Tern Share Discussion Threads

[still waiting] 18/10/2019 13:12

likya will likyat

[mike routhorn] 18/10/2019 13:08

Andrbea, now we're talking :):):)

[wardy333] 18/10/2019 13:08

The only apologies on here should be from Lambat who has lied slagged off the management called everyone scum and generally done all he could to put investors off now he is angry well good.

[par4artthou] 18/10/2019 13:06

46% duxy is better than your 5p though

[mike routhorn] 18/10/2019 13:06

For any new faces popping in, the reason for all the excitement is that on Wednesday a webinar presented jointly by Device Authority (in which Tern has a 56% stake) and Microsoft revealed that Microsoft Azure cannot secure and device manage at IoT scale and that they use DA's KeyScaler to do this vital task.

Or, put simply, Microsoft bluntly stated that they need DA. No ambiguity.

This follows on from similar webinars between DA and Intel, Thales and Sectigo.

We pretty much knew how vital KeyScaler was but it was a special treat to hear the Microsoft man say so.

Oh, and they have other exciting joint products in the pipeline.

[jonc] 18/10/2019 13:05

Top ramp andrea.

[andrbea] 18/10/2019 13:03

Assume 5bn IoT at MS + 0.9bn at Intel

Say 3% of that per quarter for DA (for chip authentication, SDO onboarding (incl. retroactive, device management, certificate management, credentials management & scalability of the IoT solutions)

3% x 5.9bn x 4/year = $0.708bn/year. Profit/sales ratio of 4 = $2.832bn mkt cap for DA (based on 2 majors). say 47% (after directors slice) of which (instead of 57%) for tern = mkt cap value for other shareholders of $1.3310 (or £1.0382bn = £1038.2m)

so approx £5.77/share at tern

just playing with figures .....

[duxy786] 18/10/2019 13:02

In fact, not one person here has been able to state where Microsoft said they 'need device Authority or keyscalar'

[par4artthou] 18/10/2019 13:02

duxy. let me refer you to post 170159

[tech_ip] 18/10/2019 13:01

Everybody can watch the webinar and hear first hand what the Microsoft guy said.
Simples.

[duxy786] 18/10/2019 13:00

Watch out for the hugely discounted placing coming this way...I hope every scum that's tried to discredit me is still here when that placing hits....an apology won't go amiss.

[shiftb] 18/10/2019 12:57

This was Tyrano's post I think you are all referring to?

[jprich] 18/10/2019 12:57

Cmon Zak Mir bring some of your followers here

[dave444] 18/10/2019 12:56

Delayed IOT uptakeBoD have a habit of doing rather than announcing Corrupt shorters targeting the company

[shiftb] 18/10/2019 12:56

The Systems Integrators are the guys who will deliver the acceleration in revenues. DA have already partnered with a number of the mid range SI's but there are a host of large SI's that have attended multiple webinars. I doubt they're doing so just for the fun of it. Looking at their respective annual revenues gives you a feel for their size and reach. Annual revenues of those who have already been announced as partners. Wipro $8 billion, Tech Mahindra $5 billion, Infosys $12 billion, Cognizant $14 billion. Annual Revenues of those who have been attending multiple webinars and may possibly become partners. Tata $21 billion, Hitachi $10 billion, DXC Technology $21 billion, HCL $9 billion, Accenture $42 billion, Deloitte $46 billion. Cap Gemini at $14 billion is the only one that hasn't attended webinars.

[still waiting] 18/10/2019 12:56

or at REM before it went x100/1000 was it ?

[joeblogg2] 18/10/2019 12:56

IOT devices need security and ONLY DA can do so in volume!!!!!

[still waiting] 18/10/2019 12:55

herb, that's a bit like commenting at ASOS a few years ago, why isn't the share price higher...

doh.

[par4artthou] 18/10/2019 12:54

Pleeease duxy. We don't want to know about your bathroom habits.
To much information

[oldishrocker] 18/10/2019 12:53

Its a long story, just be thankful youve found it, lol

[still waiting] 18/10/2019 12:52

I don't normally pay much attention to Microsoft results but will be reading next weeks with interest to see what they say about growing iot revenues and if they foresee any problems in scaling this side of the business.

We know Intel IoT revenues are flying in as both businesses increase their exposure to this side of a booming market.

[tech_ip] 18/10/2019 12:51

Over 20p soon and will be rightfully earned and deserved.
You don't jointly launch products with Microsoft and remain on a low rating.
Just wait until the chq book comes out!

[herb clark] 18/10/2019 12:51

If it's so good why isn't the share price higher?