Tern Share Discussion Threads

[andrbea] 18/11/2024 13:55

Customers of Microsoft Azure IoT. Around the world in 2024, over 1234 companies have started using Microsoft Azure IoT as IoT Platform tool.




How customers could navigate thru', via Cyberark:

[jonc] 18/11/2024 13:53

ARRs increase at a very modest 22% for the six months to June 30th.Significantly lower than in previous interim and FY updates.FVR have laid off a large number of staff in 2024. Not exactly signs of a rapidly growing company.

[ebomber] 18/11/2024 13:33

i125

Agree in 2025.

[ebomber] 18/11/2024 13:31

#357491

DR

As others have confirmed we do need sellers to feed the background buying machine.

Slow and steady and would rather see +2% up to +5% daily movements. Anything greater than this draws attention whilst a few continue to build more substantial positions.

We are concerned of potential prospect of CMD announcement for Dec 24 with the associated scramble for stock. Whilst ARR explodes across DA, FvR and TM this could be a real risk as we motor to 20 pence plus share price.

Need it under the radar for a couple more weeks.

Our worst nightmare right now would be an RNS confirming Directors and Non-Execs buying stock.

[investor125] 18/11/2024 12:53

Ebomber modest estimate as always from you. Plus DA and TMeds....at EV ..a bare minimum of 60p per share here.

[doc robinson] 18/11/2024 12:52

Very little selling pressure at this level.

[andrbea] 18/11/2024 12:51

The article of October 23 2024:

Securing the Future of Connected Manufacturing
As the manufacturing industry embraces connected technologies, security becomes critical to operational resilience. Watch our recent webinar, “Shape the Future of Secure, Connected Manufacturing with Industry Leaders,” to explore how leading organizations are shaping the future of secure, connected manufacturing. Discover how Microsoft, Device Authority and CyberArk are collaborating to develop a next-generation security solution tailored to manufacturing environments for enhanced protection against evolving cyberthreats.

Ryne Laster is a product marketing manager at CyberArk, and Tyler Gannon is vice president of North America Ops at Device Authority.

[ebomber] 18/11/2024 12:47

SW

Modest base of +21.2 pence on Tern plc share price today if FvR EV realised.

Assumes Tern plc have 10.3% holding

Then add in DA and TM ..........................

[emigna2020] 18/11/2024 12:47

Coming to the boil nicely , cash call soon?

[superscrew133] 18/11/2024 12:41

With 157 employees it seems far too low to only generate 3.9m dollar revenue, either they are expecting a ramp up in revenue or not all the revenue being reported??

[still waiting] 18/11/2024 12:37

I'm finding it hard to guesstimate what a FVR exit could do to the tern share price

The Virtual Reality (VR) training market generated $332.6 billion in 2022 and is expected to reach $973.4 billion in 2030 growing at a CAGR of 14%. Today, healthcare is one of the top VR technology adopters, using it for risk-free, realistic, and highly effective training of new medical experts.

[kumala] 18/11/2024 12:34

C.Mon Tern.:):):)

[still waiting] 18/11/2024 11:46

yes, when we see constant afternoon US buying we'll know it's game on.

[kumala] 18/11/2024 11:40

Agree, slowly, but surely......Less chance of droping back aswell.:)

[ohsod1t] 18/11/2024 11:24

Nice slow and steady climb! Not too much to draw attention and the resultant spike. Hopefully a slow climb to a good base before the masses rush in and we get a repeat of past highs.

[wardy333] 18/11/2024 11:21

super.. there was a rumour doing the rounds, there are always rumours on AIM stocks, but the bookies would give you very low odds on D/A not getting bought out, whether its soon or not who cares its coming , and CyberArk are odds on favourites in most peoples books..

[still waiting] 18/11/2024 11:18

for me the new team are to move Tern onto the next level after 1st exit, the RNS hints at realisations..

this would need a significant exit for the news guys to be even interested imho

dyor.

[philjeans] 18/11/2024 11:16

andrbea - Coca Cola is a very good example - if it works well for them across the Europe estate, surely they would expand it across the globe?

Come on MSFT, don't be shy.......

[superscrew133] 18/11/2024 11:09

Reading back in this thread a poster called wardy stated that DA would be sold by Xmas, looking at the steady buying, is he on the right tracks, he was probably guessing as he has been highly critical of the BODs so unlikely to be an insider

[still waiting] 18/11/2024 11:05

1st to achieve a US Global exit:-

DA

FVR or

TM ?

odds ?

[andrbea] 18/11/2024 10:57

That triple logo (bottom right) of 'Microsoft-CyberArk-Device Authority' is going to get a lot of new eyes reading the webinar slides.



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[wardy333] 18/11/2024 10:53

Will be profit takers all the way up, but only a fool would say D/As revenues are not growing, two idiots on here with no savvy at all, instead of sat on here knocking the stock they should of been buying at 1p levels like we were, but you need cash to do that ....NICE.