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To be honest I am not even fussed about the SP as it will catch up with the fundamental value of the company soon enough. Main thing I want to see is new contract announcements and this extension from Cemex is exactly what I want to see. Good start to Q2 for BATM

Good article Nutmegmilk, clearly outlines a bullish outlook for BATM given its positive ROCE trend, which signifies improved profitability. Investors will be very encouraged by the 42% increase in capital employed over five years and the promising trends.

Very good news as BATM have secured $2.3 million in additional cyber security orders for its advanced solutions and is developing next-generation encryption with quantum key distribution for a government defence customer. This contributes to $35 million in orders over 15 months for the Cyber division. Moti also spoke about the continued momentum and confidence in integrating cutting-edge quantum technology. Very clear to see BATM are in a strong position in the cyber security market.

Been doing a lot of reading into Edgility recently, given the growth potential I wanted to educate myself a bit more about it. If anyone here has good articles on Edgility would be great if you could share the link.

This is why I am so focused on Edgility, the growth potential here is crazy not to mention the high margins. The dream scenario for a business if they play their cards right

Great read, thanks Resistance. Definitely worth a read for anyone that is looking to learn more about Edgility

Agreed resistance, was very happy with the investor presentation. Clear sales targets on Edgility and Natlab which I was very impressed with.

Good to have you back Nutmegmilk, I have also picked up some more mid 19s. My strategy is to hold onto them for 2 to 3 years. I anticipate that growth stocks will thrive once the UK emerges from this recession. With BATM's solid fundamentals, I'm optimistic that it will outperform other growth companies.

Given the positive news from year end results any price below 20 is a bargain. There is clear growth in their cyber and diagnostics revenue which is only going to continue. Investors need to be patient here. Will be keeping an eye on any new contracts over the next few quarters and to see what BATM do with their non-core divisions given they have adjusted their focus.

Good end of year results for BATM. Moti has successfully reorganised the core business activities and is ready to expand further as he has allocated resourced towards sales and looks to explore M&A opportunities in the US. Growth in the Cyber and Diagnostics divisions are very strong. I expect these to be money making machines for BATM over the next few years. The strong orders and product interest, indicates a promising outlook for 2024.

Agreed, all the parts are there for BATM to make a success of it but many investors don't have the patience. They want results now, when in my eyes, a long term view on BATM will lead to more profits than any short term gains most investors are looking for

News out the other day regarding Edgility as HV Multiplay in Colombia (a top pay-TV operator) have chosen Telco Systems to upgrade from 1GE to 100GE. This decision underscores Telco's compelling proposition which guarantees reliability and scalability, with a network management platform for streamlined operations. Very clear Edgility has substantial growth potential over the coming years

Looking forward to year end results which I will likely come out as expected given there have been no trading updates. Personally I think the cyber division will be a strong performer given last years contract wins. Am expecting this division to grow exponentially over the coming years.

Nutmeg, I understand BATM is a LT play and many don't have the patience to reap the rewards. There are definitely other plays in the ST but I'm sure you'll see the full potential of BATM in the future and buy back at higher prices. Wish you all the best though!

BATM consolidating in a range this week between 20.5 and 22. Would be good to see SP back in the mid 20s this month.

Great article on Edgility R6 Incontext. Highlights the difficulties with scaling edge applications which is something Edgility has solved.

The increased anticipation of war also means that the government will be increasing their defence spending, notably in cyber security which would lead to a flurry of orders for BATM, most likely larger than the previous $3mn order in October.

Good start to the year for BATM with the stock up 15% this week alone. Feel like this year BATM could you really prove the bears wrong.

Another positive day again today. Looks like LT investors will be rewarded for their patience this year. Thoughts on me adding to my position given the SP is still low compared to fundamentals?

Ahh I was miss-informed, the $26 million order was in 2023. Any ideas as to what caused this recent increase in SP? Doesn't seem to be news related. Maybe just a bit of mean reversion