Member Info for rhodi

Good to see you back. Crystal clear imo that any extra money will come from third parties with re evaluation upwards and Nav multiples of last Nav in June 2020. Up dates on DA soon. I applaud Al Sisto for the updates we are now receiving as the companies are established enough to do so. As you say "Whats not to like" one of the top ten opportunities on AIM and updates from Al Sisto on DA in due course.

Afraid a few just got hustled out of the game today. Now spectating whilst those in the know have taken there seats at the card table and now hold not only the advantage but the winning hand. When will the novice Pi's learn. Call about being turned over.

my considered judgement having spoken to my Tech mates last night is in favor of the MIND BLOWING RNS this month. Which camp are you in J.S.

First post was not showing on lse hence 2nd composition. Good luck all.

Cheers for link. If this does not rise 20% today I will be absolutely amazed. This is just one more partnership that Device Authority has with yet another technological giant. Just a matter of time before revenues start to multiply exponentially. Will the re rate rns come before or after the big webinar. I have a hunch it may come just after. the 23rd Feb. But guess it really could land any day. Big exit reveal or Nav re rate?

cheers Money111. Think I would be pig sick if I was one of those investors that sold this morning. This is all coming together and DA is certainly worth a small fortune. DA certainly operating with some Technological Giants with unbelievable revenues. Cannot see how this will be kept under the radar for much longer before the sp re rates massively.

And usual lack luster sp response.When I question have I done the right thing by selling my holding I am given a huge boost when I notice they cannot even format the rns correctly and they then have to re issue another. Seriously unprofessional, please do not tell me they actually get paid. OMG.

Why ECR is valued at nearly 3 times that of which rock is. Same number of share almost yet drastically different market caps . At a very quick perusal I cannot see this is the case as they do not know if it is economically viable. Where as we are looking to start low cost open mining. It would indicate that ROCK are indeed very undervalued. This will get a big re rate in 1st half year imo. GLA . As other stocks in my portfolio gather profits I will stock up at any price under 2p here as medium term massive potential.

As the statement on twitter is removed could you enlighten other investors as to the general context of the post . Thanks in advance.

Latest Jorc indicates 500% uplift.
Price of minerals rising.
Potential to start low cost open pit mining
Excellent location as nearby refinery operating well below full capacity.
Politically stable and relatively covid free.
Only 832 million shares in issue
Market cap of just 10 million
Copperdome results still to come but potentially excellent prospect also.

Realistically once the open cast mining starts this will be in the 3-5p range. Imco any shares purchased below 2p represent an excellent investment.

Yes "accelerated shift". Azure growth figures incredible. DA plays a "key" (no pun intended)function in that growth and so by definition they must be extrapolating the same increases in revenue and will be confident on further revenue increases due to new customers and annual recurring revenues. Just a matter of time before a large Blue Chip company takes a large percentage of ownership in Device authority or swallows it up in it's entirety.

is being manipulated to stay within a certain range imo. My tech buddy reckons that buy the end of March 2021 this will be in the range of 30p - 80p. Would not elaborate further but says the progress in Tern's investment iot companies must be high multiples of what they where compared to the 2019 audited figures released and which current Nav is based .
Therefore he says we are due a very large re rate. He says Al Sisto is in his 70's so he will be looking to capitalize on Tern's wealth creation and enjoy his retirement. He reckons Tern shareholders may well see the "for sale " sign put up sometime this year.
I guess it depend on what and how the "Third Party" interest evolves in this quarter. GLA.

Agree with all sentiment here. Just waiting for some of my other portfolio to move Northwards so I can re distribute and add further here. GLA Main plus point to me is it is in a stable part of the world.GLA

This has to be going to an sp all time high,nearer £1 sometime this year. But could it be next month or November 2021. Which ever, it is certainly worth the wait. Cannot see a single digit sp however in February or for that matter ever again after that time. News stream from multiple directions incoming. Strap in.

Spoke to my techy mate this morning and he has actually bought more late yesterday. He was getting me up to speed with latest info.I said he should join the BB here. But he is a very private guy . Told me to google Renesas as he reckons DA are in cohorts with them. Did not see that in the last rns so may be very new partnership. Will invest more from paycheck at end of the month.

