Tern Share Discussion Threads

[sam_] 21/10/2019 11:42

Mike, you've been holding Tern long enough to know who is manipulating its share price!

You can avoid reality but you cannot avoid the consequences of avoiding reality....

[jonc] 21/10/2019 11:38

Revenue growth:

2016/17 126%
2017/18 58%
2018/19 50%


Anyone bright enough to spot the pattern?

[jerseymike] 21/10/2019 11:37

Countless! You wouldn't even need all your fingers.

[mike routhorn] 21/10/2019 11:35

Sam_, and I will repeat my question, do you have any evidence for this?

[meganxmas] 21/10/2019 11:32

The revenue model is a combination of base licence fees (a price of $50k would be a reasonable base level) with an ongoing annual fee of perhaps $5-$15 per device. Note that this fee is for the software platform only – customers will pay separately for device connectivity and other aspects of their IoT deployments. For critical safety, data security and compliance applications, annual fees per device can reach $1,000 or more.P14 of the note.Of course will be very fluid depending on type of devices, number, etc.

[sam_] 21/10/2019 11:30

eBomber, too late to pump it ………;. your mate sparked panic selling among traders when he offloaded countless blocks of 100K shares within the first hour of trading.

[andrbea] 21/10/2019 11:01

26.112.19

The IoT Security Foundation’s Annual Conference returns on 26th November at the ILEC Conference Centre, London.



Mr Dobson's (Device Authority, Gold Sponsor) paper:

Presentation : Building, Securing and deploying smart industrial solutions

The Industrial Internet of Things, sometimes called the IIoT and Smart Factories harnesses smart sensors and networking technology to monitor and connect industrial equipment, machines and environments. At its simplest, this might mean sensors that measure factory temperature and transmit it back to head office for on-going monitoring. At its most complex, this might mean an entire manufacturing process in which every machine (CNC, Lathes, Drills etc) records and shares a complex set of data for yield, performance and other important factory indicators. All of this has huge industrial potential, helping organizations to drive efficiencies and increase innovation. But managing security to these devices and making them OT ready is no easy task.

In this short presentation we will cover a range of topics and touch on a number of areas including:

1. Cyber safety for dangerous or safety critical systems
2. Revenue protection for services and industrial assets
3. Automating compliance through polices, minimizing costly manual intervention to manage risk for diverse industrial regulatory landscapes
4. Protect industrial organizations from espionage, process disruption, sensitive IP and data theft
5. Preserve corporate reputation and the communications costs associated with cyber incidents
6. Enable a more joined-up approach to manufacturing and industrial processes – without sacrificing security.

The presentation will also focus in on the main 3 topic areas around 1) Device Trust 2) Data trust 3) Operationalizing the trust. For start, if you can’t trust your Smart Machine then how can you trust the data coming from it? Feeding garbage data into your monitoring station doesn’t help you improve factory efficiency. Once you have established that device trust then you can build in data trust and data security – Protecting the data. Finally, but also importantly is the IoT Application, and how to protect the application and Operationalize Security for it.

[hawkind] 21/10/2019 10:56

For any new investorsTERN FACT: Microsoft want keyscaler to automate their IOT offering at scale to avoid the "harder tasks" of doing it manually, which is not sufficient for large scale requirements. Keyscalers USP is IOT security at scale through automation, the clue is in the name. I would take from the webinar that MICROSOFT do actually need Keyscaler from a pure common sense perspective, now let that sink in, and look at the ridiculously low share price.

[jonc] 21/10/2019 10:54

For any new investors.

A heavily discounted placing is expected.

The two main investee Companies lost in excess of £3.4m in the last reported year with no signs of any substantial increase in turnover.

Expect 40% off when the placing is announced.

[e-wan] 21/10/2019 10:53

The issue is though is how much customers are willing to pay. The cost per device (or more likely per K) has to be necessarily small. This means DA needs a high volume of customers to ensure decent revenues. That isn't to say they won't achieve this in time.. but the longer it takes the more kids on the block they'll be.. driving down unit price further.

[andrbea] 21/10/2019 10:44

The only essential fact here is that Microsoft is a trillion dollar company that needs to avoid a red-faced 'sorry we can't connect 5,000 or 10,000 devices and keep their crypto keys/tokens/certificates and credentials updated in an automated system, instead of doing all that manually (huge cost to the customers, plus big delays to production lines or patient's treatments).

Time is against them. Customers want answers now ....

Backs against the wall for MS.... Big loss of face otherwise. Maybe customers (2 years from now) will sue Azure for being incomplete, and being not fit for purpose (at scale), when devices get hacked, after unfinished manual updating. And hold MS partially responsible, due a product that can't scale?

What price KeyScaler? Instead of a secret sauce, sounds more like a much-requested 'wonder salve'....

[m5] 21/10/2019 10:35

SW, fair comment. I prefer to see how it plays out. All being well there is a lot of upside here, so there will be opportunities to jump on the train. I think the next few trading sessions will tell us where we are short term and if a placing is in the offing. If it is no big deal for long termers IMHO.

[mikemichael2] 21/10/2019 10:30

Duxy has spent months and months telling us that he is not interested in the share price, now we have a few profit takers he's all over it.

Liar

[still waiting] 21/10/2019 10:28

m5, ordinarily that would be OK but you know buys limits can close in the blink of an eye here...

[mike routhorn] 21/10/2019 10:27

Sam_, that's quite an accusation to make.

I take it you have proof?

[m5] 21/10/2019 10:25

Still Waiting21 Oct '19 - 10:06 - 170928 of 170932
0 1 0
or straight back up ?

Indeed, there hopefully will be a rejection of price at that level, resistance becomes support. This is usually a pin bar on the daily time frame. Once the market has rejected that price, ie there is demand for the shares at that price, it should move higher again. I am on the sidelines waiting for it to play out.

[sam_] 21/10/2019 10:24

rhwillcoll, I think we need to stop this short selling nonsense. Tern is [[Unborrowable] on IG.

Its just you-know-who offloaded some of his chunky position to the market and killed the momentum.

That momentum was about to break months of resistance around the 13p but as I said earlier...… greeeeeeed !