Member Info for antelope

https://www.theguardian.com/business/2021/may/15/record-metals-boom-may-threaten-transition-to-green-energy

'Copper, which is used in products from smartphones to electric cars, has doubled in price over the past year. The metal hit a fresh record of more than $10,700 a tonne last week as Chinese demand continued to rise.'

https://www.theguardian.com/business/2021/may/15/record-metals-boom-may-threaten-transition-to-green-energy

The relevance of that, in case anyone's not aware, is that Keyscaler is legacy compliant. In other words, it can be deployed on old equipment. I don't know if it's all and any old equipment, but broadly at least.

On that basis, and if the results are good and all things being well, I can't see why this won't 4 or 5 bag over the next six months.

I think so. That's why I posted it.

https://www.politico.eu/article/irish-hospital-hack-highlights-eus-weak-spots/

"The root cause of the biggest outages of medical systems are the use of legacy systems. There is generally a lack of budget to replace old machines by new ones. The old ones are too slow to run new operating systems, so they keep on running old versions,"

no little jimmy. Afraid not. If you'd been here for 5 or 6 years and followed the story, you'd know that. Gawd, there's one born every minute.

Will you stop propagating the damn heading?

...has gone quiet these days.

Yes, well let it die. It's provable BS and an attempt to deramp.

ah haha.. vela?? Owns a tiny % of a couple of investees. You're mad.

https://www.theguardian.com/world/2021/may/14/russia-us-unfriendly-czech-republic

"what the shareholders have done per the last AGM is stop AS issuing any further shares for a placing"
Well exactly. So no placing if no further shares can be issued. But this isn't why the price is rising. DA have a solution that will make significant contribution to protecting the IoT. And which has emerged as the favoured solution amongst a wide range of large companies. recent cyber crime activity has focused attention on IT security, especially the IoT. The FIDO standards that have recently become established are key... DA have contributed to defining those standards.
MS seem to buy small companies that they see their clients using. If enough MS clients use keyscaler in conjunction with Azure, then MS would have an incentive to buy DA. And it's not just MS... there are a host of companies that would be interested in owning DA tech. The IoT and its associated security risks are only now emerging. Now is when interest in DA will appear.
I agree that talk of multiple billions is inappropriate. But I do think it'll sell for well north of 500m. And multiple billions is a possibility.
Even 500m would mean a DA share price considerably above where we are, plus substantial dividends, with more exits to come. This company is not just about DA.
My belief is that the Board agreed not to issue shares because they know that some sort of commercial action involving an investee is imminent. Obviously I can' say that with certainty.

In case this hasn't already been posted.

As most of you know, DA is part of the FIDO Alliance (Global IoT security standards), and in fact the founder of FIDO is a non exec of DA. Keyscaler is of course therefore FIDO compliant, and there may be grounds for saying that the FIDO standards draw their inspiration from Keyscaler. (I think I have this right, please correct if not).

So this article by FIDO should encourage you..

https://fidoalliance.org/fido-alliance-supports-biden-administration-eo-on-cybersecurity/

I think that after five years I have a reasonable idea of why.

How serious is this idea that it's Americans buying in? And that this explained the late surge? How would we tell?

Peeps on advfn keep going on about wall street. Why? What's the connection with tern?

Let's put this debate to bed now.

Its in the AGM RNS...

There are only fractionally more sells than buys, and yet the price has pulled back slightly. So it seems to be sensitive, which means that when the buying does start again in earnest, it should move quickly. At least that's what I like to think :-)