Member Info for InContext

Https://aws.amazon.com/greengrass/

Apparently through this earlier connection.

Telco systems failure to partner with a substantial outfit that had a sales and marketing presence has clearly not materialized. BATM has/had valuable IOP but they are a R&D company and are in no position to market this themselves. They have had their shot and it predictably has not worked. Edgility should IMO be sold off. The rest of Telco systems is not worth a barrel of beans. The failure is very much with Telco systems. Having said all of that BATM share price has factored that bad news in and the sum of the parts is worth more than the valuation we are getting.

They are making the same mistake with Cyber although there are reported plans to develop this further for a broader market. Where is this product.

Medical division is doing slightly better but again new technology needs marketing.

All in all they have not taken the appropriate steps.

Parsnip this is a financial discussion board and suggest you leave your comments in that vein. There are plenty of social media platforms that you can express your support for terrorist organizations on this is not that place.

9M traded this morning. Any positive news on Edgility and this could start to move. We know Edge computing platforms are being adopted but at what speed is still uncertain. From all accounts they have the right kit and they have been making partnerships and going to trade shows etc.

Parsnip I am not sure what news you are watching. Hamas invaded Israel and took hostages not released. Hezbollah ignored UN peace keepers and militarized the buffer zone. Iran attacked Israel with the intent of wiping them out. What part of this did Israel start. Now take a hike you ignorant piece of garbage.

The problem is very much the complete lack of contracts for Edgility. BATM said they expected to sign a dozen or so this year they have signed nothing. Edge computing is a big deal and BATM had all the right ingredients they have been to all the shows and got rave reviews from trade magazines. From all accounts it's hard to see how they messed this up but they have quite an accomplishment in how not to run a company. I imagine the company will be sold as the IP is still worth more than the current SP.

Where did that come from ? sounds at least as if its all progressing along.

Normally a company with this volume of tested IP thats attracted interest in many sectors would be valued on the basis of what that technology is worth. The perception was that they were trying to go it all alone without adequate sales and marketing skills prompted investors to value the company on its sales. The company undertook a massive restructuring to align themselves to this challenge which would involve partnerships and possible acquisitions to get these solutions to market. The markets are suspicious that they are committed to this and want to see sales increase and news like we just received today. BATM have valuable IP in Cyber security applications, advanced edge computing platform Edgility, molecular diagnostics products with Adaltis and ADOR in the wings. There is a lot to play for here.

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.

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.

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.

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.

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

Results were in line with expectations. There were quite a few positives in there albeit the general backdrop is tough. The company held their own and paid for R&D and extra cash for ADOR. It's hard to be objective about these results because they have no contribution from ADOR and very little from Edgility sales (yet). The 2 most potentially disruptive IP they have are not contributing revenue. My take is that it is happening but not at the speed investors wanted.

Link posted on other thread worth looking at.

https://www.edgeir.com/?posttype=all&s=Telco+systems

Https://www.jpost.com/business-and-innovation/article-779622

BATM theatre of operations is largely outside of Israel. Adaltis in Italy and Telco systems is a US company.

Edgility is making waves in edge computing. With newfound support for Kubernetes, Docker, and Kubevirt agents at the edge, it’s not just keeping up; it’s taking the lead. Imagine deploying a mix of workloads effortlessly, seamlessly blending containers and virtual machines across the edge landscape – no drama, just efficiency. Now boasting management and control for AI acceleration, Edgility is your go-to solution for implementing AI and ML based applications at the edge. With Active/Active High-Availability Manager, Edgility ensures operations stay on track, emphasizing reliability when the going gets tough.

Https://edgilityos.com/edgility-release-6/

I reported the parsnip post for bad language and misinformation