Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Oh, I don't know, maybe if you asked something approximating a relevant question related to a relevant issue from say, this decade, that's relevant for the company's future success? Like say, instead of trying to re-litigate relatively minor issues like the 'lack' of insider buying in the Company over time, maybe you could ask for help understanding what the margins look like in Edgility's massive contract with CityFibre as BATM rollout their 'last mile' boxes to CF's 800k business and 2m private customers over the next 5 years, or perhaps ask about the future market potential of the Company's recent breakthrough order in emergency services in the US (or maybe just stop for a moment and acknowledge the increasingly rare event of an even-1/2 British tech company penetrating the US market altogether). Maybe you could ask a question about the Company's Carrier Ethernet business which remains significantly profitable after 2 decades, with gross margins 2x its nearest competitor like, Could anyone here who actually follows this business help me understand it better and do they think it may be one of the targeted businesses for sale or will Moti decide instead to double-down on it? How about, In this past year's year-end review and the CMA deck (again: read it and join the rest of us in 2023), the Company talks seriously for the first time about JVs. Where do people who actually follow and understand this Company think that, among its major growth areas, will a JV partner most likely emerge, Cyber, Edgility or Adore? See how easy it is when you drop the bogus attempts to impugn the integrity of BATM's executives and traffic in innuendo and conspiracy theories (no, Moti not buying shares as CFO was NOT a 'red flag', you fugazi, but more on that in a future post) and actually engage with the Company's operations and the multitude of potential value-creating events triggered by the new CEO's strategic plan - as they exist TODAY, and not 2018 - and then lean into your ignorance and ask the right questions, and you may actually learn something because THEN I might have some answers for you.
Yes, but what about how Zvi failed to anticipate a worldwide Covid pandemic and then neglected to foresee how long it would last....or that Donald Trump would try to upend democracy in America or the Maui wildfires or that Australia would retain the Ashes?!? Coincidence? I think not....btw, thank you for the kind remarks, stock sensei. Appreciated.
Those are normal options awards, you [fill in the blank. I promised to keep the insults to a minimum]. Otherwise, your entire thesis is so ludicrously removed from the Company's current strategic focus as laid out in the recent capital markets presentation (start by reading the deck. It is on the Company's website and will help you join the rest of us in 2023) - from investments in major growth areas like Edge Computing, Medical Diagnostics, and their Cyber niche to a significant disposal and acquisition program - that responding to absolutely ANTHING you've written would require I join you back in 2019, before Covid and a major management change this year which saw Moti replace founder-CEO Zvi Maron (a fact you somehow didn't know), and I'm not prepared to do that, thank you very much. The new CEO and his radical new focus have been slow (in the market's mind anyway) to deliver major news thus far and the share price has drifted. I don't agree with the market's assessment but fine, I accept that's what makes a market and more than ever, the pressure is on for Moti to deliver. Meantime however, your mishmash of ancient tropes and conspiracy theories and downright frightening capital market's ignorance, have nothing whatever to do with BATM at present and thus require no 'facts' in response. Sheesh
Aside from the needless double-spacing and severe cap lock abuse, that is unquestionably one of the dumbest, most-FACT free posts I have ever read. '.....They are unable to distribute profits.....' huh? '....They have since issued more options than the stock they bought back, diluted holders even more!....' whaaaaa?? Did you think you were writing about your fantasy football team or something? It might have made more sense then. A more transparent attempt at mindless trolling would be hard to find. God, I wish I was wrong earlier, but you're even worse than I speculated.
You're right about one thing. you obviously don't get paid to write.
'.....Even once BatM do become more profitable, the issue as I see it is getting that money back to share holders. This is an awful stock in all respects for these reasons. I wouldn't put it past BatM to try to take this back private at all time lows. They never had your interests at heart.....' Gobbledygook like this, a combination of baseless slurs against management and gibberish like claiming a key for the Company right now is 'getting that money back to share holders', is like a fingerprint identifying the writer immediately as a troll for hire.
My english was perfect. Maybe you need to graduate from reading RNSs in order to improve your comprehension skills. Anyway, while Incontext answers your meaningless question in his own time, I'm jumping in an attempt to save everyone a bit of time and explain your likely provenance and why you have appeared suddenly making baseless accusations and generally writing gibberish. Clear enough?