Fully expect this to gap up to 8p tomorrow on opening. Timing is everything. Feel that this will see a gradual and steady rise to 14p before news in Feb and then a re-rate between 20-50p on first rns re third party interest , exit or Nav re calculation. Third option will probably come in june/sept 2021.
Excited about this share's prospects and pleased I bought back in some time back now. Good luck to all new investors and lth's.

My friend is with ii. He transfered it from another provider sipp into a sipp account. Obviously you can only draw out at 55 years of age and pay appropriate taxes if required. But if you are a tax payer I think you can claim back 20 % rebate into sipp of amount you put into a sipp. They may be able to do this for you at ii and more rebate I believe if 40% tax payer. Good luck. I thought about re investing but seen the last webinar and totally uninspired. Keep well.

over the last week to a fortnight have been buys actually showing as sells. Just need to do dummy trades during the day. No one who bought in at the last placing is selling and fairly certain of that as expect they will wait for when the sp is within the 20p -50p range at the end of the first quarter before they sell. Surprised how many investors still blindly believe that there might be another cheap placing. You do not need to be the sharpest tool in the box to realize that the near £80K investor has a bloody good inkling to what news is coming in this 1st quarter and after the rns which seemed fairly easy to understand today if as an investor you cannot see the purple patch that is coming perhaps best to stick to footsie 100. But you will not get a share that will bag several times over and over like this one .

Really agree with many of the comments made today. I agree antelope that no more companies will be bought until we have engaged in at least one full exit of worth which I value at at least £50 million plus. We have been told of third party interest and that is were we will potentially get a re valuation event as that would hopefully be indicative of current revenue, future potential plus intellectual property valuation etc etc.
Unclear of the new Wyld setup and how does that effect Terns holding etc. Any clarification would be appreciated. All the company valuations were based on June 2020 and we require that updating. It is obvious that if most of the companies had the best last quarter and that the alliances that have been made are beginning to see a real traction in revenue then I would summize that the valuations will generally be anywhere between 2-20 fold of previous valuation for the individual companies.
Like I expected great work has been going on behind the scenes and highlights the massive re valuation events that will happen. Obvious multibag share if ever I saw one. Al Sisto needs Tern SP to strengthen for two reasons.
Firstly to capitalize in full and have even stronger leverage when negotiating any third party interest or exit and that the sp on such an event occurring is already moving from a stronger sp starting point. More updates like these would create further interest and maintain the sp and stop the fallback that we so often see which is caused by the radio silence. Which I fully understand on any of the financial aspects and which I understand could also be at the request of the companies that we deal with in certain instances.
Secondly because if it does not strenghten quickly a very canny competitor could make an aggressive low ball offer for tern of say £110 million. The company would have to disclose to the market and the shareholders would probably accept suuch an offer as 5 times current mkt cap. We know the mkt cap is low due to the lack of info being released by the company which is detrimental to the sp reflecting TERNS true value which currently must be worth at least 3 x present sp.
Don,t forget we are due two re valuation events this quarter.
On todays rns we should see a record high sp for tern based on last years high of fifteen pence sometime in the first quarter 2021

laughter is a great medicine and not much to laugh about at present. If it made you chuckle then that is reward enough for me and you were correct as my post required no reply as was merely an astute observation. Would not wish for the skills learnt on "observation and it's intrinsic value to business" course go to waste.
A wise man once said" iron does not become steel until it has been through the fire" That really reflects Terns past years but there is now a steeliness that underlines Terns fundamentals based on exceptional acquisitions and skillful nurturing over many years.Those shareholders that have been through the fire over the preceding years are now on the cusp of reaping a handsome reward for their loyalty they have shown to Al Sisto. Tern has very cleverly interwoven many IOT specialists together so that their singular and combined attributes are beginning to bear fruit. They are becoming increasingly well received within their particular sectors and receive more and more plaudits from respected observers within their chosen fields. To me this remains a strong buy. Some may say otherwise and are entitled to their views. I like to go on what so called experts say and that at present is very very positive indeed. GLA.