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Absolute joke, future fundraises required to pay for increased director remuneration.
I originally rated this as a good opportunity, seems to be underperforming especially the the text EpucSurf has highlighted regarding fundraising. Directors not delivering value to the PIs.
I hate to do it but might just cut my losses, had built up a stake averaging 18p, ouch
Or should that be a lot going DOWN for it. More falls today, yet a lower launchpad to take off from...
Could be approaching an entry point for a punt...
EarlofAim - clearly a deluded spammer
Waste of time share unprofitable company with growth slowing... and I'm a shareholder!
Great points raised in your post nicwe, as shareholders it would be good to get these directly answered by the board
Indeed jon1234, to me that's poor cashflow management or strategic planning, especially after raising capital in January.
Surely it would have been better to raise a larger figure then, although the market seemed to expect it pricing the share down further since that raise.
Hopefully this is the final time they come to the market for more funding and the cash burn can be turned around from increasing economies of scale, surely the market awareness has increased as a result of the funding they've allocated to marketing.
Similar position and echo your thoughts entirely jon
This continual fall is becoming concerning, I'm feeling this share is now too heavily weighted in my portfolio. Unfortunately I think the current high inflationary environment may be impacting loss making growth shares even more harshly in discounting future earnings, which are currently non-existent here. Earnings meaning profit not revenue or ARR, they do not equal rising share price in an unprofitable growth stock for some blinkered posters.
However, conversely in a high inflationary environment growth stocks probably have the most potential to offset that inflation figure, hope we get some positive figures soon from the company as the macro environment isn't going to provide them!
Can someone at the company please let me know who I can give my bank details to so you can take money direct from my account, might as well cut out the middle man...
Interesting article: https://seekingalpha.com/article/4483510-european-metals-zinnwald-lithium-depend-on-cinovec-processing
Working in IT there are "big" cyber attacks on a daily basis and regularly reported ones, so no it won't send the share soaring. The simple reason this share doesn't move (not upwards anyway) is it's a loss making tech share listed on the ftse, probably be very different with a US listing. Frustrating as I'm now significantly underwater on it!
One statistic I initially missed from this morning's action was an increased net customer retention rate of 96.4%. This is highly encouraging for the long term, just hope the customer acquisition costs can be controlled going forward.
Damn, I should've waited a couple of days to average down instead of when it dropped under 16p! Oh well, here for the long term I suppose...
Drifting, drifting away... https://www.youtube.com/watch?v=0a5WyAjL1MM
I'm an infrequent poster on these forums and yet to post on Darktrace. However Darktrace has been on my watchlist recently and it was what I judged as the misleading telegraph article in fact that actually made me buy a modest holding in this share yesterday. As had been pointed out, no publicly disclosable short positions existed in Darktrace, and ShadowFall's disclosable shorts can easily be seen https://shorttracker.co.uk/manager/shadowfall-capital-research-llp/
Therefore, for the Telegraph to claim the short position remains (as of publication, today may well be different) they must have individual information from a source and the position itself must be insignificant. I also feel vindicated on my decision by the announcement today of an increased renewal deal with the airline, especially as one of the debunked points of the short was customer traction and turnover.
From experience of another small tech share (interestingly one that William Currie Investments also invested in early), the share only really "took off" and the market re-rated the shares after a few years when they were able to scale out with the number of customers using their SAAS platform and report first EBITDA positive results. Yes there were ups and downs before that but nothing on the scale of the re-rate on profitable results.
My point being the UK market, perhaps unlike the US, seems to make moves far more on solid results than the potential, especially in tech. I am not being negative, but realistic. I am invested here, like the story being played out and can see the potential for a similar re-rate with scaling up.
The share I refer to above is Eagle Eye Solutions, I suggest you check out their 3/5 year share price chart and see if you can spot the point at which they started releasing profitable results!
Good update "EBITDA for the full year ending 30 June 2022 to be comfortably ahead of management expectations". Onwards and upwards.
@BorderBob Thanks for the thoughts on the scenario, although I am asking from the point of view of short to medium term (months) share price movement after the completion of the offer, based on potential outcome of current decisions or facts that are already known. Your scenario is quite speculative and longer term, although granted would be an option, alongside debt, for GF in the future.
It also appears you either push a devils advocate perspective, this can be useful in avoiding group think, or have an agenda based on other posts.
I would like to bring the discussion back to the short/medium time frame and discount speculation on future GF action. So any other informed thoughts on share price movement post offer?