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Thanks , so EBT today transferred 34 million shares to some beneficiaries … maybe to retain / incentivise some employees ? Can you kindly describe how this transfer might be in preparation for a sale …
In Usa Jacksonhole Powell news that he will be tough on inflation ( Cyber is here regardless of inflation ) however interest likely to rise but I understand Dark has little debt … but generally high growth Tech shares in Usa will be impacted a bit , hopefully the sell off in Usa is short lived ..
As ffor the Car park , Sneaking1 I hope has bought 10 Apple AirTag to stick to each car , so he can track the cars in his iPhone …anything to get an edge !
To-date, these are % notification 8.3 RNS's - total declared so far : ~51% ( COB 26/08/22)
Amounts to right are latest that replace earlier disclosures.
AXA Investment Managers S.A 1.7
Barclays PLC 1.17 1.2 1.18 1.14 1.15 0.98
BlackRock, Inc 2.74 2.75 2.74 2.73
Brighton Park Capital Management 4.23
Darktrace Employee Benefit Trust 5.4337 5.3814 5.3711 6.528 6.5222 6.5184 5.6054
First Trust Advisors L.P 1.61
Global X Management Company LLC 1.45
Greenvale Capital LLP 1.76 1.58
Hoxton Ventures Fund 1.36
Invesco Ltd 1.34
Legal And General Investment Mgt 5.18 5.11 5.1 5.03 5.02 5.01
Sanford DeLand Asset Mgt Ltd 1.15 1.1
Société Générale S.A 1.05 1.04 1.09 1.27
Summit DT CLN Holdings 3/4 13.6552
Ten Eleven Ventures LLC 3.26
THOMA BRAVO 0.00
TIAA-CREF Investment Management 1.538
Vitruvian Partners LLP 2.75
Interesting that Darktrace Employee Benefit Trust have been, in general, slowly increasing their net position until today's notification that 6,555,096 (£34.3m) shares were transferred from EBT to unnamed beneficiaries. Someone/s preparing for sale of company imo.
TB also declared they hold zero position in DARK atm.
aimo & dyor
DEBT fund still adding to holdings, now 5.6054% ... ;-)
Dark did buy at around 410 some shares in the market for future disbursements to employees , I wondered if they Transfered a few shares to the employee fund
The Vote is not yet a slam dunk , the price will be important and also the value / strategy / chemistry of TB with Darks BoD
No news is perhaps good news … no rush , this whole process might take 2 /3 months in first phase !
The press has focussed maybe too much on ML and Shadiwfall … which are not expected to be factors by the BOD …. With some positive Press articles on Sept 8 that might support the share price until the actual expected offer !
Usa markets up yesterday - and the big Fed speech in Jackson Hole tonight … so far Usa markets holding up
Thanks NewKOTB for keeping us informed.
An interesting cross section of iis. The DEBT is run by a trust to handle legacy issues and for the benefit and present and past employee ( ref IPO Prospectus). The trustees can apparently vote independent of company management for up to 5% of the total voting rights , so I wonder how they will vote if there is a takeover offer - but I suppose this would be part of the negotiation.
To-date, these are % notification 8.3 RNS's - total declared so far : ~48% ( COB 25/08/22)
Amounts to right are latest that replace earlier disclosures.
AXA Investment Managers S.A 1.7
Barclays PLC 1.17 1.2 1.18 1.14 1.15 0.98
BlackRock, Inc 2.74 2.75 2.74 2.73
Brighton Park Capital Management 4.23
Darktrace Employee Benefit Trust 5.4337 5.3814 5.3711 6.528 6.5222 6.5184
First Trust Advisors L.P 1.61
Greenvale Capital LLP 1.76 1.58
Hoxton Ventures Fund 1.36
Invesco Ltd 1.34
Legal And General Investment Mgt 5.18 5.11 5.1 5.03 5.02 5.01
Sanford DeLand Asset Mgt Ltd 1.15 1.1
Société Générale S.A 1.05 1.04 1.09 1.27
Summit DT CLN Holdings 4 13.6552
Ten Eleven Ventures LLC 3.26
Vitruvian Partners LLP 2.75
Interesting that Darktrace Employee Benefit Trust have been, in general, slowly increasing their net position.
RNS each date quite a lot - what are these RNS saying - any accumulation ?
Vanguard , Thomas Bravo also with RNS
Can Anyone simplify the contents of these RNS with an up to date analysis !
Just out of curiosity, what do you make of all this, just a relationship of shareholders and the size of their holdings? I am not questioning it, I just wonder how can I or any other potential investor act on that information?
To-date, these are % notification 8.3 RNS's - total declared so far : ~24.5% ( COB 22/08/22)
Amounts to right are latest that replace earlier disclosures.
AXA Investment Managers S.A 1.7
Barclays PLC 1.17 1.2 1.18 1.14 1.15
BlackRock, Inc 2.74 2.75 2.74
Darktrace Employee Benefit Trust 5.4337 5.3814 5.3711
First Trust Advisors L.P 1.61
Greenvale Capital LLP 1.76 1.58
Hoxton Ventures Fund 1.36
Invesco Ltd 1.34
Legal And General Investment Mgt 5.18 5.11 5.1 5.03
Sanford DeLand Asset Mgt Ltd 1.15
Société Générale S.A 1.05 1.04
Nice , thanks , Appreciated… let’s see what these RNS signal in the coming days and weeks
Forgot to add, I would also keep an eye out for JPM & GS as I would expect RNS 8.3's from those also by the 30th.
atb
cr888,
At the moment I see it as status quo being maintained, it's still early day for 8.3's, however one of the current bunch I would keep an eye on would be BlackRock.
atb
aimo & dyor
NewKOTB
The numbers seem similar , not much change ?
What can you interpret from these numbers for the layman to understand!
To-date, these are % notification 8.3 RNS's - total declared so far : ~23% ( COB 19/08/22)
Amounts to right are latest that replace earlier disclosures.
AXA Investment Managers S.A 1.7
Barclays PLC 1.17 1.2 1.18 1.14
BlackRock, Inc 2.74 2.75
Darktrace Employee Benefit Trust 5.4337 5.3814 5.3711
First Trust Advisors L.P 1.61
Greenvale Capital LLP 1.76
Invesco Ltd 1.34
Legal And General Investment Mgt 5.18 5.11 5.1
Sanford DeLand Asset Mgt Ltd 1.15
Société Générale S.A 1.05
Thanks for this - so is AXA holdings in Dark now 1.7 %?
What are these RNS showing ? Any trends spotted ?
To-date, these are % notification 8.3 RNS's - total declared so far : ~18% ( COB 18/08/22)
Amounts to right are latest that replace earlier disclosures.
AXA Investment Managers S.A 1.7
Barclays PLC 1.17 1.2 1.18
BlackRock, Inc 2.74 2.75
First Trust Advisors L.P 1.61
Greenvale Capital LLP 1.76
Invesco Ltd 1.34
Legal And General Investment Mgt 5.18 5.11
Sanford DeLand Asset Management Ltd 1.15
Société Générale S.A 1.05