Tern Share Discussion Threads

[andrbea] 22/4/2021 12:03

How many more slides do we need to show here, before the market appreciates how indispensable Keyscaler is?

Keyscaler is usually in the middle of the slide, with various tasks radiating from it or passing through it (left to right, or top to bottom, etc..)

The 'orange/blue cigar box' ....

timebar 23m08s
Oct 2020

[still waiting] 22/4/2021 12:01

the longer Tern can hold onto DA the better but its model is to sell once Tern can do no more.. with FDO standard now published I think the only thing left in the air is the "blockchain enterprise security" solution.

where are we with that ?

[andrbea] 22/4/2021 11:58

IoT Devices to Dominate the Market

Earlier, a research by Transforma Insights revealed that the number of active IoT devices globally is expected to grow from 7.6 billion in 2019 to 24.1 billion in 2030, thereby generating revenue of more than $1.5 trillion, at 11% CAGR. The findings also stated that North America, China, and Europe are expected to have a lion’s share in this growth of IoT devices with 26%, 24%, and 23% respectively of the total value.

[skidaddle] 22/4/2021 11:57

There's a factor of 12 difference when you consider pe's and such. Not to mention the gearing.

Besides I just want clarity on the subject.

[still waiting] 22/4/2021 11:56

the globals will be crunching numbers on the size of the expanding markets now that FDO enables scale..

$$$$$$$

[andrbea] 22/4/2021 11:55

The 10 15 year device lifetime, to multiply by, helps cover the 2p/month criticism (instead of 2p per year)

[onsideman] 22/4/2021 11:55

stephen1946 22 Apr '21 - 11:14 - 252325 of 252330

Nuance had revenues of circa $2bn pa. Have a word with yourself ffs

[skidaddle] 22/4/2021 11:49

Maarleck

Is it 2p per month or 2p per annum as I think eBomber said yesterday?

Big difference.

[still waiting] 22/4/2021 11:49

multi year revenues as well!!

when will the market wake up.

[stephen1946] 22/4/2021 11:45

Perhaps the Wallet Investor wasn't on Magic Mushrooms when they predicted £10 next year, £20 year after.

Perhaps they were being Conservative??

[maarleck] 22/4/2021 11:39

We were predicted to have a unicorn valuation if we only had 1% of the market, we now look to have the lions share.

On a low price basis (2p per device)

2p per month per device (ie. pretty much naff all to a corporation even if they have a lot of devices).

50 devices make a pound and 50m devices £1 million, per month, or £12m per year.


How many billions are we actually, realistically going for?

So a billion devices, which presumably is a fraction of what Microsoft et al would be aiming at would £20m per month(£240m per year) So how much would that value DA at on a low ridiculously low PE of say x10 worth?

£240m x 10 or £2.4bn.

THAT’S ONLY FOR 1 BILLION DEVICES!

Imagine a more realistic PE of x20 and 10 billion devices connected!!!!! We are talking magnitudes times magnitudes of our current price.

Big players are now quietly accumulating the shares, and this is now a serious investment.

We are finally approaching the launch pad.

Many many £££££££s

[still waiting] 22/4/2021 11:17

even the device data for ai to work needs secured...

[still waiting] 22/4/2021 11:13

DA must be worth fortunes now...

[oldishrocker] 22/4/2021 11:12

Once we get a corporate event with which ever investee it may be, investors will look at the remaining investees to see where the next corporate event will come. This should have a continuing positive effect on the sp, with investors not wanting to to miss out.All looking very positive now with news looking very imminent.

[geoxd] 22/4/2021 11:11

Very excited times ahead...

[sarcoline] 22/4/2021 11:08

Bidding for high amounts online well above advertised bid....someone wants in...

L2 stronger than your painkillers Jon the C and that is something quite immense!!

Up she goes!

Hope that helps......


TERN....investment of 2021.

[bygdennis] 22/4/2021 11:04

We're getting stronger!! Keep it up!!

[andrbea] 22/4/2021 10:56

The beauty of the DA solution at EPS Global?

Answer: OTAs .... and 'EVERY device'......

andrbea
24 Feb '21 - 14:28 - 240519

Brian (EPS) confirms:
together with DA we offer 3 different types of secure provisioning services.

Brian has a slide
We see the Keyscaler Device Management platform (the blue/orange cigar box) CENTRAL to the authentication service flow chart and OTA (over-the-air) updates.




Timebar 21m06s
at:



to manage the device's identity per (chip) customer. This slide also shows the integration with Intrinsic-ID.

So EVERY device (of the devices managed by EPS Global, across its portfolio of global chipmakers...). Think Renesas, NXP, Infineon, Cypress Semiconductor, ....

££££££ ... ££££££

andrbea
24 Feb '21 - 14:51 - 240540

My take: Just as Azure Sphere don't do the steps 3-5, it's the same story at EPS

This slide sums it up:



Slide of Intrinsic-ID and DA, to cover the full life cycle
EPS supplies the enabled devices (on the left side)

KS is the cloud services platform. the Cloud services are on the right
A 'chip to cloud' scenario, as you will

Examples of steps 3-5:
Managing the credentials, key rotation, etc. Authorize/revoke new devices, at scale

Rob: What we've built here, is a really POWERFUL way to go to market (timebar 35m15s)

Last slide:
'Better together' value
= establish a strong root of trust per device, FROM THE OUTSET.



Add on: supply chain trust (EPS) globally.
+ security lifestyle management. Google mentioned as a typical key connector. Rob (DA): We can serve 99% of use cases.

[andrbea] 22/4/2021 10:25

Device Authority’s KeyScaler platform provides an automated solution to provision unique certificates, signed by a pre-configured Certificate Authority, to IoT devices – without requiring any human intervention. In addition to the code signing and update delivery solution, Device Authority has created a new Certificate Authority service connector for the Venafi Platform. This will allow KeyScaler customers to use the Venafi Platform as a source for certificate issuance to fully protect their machine identities.

[stephen1946] 22/4/2021 10:01

Message to SW; Boarders have been repelled and are in full retreat, advance now being co-ordinated. We are searching for leaders among casualties, but they seem to have done a runner. Awaiting your further orders from HQ, whose radio`s don't seem to be operational.

[still waiting] 22/4/2021 09:57

satellite mesh communication data might also help there..

Wyld haven't updated in a while..

[skidaddle] 22/4/2021 09:54

Met Office and Microsoft to build weather-forecasting supercomputer



System will be among top 25 supercomputers in world and twice as powerful as any other in Britain

Lots of devices there.

[duxy786] 22/4/2021 09:50

Imagine they created the fleet with AWS two years ago and have a world wide fleet that's already managed through AWSnfleet management for IOT and secured using industry standard certificate using PKI.Now there's a thought.

[still waiting] 22/4/2021 09:49

bn's of devices out there need retrofitted as well !!!

$$$$$$$$$$