Member Info for stock_sensei

Flatcap you're not wrong, everyone is entitled to an opinion. But I also think the majority of people on this chat (including yourself) know that there is more to a companies share price than a chart. If you look into the fundamentals of the company I'm sure you'd agree that there are some very positive growth areas in terms of profits, revenue and comparables

Flatcap123, you are basing your investment thesis purely on the look of a chart. Any reasonable investor knows that this is the worst way to base investment decisions. No consideration for company fundamentals? No consideration for macro environment? Just purely "the chart doesn't look good so its a bad investment"... stop embarrassing yourself. Fools like you would have thought the Nasdaq was a terrible investment in the early 2000s

Surprised we haven't seen a bit of a jump in price after the news. Do you guys think we could see a run up in BATM price leading up to the Capital Markets day and Investor Presentation? Could be a buy the rumour sell the news event?

V positive news - this will give Moti the opportunity to reduce the uncertainty. Investors will also get their questions answered and Moti will be able to showcase BATM's strategy.

Good point InContext, the fact shareholders aren't getting diluted from this is something I think a lot of people (including myself) had overlooked.

TradeWizard and James, the main attractive point for me with BATM is their healthy cash reserves. This enables them to make the most of opportunities over the coming months

Bluerill highlighted BATM's business philosophy perfectly. BATM are making very targeted acquisitions with steady consistent income at the forefront of decision making. The earnings recently have backed this up with a clear growth trend. This is not an overnight money maker but over the long term BATM has huge potential. The business model at BATM is designed to create a resilient company that can produce consistent cashflow, even during recessions

Nutmegmilk, what evidence do you have that BATM are trying to manipulate their share price lower? I have not seen any of this. Moti has made it very clear that he is looking to grow the company in a sustainable fashion and continue to expand the business. Please do not broadcast ludicrous accusations without some evidence. Happy to further discuss this matter if you can prove me wrong

ilovesushi, how long are you planning on holding? Personally I am looking to capitalise on the gains I think that BATM will move in the next bull market once macro economic conditions improve and interest rates lower

Completely agree Nutmegmilk, I feel like BATM are in a prime position to capitalise when the dust settles. The way I see it now is we are just buying a good quality stock at a discount

Lots of exciting developments since I last posted on here, the cityfibre deal will be huge for BATM and it looks like the markets haven't acknowlegded this - very excited to see how Moti will do in 2023.

Agreed TradeWizard89, my view is that this is just the start of many partnerships or BATM . What fills me with confidence is the recession proof licensing model they have adopted. This gives the company guaranteed income whatever happens in the macro economic landscape. Something many companies desire.

James,

I have just actually gone and looked at the profit after tax after your post and found it quite interesting. Just wanted to share some of these statistics with you guys:

2018 profit after tax: -$320,000
2019 profit after tax: $4,300,000
2020 profit after tax: $12,260,000

Very impressed with these figures. Yes they had a very good year in 2020 with the Bio Med division increasing their profitability due to Covid-19. However if they continue to increase revenue via alternative income streams I think long term investors will be in for a good run.

On a similar note the earnings in March is going to be a big deciding factor on the movement on this stock. Good earnings growth and strong future prediction will most likely spark a bull run. However the next big factor that will affect BATM share price and the market as a whole is BoE interest rates hikes. If BoE continue to hike it will increase downward pressure on ALL equities as bonds become more attractive. A question for you all: inflation continues to remain sky high, how many rate hikes do you think the monetary policy committee will perform this year?

I think revenue projections will be hard to estimate. Not all of the companies income streams are publicised but I have rough figured. Also the further away the date is the less accurate mine (and others) predictions will be as external factors can play a huge role in the market (as we have seen in recent times). Nevertheless I believe the revenue in the upcoming years will be strong.

FY21 revenue prediction $150 million (I believe revenue will continue to grow at a slower rate)
FY22 revenue prediction $180 million (projects will start becoming profitable)

These are my predictions and may be a bit optimistic however I think the diverse portfolio gives them a lot of options in the future. Let me know what you guys think of my projections.

Was reading through the rat's blog again this morning and just wanted to highlight the inaccuracy of it. The blog said that "the profit earned by Celitron on these ventilators was enormous and totally distortive to BATM’s group performance for 2020. Celitron contributed about 60% of group net income and all of its free cash flow. "

However when I dug deeper and did some further research I found that BATM stated that during the COVID period the profitability of all the products in the Bio Med division increased. The profitability of diagnostic products also increased to about 50% (much more than in previous years) and continued to do so in the first half of 2021.

Personally I find it hilarious when shorters misleading/inaccurate information goes public

Agricore,

I couldn't agree more. When I first read the rat's blog i panicked and thought I had to sell. But after doing some further research I began to question the validity of the blog. Thankfully I didn't sell my position. Your insight was very informative, I think everyone that read this chat should take the time to read your post.

Resistance1,

Glad that other investors are seeing that BATM's portfolio includes a mix of established and novel technologies, and targets a range of sub-segments, customer types and geographical markets. I hadn't done as much research into the depth of their portfolio but this is an interesting insight. Just goes to show the potential BATM have in the long run. If I'm honest I see this dip from the shorters as a blessing in disguise as it gives us the opportunity to increase our position at a lower price even thought the company continues to excel.

Seems like a quiet day today for BATM. My guess is the share price will fluctuate around the 50 mark until earnings come out. This will be the deciding factor for BATM. If earnings are stronger than expected shorters will be in trouble. Ennismore will most likely have their second huge loss in two years because people will see the attractiveness of holding BVC

Ennismore will be praying for weak earnings. My guess is that if earnings are positive (as they have been in recent years) the shorters will have to sell their position as they know BATM will start getting traction. If the shorters sell there is a posibility BATM could go back to the 100 mark. Obviously earnings are not the only thing that will affect this outcome. Interest rate hikes will also have a big part to play for how the markets as a whole react in the upcoming months.