Tern Share Discussion Threads

[ellipses] 22/4/2021 16:44

I'm surprised Maca1212 did not post this here on the main shareholders forum.

maca1212
22 Apr '21 - 15:49 - 1371 of 1371
0 0 0
Sorry Bryall2,

Or should I say Sherlock - which part didn't you get?

1) Certified Security Solutions (CSS) Changed its name to Keyfactor.
2) They have just merged with a little outfit called Primekey and raised $125million.:



3) The fact that they were 'scaling' to a 500million IoT device onboarding/lifecycle management scenario as part of a pilot in 2017 kind of proves that DA/Keyscaler are not the only organisation that can scale IoT - and have in fact never published any metrics that would support that claim - unless you know better of course - in which case please provide a link.

4) Compare and contrast the case studies available on Keyfactor deployments:



vs DA case studies.

Still scratching your head?

DYOR

M

P.S. It would also appear that those naughty people at Thales don't seem to think that Keyscaler is the only game in town:



Keyfactor Control has also been on Azure Marketplace since 2019 and is apparently a preferred solution.



It could of course be a white labelled version of Keyscaler (ROFL), but since it evolved from a product called Verdetto I very much doubt that it is - unless of course you live in the la la land that is Tern P&D central.

...

[sweepie2] 22/4/2021 16:31

Another positive day, slowly getting there but how long until AS tells us something, getting boring checking every morning and never seeing anything

[jack ladd] 22/4/2021 16:26

I think we'd rather prefer to stick knitting needles in our eyes rather than fund your rank pub.

[maarleck] 22/4/2021 16:22

“The pub will be opening on the 30th April so I might slip along for a couple of pints.
Onlu a select few of you are welcome to join me for a pint.”

Thanks for the update, JonC
Please invite the rest of the team Duxy, enigma, stead41, Ellipses, CPL and G Rees too.

We can all discuss how you all agree DA will have far more than the 1% of the market that would give DA a valuation of over £1bn.

Or you could just man up and stop dodging the question and agree now.

[andrbea] 22/4/2021 16:19

Quoting FIDO again:

"3.4.6.5. Rendezvous Server Verification of the Ownership Voucher

The FIDO Device Onboard protocols do not supply the Rendezvous Server with a mechanism for determining the trust of the Ownership Voucher. It is desirable for the Rendezvous Server to be able to trust one or more of the keys in the Ownership Voucher. This implies using a back channel to supply public material to the Rendezvous Server by cooperating supply-chain entities.

These mechanisms are OUTSIDE THE SCOPE of this document."

[sweepie2] 22/4/2021 16:17

Anymore to add to the list?

DA plays key part in new global security standard from FIDO
DA appoint two heavy hitters formerly with Microsoft
Wyld and FVR receive national and global television coverage
Push win two awards
FVR partner with NSpine
Wyld launch their Care Home Acess Management solution
Microsoft issuing buy recommendations for KeyScaler
DA member of FIDO major players talking to USA Government ref global standard
Slide 6 of the FIDO Alliance IoT pre-specifications (April 2021) suggests KeyScaler as the recommended device management platform, for automated mass provisioning and device life time management.
Entrust medical security solution blueprint with DA
Microsoft Azure Sphere Marketplace launch with KeyScaler
Azures pricing structure with KeyScaler which could give investors an idea of current revenue and future revenue streams
Wyld signing of two new technology partners
FVR announcing new procedures
InVMA sign contracts
DA signing a new customer
DA signing two new partners
EPS recommending EPS customers to use Keyscaler
Wyld wins 3rd place in national competition for its mesh networking technology
InVMA included on list of global players in M2M healthcare producers
FVR included on list of Healthcare global providers

[andrbea] 22/4/2021 16:17

andrbea
7 Apr '21 - 14:37 - 248630

The tell-tale keywords (SDO 'Ownership Voucher' .... 'Rendezvous' Service ... 'Late Binding'..) in this Intel SDO solution for FIDO ..... all hark back to what Richard was saying at the August 2019 DA webinar:

reminder:



Richard Kerslake (Intel):

For SDO we have devised an 'ownership voucher'. (35m05s) The voucher is shipped to the device management platform. Then the SDO Rendezvous Service (36m15s). Onboarding max 1 minute. (38m15s) SDO Lifetime Management is eg 10 years.

[andrbea] 22/4/2021 16:14

Go listen for yourself ..

listen to Richard (Intel) speaking

video timebar 36m20 till 37m00
he mentions DA twice in this time segment:



"The Rendezvous Server says, Hey, I've got this ownership voucher. So when the device calls up, I'll know that DA is its rightful owner ...."

[jonc] 22/4/2021 16:14

Just received an email remittance advice for the final £12k Covid grant.

That is over £50k.


Staff wages paid by the tax payer.

Luvly Jubbly.

Better than actually running a pub.

Thank you Rishi.

The pub will be opening on the 30th April so I might slip along for a couple of pints.


Onlu a select few of you are welcome to join me for a pint.

[andrbea] 22/4/2021 16:11

And also: (in a league of our own)

No other oompany has publically been mentioned (by the SDO designer Intel) by name for the device lifetime management step in the FIDO standard (modelled on Intel SDO), except for DA, since the inception of SDO (Oct 2017). DA was mentioned by name for that explicit step by Intel (webinar August 2019).

[still waiting] 22/4/2021 16:08

it must be so obvious to them now..

What happens after FDO, KS can handle that for the lifetime..

Hello, where do I sign up..

[maarleck] 22/4/2021 16:05

Agreed Meganxmas, that would be the perfect scenario. £200m for a 10% slice, I can see a few of the big players might be interested in that.

Many many ££££££s
🤞🤞

[still waiting] 22/4/2021 16:04

which Fido giant would be best ?

[meganxmas] 22/4/2021 16:01

As you say would much rather we held on but in the meantime with a strategic investor taking say 10% or 20% at a sensible valuation. Thats the obvious path to take but will see.

[jack ladd] 22/4/2021 16:00

Maybe duxy lives inside Jon's ass?

[maarleck] 22/4/2021 15:58

I have come to the conclusion, I don’t want Tern to sell DA, I want them to wait another year, keeping ownership and then IPO. The numbers are just to mind blowing to achieve the potential value it will be worth from someone buying it now.

Imagine after the first year we can see x billion devices registered with a strong growth forecast, we could be looking at far higher than the £2.4 Billion that’s for just 1 billion devices.

So happy to be, if you pardon my expression; ‘balls deep’ in Tern.

Still waiting for your answer Duxy and JonC.

[still waiting] 22/4/2021 15:54

trolls having to sell double time to counter it.

lol

[onsideman] 22/4/2021 15:54

JonC has waited all day for a dip. What a loser

[sweepie2] 22/4/2021 15:53

Great buy Boris, people still loading up and the sums are not little PIs like us, surely all to be explained soon

[still waiting] 22/4/2021 15:51

biggest buy we've seen in a long time..

lets hope they are rewarded with an RNS soon.