Member Info for bluerill

As an advfn poster pointed out this morning, Cyber could well come to be worth the current market cap of BATM all by itself at this rate. Single customer (so far) or not, Cyber is kind of killing it. With this morning's order following the $26m jumbo win a few months ago, and more to come 'in the short term', there's significant momentum in the least heralded in many ways of BATM's major growth centres. In addition, it puts the lie to the fear that recent political turmoil in the country might slow down or impede the Company's progress with signing Cyber business with the government.

Team is in town Wed and Thurs for one-on-ones with a variety of institutional investors and hedge funds, existing investors as well as potential ones, with the webinar for retail investors on Thurs as well (not sure if that's live or taped. Likely the latter). I expect the theme they'll hear from everyone, institutional and retail, is 'we want to hear more from you!'. Meantime, I have some intel for Dartron from my weekly Company information pack: says here you're a massive tool. Don't shoot the messenger.

TradeWizard, in case you and anyone else are interested, the webinar you posted will be held at the end of several days of in-person meetings Moti and the team will hold (Tues and Wed I believe) with institutional investors/hedge funds, with both existing shareholders and a bunch of potential ones as well. My intel is that the group's schedule is completely full. The webinar will then come on Thursday for retail investors and act as a bit of a anchor leg of 3 days of investor presentations. The level of interest in BATM among professional investors is definitely growing and much of the credit has to be lain at the feet of our new CEO.

Agicore - I'm surprised you're asking no2 as it was answered a long time ago. The company has made it clear multiple times in the last 20 months that they stopped the buyback early on as the board decided to marshall their cash to invest in the sales and marketing effort in Edgility and then to support a genuine strategy of acquisitions in key areas identified for growth (of course aided by some strategic disposals as well), both of which have become cornerstones of the Moti era. Until the Company makes a major disposal perhaps, I don't think we'll see a re-engagement of the buyback for a while. As for no1, I'm confident that any increase in share or option awards is a direct result from the big changes in the executive ranks; ie., the promotion of Moti to CEO and Ran Noy to CFO. Very likely a one-off

Hey, Louis. I just got an advanced copy of Oilman Jim's post for this coming Sunday (btw, you lied. It wasn't free. I had to sell a piece of my soul, half my logical reasoning ability, and most of my dignity. On second thought, those things are probably worthless to you, so I get it). He explains how he gets credulous, shameless sycophants to promote his blog. You should make sure to catch it. Oh, and JFK Jr is apparently alive and will emerge as Donald Trump's running mate. Go figure

Let's see.....you've got the most consequential and most widely flagged independent expert's report in the Company's history promised by month-end, and some random social media cretin with 3 followers who has demonstrated he doesn't know the difference between East Texas and Alaska when it comes to this company, 'predicts' that the 'ramp is coming'. And then you direct people to that 'prediction' as evidence... of what exactly? His insight? Yeah, he's a regular Nostradamus alright. And I guess that makes you his fluffer. What a maroon....

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