Tern Share Discussion Threads

[andrbea] 27/4/2021 13:24

says it all:

[sweepie2] 27/4/2021 13:23

Tight spread currently

[ellipses] 27/4/2021 13:23

#253661

Keyscaler Ready to the rescue.. Who does Enterprise IoT Security ?



You keep publishing links to these 'research documents' and they keep turning out to be a nothing burger.

Download the full report from GlobalData's Report Store,



This one costs, single user, $1,950 and does not mention Device Authority so I guess you or someone else will have to mention that Device Authority has associations with some of the companies mentioned.

Companies mentioned

Microsoft
IBM
Trend Micro
Cisco
Darktrace
Broadcom
Dell
Palantir
Fortinet
Raytheon Technologies
Palo Alto Networks
BAE Systems
SecureWorks
Sophos
Verizon
Accenture
Verisign
Zscaler
F5 Networks
ProofPoint
Mobile Iron
AT&T
Tata Consultancy Services
Orange
Thales
Wipro
Check Point Software
Atos
Korea Telecom
Qualys
Blackberry
Softbank
Etisalat
Infosys
SingTel
Cognizant
Okta
HCL Technologies
Capgemini
SAIC
DXC Tech
CyberArk Software
Rapid7
Micro Focus
Deutsche Telekom
Telstra
China Telecom
Akamai
BT
Juniper Networks
Tech Mahindra
FireEye
NTT
Telefonica
China Unicom
Centurylink
F-Secure
CGI
Securonix
Chunghwa Telecom
Tieto
ADP
Mphasis
EPAM Systems
Sopra Steria
Conduent
Computacenter
Genpact
Indra
Neusoft
Fujitsu

...

[bygdennis] 27/4/2021 13:22

Too many selling but we've had a few days of strengthening so not too bad!! The zeros continue at pace!! Shorters don't want to lose again but they won't feel at ease by any means!! They'll keep it up to try to keep it down!! We'll keep it up simply by keeping!!

[still waiting] 27/4/2021 13:20

How long will Tern & ALP hold onto DA with such a huge market ready for the taking, must be a tight decision to stay with it a bit longer or risk not making the most of the opportunity that a bigger player owning it would secure..

Sign up those devices now for 10-15 years of security cover and its an awfully big hockey stick growth curve that develops over the lifetime..

[ebomber] 27/4/2021 13:17

_________________________________________________________________

TERN plc - MASSIVE 96% DISCOUNT TO TRUE ENTERPRISE VALUE RIGHT NOW
__________________________________________________________________




ALL LTH's LOOKING FORWARD TO ANNOUNCEMENT OF A FUTURE FIRST EXIT





UPDATED TO REFLECT SHARE PRICE AT TIME OF POSTING TODAY (13.50 pence MID PRICE) PLUS END OF YEAR FIGURES
______________________________________________

Equity Stakes of :-

Wyld Networks - 78.7% owned by TERN plc

Device Authority - 56.8% "A" shares owned by TERN plc plus 12,406 "B" shares [total over 60% owned by TERN plc]

FundamentalVR - 26.9% owned by TERN plc

Talking Medicines - 23.4% owned by TERN plc

InVMA - 50% owned by TERN plc
______________________________________________

______________________________________________

Loan Monies owed to TERN of :-

Wyld Networks - £1.3 million plus unknown interest from loan monies to TERN

Device Authority - £2.9 million plus £0.27 million interest = £3.17 million

FundamentalVR - £0 million

Talking Medicines - £0 million

InVMA - £0.2 million plus unknown interest from loan monies to TERN
______________________________________________

______________________________________________________________________________________________________________________________________

TERN plc Current Book Value :-

Wyld Networks - £4.0 million - Values 100% at £5.08 million TODAY

Device Authority - £12.8 million - Values 100% at £22.53 million TODAY

FundamentalVR - £3 million - Values 100% at £11.2 million TODAY

Talking Medicines - £860,000 - Values 100% at £3.68 million TODAY

InVMA - £1.2 million (Sep 2017) - Values 100% at £2.4 million TODAY - £2 million per annum "2020 confirmed revenue" at modest x20 multiplier = £40 million VALUATION
______________________________________________________________________________________________________________________________________


TERN plc valued at £45 million at mid price at time of writing TODAY of 13.50 pence with assumption 330,338,101 shares in circulation.

