Tern Share Discussion Threads

[shirley83] 17/6/2018 20:41

Shorted from 2p ouch.. That must hurt..

[shirley83] 17/6/2018 20:36

Lost caused.. Hope TW bums you a good one

[shirley83] 17/6/2018 20:35

You missed TERN 2p to 58p...

[stead41] 17/6/2018 20:27

I will repost this because this is being spread around. Should be removed as it is very, very misleading. It is on the LSE BB aswell. The Assume bit is very generous.

TERN, encrypting the cloud and Internet of Things. - TERN
Reminder about the importance of Comodo

With more than 85 million desktop security software installations,
700,000 business customers and 8,000 global partners and affiliates,
Comodo is building a new IoT security services platform ("the Platform")
which will be powered by Device Authority's KeyScaler technology.��
Sweepie2 (23.5.18): We are planning to launch IoT Security on 26th June for KeyScaler integration.

Take that client base at Comodo
Assume, each business buys 3 new EV certificates per year
Imagine that DA negotiates a revenue cut of 3% for making that PKI platform secure (3% of annual revenue)
So DA gets:
199 ($ per year/certificate) x 700000 x 3 x 0.03 = $12.5m in annual revenue
so mkt cap of DA on a P/E of 30 (from 1 client Comodo in a full year) = $376m
42% for tern's (small) shareholders = a tern mkt cap of $157m (£114m).

I can’t believe this has been going around the other BB’s. To many unknowns to even try and come up with a figure. So this says, 100% of their existing 700000 business customers will want the IoT platform, this could even be as low as 1% or less in reality. The deal didn’t get you 3% of Comodo, it just gets you a sales percentage revenue from their IoT platform. Madness pure Madness.

[loughton] 17/6/2018 20:27

Poor idiot Stepahone is A Bet.

Bless.

[shirley83] 17/6/2018 20:22

TW and Loughton.. AIM muppets. 2p to 58p short LMFAO

[steverabet] 17/6/2018 20:20

loughton you just proved my point and offered no rebuttal.
go waste your time on pornsites, i am done with you

[4seeaproblem] 17/6/2018 20:19

Thanks Parob...appreciate it

[parob] 17/6/2018 20:14

4seeaproblem,When posting links to advfn you have to add a capital letter to the https ie hTtps, otherwise the link doesn't work. Here you go:hTtps://www.i-scoop.eu/internet-of-things-guide/internet-things-beginners

[steverabet] 17/6/2018 20:12

loughton is obviously a fat spotty teenage friendless virgin. i have offered to visit him yet he declines. coward keyboard warrior

[shirley83] 17/6/2018 20:11

See totally clueless

[journeysend] 17/6/2018 20:09

Yes and they mentioned blockchain. That's going mainstream now

[tonsil] 17/6/2018 20:08

Hdac technology just advertised on ITV Brazil match. Main message is safety in IOT and using block chain technology. Seems to be a Hyundai company, hence the H.

[shirley83] 17/6/2018 20:07

Totally clueless TW and Loughton. Lost a fortune

[shirley83] 17/6/2018 20:06

Tw and Loughton did and at 6p and at 30p

[stead41] 17/6/2018 20:06

TERN, encrypting the cloud and Internet of Things. - TERN
Reminder about the importance of Comodo

With more than 85 million desktop security software installations,
700,000 business customers and 8,000 global partners and affiliates,
Comodo is building a new IoT security services platform ("the Platform")
which will be powered by Device Authority's KeyScaler technology.��
Sweepie2 (23.5.18): We are planning to launch IoT Security on 26th June for KeyScaler integration.

Take that client base at Comodo
Assume, each business buys 3 new EV certificates per year
Imagine that DA negotiates a revenue cut of 3% for making that PKI platform secure (3% of annual revenue)
So DA gets:
199 ($ per year/certificate) x 700000 x 3 x 0.03 = $12.5m in annual revenue
so mkt cap of DA on a P/E of 30 (from 1 client Comodo in a full year) = $376m
42% for tern's (small) shareholders = a tern mkt cap of $157m (£114m).

I can’t believe this has been going around the other BB’s. To many unknowns to even try and come up with a figure. So this says, 100% of their existing 700000 business customers will want the IoT platform, this could even be as low as 1% or less in reality. The deal didn’t get you 3% of Comodo, it just gets you a sales percentage revenue from their IoT platform. Madness pure Madness.