Tern Share Discussion Threads

[haydock] 17/5/2022 08:17

Look what the mkt is ignoring today.

Just taking the AW interview a line at a time.

2 satellites reduced risk.

DEWA intends to use their satellite constellation to collect IoT data from their own operations and they will also offer the solution to all water and electricity companies globally using Wyld's products.



The global opportunity is extremely great and with the support of the Government of Dubai, we have created a powerful and resourceful partnership.



How big is the market?

Alastair Williamson (CEO): The global market for public utilities (electricity and water) companies will grow to $ 55.8 billion by 2025.

Absolutely stunning announcements: then there are the oil & gas opportunities, & contacts we know nothing of: yet.

[kkrr11ss2] 17/5/2022 07:36

Copycat
Can you still knock a better version of keyscaler up in your bedsit overnight ?

[sweepie2] 17/5/2022 07:22

Where is the Dubai news for Wyld and will the Avnet presentation result in an update
for DA, quite a few irons for shorters and trolls to burn their hands on

[jonc] 17/5/2022 07:22

Treble webinars all round.How mzz as my presentations have Ed had in the last 22 years?3bn?

[still waiting] 17/5/2022 07:20

Copycat, research.

[wardy333] 17/5/2022 07:17

Trolls know tomorrows presentation could do some damage to the S/P short, ha ha lets hope it does.

[flashheart] 17/5/2022 07:14

They don't have a GCSE in Stupidity otherwise he would be.

[jonc] 17/5/2022 06:42

Andrea are you still valuing DA at $3/30bn?Everything you say should be discounted by 99.9%

[still waiting] 17/5/2022 06:29

Wyld will wake up soon I’m sure..

[andrbea] 17/5/2022 06:21

not sitting still are they:

.... a need for the oil and gas sector where we work with energy companies throughout the Middle East.

[dave444] 17/5/2022 04:53

DEWA AW Interview At the end of last week, this year's share Wyld Networks announced that it has entered into a partnership with Dubai's power and water authority DEWA, ??which has launched its first satellite, DEWA - SAT 1, where Wyld has been involved in developing satellite IoT terminals to support the new satellite network. .Dagens Börs has been in contact with Wyld's CEO, Alastair Williamson, about what this means for Wyld and what their role is.Alastair Williamson (CEO): DEWA's space program (Space-D) will use satellites and ground infrastructure to monitor power and water lines by, for example, using thermal imaging cameras to detect heat markers in high-voltage power lines, substations, buildings and solar power plants.Wyld will provide terrestrial solutions and is responsible for delivering the IoT terminals to the network. Why is this important to Wyld?Alastair Williamson (CEO): This agreement is an important milestone for Wyld for mainly 2 reasons. Wyld now has 2 satellite partners. We will continue to work with Eutelsat and have now added another partner, DEWA. This reduces the risk for our business model and provides the opportunity for increased revenue.DEWA intends to use their satellite constellation to collect IoT data from their own operations and they will also offer the solution to all water and electricity companies globally using Wyld's products. The global opportunity is extremely great and with the support of the Government of Dubai, we have created a powerful and resourceful partnership.How big is the market?Alastair Williamson (CEO): The global market for public utilities (electricity and water) companies will grow to $ 55.8 billion by 2025. The main focus will be on using collected IoT data to increase efficiency and productivity. When I talk about efficiency, it is about reducing waste of water and energy - two very valuable resources.There are basic requirements for public utility companies, driven by government policy and legislation, to achieve these goals as part of the government's ESG profile. Thus, not only is it desirable to achieve these goals, but there is legal pressure backed by public funding from governments. When in the future do you expect your continued orders from this partnership?Alastair Williamson (CEO): We have already received an order for testing IoT terminals and expect to receive the first purchase orders for the commercial IoT terminals next month. These orders are intended for DEWA's own operations and in the future we expect orders from global public utility companies around the world.In summary, the service will be offered to both DEWA's own companies and to companies in public utility services globally. What is your general status in the Middle East and which sectors in the area are in need of your product?Alastair Williamson (CEO): We have established a sales team focusing on the Middle East, which is a large market for satellite-based IoT, especially for companies in the public utilities sector (electricity and water). Furthermore, there is of course a need for the oil and gas sector where we work with energy companies throughout the Middle East.

