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Or until the big Vote
Springtime is always a good time to look for a new home, physical or virtual
Our lucky charm, is Investment bankers are lacking work , why not use their time to find a buyer for Dark at say 6billion....or 7 billion...
Does anyone know how big a fee Investment bankers could make if the successfully find abuyer for Dark?
Charles wake up a bidding war is never going to happen. It is a done deal. If there was another bid you would have already heard by now. It is the hope that kills you.
My favourite part of this whole debacle is how you all got played by Jeffries. The Fred and Rose West of Investing kept ramping the brokers values saying this was valued at £8.90.
All of a sudden Jeffries stated as below that £6.20 was fair and reasonable.
Recommendation
· The Darktrace Directors, who have been so advised by Jefferies and Qatalyst Partners as to the financial terms of the Acquisition, consider the terms of the Acquisition to be fair and reasonable. In providing their advice, Jefferies and Qatalyst Partners have taken into account the commercial assessments of the Darktrace Directors.
At least some on here will have learnt an important lessons.
Don’t trust any Brokers especially those that are getting paid by the company.
Don’t trust anything the Fred and Rose West of investing post they are the worst most clueless rampers out there.
I thought it was fair value at about 580p. So im pleased with 620p. The only case you can make for a higher valuation is ,its cheap compared to its peers in the US. Ive sold more this week,ive been adding to CVSG.
Absolutely steviewonder77 - I have said it all along. It's a very very good deal for DT shareholders & nobody else is going to come along & offer any more than TB have, as it's just not worth any more. Oh & don't forget that DT barely scraped a profit as a listed Plc. People were excited by it growing its top line - meanwhile however, it's bottom line always remained poor. This TB will definitely get voted through - with "unanimous" ease.
"Turnover is Vanity. Profit is Sanity. Cash is King".
This TB offer . . .
Sheltie I’m curious. On what basis do you say “ as it's just not worth any more”. How do you determine this? Have you calculated it intrinsic value based on revenue growth projections, earnings margins and cash conversion metrics. Or is it based upon your gut feeling or TA?
Well listening to you all , and I do listen …
I am now lowering my chance of a higher takeover bid from 69 % up 50 %
Investment bankers surely would need 2/3 weeks to get one of their clients to bid .. at least , certainly if nothing appears by around June 8 th or so … then I will start counting my chickens …
Sheltie, You clearly never particularly liked Darktrace as an investment. You are on here like telling everyone that no other bid will come in. That may or may not be true however I have to say that you have been wrong before. Like when you were telling everyone that Darktrace was a screaming sell in in January 2023. The share price back then was 2.39. Anyone who took your advice and sold would have missed out a 150% rise in the share price. As for Darktrace not making enough profit. It took a decade before Amazon turned a profit. Plenty of other similar examples.
Nice post - well done
Nice post - well done
8 is the lucky number
The fact is no one knows -
No one knows what Microsoft / Google and others plan to do
We just make our best guess
So I think Sheltie thinks it’s unlikely
Whereas I believe why not ?
The Ft thinks the same as me , so does the Times
The Sun and Mirror are on Shelties side as they also lack insight and information on the real world
Face it - Dark is up for sale - everyone knows it , place your bets !