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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.

Shore capital have made a very upbeat report on the company Don’t have all the details but it’s apparently positive. They cite good progress to commercialize IP plus what we know already a strong bank balance to complete their objectives

What I mentioned regarding Govt Cyber contracts was discussed by the company quite some time ago as part of their disposals. Timeframe back then was in 2 or 3 years so could be anytime. They also do not want to maintain the medical distributions business. Both divisions are profitable. Based on what we understand the revenue from these 2 sources to be then Cyber would be 50M + and Distribution 30M + thats extremely conservative.

BATM plan to sell the cyber division the large Government side of that and retain parts that are associated with commercial and bundled suites. They also plan to sell the distribution side in the medical division.

Conservative valuations of these two arms plus what the company has in cash is probably worth more than the entire company current valuation. BATM SP is valued from sales not value of its IP.

AGM shortly, whilst it's not a venue for news per se it's possible we could get some comments on Edgility uptake which has become the main focus recently. They have been involved with all of this for longer than any of their competitors P2P to NVTime to Edgility Suite. They need to press the advantage to gain a decent market share and the pie has somewhat grown.

Https://www.edgeir.com/telco-systems-edgility-awarded-product-of-the-year-2023-by-msp-today-20230605

Https://www.thefastmode.com/technology-solutions/32522-telco-systems-and-innovetechs-join-forces-to-push-edge-computing-forward-in-emea

Actually the situation with Israeli Tech shares getting a pummelling is not BATM specific. Fortunately BATM does not need to raise money to stay afloat or continue with their R&D expenditure.

Anyone watching the presentation is surely impressed. They showed that sales had grown since 2018 even when you take all the covid business and the 30M software sale out and they made a profit. At the same time they have developed 2 major pieces of IP Edgility and Diagnostics (ADOR) and financed it all in house. They have a significant lead in Edge computing platform Edgility 20 to 24 months mentioned thats due to their early involvement via NFVTime. Incredibly undervalued with excellent prospect.

>Mary...... it's most definitely getting attention. AI is a set of data hungry algorithms, reducing latency is essential. You need a decent broad band connection then re define where the processing happens, triage effect. Many applications like virtual try ons suddenly impress. Market is obsessed with AI so I agree they should highlight Edgility is an essential especially with the cyber bundling at the core.

The USA at the moment is ripe for this kind of adoption. They want home grown solutions and Telco systems (Edgility) is an American company. Lot more to play for here.

BATM recently expanded and updated facilities in Rome and Israel to handle increased demand in the diagnostics division. The company expects to see double digit growth in all divisions for 2023. We are staring a potentially serious recession in the face so its better to be holding companies with a sizeable cash balance like BATM.

Cemex is a very large company present in 50 Countries with 50 Cement plants turning out some 90 million tons of concrete annually. Revenue of >15Bn with assets double that figure.
Its one of the top 6 largest cement companies in the world and thats including China FFS.
Apparently according to earlier comments from BATM they are in discussions with other companies in the field. To have this completed earlier than planned and already in use in a couple of Cemex plants is a pretty decent endorsement.