so it is difficult to ascertain its potential importance.But the fact the only mention i can find is that link means there is only upside if indeed it is meaningful ..but if it is , why not mention it anywhere??

[resistance1] 14/5/2024 08:44

When I saw this last week, my heart sunk: Tata Communications unveils new edge computing platform for real-time decision making
May 8, 2024
Tata Communications, a communication technology company, has introduced a new edge computing platform called Tata Communications CloudLyte.

This is exactly what Edgility does but with the might of Tata Group behind it owners of JLR etc.

However it is in fact a positive as Telco Systems Edgility and Tata are now partners as demonstrated by their joint booth at the expo at Koln announcing the partnership — clearly what underpins Tata Comms is Edgility or a licensed version. Surely this opens up Jaguar Landrover and Tata Steel to an Edgility powered edge manufacturing solution? Thoughts?

[resistance1] 13/5/2024 08:40

Agreed Pharma though Talk Talk doesn’t have a high business base on their network. Only businesses relevant and a small percentage of them too. These operators may use several networks to deliver their services nationwide the main one being Openreach.

[pharmawotsit] 10/5/2024 17:07

 In that list, I think TalkTalk is equally if not more impressive.

 TalkTalk appears to have overtaken Vodafone in the number of UK subscribers.

 According to this article, Zen Internet is not far behind both of them.

[wizzkid211] 10/5/2024 11:32

Thanks FSE the one thats stand out for me is VODAFONE.

[fse] 09/5/2024 20:21

Bit more info on City Fibre.


Have CityFibre gone bust?
Mesch said: “In spite of a challenging operating environment, CityFibre continues to go from strength to strength. “During 2023, we generated over £100m in revenues, delivered our target of 1 million Ready For Service premises, and doubled take-up across our footprint.Jan 29, 2024

What companies use CityFibre?
Over 35 internet service providers use CityFibre for their network, including Andrews & Arnold, BrawBand, BrillBand, Facto, FibreHop, Gigabit Networks, Giganet, IDNet, Link Broadband, No One, Octaplus, RunFibre, TalkTalk, Toob, Vodafone, Yayzi, YouFibre, and Zen Internet.

[wizzkid211] 09/5/2024 12:54

Just a matter of time before BATM will get a government license to sell their cyber solution outside of Israel...