Tern Share Discussion Threads

[jonc] 21/10/2019 15:57

See post 167764.

[warrenfingerfood] 21/10/2019 15:57

For any new investors ,
A heavily discounted placing is NOT expected.

It is hoped for by desperate shorters to get them out of deepening hole.
They cant close because that would ignite the rocket, they can see paper profit but cant realise it.

[warrenfingerfood] 21/10/2019 15:54

Well Keyscaler isn't much use on its own and thats why its been slow. I reckon its taken Microsoft sometime playing around looking for a solution of their own for secure and scalable and have come to the conclusion its got to be patented Keyscaler to do it in a usable way.

[jonc] 21/10/2019 15:51

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.

[still waiting] 21/10/2019 15:42

a lot of research still to do, how many car oem's will be looking to utilise MCVP ?

how can the MCVP deal with change of ownership and drivers for security purposes ?

[andrbea] 21/10/2019 15:30

MCVP program
a reminder
17.9.19

[andrbea] 21/10/2019 15:26

repost:

Kkrr11ss2

17 Oct '19 - 08:37 - 169628

In MS/DA the connected car use case slide
Theres a process of 7 actions to connect the car

5 Actions go through keyscaler
2 go through MS Azure

Who needs who ?

[ebomber] 21/10/2019 15:07

Note a few of my 100k and 50k recent buys late today showing as sells.

Stock tight again on some platforms! Will buy again later.

[andrbea] 21/10/2019 15:06

July 2019

Stryker

Mako is currently in more than 600 hospitals, helping doctors perform surgeries with greater accuracy.

Today, Mako has helped perform more than 300,000 procedures in more than 600 hospitals, and 1,000 surgeons have been trained to use it.



Stryker mentioned here:


Allenby Capital TMT Update 01.07.19

Capital Markets Event: Exposure to global IoT market (24.06.19)

Capital markets event for the investment company focused on high growth IoT businesses with presentations from Device Authority (application and device security platform) and FundamentalVR (VR haptic surgical simulators), Tern's largest two investments.

Device Authority (56.8% - NAV £11.7m) is focused on device centric IoT identity and access management (IAM) with its KeyScaler platform that automates the provisioning of device security - authentication, policy management, certificate and key management, monitoring etc. The traditional manual approach for provisioning and managing is unable to cope with the sheer volume of IoT devices that are being deployed. Initial customers include Roche, 3D Systems, Scania, Stryker, WaveLight, Alcon and GCEHealthcare.

[johnb5] 21/10/2019 15:01

I'd prefer the FVR loan to be converted to FVR shares. Remember we get a 20% discount in their next investment round.

[still waiting] 21/10/2019 14:56

if we get FVR news and loan back miss pain should be in the market....

[jprich] 21/10/2019 14:54

This is so manipluated unbelieve Microsoft news and we are still struggling in single digits. We should have double again today.

[kkrr11ss2] 21/10/2019 14:45

Azure for SAP

How often do Azure use the word scale in this solution

[warrenfingerfood] 21/10/2019 14:42

Scale it is, that's the reason IoT exists and microsoft said they can't secure at scale without Device Authorities Keyscaler.
Any company wanting to benefit from IOT needs to be able to scale or else they might just as well not bother.
What more could you need to know at this stage?

[still waiting] 21/10/2019 14:41

someone who is glad of the liquidity perhaps..

[philjeans] 21/10/2019 14:36

I'd say as a serious investor here, (and in many other stocks,) I'm determined to see that paid de-ramping shorters don't spoil the thread for genuine holders, and those non-holders who wish to learn the true position of the business.

[johig] 21/10/2019 14:36

Come on, own up. Which LTH's have been accumulating in 100K or so lumps today? Or are we only allowed to call on people to "own up" when we think they have been selling?

[duxy786] 21/10/2019 14:25

Looks like the desperation is kicking in for Philjeans

[duxy786] 21/10/2019 14:23

Let's look at facts yeah....Keyscalar has been in the Azure market place since May 2019.So MayJuneJulyAugustSeptemberOctober 19 todaySo over 5 and half months in the Azure App store right?Why has DA been provided yet another loan on the 26th of September for over 300k by TERN if their APP was doing so well??????

[still waiting] 21/10/2019 14:20

phil, it's all about scale..

Will Microsoft results on Wed mention Azure,IoT and AI and their ability to scale up for new products/ markets ?

[mikemichael2] 21/10/2019 14:17

FOR ANY NEW INVESTOR
====================

IGNORE THE LYING DUXY

IGNORE THE LYING JONC