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RNS promptly issued by the Company 9th October 2023
"Response to recent developments in Israel
BATM Advanced Communications Limited (LSE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, confirms that it does not expect the tragic recent developments in Israel to have a material impact on trading."
Https://www.jpost.com/business-and-innovation/article-779622
BATM theatre of operations is largely outside of Israel. Adaltis in Italy and Telco systems is a US company.
I have this on my watch list (after selling at loss after year 2000 boom) but just can't see any end to the war sadly.
If Israel ends up in perpetual state of war (which suits Russia and others) does BATM manage to grow the business?
Merry Christmas Nutmeg & this lower SP should be a great entry level.
Revenue and profits are forecasted to be up in all divisions for H2, The year is about over and no profit warning, last year sp was around mid 30s and not doing nearly as well in terms of profit, I can see a rally soon when the MMs let it! Gl and merry Christmas!
I expect this to come in 2024 when markets improve. From what i've seen, analysts are anticipating a gradual U-shaped recovery, with growth rebounding modestly throughout the year
Need a surge of positive sentiment too. Or the whiff perhaps of interested parties making approaches for divisions. Cyber, edge or med diagnostics...
What is everyone's 2024 outlook for BATM? Personally I think the macro environment will make risk assets more attractive, with inflation lower and rate cuts soon to come. Additionally, BATM will continue to grow, with Edgility continuing to close lucrative contracts. Personally think 50 could be on the cards next year.
This stock is an absolute bargain right now, buying bits wherever i can. Banking on the fundamentals and innovative outlook of the company to prevail as soon as the war is over.
Spotted this somewhat lengthy article last week by Telco’s Chief Product officer, shown below Why hyperscalers can’t make the cut Dec 6, 2023 | Ziv Koren
First was on-premises
Once upon a timethe digital world was defined by on-prem software. It was the backbone of our operations, but it came with a host of challenges. Deployment was cumbersome, updates and patches meant extensive downtime, and security was hard to establish and even harder to maintain.
And then came the cloud
The cloud was a game-changer. Now you could update your software as often as needed, keeping your customers happy with new and improved features hot out of R&D ovens.
Enter: The edge
The managed edge holds the promise of extending the convenience of cloud computing, to on-prem computing, so essentially you get the best of both worlds. Software deployment, updates, maintenance, and scaling become simpler and easier to handle, yet compute stays closer to your users and your data, which means you get real-time insights and smarter decision-making right where you need it.
But, for on-prem to become a managed edge and truly fulfill its potential, it must be reliably connected to the cloud (at least part time) – a vital link that adds a layer of management complexity and cost.
So how do hyperscalers fail at the edge?
Let’s look at the cost of managed hardware. When deploying to the cloud we’re usually unaware of the physical hardware costs, but deploying on the edge can easily translate to hundreds of sites and thousands of compute devices. When multiplying these numbers by the cost of managed hardware configurations offered by Azure, AWS, and GCP the numbers will make your CFO cry.
You need reliable, guaranteed, and secure connectivity that connects your edge compute to your cloud backbone. Hyperscalers simply take that as someone else’s problem.
A concrete use case
Now, let’s put theory into practice with a real-life example. Think about a massive ready-mix concrete manufacturer with global operations. Their challenge was that each customer or construction project has their own special formula for the mix, and the mix has to be ready in time for the cement truck pickup. They decided to go for a virtualized approach and looked for a solution that would enable them to deploy the AI models on cheaper white- box servers and to manage both on-prem network and compute from a single hub.
The manufacturer gained control of their network and simplified the complexity of managing thousands of edge compute devices across multiple sites. While achieving smooth and secure connectivity is crucial, hyperscalers, while excelling in cloud deployments, fall short at the large-scale edge. The connected edge doesn’t have to be complex and costly. Opting for a unified solution, that combines secure, robust connectivity with white-box flexibility, and simplifies the mess of managing at scale, proves pivotal in achieving a cost-effective and efficient edge. Ziv Kore
Resistance1 this looks set for a santa rally, will try to grab a few of this again, and think or hope the war will be at a end soon in the new year! (not that it should effect Batm business anyway) very undervalued stock!
This will be a winner when the war ends, In the meanwhile it is largely business as usual for the company with a leading tech advantage.
