Tern Share Discussion Threads

[andrbea] 26/4/2021 16:05

I suppose there's an outside chance that Microsoft buy DA tomorrow (to coincide with the quarterly earnings report) :-)

[still waiting] 26/4/2021 16:02

more money sloshing around security M&A then.

[stentorian] 26/4/2021 15:55

Thoma Bravo have their wallet open again. $12.3 bn deal for cyber security group Proofpoint

[bygdennis] 26/4/2021 15:49

Remain blue today and tomorrow will be much better!! Shorters all out for red!!! Don't follow!! Keep this up and they will burn!! Buyers holding back for better sp!! keep your value!!

[andrbea] 26/4/2021 15:45

Congratulations to Richard Vincent, CEO
@FundamentalVr
on being selected as an Innovation Leader at the LSI 2021 Emerging Medtech Summit.

Follow #LSI2021 for updates and information about the event.

Learn More:
#medtech #medicaldevices #FundamentalVR

[still waiting] 26/4/2021 15:38

cheapest buys of the day.

all good.

[dave444] 26/4/2021 15:33

Grant of 200m AAA options exercisable at 50pAAA announces that it has today entered into subscription option a greements with Ramsey Consultants Ltd and Candy Ventures SARL, the investment offices of, respectively, David Rosen and Nick Candy. Each of the two subscription option a greements is for up to 100 million new ordinary shares in AAA ('AAA Shares') and is exercisable at 50p per new AAA Share (the 'AAA Options').

[andrbea] 26/4/2021 15:30

10.5.21, webinar

Join MULTOS and DIGISEQ to learn about the security need for USB capable devices, and the benefits of using MULTOS technology to provide a cryptographic hardware root of trust for securing devices and applications

Our speakers will explain the MULTOS P5 USB Dongle proof of concept, the drivers behind it, and the security and flexibility it offers.

[investor120] 26/4/2021 15:28

Have to agree Ebomber....TERN PLC is a raving buy at these levels. The paid trolls are struggling to hold the price down...GOOD! And anyone short here imo will be severely burnt...again GOOD. dyor.

[still waiting] 26/4/2021 15:28

back to where we started.

[dave444] 26/4/2021 15:24

Nick you have missed the 2 key players that convert at 50p to supply that money!Nevertheless I still don't get its value!TERN however will be extremely valuable

[ebomber] 26/4/2021 15:22

The only thing that has changed today is TERN plc is now an even more attractive BUY.

_________________________________________________________

96% DISCOUNT TO TRUE ENTERPRISE VALUE

Thank you for the opportunity to add today at under £3.12 the true enterprise value right now.
_________________________________________________________


Even more upside for this unloved and massively undervalued stock.

[seraha66] 26/4/2021 15:18

Dont forget the good bit about AAQUA

"For the period from incorporation on 23 July 2020 to 31 January 2021, AAQUA's unaudited net loss was €5.1m, and its unaudited net assets as at 31 January 2021 were €49.6m. "

£600 million valuation for a fraction of AAQUA !!!!

[nick2412] 26/4/2021 15:12

A bit more on AAA. The more I look at it the more clear is becomes that Tern, due primarily to its holding in Device Authority, should be closer to the £592m valuation as opposed to AAA.

AAA have a 1% stake in AAQUA and have the right to take up a circa additional 20% stake in AAQUA at a cost of 125m Euro *. AAQUA who will become the dominant owner of A.I. company of A.I. development company, Sentiance. AAQUA license an algorithm to Sentiance and it is a “development and long-term licence agreement”

*” As at the date of grant, AAA does not have the funding to exercise the Option (circa 20% in AAQUA for £125m) in full nor does it have the funding to exercise the vested Options in full.”

The whole basis to AAA’s valuation looks to be its potential in AAQUA and the latters stake in A.I. ‘development’ company Sentiance being worth circa £3 billion. Plus the not small issue of AAA coughing up £125m to take up their option in AAQUA.

Who knows perhaps AAA can raise the cash and Sentiance will be worth a fortune. If I have missed something please could an AAA holder enlighten me.

The key question in relation to Tern though is:- Would I rather be invested in £48m m/cap Tern with much larger stakes in 5 different exciting portfolio companies including the flagship Device Authority providing ‘the glue to the IOT’ and receiving plaudits from Microsoft? It’s a no-brainer and I think the market is slowly but surely catching on.

[bygdennis] 26/4/2021 15:12

You foul mouthed gone off Ice cream van salesman and part time naughty shorty garden gnome troll!!
Go and sit in the Garden where you belong and stop annoying these nice people getting on with the far more interesting and factual things to do with their time than reading your made up highly inaccurate posts!!

[still waiting] 26/4/2021 15:11

andrbea, if DA can break their silence mode than all good.

[nick2412] 26/4/2021 15:07

Can I quietly encourage holders such as ridicule and bygdennis just to ignore the likes of Ellipses and his even more disturbed colleague rather than engage. Treat them with disdain and put them on filter or if you are a kindly soul then pity them - but still filter.

Think of it this way, if someone with mental health problems was shouting gibberish on the bus would you go and sit next to them and have a 'lively' chat? Or would you observe they probably hadn't taken their medications and just keep your distance. I'd go for the latter for both safety and humane reasons.

I can see Tern via Device Authority doing an ITM Power. The latter was unloved with a lot of disparaging comments from trolls and a market cap similar to Tern's. Unfortunately I watched rather than held the former. Now it frequently has daily share price movements that exceed the share price in 2019 - about 20p then and 512p now with a £2.8b valuation. I anticipate Tern will either have a dramatic upturn or move up over time. Not to £2.8b but at least to surpass the £600m for AAA which looks primarily based on an entitlement to options in AAQUA who will become the dominant owner of A.I. company Sentiance.

[andrbea] 26/4/2021 15:03

maybe time for a big increment rise?
eg by 5p in 1 leap?

The earnings report at Microsoft tomorrow Tuesday
Shareholders questions on May 4
Venafi Global Summit (with James Penney participating) on May 10 ....

[ebomber] 26/4/2021 15:01

Has something happened in the last few minutes?

Notable increase all of a sudden in larger limit buys on a couple of platforms.

[bygdennis] 26/4/2021 15:01

It was me topping up!! One was all I could get!! A rare find!!

[bygdennis] 26/4/2021 15:00

Even million zero sells have little effect ellepsis!! They show how desperate the shortere are becoming though!!

[still waiting] 26/4/2021 14:53

will people stop winding sweepie up with these 1 codes..