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Darron recently stated that DA had just had a fantastic quarter.As a private co just who is he supposed to shout to? A lot was revealed in the latest presentation including the reason for NDA's.Perhaps you should listen to it.

You've no idea YTee about DA's revenues (as I don't),due to NDA's as explained in the recent presentation.What we do know is the quality of company that DA is working with/for including the US Govt and now in discussions with GCHQ.It's probably best to keep your lies to yourself.

'We have reached a position in our businesses where this recurring revenue is really having a serious impact on value creation that we believe will return handsome rewards for our shareholders and for Tern in general'. 5m 45s in.

clearly on the wrong board.
Highest volume day for a while.Just shows what can happen if Al decides to release news.

andrbea28 Apr '22 - 08:42 - 308702 of 308703
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Darron spoke so quickly
My hurried notes (perhaps wrong in part)

So Avnet's finalized IoTConnect solution (DA = main security partner) to launch in 'the coming weeks'. My note: Mkt cap 3.87bn.

Darron also mentioned transportation (power train solutions)

Onboarding (automotive), KeyScaler can be deployed to do 'several hundred cars at once'

We have a 2nd organization where we will onboard and secure robots (does he mean surgical or IIOT?)

Cooperation with a sterilization company, 'to rollout medical devices around the world'

PKI management for diesel engines (heavy duty trucks), e.g. mining?
10000-20000 devices for rollout (in 2022?)

KS gets AI function within the next few months (is that the Project Minerva?)
Note our continued work for Microsoft. Particularly 'IPCoSell readiness' (see slide I posted yesterday). Whatever that might be ......

Darron working with Univ. of Virginia on a critical infrastructure security blueprint

DA in discussions with the cybersecurity unit at GCHQ (UK).

The Mercedes badge on Darron's automotive link ....

First time I'd heard Sisto refer, verbally, to Entrust (are they becoming important to DA? On a par with Venafi & Microsoft?)

Wyld calls itself a virtual satellite network operator
POs already in of 28m krona (for the terminals, excluding the monthly fee)
A target market of $670m by 2025 for Wyld (but we knew that already from AW's last talk)
Wyld Fusion generates keys for data security.
Wyld's outguns the competition by operating in the 'free-to-use' spectrum.

Very surprised there's no comments here.
SVV,DA & Wyld presented.
SVV delighted to be involved with Tern and clearly hold Al Sisto in the highest regard,but I'll put that on the back burner for now,
Darron Antill from Device Authy gave a brilliant presentation.Stated that DA had just had a fantastic quarter and are now in discussions with GCHQ (already working with US Govt,FIDO,BSI,Trusted Objects,Microsoft etc).
Avnet confirmed launch in a few weeks with DA as their main security partner.DA going global in the automotive sector saving a lot of money for manufacturers.The Mercedes badge was seen on Darron's keyscaler auto slide.
Keyscaler is getting the AI function in a few months.
Darron confirmed DA is THE global leader in IOT/IAM security but we already knew that via ABI research.
AW from Wyld confirmed they have a pretty robust pipeline of purchase orders and are in the commercial test phase with 22 co's along with those who have already signed contracts,ready for a successful commericial launch early Q3.
He forecasts Wyld's share of the market to be $650m by 2025.
No presentations from FVR,TM or Konektio.
Al Sisto confirmed that all investee co's are available for sale at the right time for the right price.
My summary-DA is huge and getting more expensive.The likes of Microsoft/Thoma Bravo will end up buying DA for $bns.Patience will win the day here.I believe Al's two more quarters of revenue comment is coming to fruition.All companies well funded.

FundamentalVR is very proud to announce that our Fundamental Surgery platform has won BOLD Awards' Science category.

We are incredibly grateful to be recognized for our strong efforts and will continue to innovate as we aid surgical training globally.

The cash position was reflected in the latest report & accounts,or can't you read? The rules regarding OTC listing changed after the application was made.I know for a fact that Tern appointed a new legal advisor and am wondering if this resulted in the simplification of DA's capital structure to assist with this. This is purely a pre-AGM statement,not a trading update! Al stated last May that two more quarters of increasing recurring revenue,rule of 40 etc would result in a significant increase in exit values.I believe we are now in that second quarter.Why would he put a timeline on exit as clearly there would be plenty of negotiation to be had?

Yep,figtree99 posted on a competitor site this morning.I'm assuming it's FTH.

Greesy talking nonsense and referring back ten years lmfao.Keyscaler has undergone several improvements and DA is now regarded as THE no,1 in IOT/IAM sector ahead of the likes of Entrust (revenues £800m p.a) with whom DA have extended their partnership.DA is working in tandem with the US Govt,Microsoft,FIDO Alliance,Avnet,BSI to name a few.FVR also acknowledged as a global leader in virtual/haptic tech.Wyld Tech launching their global connectivity solution H2 2022 aiming for a large chunk of 30m devices per annum and charging $5P.M for each terminal (excluding the one-off fees)
Nice webinar tonight from Wyld stating SEK30m purchasing orders already signed with many more to come.Three global leaders imo with Konektio and TM making great strides.What a great time to invest in Tern.All investee co's increasing revenues,no. of employees,partnerships etc .Investment income for 2021 increased by over £6m.I suggest newbies read the strategy update in the recently released RNS re results 2021 for a sign of what's coming here.

So if the shareholders do not wish to sell how do they fill those orders?.Are we kept here ad infinitum? What happens when/if we get the news we are waiting for and even more buy orders come in?

I think the point is that if the MM's need more shares to fill buy orders,they could get them by raising the bid as not many are selling down here (certainly not me anyway).

So that's DA,FVR recognised as global leaders.Wyld launching 100% global connectivity H2 2022,Konektio inundated with enquiries.Bring on the OTC listing.At least the yanks have an appetite for disruptive tech co's.

AR-VR Healthcare Equipment Market is booming Globally
Top key players- FundamentalVR, Karuna Labs

Read more: hTTps://www.digitaljournal.com/pr/ar-vr-healthcare-equipment-market-is-booming-globally-with-top-key-players-fundamentalvr-karuna-labs#ixzz7Pf8XPnUk

That's Wyld fully funded then.Great progress by them.Looking forward to launch H2 2022.

New allowance starts 6/4/22.

Where are you seeing this jump Addisonshare? Not seeing anything on my monitor.

Analysts say that 30m terminals are required at this point in time,AW states Wyld are going after a big chunk of them.If a big chunk is say 20%,that's 6m terminals at $5p.m (excluding the one-off fees) = $30m p.m. Let's face it,Wyld is going to be huge and we own 58.7%.

That's why this is so undervalued.

hTTps://f.hubspotusercontent20.net/hubfs/2613170/Documents/TERN_ANNUAL_REPORT_2021.pdf