Tern Share Discussion Threads

[still waiting] 24/1/2020 15:08

ridicule, sensing a lot more activity in coming sessions..

[ridicule] 24/1/2020 15:07

Having had ‘disruptive217; spelt out to him in Primary School terms, JonC is still asking what it is? The rest of the world knows and the buying patterns over recent days is living proof that they do when it comes to Tern.

[tullynessle] 24/1/2020 15:04

Sam Boswell is presenting at a cyber conflict meeting on Feb 12, 2020.

In his bio Mr Boswell indicates that he "currently leads the engineering team at Device Authority, specialising in high risk IoT cyber-security in the industrial, medical, automotive and critical infrastructure markets."

[Note - "Industrial, medical, automotive AND critical infrastructure" markets.





Eventbrite

The fifth domain: an introduction to cyber-warfare
by The Curious Lounge

We'll cover various aspects of cyber conflict: technology, information, people, data and how tactics are formed and tested.

About this Event

Join Sam Boswell for an overview of cyber-warfare: lessons to be learnt from historical approaches and how cyber-war will shape the world we live in. The ticket price also includes a day pass that day to work from The Curious Lounge which is open 8am to 6pm.

We'll cover various aspects of cyber conflict: technology, information, people, data and how tactics are formed and tested.

Sam currently leads the engineering team at Device Authority, specialising in high risk IoT cyber-security in the industrial, medical, automotive and critical infrastructure markets. He has worked and consulted on a wide range of info-sec and technical projects with a strong interest in machine learning and biologically inspired systems. Away from technology, he enjoys climbing and time with his partner and dog!

[ridicule] 24/1/2020 15:03

For those who were musing over the new MM - BEGO. Joh. Berenberg, Gossler & Co. KG, based in Hamburg often involved with big clients who want to move big chunks of a given stock. They act either bid or sell side.

[ebomber] 24/1/2020 14:52

Has anyone viewed the DA Technical Insight Guide?

It makes really good reading and puts into perspective the scope of the DA product suite capability.

[kkrr11ss2] 24/1/2020 14:43

Re:ATMs posted yesterday

Identrust Device Authority April 2019 lifecycle management
Partnership vision

IdenTrust, (part of HID Global®), the leading trusted provider of digital certificates, and Device Authority, a global leader in Identity and Access Management (IAM) for the Internet of Things (IoT), today announced a strategic alliance with a vision to provide trusted identity lifecycle management for enterprises on their digital transformation journey.

In the new IoT world, device certificates can be used to secure a wide range of networked assets, such as ATM machines, medical devices, surveillance cameras, industrial machines, refrigerators, vehicles and much more.


Confirmed lifecycle management 2020

[ebomber] 24/1/2020 14:42

Few buy orders being filled on L3.

Attempting to limit order price. With mixed success.

Challenging to pick up anything over £8k

[duxy786] 24/1/2020 14:40

haydock24 Jan '20 - 14:29 - 184173 of 184175
0 1 0
More musing.

Thinking outside the box ?

We have often wondered about the lack of news from Tern.
Could the silence be simply that AS has enough to do & the last thing he wants in life is another company attempting to buy Tern.

Keep it off the radar & hope the predators will go away, without having to rely on the friendly shareholders who know the true value.

Advertise the holdings too much & the sp, rise will lead to a rapid rise in trader holders who will take any profit.

However now he has maintained the holdings & grown the companies he can let the cat out of the bag with some degree of safety, we the long term holders are unlikely to be seduced by a cheap bid.

==================================================================


THE CURRENT NAV IS 6.9P AS STATED IN THE SEPT RNS.

HIS JOB IS TO INCREASE NAV BY BUILDING THE BUSINESSES, GETTING CONTRACTS AND HIGHER VALUATIONS.

HE HAS SAID SO HIMSELF SO ALL THE ABOVE YOU SAY YOU THINK HE MIGHT BE DOING IS JUST SPECULATION ON YOUR PART.

[jonc] 24/1/2020 14:39

Down she goes.....

[duxy786] 24/1/2020 14:34

onesideman, Clearly talking from experience there, is it yourself or a family member?


You dont have to say, personally I couldnt care less.


Only interested in the FACTS.....


1. STILL NO FUNDING FOR DEVICE AUTHORITY


2. DEVICE AUTHORITY HAS NOT MADE MONTH QUARTER ON QUARTER AND HAS HAD TO BE BAILED OUT BY LOANS FROM TERN PLC.


3. NO ONE NEEDS DA'S PRODUCT. IT IS AN OPTION. THERE ARE COUNTLESS OPTIONS OUT THERE. MANY PROVIDED BY THE BEST IN THE FIELD.


4. TRUSTRONIC IS DOING AMAZING WELL GETTING THE CONTRACTS, HOWEVER, EVEN WITH THIS SUCCESS, THEY HAVE NOT BEEN ABLE TO PULL A PROFIT. DA ARE NOT EVEN CLOSE TO REPLICATING THIS SORT OF SUCCESS.


