Tern Share Discussion Threads

[still waiting] 17/4/2021 15:33

Tern portfolio perfectly positioned to deliver in 2021. https://www.oilandgasmiddleeast.com/products-services/38152-digital-transformation-investments-to-accelerate-2021-technology-trends-report A large majority of experts also stated that innovation will play a key role and technologies such as Cloud computing, 5G, Integration, IoT will be vital in tackling challenges as economies move towards a more digital future.

[dave444] 17/4/2021 13:53

Cheshire it does look like you might be playing games!

[mac_steven] 17/4/2021 13:45

Cheshire-If that was the case,on what basis did you have 18p as a short term target? Was it not you who posted about your Investment Banker contact stating that something was happening at Tern? Not having a go at you,but I'm trying to reconcile your thinking. The last spike we had to 14p was almost instant and was based around Wyld.This is a steady re-rate with volume and could be based around any of our co's.

[still waiting] 17/4/2021 13:29

My main worry was that a highly rated listed paper company that was asset poor snapped tern up to lock in the overvalued paper. The sooner Tern gets x10 on its own historic NAV and then rerates the better.

[sarcoline] 17/4/2021 13:01

Is it not obvious by now? Jon the C and his gang posting 24 hours a day, 7 days a week for the last several years on a AIM tiddler they've zero interst in!! If you don't know by now you'll never know! Thank you to the trolls for their relentless efforts in giving me the once in a life time opportunity to make my average under 10p. TERN....investment of 2021.

[mikemichael2] 17/4/2021 12:54

What do you want JonC, just what is it about Tern that makes you post all day?? And you enema, what do you want?? You both don't hold so why the manic interest??

[investor120] 17/4/2021 12:49

Have to agree Maarleck...AAA ridiculously priced when compared with Terns portfolio....a matter of time I think before a correction sharply higher to TERNs share price imo. DYOR.

[maarleck] 17/4/2021 12:44

People that usually feel that way and openly shout about it out have already sold and either regret it or are trying to buy back in cheaper. There’s a few of those here now. This is rerating to a realistic value to represent the amazing companies we have in our portfolio. X 7 to x10 is more realistic prior to any major announcement of an IPO or purchase, then true value will be realised. AAA’s valuation is just comical when you look at Tern and what we own.

[dave444] 17/4/2021 12:37

The answer is to sell if you feel that way Cheshire!

[ubf] 17/4/2021 12:29

Low 20's is only just 3 X NAV and we are in the process of rerating these out of date values. Personally recent volumes are most likely a new investor coming onboard but if their is significant news early May I will hire an accountant and plan an early retirement.

[jonc] 17/4/2021 12:29

Lol.Any metrics you can point to that support that claim?Revenues?Numbers of devices secured?No!!!!!Once again it is all hot air and a mega ramp.

[johnb5] 17/4/2021 11:58

The share price rise is substantiated by the progress of the investee businesses. IOT is taking off and DA are clearly gaining market share through their strategic partnerships. Tern is way undervalued all the way to 50p. Any drop back in price will be bought.

[cheshire] 17/4/2021 11:50

Mac , Don't get me wrong I welcome the climb in share price but do worry that it might be another orchestrated trading cycle. I hope I am wrong.

[upthegardenpath] 17/4/2021 11:45

Mac I think he wants news as confirmation. We've had plenty of these rises in the past, everyone with speculation of what's going on in the background and every time the share price falls back because there is no news to back it up. Hopefully this time there will be substance to it.

[still waiting] 17/4/2021 11:45

Dividend pay out avoids the spread, why would Tern want to give the market another 10% on the spread after the way they mess around with the prices. Would AS want to lose 10% on his potential £millions? I don’t think so.

[cheshire] 17/4/2021 11:41

My hope is the exit special dividend will be paid. It will provide some stability to the share price too. A buy back should in theory increase the share price but I don't trust the mm's to do the right thing if that were to be the method. Either way the first exit will be a transformational event

[mac_steven] 17/4/2021 11:41

Cheshire re your post 251150.I don't quite understand your statement about not liking to see rises for no apparent reason.With respect I believe that some excellent posters have published fantastic research/news that AS could have released to the market.Perhaps,it's a case that investors are seeing how undervalued Tern is.You,yourself in late March had 18p as a short term target and indeed have posted on several occasions your expectations for possible IPO's,exits etc. I understand that you are positive on Tern but imo these rises are a clear sign that things are happening with one or two or even three of our investee co's. I am very happy to see these steady rises for what it's worth.

[still waiting] 17/4/2021 11:26

AS is the largest shareholder and is of a certain age where a dividend payout would probably be in his best interests as well, yes ? I think this will be where a new secure iot industry is made, where DA has its role in it for the lifetime of each device.

[ridicule] 17/4/2021 11:09

Johnb5 Sisto has never unequivocally offered an exit dividend. In recent times he has talked about using our share of the generated exit wealth to do a share buyback; an unheard of approach in the VC world. Despite attempts to gain a pi focus group to control such blatant attempts to deprive us of our just dues, there are many on here who fought tooth and nail against it.

[johnb5] 17/4/2021 10:35

With the kind of valuations sloshing around this tech boom I’m expecting a dividend in the region of £1 from the DA sale. Then the rest are still to come keeping the share price at a £1.

[still waiting] 17/4/2021 10:11

Mark, if AAA can get to £600m on the back of feel good ai? I think DA with all the globals should quite easily be a lot higher than that and tern hit 58p in 2018 so 20p is not even first gear. A Lifetime opportunity for lifetime device management so I still expect Aim history to be made here. The silence from DA after the webinars and highest volumes in Tern makes me think we are close now. Gla

[sarcoline] 17/4/2021 09:51

After waiting this long I would never sell for anything less than a quid. As Sisto repeatedly said, there is no where you can buy into this sort of tech, at this stage on any of the markets. TERN is unique and a once in a lifetime opportunity. Granted, it has taken much longer than many expected and who thought a pandemic would act as our catalyst?! The current silence from TERN, Sisto, Tim and Ritchie is deafening.... It's about to land and land big!! Many many pounds not pence.

[maarleck] 17/4/2021 09:51

Not me, as I’ve always declared; I’ll be selling half of my 2.2 million at £1.20 to pay for my retirement and letting the rest run. I don’t think we’ll have too long to wait now. Please don’t respond to the retarded scum/trolls, they are frantic and irrelevant. Filter the idiots.

[cheshire] 17/4/2021 09:48

I would like to see some news , don't like rises for no apparent reason. The forecast from The Wallet investor is nice to see but what the hell is it based on. You don't get their 12 month forecast from a chart , only a corporate event. So what do they know that's not in the public domain? I see it's US based so is this a little snippet that's leaked out over there?