Tern Share Discussion Threads

[still waiting] 27/9/2019 20:58

I hope so, the new research only works if they can show they can sell/create value from the model.

When your ready !!

[backbone and clingfilm] 27/9/2019 20:26

Irrespective of the long term success or failure of Terns investee companies, short term cash is low and has to be bolstered.

Unfortunately for holders, in the absence of an asset sale, a discounted placing or similar is certain.

Ultimate success - or not - of DA etc irrelevant

[stead41] 27/9/2019 20:11

Mike Routhorn27 Sep '19 - 19:48 - 167146 of 167147
0 2 0
Mo Salah cost Liverpool €42m.

That's how much he was worth then and that's how much he has been worth every day up to and including today.

Ignore all the goals, achievements and contribution to the team. They count for nothing. He is worth €42m and Liverpool look really stupid because he's not increased in value one penny because, er, we're valuing him purely based on the last time he changed hands.

Really stupid?

Of course.

So talk to me about NAV.


Tern’s Nav is valued on money spent and bad Debt....hope that helps....

[dave444] 27/9/2019 19:55

They want £180m for Pogba the flop having paid something like 85m for him having sold him previously for around 10-15mWhat price for the fliers we are shareholders of - nothing short of billion

[mike routhorn] 27/9/2019 19:48

Mo Salah cost Liverpool €42m.

That's how much he was worth then and that's how much he has been worth every day up to and including today.

Ignore all the goals, achievements and contribution to the team. They count for nothing. He is worth €42m and Liverpool look really stupid because he's not increased in value one penny because, er, we're valuing him purely based on the last time he changed hands.

Really stupid?

Of course.

So talk to me about NAV.

[stead41] 27/9/2019 19:39

They have been topping up all the way down from 30p, bargain...

[stead41] 27/9/2019 19:36

Mike Routhorn27 Sep '19 - 17:55 - 167133 of 167145
0 6 0
A snippet that caught my eye from the report that is very significant -

'The expectation is that Device Authority’s revenues will be very “sticky” with customers unlikely
to churn away from the platform once installed, as the ongoing costs are relatively low, and
migrating to other systems would be difficult to achieve and risky.'



“Migrating to other systems would be difficult to achieve and risky”

Am I the only one that thinks this is a negative, why take the risk and use DA at all??? Look at their accounts, if using DA could make life difficult in the future then best go to a more reputable company..

[par4artthou] 27/9/2019 19:22

Ct. In some ways I hope you are right.
This is purely my opinion, but if the share price were to drop as much as you say then my suggestion, for what it's worth, would be to take the opportunity of the year and pile in for as much as you can afford. I certainly will be.

[dave444] 27/9/2019 19:18

Money - they stated clearly that there position was to do that for a long time now - the beauty is those that stick the course will benefit while this that are short term will be out This will multiply year on year - you make your choice

[moneymaker6] 27/9/2019 19:15

A snippet that caught my eye from the Interim .. An ambition to reflect the perceived quality and future potential of existing businesses .. nice

Outlook

We are aiming to achieve US Venture Capital valuations for our UK
investments in later series 'B' rounds and beyond, to create shareholder
value and premium exit opportunities. We have set a target for our portfolio
activities to achieve an average of 20% year-on-year growth in portfolio
value by year end 2019 and beyond.

[jonc] 27/9/2019 19:10

DA us not a Unicorn it is a Mule.

[crazytowner] 27/9/2019 19:00

Likya123, you have proven that you don't even have the smallest understanding of cash forecasting..I wouldn't be surprised if you were one of those exiting here over the last few days..So which part of shareprophets article is not correct?

[crazytowner] 27/9/2019 18:49

A harsh but fair reflection of TERN by shareprophet..Next week is going to be carnage here in my opinion..I originally thought into the sevens next week, but I think it's going to be the six range once people think about things over the weekend.

[dave444] 27/9/2019 18:34

Could buyout any of our investee sat anytime - risky to be out

[jonc] 27/9/2019 18:34

Ye gods. It is worse than I thought.

[jprich] 27/9/2019 18:28

Is this new and from Intel?Intel IoT@Inteliot·2hHow do you expedite #IoT device onboarding and leverage automation while minimizing #security risks? Find out in this free webinar from @brighttalk, featuring speakers from Intel and @DeviceAuthority. Register here: https://intel.ly/2nShR1H

[likya123] 27/9/2019 18:26

Well that is some research note, all 28 pages of it!!

Anyone else get the impression there's alot more going on behind the scenes and we are all soon going to be very enlightened!

I love the revenues will be "very sticky" quote alot for DA but feel much more at home with....

Many many pounds not pence.

[kkrr11ss2] 27/9/2019 18:05

Ben Wood
@BenWood
If you are interested in compelling use-cases for #VirtualReality check out this blog by my @CCSInsight colleague @LeoGebbie. Super impressive solution for surgical training by @FundamentalVR


Leo Gebbie
@LeoGebbie
This week I tried out a #VR surgical training experience courtesy of @FundamentalVr - here are my thoughts on the technology and its potential …
View image on Twitter

5:22 PM - Sep 27, 2019

I believe the potential of the Fundamental Surgery platform — and other similar developments such as the work Microsoft has been doing in the healthcare sector with HoloLens — is enormous.