[eeezeeetiger] 17/5/2022 03:54

It is time for the share price to break out of the doldrums and start to climb. There is much to be excited about in the coming months from DA and Wyld particularly.

[tullynessle] 16/5/2022 20:10

Interesting contract award by the US Army to Thales - one of two (2) vendors that the US Army has awarded a $6 billion-ceiling.




https://www.newswiretoday.com/news/177715/Thales-Awarded-US-Army-Contract-for-Combat-Net-Radio-Program/

NEWSWIRE TODAY

Thales Awarded US Army Contract for Combat Net Radio Program

NewswireToday - /newswire/ - Paris, Ile-de-France, France, 2022/05/16 - Thales was one of two (2) vendors that the US Army has awarded a $6 billion-ceiling Indefinite Delivery, Indefinite Quantity (IDIQ) contract to deliver advanced tactical radios under the U.S. Army’s Combat Net Radio (CNR) modernization program.

• Delivers a key component of the US Army’s Integrated Tactical Network modernization initiative.
• Provides a software-defined and secure solution to upgrade the current US Army radio fleet.
• Extends successful partnership with the US Army to deliver battle ready communications.

Article continues.....

[kkrr11ss2] 16/5/2022 19:46

Avnet, Inc. (AVT)

AVT in Phoenix, Ariz., is a technology solution company that markets, sells, and distributes electronic components from manufacturers, including semiconductors, interconnect, passive and electromechanical parts, and other integrated and embedded components. The company’s primary operating groups include Electronic Components (EC) and Farnell.

On Feb. 22, 2022, AVT agreed with Device Authority to accelerate and scale IoT deployments worldwide. Under the agreement, AVT will integrate Device Authority’s KeyScaler platform into its cloud-based device management platform, IoTConnect. AVT’s VP of IoT Lou Lutostanski said, “By integrating device identity lifecycle management into Avnet’s IoTConnect solution, we’re enabling users to manage devices built on multiple different technologies and platforms through a single pane of glass.”

For its fiscal second quarter, ended Jan. 1, 2022, AVT’s sales increased 25.6% year-over-year to $5.86 billion. The company’s adjusted operating income increased 170.7% year-over-year to $215.46 million. And its adjusted EPS came in at $1.51, representing a 214.6% increase year-over-year.

For its fiscal year 2022, AVT’s EPS and revenue are expected to increase 110.7% and 17.1%, respectively, year-over-year to $5.71 and $22.87 billion

AVT’s POWR Ratings reflect this promising outlook. The stock has an overall B rating, which equates to Buy in our proprietary rating system.
It has a B grade for Growth and Value. It is ranked #10 in the Technology – Electronics industry.

[andrbea] 16/5/2022 18:59

Dubai Electricity & Water Authority - DEWA
364,496 followers
3d • 3 days ago
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Dubai Electricity and Water Authority PJSC (ISIN: AED001801011) (Symbol: DEWA), which is listed on the Dubai Financial Market (DFM), today reported its first quarter 2022 financial results, recording Revenue of AED 5.068 billion and Net Profit of AED 691 million.

//
DEWA’s Research & Development (R&D) Centre, in collaboration with Infra X, the IT and telecommunications arm of Digital DEWA, and their technical partner Wyld, has developed satellite Internet of Things (IoT) terminals for DEWA’s 3U nano satellite, DEWA-SAT1.

[cambradjones] 16/5/2022 18:44

Yeah low volume day but still down another 4%.Why do we never tick up on low vol days ?

[wardy333] 16/5/2022 15:36

Low volume nothing day , buying should pick up after the 18th presentation.

[bored of your waffle] 16/5/2022 15:33

Can we get an update on the progress of the Area51 team purchase please? 22k purchases today must be well on their way to getting to 29%. I'm about to book my summer vacation and need to know if it's Butlins or the Bahamas. Thanks

[still waiting] 16/5/2022 15:12

Tern just being remembered for the time this has taken so far !!

[moneymaker6] 16/5/2022 14:59

SW, time vs value growth is a no brainer especially for DA as deployments gain momentum !