Liam Dillon

Ex Electrical, Electronics, Reliability and Project Engineer. Retired early to dabble in investing.

[Liam Dillon @iotboom]

#avct

[DoctorDueDiligence @DueDoctor]

$7.8BN quarter for Keytruda!

This is beyond a hole and is now an MASSIVE CRATER that $MRK desperately needs to fill before 2028

Total sales = $15.6BN so Keytruda is 50% of Merck Revenue!

Clock is ticking, start buying!

[Liam Dillon @iotboom]

@JohnRob20973957 @Ternplc @DeviceAuthority I think the market awaits a signal to determine if the BOD can translate the potential into significant growth and ultimately exits. Communication to markets is quite frankly haphazard. We have top class companies but BOD failing to get the markets excited. 2/2 #Tern

[Liam Dillon @iotboom]

Recording of yesterdays presentations by 3 of @Ternplc 4 key portfolio companies. Current MC of #Tern is £15 million.

All 4 companies are making an impact in multi $billion markets and attracting the attention of some very big names. 1/6

https://t.co/wA0ffOUVP8

[Liam Dillon @iotboom]

@JohnRob20973957 @Ternplc Hi John. No doubting the quality of the portfolio companies and all have significant potential. Very few VC type companies could deliver 4 out of 5. Recent valuations indicative of the global trend although still quite disappointing after years for @DeviceAuthority #Tern

[Liam Dillon @iotboom]

I would suggest looking through the twitter feeds for these companies and visiting their websites to get a more complete picture. All of these companies are global leaders. The current Tern sp is imho an absolute bargain. As always DYOR 6/6 #Tern

[Liam Dillon @iotboom]

12% owned @FundamentalVr
Too many awards to do credit to them here.
Surgical and medical device VR simulations with haptics.
Front and Center of a recent ad campaign for The Metaverse by META(Facebook) 5/6 #Tern

[Liam Dillon @iotboom]

Well worth logging into todays presentations by 3 of @Ternplc key portfolio companies. With a current MC of £14 million yet close links to Microsoft, SpaceX and a host of big pharma companies there has to be a big disconnect and hence a great opportunity. Details in the RNS #Tern

[AIM Alerts! @aimrns]

#RNS (#AIM: #TERN) Tern: Company and Portfolio Update [https://t.co/lkU5KlWQFS]

[Liam Dillon @iotboom]

@Ternplc portfolio company @WyldNetworks (listed on Swedish Nasdaq) working with ConocoPhillips. Original and Translation attached. #iot #Wyld #Tern #LoRaWAN

https://t.co/TiQWv2B3Mo

[Liam Dillon @iotboom]

@DCKitching @Ternplc @WyldNetworks I was briefly but it was more of a ramp fest than ADVFN 😂

[Liam Dillon @iotboom]

Trying to work out the relevance and significance of Fridays @ternplc RNS on their 27% owned portfolio company @WyldNetworks . #Tern #Wyld 1/x

[Liam Dillon @iotboom]

@HarryBlake77318 @Ternplc @WyldNetworks #Tern own 27% of Wyld Networks.

Certainly interesting that Swarm have pulled their device technology after only 8-9 months and then enter into a collaboration with @WyldNetworks on what is essentially a competing tech. It must be more than a collaboration. Time will tell!

[Liam Dillon @iotboom]

I hope the CEO of @WyldNetworks can shed a little more light here. I'm trying to understand the motive in going public with the collaboration. Was it likely to leak out from current customers of SpaceX/Swarm? Interesting times indeed. #Wyld 7/x

[Liam Dillon @iotboom]

Wyld Networks Market Cap is about $19 million with a total addressable market of $1.3 billion per annum. If anything concrete ensues from this SpaceX collaboration then what valuation would we put on @WyldNetworks ? #Wyld 6/x