Member Info for stock_sensei

Good start to the week for BATM as they company have secured a significant government cyber security order valued at USD 26 million, would be good to get a strong drive up to 30 over the coming weeks to maintain momentum.

Looking forward to see how BATM will allocate their healthy cash reserves in 2024. In my view there will be many opportunities for BATM to exploit throughout the year.

Last trading day of the year. BATM hasn't had the best year but many analysts are predicting a strong 2024. What are people's price prediction for end of next year?

If anything the crisis in Israel will only increase their growth, especially in times of conflict, governments often increase their defense budgets to enhance their military capabilities. This can lead to increased orders for military equipment, communication systems, and cybersecurity solutions - areas BATM specialise in.

I expect this to come in 2024 when markets improve. From what i've seen, analysts are anticipating a gradual U-shaped recovery, with growth rebounding modestly throughout the year

What is everyone's 2024 outlook for BATM? Personally I think the macro environment will make risk assets more attractive, with inflation lower and rate cuts soon to come. Additionally, BATM will continue to grow, with Edgility continuing to close lucrative contracts. Personally think 50 could be on the cards next year.

Despite the negative week for BATM's share price, BATM's networking and cyber division continue to improve their operating margin, and Edgility is gaining traction. They have been able to secure a five-year initial order worth $3.5 million with CityFibre and have signed two other five-year contracts worth $2.7 million. These contracts could be materially expanded, offering a potential growth avenue for the company.

Great piece on Edgility Incontext, will be interesting to keep an eye on the growth over the next few years. If all goes well this could be a huge money maker for BATM

Good to see SP up 2%+ today.

Seen recently, that the swing flu outbreak in China has began so spread with the first case now in the UK. Would expect a sharp rise in virus testing company stocks if it continues to spread. BATM will be well position if it does spread as Adaltis have a multi-respiratory PCR test which was launched towards the end of 2022. Something to look out for.

Shame to see you go Nutmegmilk, I understand how you feel. Stocks like BATM need a lot of patience but it will be worth it in the LR. Fundamental value creation will work its way back to the shareholders. In my view, this so called delay in repricing to the upside just means the move will be even more violent when it does eventually come.

Great analysis InContext, from my perspective Edgility and ADOR are were the alpha lies for BATM - value that has not been baked into the SP but at some point will become the driving factor for this stock.

BATM's revenue growth, profitability, and emergence of new revenue streams are v positive. Although, market sentiment and shorters may have suppressed the SP, history shows that such situations tend to correct over time. With adequate funding and new technology on the horizon, BATM appears well-positioned for long-term success. While short-term fluctuations may occur, the potential for new contract announcements makes this an attractive LT investment

Great news today although SP doesnt seem to reflect it . Hopefully we can continue this momentum and win more contracts in the cyber security division. Next few weeks will be interesting.

Nutmegmilk, I agree with you, the big institutions run the game. Whats your medium term (6-12 month) view on the markets? My personal opinion is macro is what is holding small caps down. Once we sort out inflation and begin to lower rates and QE resumes I think BATM will be a big winner - until then its just about PCA and looking out for new contract announcements.

BATM being down 32% since 15th Sep while continuing to build with more and more contracts goes to show how far BATM has drifted from the fair value. Uncertainty always causes havoc and are often the best times to buy as investors get fearful. In the LR, all that matters are that BATMs financials continue to improve and shareholders will reap the rewards.

Not a bad idea, these low prices will not be around for long - at some point SP will jump in line with fundamentals

Pedrobull, the only business of BATM's located in Israel is the government cyber contract. Which given recently developments is more likely to expand than to halt operations for employees to be called up for national service. As Incontext mentioned, the rest of BATM's business is located in US, Italy and Hungary. From an operational standpoint it is not something to be worried about!

Mean reversion has begun - whoever stayed calm and bought at 19/20 has pulled off an excellent trade. Fear always exacerbates the move and gives rational investors a wonderful buying opportunity

Shorters will be taking their profits around 20. In times of fear and uncertainty, price movements are always exacerbated. I have seen this many times - this will just be a classic case of mean reversion.