+ Debt Free.

+ nearly £1.8 MILLION CASH IN BANK.

+ over £4.67 MILLION LOAN MONIES including INTEREST to be repaid by investee companies

+ TERN plc operational cash burn say at £125,000 per month

______________________________________________

Investee Companies By Book Value Apportionment of 13.50 pence share price plus Last Revaluation Event :-

Wyld Networks - 2.46 pence (Last Revalued Jan 2021)

Device Authority - 7.88 pence (Last Revalued Apr 2016)

FundamentalVR - 1.86 pence (Last Revalued Oct 2019)

Talking Medicines - 0.56 pence (Last Revalued Nov 2020)

InVMA - 0.75 pence (Last Revalued Sep 2017 with £2 million plus annual revenue now confirmed)
______________________________________________


#manypoundsnotpence

[still waiting] 27/4/2021 13:04

Keyscaler has a huge huge market sitting right in front of it ready for the taking..

[sweepie2] 27/4/2021 13:03

Nice 148k buy, nearly back to net buys under 100k net sells, come on AS make me eat my words

[still waiting] 27/4/2021 13:01

Keyscaler Ready to the rescue.. Who does Enterprise IoT Security ?



GlobalData predicts the Internet of Things (IoT) to be a $1 trillion market in the next three years, and enterprise IoT will account for 73% of this market revenue by 2024. The range of devices connected to the internet will grow to include smart wearables, household appliances, connected vehicles, production machinery, and urban infrastructure rather than just laptops and mobiles. But the current IoT ecosystems lack robust security practices and regulations.

[1happydays] 27/4/2021 12:54

Think peeps just make their own stories up to suit. You'd have to be pretty foolish to sell out completely as there is always the possibility we actually get an exit or revaluation event.

Hope for the future, bit pessimistic for the near term aren't mutually exclusive views.

[sarcoline] 27/4/2021 12:50

Can sell a decent volume currently above bid.

Yup Sweepie, big buyer is still very active...

Shenanigans by the MM's and would not be surprised to see big move later today or tomorrow.

[sweepie2] 27/4/2021 12:49

Nice buy 146k, looks like the big buyer still around, keeps our dream going of an exit

[sweepie2] 27/4/2021 12:44

Large sell in system, no quote to sell and falling offer

[still waiting] 27/4/2021 12:40

should make the next rise all the more stronger as flakes have to buy back in or watch it sail away..

[philjeans] 27/4/2021 12:37

Many thanks Flakies!

Buy the dips!

[sarcoline] 27/4/2021 12:33

Pleasure.......i smell news.

That shake was to loosen a little stock to let the buyer/s get a few more.

[stephen1946] 27/4/2021 12:31

Sarco, thanks very much for your experience, appreciate it.

[ebomber] 27/4/2021 12:29

Buy time ..............

Beggars belief the opportunity presented here.

[still waiting] 27/4/2021 12:29

all troll stock gobbled up now ?

up she goes.

[jonc] 27/4/2021 12:28

Dump dump dump.Red!!!!!

[ellipses] 27/4/2021 12:27

#253635

ellipses said MS sales were slowing

Given I did not that's fairly low quality coming from you.

[andrbea] 27/4/2021 12:26

A hypothetical question
Suppose, Microsoft acquire DA this evening
What do Tern do?
Suspend trading tomorrow immediately
So that no can get in or out?

[sarcoline] 27/4/2021 12:26

Don't be fooled....this is just a shake to loosen up stock which I believe will be immediately bought up by our buyer/s.

MM's bidding for high volume well above advertised bid.

This should go back up very shortly.