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I guess this board is a reflection of the UK today glad I don’t live there.

No pointing posting anything on here

It’s been an absurd situation here ever since the end of the pandemic. BATM is a unique situation where they actually do enough regular business to fund their emerging IP. Let’s say you took all the research and development money they spend on this and added it to their bottom line then the company would be highly profitable. They had no problem topping up their investment with ADOR with a few million and incidentally increasing their % holding. Telco systems also sell sufficient mainstream kit to keep funding Edgility.

The value of their IP is not reflected in the SP at all.

There are several reasons without stating the obvious that Investors are shunning Israeli and other Tech stocks. When you can get 5% to 6% on your money sitting on the sidelines why risk anything. I referenced the shift in perception from IP worth to revenue growth and this is another limiter. If BATM are able to demonstrate meaningful revenue growth with the new technologies they have been developing in house with no dilution to shareholders, then we will likely see some action. It’s unlikely they will miss end of year expectations so it’s a matter of accumulating a few whilst the SP is so absurdly undervalued.

BATM companies are all located outside of Israel but they will nevertheless face some staffing issues at head office which they have already indicated they can work around.

Edgility have been making presentation around the globe and often with partners. The latest being Nov 7th to 9th in Barcelona. Edge computing solutions and the architecture to have them function is a buzz word in the industry.

Telco systems also ought to be making money out of Ethernet back haul systems which they have considerable experience with.

Cyber is another area that is very much in demand.

I agree with stock sense that the price will likely stew but the move will likely be extreme when it comes. The company is well financed so it really IMO is a matter of “when” not “if” and it may be difficult to even get stock as every few days we get a large trading volume above 1M shares which indicates to me that there are some larger investors taking shares away from the skittish at bargain prices.

One of the big issues with BATM share price has been valuing their IP. It is an integral part of overall valuation and the SP trended very much higher than today on the perception that they would sell either the medical or Telco arm for fairly large amounts. BATM decided to keep both of these divisions rather than sell them off which in turn means that the SP is judged on revenue more than IP. It’s now likely that the company will divest itself of non core assets and these will top up the coffers but not to the degree of selling one of the main divisions. So we have a situation that based on pure revenue the company is still undervalued by some 70% according to Simply Wall Street and fundamentals analysis. If Edgility and ADOR start generating revenue it will come on top of these fundamentals sales and you have a whole different ball game.

BATM are not alone in getting the treatment. A client of theirs Israeli Audio Codes in this file is also trading at around 20% of their historic value in spite of turning in reasonable sales figures. BATM revenue last period was ahead of pre Covid numbers when you strip out Covid test kit sales. All divisions are in profit and there are new revenue streams starting to be seen in the bottom line. The shares have been hideously manipulated but they can’t do it for ever. I have not seen a single analyst report that says they are not very undervalued. The company has adequate funding to bring this new technology to market and in this environment that’s a big deal.

It's probably not a bad metric to equate BATM entire market cap X? with the value of the equity share they have with ADOR. Rest of the company for nothing. We do have a war in Israel and the head offices are there but the largest interests are outside the country.

This is not being developed in Israel and is a partnership from 10 years ago between Gamida and Adaltis.

It's in the latter stages of development. Rolling circle amplification is not new but getting it to work is. RCA speeds up diagnostic time, is more sensitive and precise. The ultimate goal is to get the diagnosis matched with a treatment. The cost and time saved for the health services is substantial.

My understanding was that it was being trialed with University/Hospital settings but thats been for a while now so it would be good to get an update on the timeline.

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.

! seriously

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

Odd you were saying how Dartron made such good sense a while ago so did you sell on the spike

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.

Https://networkbuilders.intel.com/university/webcasts/how-to-build-scalable-and-sustainable-enterprise-networks?utm_content=168477642&utm_medium=social&utm_source=twitter&hss_channel=tw-39753069

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.