Tern Share Discussion Threads

[andrbea] 23/4/2021 10:38

andrbea
22 Apr '21 - 14:14 - 252395 of 252395 Edit
0 0 0
some old posts:

rhwillcoll
21 Apr '20 - 14:16 - 196732

andrbea, I am with you on this DA exit valuation price. At that price Microsoft would get a wonderful bargain and it seems an entirely reasonable figure. With all the partnerships, ecosystem and sheer quality of interest in KeyScaler, plus the fact that we appear to be THE key solution, it would be a great bargain for them. The $3.5bn works out at £3.66 per share, assuming 50% interest (I know we have more), the 25% b shares, 0.79 GBP = 1 USD and before 40% special dividend and 10% bod cut. Given the price that "old hat" security has gone for, I suspect you are about right in your ball-park valuation. It is most certainly not a "ramp" figure by any means.
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andrbea
21 Apr '20 - 12:16 - 196713

If Microsoft earns $9bn/quarter in IoT then my ball-park exit valuation of $3.5bn for DA is a drop in the ocean for MS, who earn it back in the next quarter.
And, for that one-off investment, they get lifetime cycle management of IoT devices at scale, plus legacy devices. So a measly quarter gets you the future and the past.

[andrbea] 23/4/2021 10:31

andrbea
22 Apr '21 - 15:05 - 252405

24.2.21

James ('DA)
The identity & security assets are managed per device, for the lifetime of that device.

What Keyscaler can give to Azure:

[sweepie2] 23/4/2021 10:29

That was nearly the difference between the 38k sell and the 25k buy from earlier, under 3k difference, serious shortage of stock around as eBomber states buyers would welcome sellers currently

[andrbea] 23/4/2021 10:27

some reminders


Kkrr11ss2
22 Apr '21 - 15:11 - 252407

Darron Antill

@darronantill

·

3h

Roll out IoT device certificates to boost network security is one thing. What about the lifecycle management

@DeviceAuthority

[...] via

@IoTAgenda

Darron stressing the point
Sectigo
Entrust
Dont do Lifecycle Managment


Still Waiting
22 Apr '21 - 15:33 - 252411

andrbea, just where do the FDO users go after they've boarded the devices ?

They need a lifetime manager.

the process just can't stop there or it falls down.

DA should clean up here..

andrbea
22 Apr '21 - 15:35

Quite, SW

And the 10-15 years of revenue/client for a lifetime manager ... sounds far better than the SDO step (main candidate: Intel) lasting ca. 1 minute/device...., and then finito.

[tburns] 23/4/2021 10:26

Getting ready for 14p on the offer, tick up soon

[daicaprice] 23/4/2021 10:24

I picked up the last trade of 16k easily enough with HL.

DC

[sweepie2] 23/4/2021 10:23

bid over mid,

[sweepie2] 23/4/2021 10:21

Too much to read into an 86222 sell then followed by a
50000 buy
30000 buy
7000 buy

Is liquidity that bad that every buy has to matched with a sell to allow the trade, should be such an awesome re-rate when the Silent One becomes the talkative one, careful I sound like I work for Microsoft there

[mark_in] 23/4/2021 10:21

It's positive we're seeing steady increases, and the great research fellow posters discover is wonderful..... I have nothing but confidence in our IOT investments. My issues are always the same. Why does AS say nothing? Is it because he honestly believes there is nothing to say? Which I would question his position as CEO if that were the case. Or his hands are tied due to impending news? Problem we all have is AS has for years disappointed with news flow. Come on AS pull the biggest re rate in AIM history.

[flashheart] 23/4/2021 10:12

enema largely redundant now. He and his shorter mates currently looking around for the imodium and diocalm.

[bygdennis] 23/4/2021 10:10

emigna!! the truth is not ramping!! Watch and learn!! we're way off the mark and far to low!! Do you keep up with anything!! We're moving on mate!! Do the same!!

[andrbea] 23/4/2021 10:10

andrbea
22 Apr '21 - 15:45 - 252417

listen also 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 ...."

andrbea
22 Apr '21 - 15:28 - 252409

This should be 30p right now (forget 20p)


Just too huge to contemplate ....

[sweepie2] 23/4/2021 10:10

You are funny enigna, have you heard the one about a troll burning lol

[emigna2020] 23/4/2021 10:05

"Hello is that a Unicorn I see before me, or have I O.D `d on my medication"


A Muppette

[bygdennis] 23/4/2021 10:05

Buy on the dips?? The queue is miles long!! We're tightly held for the foreseeable!! the rise is coming!!

[sweepie2] 23/4/2021 10:04

Trolls buy in before its too late, it appears that the trading pool is successfully drying up

[sweepie2] 23/4/2021 10:02

Bid moving a bit faster on buys now, come on Albert shake hands on a sale so I can retire and help my brother or as he might put it hinder him lol

[sweepie2] 23/4/2021 10:02

Bid moving a bit faster on buys now, come on Albert shake hands on a sale so I can retire and help my brother or as he might put it hinder him lol

[emigna2020] 23/4/2021 09:59

Why would a bunch of extra long term old farty holders ( allegedly) post on and on and on about this share; today it has rise 2% on a 4% spread, not something that anyone would bother with in a normal AIM holding.

Answers available on an FCA letter head- their time will come for prosecution.