Member Info for Shakeyerbooty

Last week,you could sell hundreds of thousands.Go figure.

giantsquid-current m/c is approx £27m.I make it a 5/6 bagger from current sp to get to £150m m/c. Still very nice.

Just small time traders who've done little research.

GeoXd-Your Sat 18:49 post was extremely enlightening.If 100,000 devices makes $14.6m per month,then 1m devices makes $146m PER MONTH from one customer.Across the IOT industry we are talking billions of devices.The figures are truly staggering.No wonder AS wanted two more quarters of revenue back in May.No doubt to show the likes of AWS & Microsoft the truly staggering revenue generating machine that DA is/will be especially with Biden's Executive Order coming into effect very shortly.Then we have the other 4 investments.Thank god I've built up a substantial holding early.

I don't think there's any chance that Darron or Al would let DA go for £500m. Keyscaler has been in development for years and the hockey stick growth is now here hence Al's comment 'within two more quarters revenue'.Personally,I don't believe some people here and on the other site realise the importance of Keyscaler in the IOT industry.Darron is targeting 3000 customers to attend the webinars totalling £trillions in market caps.Just look at who some of the guest speakers are.Some people are going to wish they'd accumulated more.

Whilst I wouldn't go as high as £67b today,I certainly would suggest that given DA/Keyscaler's standing,partnerships,importance ,glue for the IOT etc it is worth several £billion in addition to the fact when you see what young start-up tech co's are being bought for ($BILLIONS).Clearly it's why AS wants to list Tern in the US to get a more realistic valuation.

Wyld Networks announces partnership with Wezen Group to deliver sensor-to-satellite technology for the agriculture sector in South America.That's the South American market sewn up.

Swanny-DA does not have any competitors.No-one can do what Keyscaler does and it's fully patented.

hTTps://youtu.be/OYC8Rkrn1C8

Another first time poster f o s.

A cynic could be forgiven for believing that a number of people, knowing full well Monday's RNS was coming, sought to feign total surprise and outrage when it arrived and posted many, many times calling for Al Sisto's head and calling into question the integrity of the BoD.

Then, when it hit a perceived bottom, they shut up about that and started buying.

No matter.

Biden has decreed that the USA upgrade it's IT and IoT security.

FIDO have presented the solution.

Darron has stated that only KeyScaler ticks all the boxes when it comes to IoT security and device management.

Anything under a fiver for Tern shares is an absolute bargain imvho.

Mike Routhorn - 20 May 2021 - 11:05:26 - 261365 of 262717 TERN, encrypting the cloud and Internet of Things. - TERN
SW,

Numbers.

A billion devices, which is probably about 4% of the market, and let's use a ludicrously low figure of 10p per device per annum.

£100m per annum.

Let's use a stupid pe of 20 even though breakthrough technology goes off the scale pe-wise.

A DA value of £2bn.

Does anyone seriously imagine that Microsoft, Intel, Wipro etc (and also AWS apparently) are planning on cornering just 4% of the market between them?

Who is picking up the other 96%?

Preposterous market share, silly pricing and an extremely lowball pe and we still see £2bn.

Tell me I'm wrong. Correct my figures. Show me the rival offerings.

No?

We could be about to see a re-rate that will put every previous re-rate on the market in the shade.

Thanks for that post Oranolio1.I quite agree that something is happening for DA/FVR particularly with Sisto stepping aside and whilst I respect others opinions I am 90% certain that I will vote yes at the GM.If DA is in negotiations for either a sale or IPO it is important that it has the financial backing from cornerstone investors to fend off a cheap bid (not that I think any bid should be less than $1bn)
Sisto,via Liberum,have presented to institutions and that's the reason I believe we have seen comparatively huge volume lately.The resolution is purely to give Tern authority to allot up to 50m shares and doesn't mean they will all be issued immediately.Assuming DA are in negotiations I would like us to retain our 56.8% holding to give us a better return.Money will be required to pay advisers,lawyers etc.As Sisto said in the CMD presentation he wants to hold on for two more quarters to get a much more sizeable exit.It was telling that he said they are talking exits every month.With Biden's Executive Order I see hockey style growth coming for DA and we need to retain our percentage.
I know Sisto has previous but this feels a lot different.GL to genuine holders.

Climbing up the leaderboard as expected.

Exactly rhodi and the fact that it was mentioned 'weeks/months' is telling us that this/these liquidity events are very close.Should see more rises in anticipation as these shares are more tightly held.

markth1264 May '21 - 18:28 - 255155 of 255176
0 5 0
A load more other partner agreements signed up but can’t mention due to confidentiality- what is not to like about this investment!!!

rhwillcoll4 May '21 - 18:22 - 255145 of 255175
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Wyld has signed an agreement to deploy and pilot the Wyld Mesh wireless network solution with the NHS.

Is it me or have posts been removed?

Have to question your maths antelope.From here 4 quid would be a thirty bag near as dammit,not twenty.When you look at the advertised prices,Keyscaler is a truly remarkable product and you can see where some of these forecasts are coming from.Just look at Apple or ASOS over the years.For every $1bn DA is sold for it's worth approx £1.50 on the share price.Very upbeat RNS with Microsoft being regularly mentioned.Also. good news for TM with its first customer.These prices are an absolute bargain.

I wouldn't say nothing Camkite.How about the fact that DA has achieved the Fido standard or Wyld is in bed with Ascom & Fujitsu.I'm pretty certain that the multi-billion co's that attended DA's recent webinar are looking to DA to secure their IOT systems.It can't be a coincidence that volume has increased substantially since the webinars or that Al Sisto has stepped aside from DA.I see continued increases here and then BANG an exit.