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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.
Was already a great H1 for BATM ... now its just superb from a investment point of view, looks as if Natlab is getting noticed also after the show that was recently held!
Extremely positive news for BATM as they have been selected for a prestigious EU-funded tuberculosis diagnostics program in collaboration with Italy's National Research Council. This partnership will help to develop rapid TB and multi-drug-resistant TB diagnostics. This could significantly enhance BATM's market position in a sector worth over $2bn.
Resistance1, take advantage of the low level shorts downward pressure, already a great H1 for Batm and solid growth in core divisions, I also expect and few more contracts for Edgility soon!
Looks like talks in Cairo are progressing well. Lets hope a permanent ceasefire is announced next week. This will certainly boost sentiment and will remove downward pressure.
Think many investors won't have the patience to wait for the tension to ease. I think we may continue to see a discounted price but all I know is the longer we stay at the lows, the larger the move will be in the future.
I do think that is a significant factor and i'm pleased to see BATM's contract obtainment coming on nicely. If they keep the ball rolling/tensions ease in the middle east, i believe the share price will correct itself in due course.
Very evident to me that the tensions in the Middle East are hampering the share price. In my view, the intrinsic value of the fundamentals massively exceeded the share price as investors are still worried, even though the conflict has not impacted their bottom line. If anything, the situation might even boost the company's revenue in their cybersecurity division.
Glad to see yet another contract obtainment by BATM showing that they're on the right track. This is exactly what i was hoping for when they announced their contract renewal with CEMEX.
FWIW I dont think they should be trading on the London Market and TASE is too small so at some point they are going to have to move exchanges to NASDAQ. Thats will probably happen as Telco is already a US company.
This is a very real area of expansion for the company and there are several players looking seriously at this platform to manage quantum solutions. I cant say anymore about this other to say stock sensei comments are highly relevant.
Very good point. It seems with the recent re-contracting of Cemex one of their 1st Edgility customers and now this new deal you would think the market would react more positively. I would still bet when the market does wake up there will be a violent upward share price movement. What and when will be the tipping point is the question.
Definitely good news and, as usual, the share price does not rise. For some reason with this share good news is treated as no news and no news is seen as bad news. It is unclear, to me at least, what is needed for the share price to react to good news in the normal, positive, way. This negativity predated the HAMAS attack, although they have clearly not helped sentiment.
Amazing news from the RNS today - BATM signed a significant new contract with Totalplay. Totalplay will utilise BATM's Edgility platform for the virtualisation, orchestration, and management of its enterprise connectivity services across its extensive fiber optic network. This deal marks a key milestone for Edgility as it transitions from proof of concept to full commercial rollout, demonstrating its competitiveness and flexibility in network virtualisation. Moti highlighted the agreement as validation of their strategy and a sign of strong future potential, with more contracts expected soon. Very exciting news for BATM investors as it clearly indicates strong progress in commercialisation and a bullish outlook for the SP.
Also very clear that BATM have made significant strides in quantum cyber encryption through Celare. For those that do not know Celare's development in quantum encryption harnesses the principles of quantum mechanics to create unbreakable cryptographic keys, ensuring data integrity and privacy. Their focus on practical implementation sets them apart, with solutions poised to revolutionise cybersecurity. As threats evolve, Celare's quantum-resistant algorithms offer a shield against future quantum computing risks
I completely agree, Resistance. The decision by BATM to divest its non-core businesses is very promising. It allows BATM to concentrate on its most profitable sectors (networking edge, cybersecurity, and diagnostics). Realistically, these are the businesses that will generate the most money for BATM and therefore more ROI for shareholders so its encouraging to see them dedicating all their efforts there.
I've also bought a few more (not a great deal) in the last 2 weeks. Still well under water though at present. As far as I can see we need 3 things to happen in the short term to move this on up. 1. Ceasefire - though this has nothing to do with BATM, it doesn't help with general sentiment. 2. Another Edgility order from a new client 3. Disposal of 1 or more non core businesses. The disposal(s) will allow market focus on the 3 core areas: Networking edge, cyber and diagnostics
I decided to purchase some of BATM and BRWM about a month ago, based on Fundamentals/and a little advice .... so far BlackRock World Mining Trust up over 11% and BATM down a few % even tho the 'players' that have a hold on the BATM SP, there must be other funds looking at this.... Richard Penny of Crux Asset Management said easily 40p and more when AIM stocks come back in favor, I still think Telco is worth more than this on its own!