Tern PLC · LSE:TERN
Tern — Investor Presentation (January 2018)
17 slides from Tern's investor presentation, Jan 24, 2018
Slide 1: Creating Value from Technology
Creating Value from Technology 24 January 2018 Private and Confidential 1
Slide 2: Disclaimer
Disclaimer This presentation is confidential and has been issued in connection with the proposed placing of new ordinary shares of Tern Plc. (“the company”). This presentation does not constitute an admission document relating to the Company nor does it constitute or form part of any offer of invita
Slide 3: Vision
Vision “to become the leading investment company specialising in IoT by unlocking opportunities others haven’t seen or thought possible, to deliver significant returns for shareholders" 3
Slide 4: Tern at a Glance
Tern at a Glance AIM listed investment company created in 2013 Investment Focus: The Internet of Things (IoT) Five portfolio companies including Device Authority and InVMA holdings which are making strong headway in the growing IoT security space Significant shareholders Emphasis on active p
Slide 5: Management Team
Management Team Executive Directors have 100+years combined board experience sold 27 companies and been involved in over 100 transactions in the IT sector Al Sisto Ian Richie Bruce Leith Sarah Payne Alan Howarth CEO Chairman Business Dev Finance Director Non-Exec Director Director Venture investor i
Slide 6: Progression in 2017
Progression in 2017 Solid progress Improved deal made by DA – Working capital Strengthened pipeline via new blue-chip secured to enable Board investments partnerships and progress contracts 6
Slide 7: Our Process to Create Value
Our Process to Create Value gic partners >> Complete >> Add value >> rt Marketing Awards >> Exports arget buyers Up to nine months to review, 18 months to create awareness, 6-12 months to continue prepare plan and implement build commercialisation and a building whilst sale of business infrastruture
Slide 8: DA: Journey Since 2014
DA: Journey Since 2014 Closed acquisition in September 2014, total capital outlay of £300k Sisto appointed as new Chairman and new SAAS business model established Experienced team appointed: Darron Antill as CEO alongside sales director and US sales VP Current company created in April 2016 a
Slide 9: Device Authority Today
Device Authority Today A well-recognised, award-winning international business delivering innovations in IoT security with bases in the UK and the USA. TechRadar™: Internet Of Things Security, Q1 2017 A Mix of New and Existing Technologies Help Secure IoT Deployments Cool Vendor - 2016 The UK’s Most
Slide 10: DA's Recent Progress
DA’s Recent Progress DA’s partner network spans IoT platform providers, Certificate Authorities, System Integrators, Device OEMs and Gateways Sept. 2017: Signs a 3-year global Oct 2017: New July 2017: agreement to partnership KeyScaler 5.5 power with Super released inc. Comodo CA's Micro an Amazon I
Slide 11: New Investment: InVMA
New Investment: InVMA Established and growing player in market for IoT enablement – building applications on leading PTC/ThingWorx platform for industrial and medical verticals AssetMinder™, an automated sensor data collection application for Flowrate = 5 resource monitoring, predictive maintenanc
Slide 12: InVMA: 2017 Highlights
InVMA: 2017 Highlights • £1 million bookings confirmed for 2017 • Since Tern investment, InVMA has secured new customers in OEM, Oil and Gas, Asset Rental and Manufacturing markets • Key contract wins: UK/International Airport, Howden Process Compressors, MSE Hiller, MEMS, GCE • Team expansion under
Slide 13: flexiOPS at a Glance
flexiOPS at a Glance A profitable UK company developing a portfolio of EU and UK funded research and development projects Spin-off from Flexiant 100% owned by Tern with Tern directors serving as Chairman and as director Mission to provide development resources, research grant work and funding
Slide 14: New Investment: Wyld Technologies
New Investment: Wyld Technologies Tern purchased the assets of Wyld Technologies, a mesh networking company, in Sept 2017 Wyld Mesh platform is a hybrid mobile ad hoc personal networks combined with OTT Internet streaming, a resilient network topology adding an entirely new dimension to push not
Slide 15: Tern's Current Situation
Tern’s Current Situation Focused on improving shareholder communications via website and regulatory and non-regulatory announcements Strategy Portfolio Development Communications • A number of original assumptions that Progress has been made, but not • Early communications based on were made are no
Slide 16: Creating value from technology
Creating value from technology • Tern is building a software group and expanding its team • Focused on fast-growing IoT market • Continued progress at DA • New developments at InVMA • Strong prospects for Wyld • Unique access to Silicon Valley resources and beyond to our investors and portfolio comp
Slide 17: Thank you!
Thank you! 20 Eastbourne Terrace London, W2 6LG e: info@ternplc.com t: 020 3807 0222 ternplc.com 17