If -that entire post seems, at best, a tangle of incoherent, bad faith arguments likely meant solely to elicit an angry response from a knowledgeable poster o,r at worst, a steaming pile of gibberish, I wouldn't argue. Most readers already realise I'm sure, that this 'darton' character is a virus infecting so much of the dialogue these days in small cap UK: an arbitrary voice, likely paid, that appears suddenly and uses just enough company-specific jargon (eg., 'Edgility', 'Cemex') to try and appear credible and then goes about jumping right into an attempt to smear the Company with thinly-veiled accusations of conspiracies and malfeasance disguised as legitimate 'analysis'. Honourable work all around
Well, we didn't have to wait long. Ignore
I'll do my bit, Incontext, by keeping the insults to a minimum
Resistance - Well summarised. Otherwise, I think he's just trying to rock up and post something silly hoping it gets a reaction and maybe starts some kind of pointless argument.
Puff piece? what in the heck are you talking about? zvi has been on the board of Shore Cap forever. Meantime, their analyst has been uniquely conservative over that time, but regardless, trying to suggest that there might be absolutely any influence of a non-exec board member, who probably attends 4 board meetings a year likely via zoom, over one of Shore's research analysts is so titanically ridiculous that I can only assume your purpose in alleging a conflict of interest (!), is to try and start a needless argument and I won't play.
No. Ancient history. And zvi is not CEO of BATM any longer. Been a non-exec for the past 8 months. So no, not in the slightest
May be related: As noted on the other board, there was a decent insto buyer in Israel today who paid the equivalent of 26.5p on the close as part of a larger basket of names. It was only 200k shares, but who knows, it may grow next week
Easy there, nobby. Have you stopped to check how many AIM names have been forced to suspend their shares bc of PKF alone? They are chronically understaffed and are now virtually toxic among UK small caps. This is entirely the result of a once-reputable auditor failing in their commitments, who are now scrambling to try and salvage that reputation. Meantime, I expect that update from Eco only as soon as pkf have double-confirmed sight of the finish line, as you can't blame them for being much more cautious towards any pkf assurances. Shame on you for suggesting otherwise.
As house broker, Shore Cap never publishes a price target as such, but this is the closest thing to it in Robin Speakman's piece:
Valuation thoughts: We explore BATM’s investment case and believe that strong underlying
progress is being delivered across the development of its core span of technologies. These are
visibly moving towards potential market inflection points, thus presenting a profitable high-growth
opportunity to investors. Asset allocation, with business strategy, is firmly focused on growth
investment. We expect positive news flow to continue. With commercialisation, positive operating
leverage to reported results should be expected in due course – leading to an increasingly
attractive fundamental valuation. House Stock.
I'll try and share the Shore piece. In the meantime, 'fse' on the other board, provided the first couple of pages yesterday, in addition to this today:
July 27, 2023
Mansfield, MA, July 27, 2023- Telco Systems, the leading provider of vendor-neutral hybrid edge compute solutions, is thrilled to announce its inclusion in Gartner’s recent Hype Cycle for Edge Computing within the Edge Management & Orchestration category.
Gartner’s Hype Cycle reports are recognized as the leading authority for the IT industry, providing valuable insights for CIOs and CTOs in their technology selection decision making processes. In this latest report, Telco Systems has been recognized for its contributions to the Edge Management and Orchestration domain, where the company offers innovative edge infrastructure software and application management solutions for remote and distributed deployments.
Edge Management and Orchestration emerges as a critical enabler in the rapidly evolving landscape of edge computing, addressing a fundamental challenge faced by businesses seeking to harness the potential of this transformative technology.
Telco Systems’ Edgility is a unified platform for edge computing that simplifies the planning, deployment, operation, and maintenance of network functions, business apps, and computing devices on the edge at scale. With Edgility, businesses can manage their entire edge deployment through a unified interface. Provisioning, monitoring, and maintaining thousands of devices becomes effortless, saving you time, resources, and costs.
This empowers businesses to focus on applications and data processing at the edge while Edgility takes care of the underlying infrastructure and management complexities. Combined with AI acceleration capabilities, Edgility provides cutting edge solutions for Service Providers, Retail & Manufacturing organizations, as well as Smart-Everything and IOT focused enterprises.
