Tern Share Discussion Threads

[flashheart] 12/8/2018 10:09

Very interesting discussion this morning guys. Thanks particularly to jamonit and Mike R . Also thanks to all of you for some great research (you know who you are), returned to being a great board.

[redhammy] 12/8/2018 10:06

Looks like the two alter egos have spent all weekend logging in and out of their account to spar with each other #careinthecommunity

[wardy333] 12/8/2018 10:05

Don't forget we also have loans to D/A which will return on a greater percentage maybe 60% we might have instead of 57%,We should hear about that soon, also don't forget on a sale we only get 75% the old crypto Bod gets 25% before we get our share, so £100 million we only divi up £75million between us pro rata.
Valuation is very hard now we hardly know what the costs of K/S are to companies, let alone how many sales have been made, A/S will have to start revealing some of this in the near future.

[mike routhorn] 12/8/2018 10:01

Jamonit, there's a difference between co-operation and being beholden.

Thales do security. Microsoft do clouds. It's in everyone's interests to have compatible products.

Would Microsoft want to rely on Thales for a key element of their cloud? No. That's why Thales wouldn't want to be beholden to Microsoft for any key element of their security.

[loughton] 12/8/2018 09:52

PS you are full of sh1t and so stupid.

Mike Routhorn12 Aug '18 - 09:40 - 115760 of 115764
0 2 1
Ps. I also believe DA (and quite possibly Wyld) will sell for sums that will astonish people.

[johnma] 12/8/2018 09:49

Hi MikeI completely agree with your thoughts- time will tell when multiple buyers come in for a unique offering such as DA then the market will fully comprehend the Tern offering.

[johnb5] 12/8/2018 09:48

I’m also aware that DA has tailored Keyscaler to suit their partners solutions. This development work has taken months and in some cases years. That’s why Keyscaler is embedded in so many solutions. The ship has sailed and DA are the go solution for IOT IAM.

[still waiting] 12/8/2018 09:47

Wotsapp had $10m revenues and sold for !!!

Is Keyscaler strategic and disruptive to the IoT market exploding securely, especially when 5G kicks in ?

It's all about the expected users/devices that keyscaler will build up to, a major global can monetise the bigger the numbers are a lot easier, it's the future that matters now.

Can keyscaler scale to secure the Bn's of IoT devices coming online.

[mike routhorn] 12/8/2018 09:40

Ps. I also believe DA (and quite possibly Wyld) will sell for sums that will astonish people.

Paradigm changing innovation is actually extraordinarily rare.

Those of us old enough to remember Windows being launched will recall the astonishment at being able to do more than one thing at once on the same terminal.

How about the internet? How about mobile hotspots?

Both DA and Wyld appear to be innovations that change the way that things are.

People buying either could be buying a monopoly.

Tech companies pay silly money for such stuff. They do. The evidence is there. Cisco paying $2.35bn for a start-up like Duo that does something vaguely similar but not the same as DA proves it.

And to throw petrol on the fire, which product did Thales, Gemalto, Comodo, Intel and AMD choose to use in their integrated solutions - Duo or DA?

[sweepie2] 12/8/2018 09:36

70/80 million to 2.6 bn, the reason for the huge gulf between the two valuations is the lack of info on how well K/S is selling.
They post new products & new partners on their news section but not a thing on how well existing products are being sold, at what point does this have to stop and they start treating Tern as majority owners and as we own Tern for Tern to start releasing revenue figures for K/S. We are grown ups and will not throw our toys out of the pram if its not positive.
Even the rampers probably don't want to wait until DA release their results to see how well we are doing.
Come on give us a clue
And when will we see a Wyld update, how can anybody ramp up their potential when we are yet to see an update in nearly a year. Talk about slow in getting going

[still waiting] 12/8/2018 09:29

Mike, good points.

Top of Pile.

Now where's the standard setters ?

[mike routhorn] 12/8/2018 09:26

Jamonit, good post.

An observation if I may.

If a rival product to DA emerged that pretty much did the same thing as DA then we'd have zero reason to fear it.

If it was developed by a tiddler then it would have missed the partnership boat that DA has already sailed away. No blue chip will bother with what is ostensibly an untried copy of what they already have.

If, on the other hand it was developed by a blue chip then the other blue chips will be saying 'thanks but no thanks' because blue chips don't like being beholden to other blue chips.

Besides, software products are only ripped out of solutions and replaced with something else if either the former has failed spectacularly or if the latter has new functionality that makes a huge positive difference.

'Hello, I've got a product that does what you already have and are happy with. Can I come and speak to you about it?'

'Errr, ...no.'

The window of opportunity for a company to persuade blue chips to take on board tiddler-developed IoT cybersecurity innovation appears to have closed.

And we got in.

[dave444] 12/8/2018 09:24

Jamonit you are entitled to your opinion however others are also entitled to theirs!The market in this tech arena certainly seems to put your view as being out of kilter with transactions that have taken place

[still waiting] 12/8/2018 09:23

Jamonit, the plan is to have a separate section for each co. once newsflow and time allows.

[wardy333] 12/8/2018 09:19

jamonit ..good post there sums it up well, we are miles away from a billion pound valuation not saying it won't happen, but for now be nice to get to 70/80 million.