Tern Share Discussion Threads

[mike routhorn] 17/6/2018 09:48

Are the shorters really going to spend a second full day promoting the opinions of a journalist who freely admits he doesn't understand the subject matter (but has strong views anyway)?

Do they really imagine that any of the well-researched holders here who DO understand the subject matter are going to be persuaded by such tosh? Dishonest tosh at that.

Holders are poised for a great week.

[stead41] 17/6/2018 09:39

eBomber17 Jun '18 - 09:31 - 101274 of 101275
0 0 0
In simple terms a shorter requires the TERN plc share price to fall.

Therefore a shorter requires a TERN plc long holder to sell to financially benefit.

If a shorter is so "underwater" why let lies get in the way of saving yourself from financial ruin!


My advice to any shorter is grow some balls and close your position on Monday at 08:00am. You know what is going to happen … otherwise why all the negative comment over the weekend.

85% of TERN plc stock is in the hands of LTH's.

Is this the only defence to any questions being raised. If we are not short, where does that leave you.

#nonewsisgoodnews
#BBrunbyleprechauns

[podium] 17/6/2018 09:38

Another 12hr shift for Kempster coming up. Scatter gun stuff for those still short.

[sweepie2] 17/6/2018 09:37

Pointless in replying as what I said is FACT as AS has already stated in a news release that this will happen.
Riot with every post you are proving yourself to be a bigger tool than what I was when I was impatient back in the bad old days but even then I was believing but so impatient that I was coming over as a right tool and SW was probably right to ban me twice.
Anyway time to do something nice see you all tomorrow

[loglorry1] 17/6/2018 09:35

Yes Jon Penney did buy shares in early April

The share price was around 6p then. Around NAV. He's not bought any higher I can see. A lot of the large holders including JohnMa bought almost all their holdings much lower.

[stead41] 17/6/2018 09:35

eBomber17 Jun '18 - 09:21 - 101270 of 101270
0 1 0
If Device Authority 57% owned by TERN plc was an oiler the money has already been spent on the discovery and infrastructure to extract the product resource. That has happened over the last 3 years.

The DA Keyscaler product is extracted and out of the ground.

The product is already being sold at the petrol station. The difference is Keyscaler is being sold in the marketplace, right now, by the largest blue chip organisations in the world.

The product is so unique it is being integrated into blue chip organisations service solutions. Continuous royalties.

DA and Keyscaler are not reliant on the restrictive diameter of the pipe extracting the oil. Keyscaler has moved way beyond that....it is already part of the IoT security infra-structure being sold by salesforces of the worlds biggest blue chip organisations.

Device Authority is just one of the TERN plc stable of investments. Is DA the next Microsoft but of the 4th Industrial Revolution.

#poundsnotpence
#strongandlong

You know the value of oil after you extract it to some degree Keyscaler not so much.

Who is selling it Worldwide??

What does integrated mean? Is it just that the platforms can support each other.


#nonewsisgoodnews
#BBrunbyleprechauns

[ebomber] 17/6/2018 09:31

In simple terms a shorter requires the TERN plc share price to fall.

Therefore a shorter requires a TERN plc long holder to sell to financially benefit.

If a shorter is so "underwater" why let lies get in the way of saving yourself from financial ruin!


My advice to any shorter is grow some balls and close your position on Monday at 08:00am. You know what is going to happen … otherwise why all the negative comment over the weekend.

85% of TERN plc stock is in the hands of LTH's.

[petrol diesel] 17/6/2018 09:30

Once in a lifetime opportunity.

Right product, right time, right place.

4th generation.

DECACORN

[loglorry1] 17/6/2018 09:29

Sweepie do you want me to reply? As I said I don't want to burst any bubbles.

[parob] 17/6/2018 09:26

Ex-Director Jon Penney bought shares in April taking him through the 3% threshold. If he thought the company was overvalued, he would be selling. He hasn't been.

