REMINDER: Our user survey closes on Friday, please submit your responses here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
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!
Completely agree, an extension is proof of the quality of Edgility. Clearly clients are not disappointed and the retention rate will likely be very high. Bullish.
With the implementation of new technology platforms the best news you can get is that on going from successful trials and POC's etc .... once deployed it works the same as in the Lab so to speak.
To be honest I am not even fussed about the SP as it will catch up with the fundamental value of the company soon enough. Main thing I want to see is new contract announcements and this extension from Cemex is exactly what I want to see. Good start to Q2 for BATM
Yep great news with the announcement of the new CEMEX contract. As i noted on ADVFN, this is exactly what i want to see with BATM announcing contracts regularly. Hopefully this will get the ball rolling with the SP correction.
Good article Nutmegmilk, clearly outlines a bullish outlook for BATM given its positive ROCE trend, which signifies improved profitability. Investors will be very encouraged by the 42% increase in capital employed over five years and the promising trends.
The Return Trends At BATM Advanced Communications (LON:BVC) Look Promising
https://finance.yahoo.com/news/return-trends-batm-advanced-communications-093225181.html
Why do you keep posting news that is nothing to do with this company? Most people are fully aware of what is going on. Just because the company is based in Israel doesn't mean its them dropping bombs.
The Israeli Defence Force (IDF) is a trigger happy organisation.
Watch Al Jazeera channel 622 on Virgin Media (the only media left in Gaza).
Yesterday the World Central Kitchen aid workers were targeted with at least two airstrikes as the group was travelling in two armoured vehicles branded with the World Central Kitchen (WCK) charity’s logo. They had shared their plans and locations with the IDF for safe passage.
However before that I saw 4 young men walking unarmed through the bombed out wasteland, the IDF treats this as kill zones and dropped a bomb on them.
Also two unarmed men walking on a beach separately, one waving a white flag/rag, he was shot by a sniper and his and the other body bulldozed into the ground as shown on TV.
This may only end when the US stops arming Israel.
Probably only after Israel nuke Iran, Lebanon and Syria though.
Absolutely agree. When are we in the west going to deal with Iran as the terrorist state it is.
The issue is with Iran. Hamas forcibly removed the Palestinian government in Gaza. Red Sea shipping routes are inoperable thanks to Iran. Trouble in Syria and Lebanon again Iran. Problems in Iraq well that would be Iran again. Of course Ukraine is hardly happy about the Iran component. Stop blaming Israel when it's clear to all what the "actual" problem is here.
After watching what the IDF are doing in Gaza on Al Jazeera I will be avoiding buying any Israeli stocks.
This war is not ending anytime soon and the bombing of the Iranian embassy in Syria yesterday is a serious escalation
One way of looking at this is that the SP can be covered by the value of their Cyber division plus cash. The rest of the business is in there for nothing.
Couldn't agree more with his statement, the SP is horribly undervalued and has been for some time. Lets hope some corrections are made soon
Richard Penny of Crux Asset Management has a few comments on BVC worth listening to [29.20 mins in], highlighting the complete disconnect between the SP and sum of the parts valuation. The divestment of non core assets could spark a rerating.
Very good news as BATM have secured $2.3 million in additional cyber security orders for its advanced solutions and is developing next-generation encryption with quantum key distribution for a government defence customer. This contributes to $35 million in orders over 15 months for the Cyber division. Moti also spoke about the continued momentum and confidence in integrating cutting-edge quantum technology. Very clear to see BATM are in a strong position in the cyber security market.
"best-in-class cyber solution" like that ..... with a 19.06p surely one of their divisions is worth multiple of this!.... Adding into the spread
Here we go.
Been doing a lot of reading into Edgility recently, given the growth potential I wanted to educate myself a bit more about it. If anyone here has good articles on Edgility would be great if you could share the link.
This is why I am so focused on Edgility, the growth potential here is crazy not to mention the high margins. The dream scenario for a business if they play their cards right
Wait for everything to kick of in Lebanon
Yes so much potential with Edgility and paints a promising future for BATM. As mentioned before we just need more news regarding contract obtainment etc to start the sp ramp up.
It appears Edgility itself pulled in $15m in 2023. As this is cumulative revenue even if they put in a lacklustre performance 2024 est. 35M 2025 est. 55m. this is all very high margin. If you add this to the bottom line of a hopefully strong 2024 for Cyber and Medical Diagnostics then this all looks potentially a lot different. FWIW