Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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In a move that “will kick off the transition to the next generation of cryptography” according to the White House deputy national security adviser Anne Neuberger, the US gov is looking to establish a standard for protecting against quantum threats. BATM's industry-leading encryption tools can help protect against this new category of threat. White House will mandate quantum encryption protection are all government agencies from July 2024. As Celare is not known in the US perhaps Telco can be the sales agents on this one, as a US based and approved company to deal with Government contracts?
Yes let’s hope they have something significant waiting to be released as I do believe the basis of BATM’s SP is off the back of positive news…
Bluerill has a great analysis and I couldn’t have said it better myself.
Great analysis Bluerill and completely agree with what you're saying. My guess is the disposable of some of the non-core business divisions will be completed in H2. Expect this to have a substantial impact on SP as well as development on core businesses as they will have management's full attention.
Its hard to advocate for the company at the moment, ss, at least for its share price, but I do honestly believe this level of radio silence does suggest something more substantial is likely to come from the company. Couple of home truths: 1. we know the company remains engaged in a restructuring process that will involve business sales and bolt-on purchase, which will result in a more focused company and should be shareholder friendly regardless of the form it takes. If for any reason they had abandoned the process, the company would have been compelled to report that; 2. the war in Gaza has set back the timetable significantly without a shadow of a doubt, but as we're approaching 18 months into this process, the calendar is starting to be our friend in my view; and 3. since touring London after the full-year results (I admit, I had the opportunity to meet with him again), Moti has been especially low profile, raising my hopes of deal negotiations getting more advanced.
Tase closed yesterday and today so if there is news probably wont be till next week.
Been quiet on the news front for BATM. Wonder if management have anything up their sleeve to finish Q2 off with a bang. SP trending downwards recently given the inactivity but I would expect this to reverse if we get some exciting news
Averaged down nicely with this and a few other stocks, waiting to reap short/long term benefits from BATM. Can only imagine an influx of contracts/general positive news will push us up back to the 30's
Definitely impacting SP but as the core businesses are in other jurisdictions I do not think it will have much of an impact on the bottom line. If anything maybe an increase in defence contracts in the future.
No end in sight is there?
This must be impacting the share price despite the majority of the business is elsewhere
From a recent Times article:
Despite the ongoing war with the Hamas terror group, Israel’s cybersecurity industry is bucking some of the downward trend in the tech sector amid a surge in hacking attacks and threats from Iran and Hezbollah.
In the first three months of 2024, the volume of mergers and acquisitions in Israel’s cyber sector generated $985 million across eight deals. During the same period, local cyber startups nabbed $620 million in capital from investors, accounting for 38% of the total funding raised by the tech sector, according to a report by Cybertech Global and IVC, released on Sunday ahead of a global cyber conference in Tel Aviv kicking off this week.
That’s after 2023, a year of political uncertainty and the breakout of the war in Gaza, M&A amounts of Israeli cyber deals added up to $7.1 billion – a record high — out of a total of $10 billion in the local tech industry, according to the data presented in the report. However, the number of exits of Israeli cyber firms dropped by 35%, from 37 deals in 2021 to 24 in 2023.
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“The trend of increased mergers and acquisitions in Israeli cyber, which began last year, continues into 2024, as global cyber threats grow year by year,” said Cybertech founder Amir Rapaport. “In contrast to other sectors, geopolitical tensions increase interest and investment in cyber companies.”
“Therefore, we expect to see more investments in Israeli cyber companies and new startups that address emerging threats,”
Still not a lot of action coming from BATM since their prestigious EU-funded TB diagnostics programme. Hopefully some more positive news soon!
Agreed TradeWizard, we have had a positive H1 so far, hopefully we continue to see contract announcements coming through in H2
Would like to see more news coming from BATM, SP needs to gain some momentum to reach the 30's or even 40's which i believe the company has all the right fundamentals to do so in the short term.
With the growing demand for AI and edge computing also comes the increase for cyber security. Would be good to see BATM capitalising on this trend over the coming months.
Everyone has probably seen the UK's Sainsbury's collaboration with Microsoft. Clearly this is a big area for edge computing to process real time in store camera data. Edgility often talk about 'just wall out retail' and it would be good for them to nail a customer in this area.
Clare Barclay, CEO, Microsoft UK, said: “Today, Sainsbury’s has laid out a bold vision that puts AI at the heart of its business, accelerating the development of new services, which will enhance and transform the customer and colleague experience. We are delighted to be working with Sainsbury’s to power the next generation of retail."
Me neither.
Nice Mary - I think that will be a very profitable decision in the long run. Can't see us staying under 20s for long!
Added 50% to my holding - May madness
30s seems reasonable to me. My main focus is development over share price at the moment as I am not looking to relinquish my shares any time soon. So far in 2024 I have been very happy with the contracts/extensions we have received, hopefully we see more of the same in H2.
Stock Sensei, I'm expecting a strong bounce back from BATM, and quite frankly thought the SP would have been a whole lot lower than it is right now. Once tensions ease I'm assuming the 30's would not be out of the question. I just hope we can really start to get the ball rolling soon as i could be making more money in a savings account...
With the end now in sight for the Gaza conflict the share price will likely recover a bit. We have lost about 20% due to the war so will be interesting to see how much we recover
We may have another covid spike type scenarionadding value with the recent news. Fully funded by the EU - what's not to like.
Yeh personally I am very happy with BATM's development so far in 2024. We likely see a discounted SP until the war ends which is fine by me as can continue to buy the stock cheap. Patience will most definitely be rewarded with BATM.
All wars end eventually but at present I can see no end to this Israeli Hamas conflict with the involvement of USA, EU, Iran, Syria, Lebanon etc.
Another huge distraction would be China going into Taiwan though!
Really positive stuff coming from BATM recently, sounds like they're getting their act together. Of course the SP does not accurately reflect this but i'm sure it will in due course.