Member Info for HKTrader

Ocado Retail going strong with a lot of opportunity to improve further and reduce costs as ramp up to capacity. M&S not unhappy just have to patient for the £s to start rolling in

Those Ocado interim results read well... Very positive! Come on OCDO expect a slight uptick this morning after all the negativity! Bot sure if there was a leak yesterday but if so Bernstein heard wrong - focused only on the negatives. Better than expected overall - nice.

Https://www.ons.gov.uk/economy/inflationandpriceindices/bulletins/consumerpriceinflation/april2024

Phew!

Guess it shows those making comments are short or not

20% grocery inflation in 2024??? Really?? No wonder cost of my cornflakes and milk have gone through the roof..

If Ocado CFC in US and Canada passed or delayed then why would more funds be required rather than less? Since the outlay for such CFCs not required anymore in upcoming FY? Anyone know

Good minds think alike... strange timing to provide an update broker rating day before Ocado results. Do they have info we do not? What about Aeon and Japan?

Have Bernstein already seen the half year results??? Strange for them to make an update and drop value so significantly day before results are due - why not wait and be able to carry our analysis of the actual results and issue update on the day or day after??? Bit strange timing unless they know something we do not?

Is this statement even true: "However, online has not bounced back post-pandemic"

Where we know based on Kandar updates Ocado sales been over 10% up during 2024... and online has been growing across all grocers.

I thought the down was due presidential assassination attempt over weekend and England losing Euros so no big parties....

10-Jul-2409:22:4218.75 204,150 Unknown* 38.28k O

10-Jul-2410:10:5719.42 26,600 Buy* 1,282 O

10-Jul-24 08:56:05 18.50 250,000 Unknown* 46.25k O

10-Jul-24 09:47:47 19.255 25,000 Sell* 4,814 O

10-Jul-24 08:42:21 18.25 250,000 Unknown* 45.63k O

Spicy...

BATM Advanced Communications Ltd - Israel-based provider of technology for networking solutions and medical laboratory systems - Says that Edgility, the company's virtualisation and edge compute platform, has become an Amazon Web Services Qualified Software Partner solution for AWS IoT Greengrass, an open-source edge runtime and cloud service that helps customers build, deploy and manage intelligent device software. It explained that this represents a further route-to-market for Edgility.

Chief Executive Officer Moti Nagar says: "This is a great endorsement of our Edgility solution and validation of our commitment to providing customers with the highest possible levels of security, reliability and operational excellence for their large-scale edge-to-cloud deployments. As the only AWS solution that offers edge deployment and management at scale, we are well-placed to expand our business into the vast AWS IoT Greengrass customer base."

Current stock price: 19.38 pence, up 2.0% in London on Wednesday

12-month change: down 26%

Hopefully massive news. AWS is a Major Brand that can now be called out in sales discussions.

BATM market cap is £83.75m only.

https://www.batm.com/investor-relations/financial-statements/

Per last financial report - EBITDA $9.3M (+12%) and cash of nearly $41M...

To add to this that was reported just over a week ago:

Commercial markets cybersecurity solution partnership with global powerhouse

Major milestone achieved with signing of strategic partnership agreement to sell BATM's advanced cybersecurity solution to commercial markets globally

BATM (LSE: BVC; TASE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, is pleased to announce that it has signed a strategic partnership and cooperation agreement with a significant global technology, engineering and defence group (the "Partner") to deliver the Group's advanced cybersecurity solution to commercial markets. ** The Partner generated revenue of over $10bn in 2023 and serves customers in more than 100 countries, with operations spanning Asia, Europe, the Middle East and the U.S. **

BATM must have had to prove themselves to AWS and gone through some strict security checks and balances to get signed up with Amazon Web Services

It's ony that tiny company Amazon Web Services right??? I mean how many sales do AWS generate...

To become an AWS Partner, Edgility underwent a thorough Foundational Technical Review by AWS. As a result, Edgility has been technically validated by AWS and its qualified software partner status is testament to its experience and proven success delivering AWS services to customers.

Not very interesting news??? BATM

Amazon Web Services partnership for Edgility

Edgility becomes first AWS solution for AWS IoT Greengrass service that offers Edge Deployment and Management at Scale

BATM (LSE: BVC; TASE: BVC), a leading provider of real-time technologies for networking solutions and medical laboratory systems, is pleased to announce that Edgility, the Group's virtualisation and edge compute platform, has become an Amazon Web Services ("AWS") Qualified Software Partner solution for AWS IoT Greengrass, an open-source edge runtime and cloud service that helps customers build, deploy and manage intelligent device software.

This represents a further route-to-market for Edgility, particularly as it is the only AWS solution available for AWS IoT Greengrass users that enables zero-touch deployment and provisioning of any device hosted on-premise (as opposed to in a public cloud or remote data centre) as well as management and orchestration of networking, security and AWS services at scale. As part of the AWS Partner Network ("APN"), the Group will also leverage the APN Customer Engagements program whereby partners collaborate and co-sell with AWS to discover new sales opportunities.

To become an AWS Partner, Edgility underwent a thorough Foundational Technical Review by AWS. As a result, Edgility has been technically validated by AWS and its qualified software partner status is testament to its experience and proven success delivering AWS services to customers.

Can't be a bad sign for On The Beach as expect lots holidays sold... More people going away due to the colder weather. OTB booking geniuses. Not even into Summer Holiday season yet!

RYANAIR JUNE TRAFFIC HITS 19.3M GUESTS

GROWTH OF 11% OVER JUNE 2023

FIRST EVER MONTH TO EXCEED 19M GUESTS

(AUG 23 WAS 18.9M)

Ryanair Holdings plc today (Tues, 2 Jul) released June 2024 traffic stats as follows:

Jun 23

Jun 24

Change

Guests

17.4m

19.3m

+11%

L. Fact

95%

95%

-

Ryanair operated over 106,000 flights in June 2024. Almost 400 June flights cancelled due to ATC delays.

Disagree - too riskyat mo. Another big player and whole of NA now on pause is a massive blow... Likely the start of a ripple effect it seems

Dead cat bounce... and now the falling knife? Is it possible now to catch it?

Where will this land - Ocado on a death spiral. I hate to say it but VP called it right :(