Member Info for antelope

According to this Reuters account, a company called Fireye are involved in IT security in this attack

https://www.reuters.com/business/energy/knowns-unknowns-about-hack-colonial-pipeline-2021-05-09/

At first glance anyway, they don't seem to have the kind of multi device IoT security solution that DA have. I wonder if they'd be a potential buyer.

https://www.fireeye.com/

People on ADVFN are getting hot under the collar about this US oil pipeline shutdown that's apparently cut off half of the US from fuel supplies.

Apparently the hackers gained access through an IoT sensor. There are thousands of them. Who do we know with the best solution for protecting IoT devices in large numbers, automatically?

For once I buy into the ADVFN hysteria. They're right. This could send DA stratospheric.

If DA get pulled into the limelight because of this, imagine what they'd IPO for.

this is depressing.

Swanny. Here. But if you've really had your fill, emh or cmrs.

..may be coming...

https://twitter.com/Joel29865325/status/1391609562202054656?s=20

Against that, what are the risks? AS could pop his clogs (but the company would continue), competitive tech could emerge (but we have good leading positions, patents and strong relationships with the large players), err.... we're over-estimating investee value (but with five strong investees, the combined sales value will still greatly exceed Tern's current mcap), umm....

Let's assume a sale value of 300m for DA. It could be a lot more than that, or it could be less. But not much less I suspect, and I personally favour the upside. But let's assume 300m. Of that, after dividends or share buybacks (worth a lot in themselves) and deductions, about 40% would return to the company. There's your 120 million there, without counting the value of the other investees.

And unlike some other investment vehicle type companies, like Pires for example, who own small investee stakes, Tern own substantial percentages of their investees, the majority stake in DA and Wyld for example.

Yes, you're right of course. But it's not just the value in DA, but also that in FVR, Wyld, InVMA and TM. Add it all together and there's some pretty hot potential there.

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Well the very long term chart suggests you may be right. Although there's some way to go yet!

https://www.screencast.com/t/WG8623Q4L

..the market is waking up to Tern. What you people feel should be fair value at this point? Personally I've long thought it should be about 35p, but that's more hunch than calculation.

This is great news and will do our reputation in the CR the world of good too.

Bet we sail through that EIA.

Good to see they've announced this in an RNS. Suggests a much more proactive approach to communications.

Except advfn is plagued by trolls. I left and no longer use it. LSE is properly policed. advfn can't be bothered.

Quote: "ERMA will support the domestic production of ore concentrates and primary and secondary cell-grade energy storage materials to fill gaps in the battery value chain in Europe. Possible investment cases range from greenfield mining to converters for providing the input material for cell production."

I suspect this is going to be very useful for us.

https://erma.eu/investment/

That may or may not be true specifically as regards equity. But Germany has blocked Chinese moves on tech companies, specifically in robotics. And laws are a question of consensus. If all nations agree, anything is possible. Before brexit, the EU sought to block cheap chinese exports of steel to the EU, which threatened Europe's steel industry, by applying tariffs. The UK refused, and so failed to protect their steelworks, making the Port Talbot factory dependent upon Indian financial support and almost driving it into liquidation.

Don't be to quick to condemn the EU. It's not perfect because it's an ongoing project, but it's more powerful to have 27 nations cooperating rather than competing in a world of massive power and trading blocks. Personally I deeply regret brexit. So much so that I have left the country.

https://www.fr24news.com/a/2021/05/china-slams-london-listed-lithium-miner-fr.html

..has been mentioned several times now, with increasing frequency recently. Not long now.

Personally I find it to be an interesting discussion.