Tern Share Discussion Threads

[oldishrocker] 28/1/2020 11:03

Surely John you would of thought everybody should be supporting small companies like this at this time (brexit etc) not trying to destroy them like a few here. Come on guys support your country.

[still waiting] 28/1/2020 11:02

it does feel like DA will be getting its very own update soon..

lets see,

[1happydays] 28/1/2020 10:57

anyone else get a nice fuzzy feeling inside knowing there are people out there worrying about our investment for us. Thanks muppets it's much appreciated, although I dare say a tad weird :)

[sweepie2] 28/1/2020 10:54

Yep already counted as a buy, net sell position of just 1663 shares currently

[jonc] 28/1/2020 10:48

So as I expected none of the rampers is willing to question revenue recognition.



What a surprise.


A massive red flag and you choose to ignore it.

In your heart of hearts you know that there is a significant inconsistency in what the BoD is telling you.

[duxy786] 28/1/2020 10:45

DA - If they dont get any traction ASAP, customers and Revenue, its game over or as JonC says, its a busted flush. DA's days are numbered. The revenue isnt there, the business is as they say 'coming in' but the revenue is insignificant and the debts are mounting. The realisation here for the team is that there just isnt enough skin in the game unless its part of a larger offering. Many of you wont understand that concept.


Wyld Stab in the dark looks more like a consulting company for Sisto and friends to accumulate more cash in the banks. They have a bunch of smart meters (the figures are abysmal to state it politely) from an acquisition and lots of research in MESH, something the world has been doing for years already. They dont seem to have any patents or significant USP. All just BS, wrapped in to BS. Ask the question, when was it incorporated? Then ask them what have they achieved in 12 months/24 months/36 months.....I would give them a clap if the add 50,000 meters in 12 months. I wont hold my breath.


FVR is about the only one near the big league, with secured funding. Its not hugely valueble in terms of the TERN portfolio and doubt it will ever get any status let alone Unicorn, but there is a chance of success here. There are lots of competition but where they have got this spot on is the pricing. In years to come, this will be a good business to sell on and may get a few million valuation but they do need to move fast. Other, key players, all over this space. Like DA, if they drag their heels, they will be left behind.


INvma - Thier platform looks promising. Over crowded space however, if they can present distinct and clear advantages, this will be a good little business in years to come and may even sell for $5m-$10m. A long long way to go and they need to move fast. On the last contract, they should have gone for funding and go in a massive round, got those sales guys out to get as much business in as possible. SIGFOX can do everything ASSET MINDER can do and it can do it freely, on its own network and security and scale is not a problem for them. InVMA simply need to move fast, secure funding, move faster, possibly secure 2nd funding and finally get an exit.

[mudbath] 28/1/2020 10:37

sweepie2
For your net trading calculations,that 100k,showing as a sell,was indeed my purchase.

[duxy786] 28/1/2020 10:26

Johnma28 Jan '20 - 10:24 - 184753

Waste of oxygen.

[johnma] 28/1/2020 10:24

Try and hold down companies Like DA, Wyld, FVR and Invma You would need to have a name like Duxy.

[duxy786] 28/1/2020 10:23

This board has been Gamified
============================

First Ramptastic Ramper Posting in the morning, gets the Close of Plays increase/decrease in points:


Todays contender: sweepie2 - 28 Jan 2020 - 184597



+ ==================== +
| CURRENT LEADER BOARD |
+ ==================== +


1. ff2345 - 24 Jan 2020 - 184038 = 3 POINTS
2. Oldishrocker23 - 23 Jan 2020 - 183861 = Nil Pois
3. 1happydays - 27 Jan 2020 - 184413 = -5.8 Points

[sweepie2] 28/1/2020 10:20

That would have been a buy, they are that generous

[tburns] 28/1/2020 10:19

Good sign that the MM's are happy to pay over bid to secure 100k shares, they want 'em!!

[jprich] 28/1/2020 10:16

And nothing on USCG USD 10m fund raise hmmmm trying to look on the positive side if there is something still to be announce on the DA front as some people seem to be convinced.

[still waiting] 28/1/2020 10:11

Someone expecting an exit!!

[tyrano1] 28/1/2020 10:09

Andrbea, What was the basis of your connection too Ericsson?

[goofrob] 28/1/2020 10:04

Afternoon from India...update OK...interesting comments by AL...revaluations during 2020. I am smelling MICROSOFT news but much more too.Ignore the paid troll idiots....

[oldishrocker] 28/1/2020 09:58

Yes, some big clues in that rns. Buys coming in now, no wonder.

[andrbea] 28/1/2020 09:57

Don't forget Ericsson:

andrbea
24 Jan '20 - 10:28 - 184117 of 184117 Edit
0 0 0
Carowners will also insist on data trust (before relaying data to the cloud).

That's why Ericsson (to achieve scalability (without manual input) of global fleets of cars and mobiles, for the next 10 years) can't do it on their own, so they go on top of MCVP, and on top of Azure Cloud. And for device credentials, you'll soon be needing a HSM-generated certificate, and for the encryption keys too.

So when Microsoft says in the recent YouTube video 'you need a layer on top', eg DA, then even Azure is too basic.

All looks set for the perfect storm in 2020 and beyond.
Keyscaler is the last bit of the puzzle, for many an OEM.

In that YouTube video MS/DA, listening to the first 15 seconds is enough to grasp that the basic Azure can't cope (at scale)


andrbea
24 Jan '20 - 10:24 - 184114 of 184117 Edit
0 2 0
Jan 15 2020


In Las Vegas, we also described the partnership with Microsoft to combine Ericsson's connected car platform, Connected Vehicle Cloud, on top of the Microsoft Connected Vehicle Platform running on the Microsoft Azure cloud platform. The integrated solution allows automakers to deploy and scale global vehicle services such as fleet management, over-the-air software updates and connected safety services much easier and faster while reducing costs. It provides flexibility through modular design and multiple deployment options.

[kkrr11ss2] 28/1/2020 09:55

Double post

[kkrr11ss2] 28/1/2020 09:55

Sitting in Manchester airport
Snow delay.airport workers are working on de-icing wings :(
Jamacia bound montego bay
Great update this morning

[queenwood] 28/1/2020 09:53

Slingshot to Mars!!

[enigma2oo2] 28/1/2020 09:40

Pump,pump,pump, before the dump,dump,dump

[jprich] 28/1/2020 09:37

Oh now everyone are talking about contracts after being told we dont need contracts we have partners ! lol

[sweepie2] 28/1/2020 09:35

Microsoft will be the buyers of DA, to be announced soon imo

[flashheart] 28/1/2020 09:33

Imminently as a result of that webinar and it's 500 attendees.