[stead41] 17/6/2018 09:24

sweepie2: CURRENT asset valuation which is 18 months out of date, could have added there will be an updated one coming with next results, you really do have to try better

Sisto went through the valuations in the last AGM meeting and wrote CURRENT on the latest RNS, so with that in mind I would think the £11m is pretty accurate.

[ebomber] 17/6/2018 09:21

If Device Authority 57% owned by TERN plc was an oiler the money has already been spent on the discovery and infrastructure to extract the product resource. That has happened over the last 3 years.

The DA Keyscaler product is extracted and out of the ground.

The product is already being sold at the petrol station. The difference is Keyscaler is being sold in the marketplace, right now, by the largest blue chip organisations in the world.

The product is so unique it is being integrated into blue chip organisations service solutions. Continuous royalties.

DA and Keyscaler are not reliant on the restrictive diameter of the pipe extracting the oil. Keyscaler has moved way beyond that....it is already part of the IoT security infra-structure being sold by salesforces of the worlds biggest blue chip organisations.

Device Authority is just one of the TERN plc stable of investments. Is DA the next Microsoft but of the 4th Industrial Revolution.

#poundsnotpence
#strongandlong

[riot2] 17/6/2018 09:17

Some desparation to keep the share price up here. Comparing Tern to Ocado pmsl.

Cloudtag more accurate.

[sweepie2] 17/6/2018 09:12

CURRENT asset valuation which is 18 months out of date, could have added there will be an updated one coming with next results, you really do have to try better

[loglorry1] 17/6/2018 09:02

Re the Stream article.

"will provide organizations with a robust end-to-end IoT platform for managing, connecting, provisioning and updating devices that is easily scalable and flexible,"


I thought DA was the only tech that could do this and had the market sewn up? Seems not.

There is obviously M&A going on in IoT. There is in all industries esp hi-tech. But at what valuation? If DA was bought tomorrow for $10m your TERN shares would be decimated.

I'm not saying DA has nothing I'm questioning the valuation put on it through TERN shares. Doubly so when TERN themselves are telling you their CURRENT asset valuation is £11m.

I'll try not to post here too much as contrary to what you might think I don't want to upset people.

[tullynessle] 17/6/2018 08:59

So, does DA participate in its partner's [Cumulocity], IoT Platform?

Extract:

...."Both collaborations deploy Software AG’s Cumulocity IoT platform"




Software AG brings Cumulocity IoT platform to Telefonica, London buses
By Sooraj Shah - April 19, 2018

UPDATED German software engineering company Software AG has teamed up with Spanish telecommunications giant Telefonica, to deliver end-to-end digital transformation and Internet of Things (IoT) services in Spain.

Separately, the company has also partnered with the Greater London Authority to use the same technology to help create a fleet of low-emission buses in the capital.

Both collaborations deploy Software AG’s Cumulocity IoT platform, which operates across cloud, on-premise, and edge environments.

Continued......

[tullynessle] 17/6/2018 08:55

Re SW's Post 101263

In March 2017 Cumulocity, a Device Authority partner, was acquired by Software AG...




German IoT platform Cumulocity acquired by Software AG for undisclosed sum
By Jonathan Keane, March 27th, 2017.

Cumulocity, a German IoT platform, has been acquired by Software AG. The terms of the deal have not been disclosed.

The acquisition will boost Software AG’s position in the Internet of Things space, the firm said in a statement. Cumulocity develops a cloud-based IoT platform for managing devices and the data they collect.

Continued....

[parob] 17/6/2018 08:28

Here's another:hTTps://www.insidermedia.com/insider/southwest/internet-of-things-company-snapped-up-by-us-firmPlenty of M&A activity in the sector, that's for sure.

[still waiting] 17/6/2018 08:24

And the 3rd example of IoT m&a from just last week !!

[still waiting] 17/6/2018 08:22

IBM buys assetminder type solution.