5. MY MONEY IS ON AZURE IOT MAKING FLEET MANAGEMENT TO COMPETE WITH AWS. WHEN THEY ANNOUNCE THIS, WHERE DOES IT LEAVE DA #DEAD_IN_THE_WATER

[haydock] 24/1/2020 14:29

More musing.

Thinking outside the box ?

We have often wondered about the lack of news from Tern.
Could the silence be simply that AS has enough to do & the last thing he wants in life is another company attempting to buy Tern.

Keep it off the radar & hope the predators will go away, without having to rely on the friendly shareholders who know the true value.

Advertise the holdings too much & the sp, rise will lead to a rapid rise in trader holders who will take any profit.

However now he has maintained the holdings & grown the companies he can let the cat out of the bag with some degree of safety, we the long term holders are unlikely to be seduced by a cheap bid.

[onsideman] 24/1/2020 14:21

JonC and Duxy are safely here where we can see them but has anyone seen monte1?

I'm a bit worried about him

These people with narcissistic personality disorders are prone to outbursts of anger or silence - each of which can be as dangerous as the other

[haydock] 24/1/2020 14:20

Speculation:

What % of the mkt do DA have at the moment ?
1% or 10% +

We cannot tell, but we have superb research capability here.

Lets tackle the problem from the other side this weekend, or we will have the usual aimless rubbish to read.

We have found the fantastic webiners for DA, but are we deluding ourselves.
Do these events exist for other companies that are in the security fields ?

Are we missing the complete picture in our enthusiasm ?

[tech_ip] 24/1/2020 14:19

Is Bro suggesting Tern Plc is a scam?
And all the leading blue chips have fallen for it?

[ebomber] 24/1/2020 14:15

DEVICE AUTHORITY - MARKET DOMINATION

It is always good to be able to reference JUST PART of the market domination of DA's Keyscaler.

57% OWNED BY TERN PLC



Never mind the other three world class disruptive investments of TERN plc.



DA's third most recent partnership "IdenTrust is used by 33.9% of all the websites, that is a SSL certificate authority market share of 49.7%".

DA support the top 3 certificate authorities with a 88.4% market share. WOW!

Worth reflecting on where the other DA revenues are currently coming from and I expect to continue to increase substantially to NET CASHFLOW POSITIVE AT END OF 2019.

Note DA current confirmed Direct Customers over and above contracted partnerships for the last 30 months include:-

Atos
Deloitte
JLT
GlaxoSmithKline
Avis Budget Group
CDS - HP Company
LeasePlan
LoanScience
Societe Generale
BT

Worth reflecting on ONLY the confirmed prestigious world class partners of Device Authority (57% owned by TERN plc)

Amazon
AMD
AT&T
Axis Communications
Cognizant
Comodo (now Sectigo)
Cumulocity
Dell
Device Pilot
Digicert
EonTi
GE
Gemalto (SafeNet Inc)
Greenflow
IdenTrust (part of HID Global)
Infosys
Intel
InVMA
ITOS
JNR Management
Kalypso
Kepware
Lite Distribution
LTI
Machine Shop
MICROSOFT
Milestone
Multitech
Multos
Ncipher
NextgenID
PTC
redGear
Rovisys
Stratus
Supermicro
Symantec
SyroCon Consulting
Tech Mahindra
Teamviewer
Terra Solutions
Thales
Wipro
Wireless Logic

All this plus the three other disruptive investments and TERN plc has a current market valuation of less than £25 million (mid price) with over £1 million of cash in bank.

It appears a number of these disruptive investments are currently valued for FREE.

IMHO I believe we are on the "cusp" of a major breakout

Cheap as chips and provides an excellent top-up and/or entry point in anticipation of the expected rerate

[richj5000] 24/1/2020 14:14

Fairly logical to assume that people who constantly bash this stock don't own any. But of course you don't do logic do you?

[tech_ip] 24/1/2020 14:09

The Bro sounds well cheesed off. Lol.
I wonder if he will tell us when IG forces him to close his short?

[duxy786] 24/1/2020 14:07

chapv24 Jan '20 - 12:05 - 184130 of 184163

"the only 2 non holders here make up nearly 50% of posts. Why?"


====================


Lets look at the facts in your LUDICROUS Statement


1. You have no idea if JonC holds any stock


2. You have no idea if duxy786 holds any stock


3. Is a one liner considered a post, if not, then how do you calculate your 50%


You ask questions, yet you havent got the basics facts correct. You do make a good TERN holder.

[jerseymike] 24/1/2020 13:56

https://www.screencast.com/t/iUgI4XLewThis remains one of my favourite snippets of research posted by mrbeavers in June 2018 - that time when 50p plus was briefly breached.It really seems that it was true at the time but it has taken 18 months for the industry to realise this and buy in. If only we could find out how DA charges for KaaS.Not ramping, just positive dot joining.

[jonc] 24/1/2020 13:43

Oh do bore off Andrea.