Despite the negative week for BATM's share price, BATM's networking and cyber division continue to improve their operating margin, and Edgility is gaining traction. They have been able to secure a five-year initial order worth $3.5 million with CityFibre and have signed two other five-year contracts worth $2.7 million. These contracts could be materially expanded, offering a potential growth avenue for the company.
BATM does struggle with commercialising its innovative products, basically wasting most of their lead times. BATM must ensure that marketing strategies are agile and flexible to adapt to changing consumer behaviours. BATM’s marketing strategy risk lies in the possibility that partnerships do not yield the expected market penetration or the misalignment of marketing strategies with consumer expectations. Entrepreneurial marketing efforts must be complimented with data-driven, agile, and flexible decision making, navigating risks whilst capitalising on opportunities presented through partnerships and innovative products and services.
Still watching this, may grab some if the shorters go much lower, disgusting individuals using the war for their financial gain! And way too much control on stocks in the market altogether should be banned soon!
Seems the stock markets are starting to wake up including tech and Cyber. Hoping this filters down to us soon. Lets face it we deserve some Christmas spirit...
Interesting and a fantastic insight Resistance. the recognition from the business concept as the "Best Business App Deployment & Lifecycle Management Platform 2023" further underscores edgilities excellence and potential impact in the industry, it is 100% a noteworthy advancement in intelligent edge computing. Everyone needs resolution promptly so the SP can correct itself
Telco Systems to transform the edge with the launch of Edgility r6
Dec 4, 2023
Telco Systems has introduced Edgility release 6 (r6), a solution that aims to harness the power of Kubernetes and containers to create an intelligent edge.
According to the company, organizations can build and operate virtual networks with edge devices and application schemes using the technology, empowering enterprises, communications service providers and system integrators.
Edgility now supports Kubernetes, Docker and Kubevirt agents at the edge, enabling the deployment and execution of workloads with containers and virtual machines across the edge continuum, Telco System notes.
The company says Edgility enhances Kubernetes to address the challenges of managing and scaling edge applications, allowing global organizations and service providers to standardize application delivery and unlock new possibilities.
With an active-active high-availability cluster, it offers uninterrupted operations in demanding scenarios. Telco notes that the release enhances edge deployment with a user-friendly visual experience for workload design.
According to Ziv Koren, the chief product officer at Telco Systems, the platform builds upon the experience of Telco Systems with large-scale edge deployments.
“Edgility r6 fully represents our commitment to delivering cutting-edge solutions that simplify and optimize the edge, enabling businesses to remain competitive in an ever-evolving landscape,” adds Koren.
Edgility uses AI accelerator support to integrate AI-based business applications and network functions in a single workload. The company says this connection between the edge and the cloud/data center optimizes computing resources, boosting the operational efficiency of the intelligent edge.
Telco Systems also recently received the “Best Business App Deployment & Lifecycle Management Platform 2023” award from The Business Concept for its Edgility platform.
The Business Concept award acknowledges businesses for their ongoing excellence in specific domains.
Edgility is an edge computing platform that provides a dual-purpose solution for deploying and managing edge devices. With Kubernetes integration, Telco says it enables versatile workloads by combining containers and virtual machines for enhanced flexibility and efficiency. With multi-tenancy support, the company claims the platform offers secure data separation and improved data security.
Alwaysone, i would say its a strong buy for me. SP is so undervalued its almost satire.
Still contemplating buying here…just can’t make up my mind. Price held up for last 2 weeks as you say
SP currently in a holding pattern. We need the Ground war in Gaza to conclude.
Agreed worldwide company could easily treble.
well nutmeg not a ramper like you. not quite sure of your agenda for attacking me. the sp is ****. what more can be said?
don’t engage chat with i parsnip .. misleading and time wasting mushroom (probably a paid shorter or a very bad investor) just check out his history of chats, attempting to spread fear, what a *******!
Parsnip, the company's strong position in terms of debt management and ongoing contracts in key areas like edge computing and cybersecurity are positive indicators. I agree that this has not been reflected in the SP as of late, however we can attribute this to numerous ongoing external factors that we are all aware of. I know its hard to keep the faith but my biggest guess is that once the storm is weathered we will see some great positive SP action.