Tern Share Discussion Threads

[still waiting] 18/4/2018 14:38

D-, must do better

[kkrriiss2] 18/4/2018 14:38

Phil jeand 6m
johnma 15m
Jp. 7m
Meganxmas 5m
Kkrriiss. 1.6m
Aja5. 1m
ebomber12.16m
Zula 900k

[andrbea] 18/4/2018 14:37

yes, a mistake SW
I'll try again

If you say DA takes 1% of the global IoT market (secured by Keyscaler) by 2026 that is 1% of $1.8 trillion = 1% of 1.800000000000 = $ 18bn/year. On a P/E of 15 = mkt cap of $270bn in 2026.

[mac_steven] 18/4/2018 14:36

andrbea-I think you need to get a new calculator.It's a lot higher than that.

[still waiting] 18/4/2018 14:36

zula, I think your supposed to copy the original holding post and add your holding if you want to..

[tburns] 18/4/2018 14:35

Nice jump on 2 smallish trades, on the basis a trillion is a thousand billion then try $18bn instead of $18M NICE

[zula] 18/4/2018 14:33

Only 900K for me. I was happy to buy at Christmas low 2p. Who is going to the QE2 show?

[still waiting] 18/4/2018 14:32

I think we need to amend that spreadsheet.

[andrbea] 18/4/2018 14:28

03 Apr 2018

Gartner estimated the total spend on IoT devices and services at nearly $2 trillion in 2017, with IDC projecting spending to reach $772.5 billion in 2018, 14.6% more than the $674 billion it estimated to be spent in 2017, with it hitting $1 trillion in 2020 and $1.1 trillion in 2021.

[jerseymike] 18/4/2018 14:27

It's not for me to mark your homework but you need to recheck your numbers. You are out by quite some distance - the right way for shareholders that is.

[still waiting] 18/4/2018 14:26

is 1% of $1.8tn, $18m ?

my calculator just told me to f off.

[loughton] 18/4/2018 14:23

Bless the schizo nutter. She can't quite make her 'mind' up as to which ID to use.

Bless.

redhammy18 Apr '18 - 14:03 - 13738 of 13740 (Filtered)

emeraldzebra18 Apr '18 - 14:21 - 13740 of 13740 (Filtered)

[emeraldzebra] 18/4/2018 14:21

Both are thick cu+ts and both need lobotomies

[ebomber] 18/4/2018 14:21

Wife and myself have aggregated 12.16 million and not sold a single share in 3 years. Although most purchased in last 6 months.

[tyrano1] 18/4/2018 14:21

Struggling to look in today. Congrats Johnma. Fantastic to see you have no qualms about averaging up. You have consistently backed up the talk with your own hard cash.

I suspect yesterdays news was missed in terms of RNS'ing it because the team are flat out with events this week. I think AS will get back on track next week. Looking forward to the news that will take this into high double figures.

[andrbea] 18/4/2018 14:20

If you say DA takes 1% of the global ioT market (secured by Keyscaler) by 2026 that 1% of $1.8 trillion = 1% of 1.800000000000 = $ 18m/year. On a P/E of 15 = mkt cap of $270m in 2026.
Naturally it could go higher, grab 7% of the market and you have a mkt cap of $1.89 bn.

[loughton] 18/4/2018 14:17

Bless the schizo nutter.

Bless.

redhammy18 Apr '18 - 14:03 - 13738 of 13738 (Filtered)

[chapv] 18/4/2018 14:17

didn't angus say hed offloaded his as a chunk to someone?

[aja5] 18/4/2018 14:10

A rather conservative million for me 😢

[kkrriiss2] 18/4/2018 14:08

Phil jeand 6m
johnma 15m
Jp. 7m
Meganxmas 5m
Kkrriiss. 1.6m
Aja5. 1m
ebomber12.16m
Zula 900k


Feel free to add your holding if you wish

[tullynessle] 18/4/2018 14:07

Cumulocity appear at the Device Authority "Partner" page.

The document below indicates that "Cumulocity IoT platform [is] at the heart of IoT-as-a-Service collaboration to manage millions of devices and sensors."

It would be useful to identify/confirm that DA are participating in that solution.






Software AG and Telefónica complete collaboration agreement

Posted by IoT.Business.News Date: April 17, 2018

* Both companies commit to working together as integrated service providers to deliver end-to-end Digital Transformation and Internet of Things (IoT) services.

* Cumulocity IoT platform at the heart of IoT-as-a-Service collaboration to manage millions of devices and sensors.



Software AG today announced a collaborative partnership with Telefónica to deliver a powerful solution for digital transformation and Internet of Things (IoT) solutions in the B2B market in Spain.

At the core of the collaboration is Software AG’s Cumulocity IoT platform, which operates across cloud, on premises and edge, and provides Service Providers with a comphensive, end-to-end IoT solution. This end-to-end approach ensures that any app or device – regardless of underlying technology or vendor source — will operate seamlessly across Telefónica’s network.

Bernd Gross, senior vice psident, IoT and Cloud, Software AG said:
“This collaborative agreement allows us to continue to expand our IoT technological leadership with the Telefónica group, one of the world’s leading telecommunications companies offering IoT services. Notably, the Telefónica group was rated a leader in four consecutive Gartner Magic Quadrants.”

Article continues......

===========



Device Authority - "Partner" page

"Cumulocity

Cumulocity is the leading independent Application and Device Management platform for the Internet-of-Things (IoT) since 2010. Cumulocity is an open platform that provides a complete feature set for rapidly deploying IoT solutions. The key features include Data collection and Storage, Real-Time Analytics, Real-Time Visualization and IoT Device Management. Our open and publicly documented APIs and the open UI framework, enable our partners and customers to configure and extend the platform to their unique needs."

[redhammy] 18/4/2018 14:03

I think you touched a nerve there!

[still waiting] 18/4/2018 14:02

andrbea, with those values and the need for automated security any global that is not doing iot with automated systems will wither and die..

hence you see keyscaler becoming a key to certain global parties, it's all about the future and ensuring survival..

and therefore DA will/should secure a premium value by a major OEM or a security company that will soon not be "fit for purpose" imho....

Unicorn/Decacorn in due course...

[kkrriiss2] 18/4/2018 14:02

Ebomber has declared 6mill holding i think ..dont hold me to it

[kkrriiss2] 18/4/2018 13:59

Meganxmas only 1.6 mill holding for me