Member Info for Augustus_

Good researching, folks. I've been silent for a while due to workload but still holding a large chunk (to me) and see no reason it won't be a star performer. News flow should be good in the coming weeks and months.

Wanaka, I note that John Mahtani's holding has in fact increased by almost a million.

Another thing to point out is that MMs often trade in unusual places within (and sometimes even outside of) the advertised spread. On another share I own I was getting quotes to sell while the spread was 11.5-12p. If I had sold any shares I would have been paid 11.85p so this would have been above mid-price and printed as a buy.

I've sold heavily into the PHE rise and doubled my holding here. PHE is doing exciting things with Peel but the imbalance is too large now to not adjust accordingly.

I would suggest that Duyung will be sold before a raise became necessary imho

I'm no expert when it comes to charting, but I've held a share when it went through a golden cross. It was Tern in 2018, and it went bananas. It went from a low of 3ish to a high of 57p in the space of a few months, and iirc the golden cross occurred around the high teens; happy to be corrected on that though.

50dma here is 0.467, 200dma is 0.492, so imminent imho

But only showing an 8% rise here. No matter, it's all looking rosy here.

Sweepie, I agree that it makes the company look worth much less on paper, but if you can see the progress of the investees compared to the current mcap then it just creates a great buying opportunity.

Seems like the MMs are short and hoping for sells to balance their books, very little volume going through but price rising.

Looks like it's going up toward fair value. Well done all LTH

Not released tracing and tracking app yet, but they are testing it on the Isle of Wight according to various national media outlets this weekend. It appears that IoW has poor mobile signal, which has lead some, including myself, to suspect this is to test the mesh network capabilities of Wyld, but nothing concrete has linked them together yet. Several clues point to it though.

Stokey12 - you are correct to say it can't be ascertained to be a buy or sell due to being at the exact mid-price. In context, I would reason it to be a buy, but I can't say with any certainty. My reasoning is that when looking at the day's trades, it appears sells are going through a touch over the bid, while buys are a touch under mid-price, hence being marked as sells. Further, it doesn't seem to have affected the price negatively. I would like your feedback though.

It's gone up because of how undervalued it is based on fundamentals combined with the multi-layered importance of IoT, and in particular IoT security, in the current climate IMO

Yes FJ, thank you. You're absolutely right. IIRC, they own Wyld Networks in full, as it's a company that Wyld bought out and turned into their Wyld Networks subsidiary, but the main Wyld Technology is only 90%. As I say, I might not have the details quite right with that but it's something to that effect.

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Just watched the webinar. It's completely tech focused, it shows you how to set up an IoT project with Keyscaler in Azure. This doesn't indicate anything about uptake. The bears will tell you this.

However, in the q&a section, there was some indication. Having referred to Keyscaler as "best in class" at the outset of the webinar, Jeff Cornwell, Director of Cloud Marketplace for Microsoft is asked the first question from one of the attendees, regarding how IoT solutions in Azure are growing. It's worth listening for yourself by signing up for free, but I noticed him say that there is tremendous momentum in the IoT category with publishers bringing solutions to the marketplace at an increasing rate that has lead to a current figure of around 8000 listings. Customers are also buying solutions a lot more frequently, according to the Microsoft director; millions of visitors arrive at the Azure storefront every month. So far this is general IoT market growth. But the following is also added to Jeff's answer. IoT security is gaining momentum, and Microsoft are making investments in a couple of key areas including IoT security, connectivity and analytics, where they are seeing a lot of demand.

I suspect they will want the "best in class", but I may be wrong. But I doubt it.

Yes, Wyld is owned 100% by Tern according to the RNS dated 28th January 2020

Wyld is 100% I'm sure, it should be in the recent portfolio update RNS.

I think people are investing for varied reasons, that's the beauty of it. Device Authority is known to be integrated in Wipro's offerings for multiple industrial IoT solutions, FVR is getting a lot of attention and has Mayo Clinic invested, Wyld is in discussions with NHS and inVMA are gaining traction with big contracts. The mcap doesn't truly account for any one of these investee companies, never mind the whole portfolio.

Great reassurance for shareholders ahead of the interims tomorrow. Surely a re-rate in the making?

I do like barchart, good technical analysis on a variety of indicators. Good for oil and gold futures too, if you pay attention to those.