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I still haven't sold, I just can't bring myself to do it when the stock is flying up.
Yes probably no more lse for me. Going to just buy index funds tbh.
Good thing I delayed selling this afternoon. A good place to exit
Questions have always been there surrounding the product that Darktrace produce. Peel Hunt wrote that "many felt it was more of a glorified rule/pattern-based system."
Based on the low R and D spend (compared to competitiors), which manged to decrease (as a percentage of revenue) somehow, I think it is almost certain that Darktrace do not have a true AI product. I believe that they may have some machine learning, but it is clear for me at this point to think that with the money they spend, the wording of the AI research centre leading me to believe they don't have many AI people on the dev etc that they have dont have an AI product.
They are still doing well financially, and growth is slowing but there. I do wonder at what point there limited R and D spend will come back to bite them. The CFO gave some comment about the style of their "AI" meaning they need less spend, but sadly that excuse makes no sense. If you want to improve an unsupervised AI you need more money not less compared to the known bad approaches. Unsupervised learning is often less understood and harder to pull off than the easier classifier/supervised approach.
I have made some money from buying in at 330 but I have now decided to fully sell on Monday and leave the DarkTrace forum. I won't post again to avoid unnecessary chat.
I wish all longer term holders luck
Have DT ever addressed their lack of R and D spending. It actually decreased in the half year results, never heard of this before for a tech company?
Nice boost again at the start of the day, but no stopping until £4
Dear Stockwell.
If you look closely i had a change of heart and opened a long position at 330 which i thought was good value.
I still find it incredible that the r and d spend is decreasing. Major red flag. But the results are the results and they look good to ne
Sadly as i predicted. Brought back down. The london stock market is doomed for tech companoes
market bull**** dragging it back to 370? i hope not but i have 0 faith in the lse
Not sure about that. The biggest thing is that we dont want the market to drag this down back to mid 300s due to bs lse
Just to fix my mis information, after properly looking R and D costs fell , they did not increase
Seems they are finally starting to up r and d spend. A good sign to me personally
Look good to me. Hoping for a boost on opening
Crowdstrike up 23.83% to all time highs. Can Darktrace match?
Good news! Eyes on crwd tonight
5%? Any ideas
Also Crowdstrike report on Tuesday evening, which will cause a reaction in the dt share price
I will be looking at the acceleration of sales. Are sales and marketing pulling their weight or is it time to cut back?
DT has now recovered to the position it was prior to palo alto news
After palo alto crashed from earnings from 366 to 261 dollars, it has now begun recovering and is back up to 318 dollars approx. Gaining back 50% of the loss.