Member Info for Lsoc85

For what it's worth, here's my email conversation with Moti Nagar re a TU (read from bottom up). Nice to get a response from the CFO - he can't be feeling too much pressure! Ha!

On Mon, 19 Jul 2021, 23:36 Moti Nagar, wrote:

Hi

We don’t publish scheduled trading updates. If you sign up to receive email alerts of our RNS announcements via the London Stock Exchange, you will be notified of our trading updates (and other announcements) as and when we issue them. Thanks.

Kind regards,

Moti

Moti Nagar | CFO

image002BATM Advanced Communication | www.batm.com

4, Ha'harash Street, Nave Ne'eman Ind. Area, P.O.B. 7318, 4524075 Hod Hasharon, Israel

From:
Sent: Monday, July 19, 2021 7:18 PM
To: Moti Nagar

Thanks for your response, Moti.

Will there be an update hinting at the contents of the interim results (similar to the TU of 1 Feb 2021 preceding the Results of 24 Feb 2021)?

Many thanks

On Mon, 19 Jul 2021, 16:33 Moti Nagar, wrote:

Dear ,

We will be publishing our interim results before the end of August.

Kind regards,

Moti

Moti Nagar | CFO

image002BATM Advanced Communication | www.batm.com

4, Ha'harash Street, Nave Ne'eman Ind. Area, P.O.B. 7318, 4524075 Hod Hasharon, Israel

From:
Sent: Sunday, July 18, 2021 7:29 PM
To: info@batm.com

Hi Guys

Please could you confirm when the next trading update will be published?

Many thanks

Well, hats off to the management again.

If there's anywhere in the world crying out for effective privacy from intrusive surveillance it's Hong Kong.

Hopefully demand is strong and 3 roll out globally.

Following on from my last post re HDPE, and in light of the continued price strength, I've delved further down the Haydale rabbit hole in search of anything which could make the rise sustainable.

There's good news. It appears that Bolflex have incorporated Haydale's enhanced rubber masterbatch into their product line: https://bolflex.pt/produtos/solas-para-calcado/

The Haydale input relates to 'SBR Advanced' (https://www.thegraphenecouncil.org/blogpost/1501180/365507/Haydale-s-Functionalised-Nano-Enhanced-Rubber-Masterbatch-Used-in-Bolflex-Rubber-Sole) and therefore forms one seventh of Bolflex's front line offering, described by them as a 'highly resistant, anti-oil, anti-static and non-slip formulation' (https://bolflex.pt/materiais-ideias-e-modelos-que-nunca-mais-acabam-tudo-a-medida/).

Bolflex's blurb says they make 1,000 pairs per day. On the assumption of a 5 day week minus Bank Holidays that's circa 250,000 pairs of soles per year.

Once the product is established, let's assume it makes up a tenth of sales (worst case-ish). That's at least c.25k soles required per year.

Bolflex, on the face of it, do appear to be a good company so I'd imagine other rubber soles manufacturers will be interested once the Hayd/Bolflex SBR hits the streets.

A step in the right direction?

Holy Mother.

3.9m shares bought for c.8.3p at 16:18.

Looks like we're haemorrhaging in the doldrums for another month.

Potentially tomorrow. Last year's was Thursday 25 June.

No one has got back to me on ADVFN so I'll try here:

Are there any retail shorts reading this that are still holding on? Would you please advise how you're feeling at present?

I'd imagine if you shorted at 900-1000 or above you're still incredibly relaxed. But if you got in yesterday at 775 to 820 thinking it's dropping to 550-600 - how is it for you now?

Have you got aching legs from being rigid for 8 and a half hours? Is there nausea? Is there cold creeping dread that the market is turning against your best laid plans? Is there self doubt, manifesting as irritability and foul mood?

I've never placed a short because of terror at the above, all the other mental and physical effects I've mentioned today (https://uk.advfn.com/stock-market/london/blue-prism-PRSM/share-chat) and the thought of unlimited losses - but I'd love to know what you are feeling now. Genuinely interested.

The short selling bots are not for rolling over yet; they struggle on like an old farmer, ploughing obstinately forward despite inevitable grim death.

It's about who's got the deepest pockets now, the institutional buyers or shorters. Any further reduction in declared short positions and this is going to bounce.

There's buying bots in the game now. At present, the rise is sustained and, looking at the trades, appears sustainable.

Perhaps the institutional shorts won't be too concerned yet, but no doubt there'll be a few retail shorts with sweaty palms and spaghetti knees.

hTTps://haydale.com/resources

Some massive trades today - 1.55m shares in two after hours trades alone.

Had a scout around to see if there's any news. What appears to have gone under the radar (or my radar at least), is Haydale's launch of a new type of greener HDPE.

"Haydale’s nanomaterial enhanced masterbatch is a highly loaded mixture of a bespoke nanomaterial in
High Density Polyethylene (HDPE), designed to deliver improvements to mechanical performance using
nanomaterial reinforcement and enable lightweighting of plastic products; a key driver to reducing the
carbon footprint of plastics and improving their environmental impact and sustainability."

See Plastic Masterbatch: hxxps://haydale.com/resources/

They're basically saying it's harder, better, faster, stronger and lowers the plastic carbon footprint. The HDPE market is massive - bottles, piping, cutting boards, bins, bags, toys, etc.

Haydale's latest LinkedIn post makes positive reference to scalability (i.e large orders will be met).

Announcement incoming?

Massive £6m trade at 16:35. Likely one of the institutional shorts has had their fill. This is going to be a buying frenzy when the other's out.

Have your WSB pals taken any interest, Hellas?

They're taking the **** now, Mozax. Absolutely transparent it is as well. They've been walking the sp down for months.

Here is a rare opportunity for a large institution to bully a load of shorters; hopefully someone's got the *******s to squeeze the scumbags.

Shorters have been manipulating the sp downwards for the last two months by selling at less than the bid price.

This is actually primed for a short squeeze because they've gone beyond ordinary shorting and are now being greedy with a Company that's doing pretty well.

Christ, I'd love the scumbags to get burnt.

The market likes the reduction in losses. Hopefully this is the start of a sustained re-rating to 20x revenue. Long way to go but hopefully there's some shorters sweating this morning.

Also note the concrete surrounding the 'secondary listing' - the PLC is preparing for a dual listing between here and the US.

Hopefully it also plans to get off AIM and join the 250 here in order to secure institutional tracker investment and all the additionals that come with it. Feeling good about this one again after a dire few months.

Quick market comparison.

Automation Anywhere trading at c.20x revenue

UI Path trading at c.55x revenue

Pegasystems trading at c.10x revenue

PRSM at <6x revenue

This is entering the realms of severely oversold. The market is punishing PRSM. Proper mugging them off.

Cheers Burble.

It appears then that there have been a further 68 sales to add to the 67 identified in Feb, 135 in total.

Not all of these will be facemasks as the Dispatch number is the same as the PLC's sequential invoice number.

So 135 sales (at least from HAYD's UK operation) from the end of Jan to mid-May - just less than four months.

It's a shame we don't have previous years' figures for comparison but at least we do for next year/the next three/four months.

Let's hope there's some big orders in the 135, for facemasks, rubber and CeramycGuard.

Good news. VLX to be added to MSCI Global Small Cap Index on 27 May 2021. Will hopefully attract some investment - LOAD UP! LOAD UP!

Https://app2.msci.com/eqb/gimi/smallcap/MSCI_May21_SCPublicList.pdf

Outstanding!