“We are honored to be recognized in Gartner’s Hype Cycle for Edge Computing in the Edge Management and Orchestration category, and we are particularly proud of our Edgility platform,” said Ariel Efrati, CEO at Telco Systems. “Edgility has emerged as a pivotal force, simplifying edge computing operations and ensuring effortless deployment scalability. Rising high above the legacy industry standards, Edgility offers businesses a seamless and unified experience in managing their edge infrastructure, empowering them to stay at the forefront of innovation, optimize costs and future-proof their investments.”
As digital transformation drives businesses to design their digital edge with IoT devices and edge computing solutions, the need for scalable, secure, and flexible Edge Management & Orchestration solutions becomes paramount. Telco Systems’ Edgility rises to this challenge, providing a unified platform that supports a broad range of tools and technologies, catering to the unique needs of different industries and use cases.
Tg2d - the 12 resolutions is for me, more a demonstration of my spaghetti theory than anything else. (Much) more importantly though, you didn't read (again) what I wrote: Tariq was forced to withdraw his letter from the LSE board. Defamation fears was just a simple possibility I offered, but is not the relevant point here. Posting it in the first place was a rookie mistake and the strongest evidence we have thus far that it contains significant, unsubstantiated charges. Yet you and many others consistently ignore it though it considerably weakens the foundations of your position. Your last claim, about Lombards being 'well in profit' is so ridiculously unprovable - and likely completely wrong - that gentle mocking is all I can muster. However, by far the most important issue in your last post, is contained in this sentence clause: '.... what I want is a full and independent transparent investigation to get to the facts of the matter....' This so elegantly demonstrates what a fantasy world you and so many other people on these boards are living in. The investigation(s) almost assuredly are already over. This is not some kind of potential chapter in the next instalment of Sherlock Holmes Presents. There was a messy series of actions surrounding a major event in NANO's history, a 3%+ holder went public with some ill-considered accusations, and so it is absolutely logical to assume that that was more than enough to cause Lombards to investigate, the FCA to call the Company's advisor(s) for comment, and then those advisors to investigate as well. A version of this happens every day in these markets if not quite so publicly, nor one that ends in a shareholder calling an EGM. As I've said multiple times now, because we have heard absolutely nothing resulting from any actions at the Company or Lombards, one's base case must necessarily be that that is pretty much that. Sure if Tariq 'wins' at the EGM, that might change, but since he is very very unlikely to do so, there is no reason to come off that position. Thinking that there is going to be anything more than that is a fever dream which you seem to be treating as the precise opposite. I'm sorry, but after tomorrow's Investor Meet and any dialogue at the EGM, The balance of probability is that you've gotten all the transparency you are likely to get.
here is the bottom-line, tb2d and any others who subscribe to a vast conspiracy here: 1. regardless of absolutely any other issue discussed - all of which are being debated with imperfect information of course - tariq hamoodi, someone whom i know of in the industry and has the respect of a number of people i know and respect - before we consider any of his charges and/or suggestions for running the company, etc. - is attempting to take over the company without paying a premium. attempting to replace the board in this way is pretty much the textbook definition of that kind of effort, and so, that should be everyone's first consideration when voting and is the primary reason why i think any professional opinion of the situation here is that he is very, very unlikely to succeed full stop; and 2. tariq has not only included in his original charge sheet a number of wild accusations that are almost certainly near-impossible to be true, but that charge sheet had to be taken down as he doubtless misjudged or was unaware of the uk law's lower-bar on defamation, but also, the company's detailed response not only included some very robust answers to his more outrageous claims, but also a humiliating rebuke to one of his most serious charges regarding the loam loan and baupost, when it published an email from th himself that directly contradicted his published claim against the company. yet another crucial fact that the conspi******s consistently forget to consider. i will state again: tariq is a serious, accomplished litigation specialist investor. however, he has little relevant background in activism, and everything, from the original wild, at-best circumstantially supported 'open letter' that would surely have given even dan loeb pause, to his actions since including having to take down that very letter, indicates to me that he has bitten off more than he can chew and will likely sue for peace, as these types of situations so often end up. we'll shall see.....
I have and you proved my point, tg2d. Did you read anything I wrote or do you just power through any attempts to correct you because it may damage you compete conviction in your narrative. As for the 'typo', apology accepted and then excuse my snark