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Telco systems and Edgility are a BATM company based in Foxborough Massachusetts. Adaltis they own is in Rome Italy and Celitron is in Hungary. BATM issued a statement on Oct 9th that basically said that "it does not expect the tragic recent developments in Israel to have a material impact on trading"
Thats said obviously the events in Israel could effect all of us indirectly.
Dartron. From the other side of the pond to you your comments are once again wide of the mark. thanks for telling us that it is called the USA the United States of America. Many companies and service providers are State and country wide. It's actually more likely that a state will adopt a service thats working well in another state than take the initial plunge. The state of Texas for example has a GDP larger than Canada, Australia, Russia.
Why do you say that the costs for Edgility a Telco Systems American company based in Foxborough Mass will certainly rise.
You should be cautioned for knowingly spreading disinformation, if you did not spread it knowingly then best advice is to seek advice.
The fallout is not BATM specific there are numerous companies in this sector struggling on multiples 1/4 of historical norms. It's been a wicked storm of unrelated events for the company which, whilst it does not have a material effect on the company, has had a very negative spin for them.
Edgility is starting to gain traction and I can only speculate as to how busy they are with cyber.
Nice spot Nutmeg thanks for posting the link.
BATM has had a rough ride recently and its these type of comments that dont help. This is not a balanced view its just plain horse ****
So now those of us who see a future here are just Bots or "promoter"accounts .
Severe negative unfounded comment really hurt the SP in a vulnerable period.
Dartron
Posts: 2,021
Price: 29.10
No Opinion
RE: H1 2023 Results9 Sep 2023 18:25
Kind of you to say, yes we have both been investing small caps for a while, and have been in several of the same stocks.
What you have to take in to account here Agri, is that without mentioning names, there are multiple 'promoter' accounts here, trying to dictate the conversation, especially to brush past misdemeanours under the carpet
Posted a link to webcast with Telco systems, Advantech, City Fibre.
This should give a better insight for investors as to just whats at stake here and where revenue will come from.
Advantech already sell Edgility enabled devices.
There is also one slated for tomorrow at 1.00pm BST with BATM management where investors can ask questions rather than make blind assumptions. Link is on BATM twitter.
Resistance. Thats what Simon Thompson IC thought 2 to 3 years ago he calculated BVC was worth @160p on the combined value of Sales, assets, and nominal value for its IP.
Ironically nothing has changed except the whole game is further afoot.
OK but what purpose does Dartron have for being on here moaning all the time, with nigh is the end philosophy
its gotten plain boring. BATM is at the stage where it is releasing actual products from the development of its IP. This has taken a few years to bring to the market.
Main areas to watch "now" are Edgility, Carrier ethernet, Cyber. Developing are some new diagnostics platform and testing protocols in addition to the investments in ADOR.
BATM is not doing badly at all especially for the time period we are in they are just plain undervalued along with a lot of tech companies at the moment.
The company is technically undervalued on fundamentals by a factor of 2 or 3.
Dartron could you advise us as to why you are posting on this board and what your agenda is. You clearly know nothing about the technology and post comment that is hard to rationalize with what is actually reported.
Are you paid to write defamatory posts or do you just write drivel to focus attention on yourself for pointing out that the shares are undervalued.
Very odd behaviour. IMO
Https://edgilityos.com/telco-systems-named-a-top-edge-computing-company-to-watch-in-2023/
From Edgility twitter account.
Agricore I noticed your remark about IT people who ought to know about Edge computing. I have noticed a similar reaction albeit I am an investor and do not work directly in the field.
For Investors It's just not an attention grabbing technology like 5G or cloud computing that people can relate to.
Also I am not aware of any company with any significant revenue flow from Edge applications "yet"
Its a tech enhancement that is relevant to just about every sector of industry yet its hiding in the shadows and has yet to garner interest from investors and a slow sell to companies who are having a hard enough time of it and have not yet allocated funding for this.
At the end of the day it's a win win but I am increasingly aware that the penny just has not dropped in most circles.
BATM given the fact that it is more than holding its own through some extremely difficult times is experiencing growth in all divisions. The company has developed IP to the point where it is now a saleable product. BATM has adequate resources to continue its plans and to take part in any M&A that may come its way which would be further strengthened by any disposals .
Under normal conditions, which we are sadly not experiencing, BATM would be trading at a premium not a discount.
>Dartron... If someone invites you to a party and you decide not to attend, do you then say what a horrible party it was. What is the purpose of your posts on here seeing as you consider the company not worth your time.
The problem at the moment with BATM share price is mainly due to valuations particularly with companies in this sector. If BVC was valued on historical norms then todays SP would be in the 70p to 80p range. It does not alter the fact that BATM saw growth in all divisions when you stripped out the Covid Sales. What investors will be looking for with H1/23 figures will be dominated by progress with Edgility, its hardly all they do but its in the news.
In 2022, we delivered a solid performance while navigating substantial global economic change – with the main effects of the pandemic subsiding, inflationary cost pressures and significant fluctuations in currency exchange. Against this backdrop, I am pleased to report a strong performance in both of our divisions, with Group revenue increasing by 12.7% for ongoing operations when excluding the exceptional contribution of sales of COVID-19 products to both years.
Dartron you should read my comments more accurately I stated Ex Covid. You could not have read the company year end report either as it does deal with the situation in total and ex covid. The facts are there in published form its not conjecture
BATM ex Covid tests has remained in a growth mode for some time now. Edgility and ADOR new diagnostics platform are new untapped sources of revenue which they are developing and are only just staring to appear in the bottom line. The main revenue streams in Molecular testing, Cyber and Ethernet products have not disappeared. This is extra revenue. Like many companies in this sector they are rated at much lower than historical norms, many are trading at 1/3rd to 1/5th of what they typically would command. Most important oversight is that BATM have sufficient cash to continue with their objectives which is not credited ergo it's a valuation issue. Hope this chat board does not turn into the muppet show.
Https://issuu.com/insightssuccess22/docs/top_edge_computing_companies_to_watch_in_2023/1?ff&hideShareButton=true
posted by resistance on the other thread.
Interesting that BATM just put the Gartner info on twitter. It's been out for about a week now. It's a major endorsement and it's hardly the only one. The buzz is all Edgility at the moment but Cyber and Medical Diagnostics hardly a flash in the pan. Absurdly undervalued.