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Very interesting article from just over a year ago to help support a decision of whether to invest in Phc or not:

http://www.nae.edu/19579/19582/21020/266337/266373/Peptides-as-a-New-Class-of-Biopesticide

Sold on Friday - been in similar AIM shares to realise this is going one way. Good luck to holders, genuinely hope I’m wrong.

I accessed it free at https://twitter.com/FT/status/1783853604295544911

Https://www.ft.com/content/69d46a93-916c-4044-a3c4-f1b5bad2e412

Some very encouraging words “ Adoption of the technology in mobile phones would lead to further significant growth”

Still speculative but unlike a lot of companies that repeatedly dilute your holding, this has cash in the bank to use.

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I don’t think there’s any news here other than interpretation of the term ‘expeditious’ . They will reach a conclusion quickly and with efficiency. If I was invested here, which I’m not, I’d sell today.

Likewise - sold Friday at 157.86 and bought today at 154.22. Let’s hope I timed it well.

The spread on this is 11%. A quick look at the sp history on Google finance for the last 5 years explains why. In my opinion- steer clear.

I’ve been trading shares for a long time and still got a lot to learn. I definitely would not touch these shares. They may have the odd rise to encourage people to buy them but in my opinion they will soon be worth nothing.

Crowd strike and sentinel one are down in the US. There isn’t necessarily any particular reason other than NCC posting concerns. The algorithms lump similar organisations together and when one goes down they follow like a pack of cards. Dark may provide another trading update in April which will probably cause a swift uplift or a fall. This is definitely a gamble that could pay dividends or result in significant losses.

I sold recently at 263. It’s a gamble I’m not prepared to take. I wish you all well and hope that cybersecurity returns to being flavour of the month.

Long term I think it’s a certainty to win. However, in the short term, I’m going to sit and watch.

Good luck.

The reviews from customers, including DRAX which requires a reliable security system to avoid foreign countries sabotaging the power network, are very complimentary about DT.

I suspect that AI has been paid to write these desperate and sad comments by a shorter.

Capita are responsible for an enormous number of government contracts linked to education, defence and medical systems along with TFL charging etc. Their sp dropped by over 5% yesterday based on the attack. Looking at their website, they offer cybersecurity services and claim to be experts. Companies they link to include “ We partner with leading security vendors such as IBM, Cisco, Palo Alto and Qualys, as well as with new, innovative SMEs for access to global research data on the latest emerging threats and technical solutions. We embed this knowledge into solutions which deliver the best results for you.” I couldn’t find any mention of DT.

Bye

The dotcom bubble took place as the internet took off. It seemed like any company associated with www was destined for a meteoric rise on the stock market. The next big thing, which is just gathering momentum is AI. It occupies most of my colleagues conversations at lunch. This could be due to GPs being replaced by computers or AI being used for self correcting coding.

As AI increases in sophistication there will be an inevitable opportunity to make and lose money betting on which companies have the next big thing. I predict that DT is one step ahead of the rest and already exploiting AI. In today’s news there was a release about NEWSROOM and the timeframe taken to prevent possible cyberattacks https://www.adsadvance.co.uk/darktrace-newsroom-shortens-cyber-action-timescales.html

I think the current fluctuations in sp are minor compared to the potential gains in the next 6-12 months.

DT are already in 110 countries. Their customers include DPD, Airbus, Allianz etc. Having Drax as one of their customers offers long term security, as an investor.

Their careers page has about 100 vacancies https://darktrace.com/careers
This demonstrates to me that they are expanding and future earnings should increase.

Shorts had me concerned, wondering if they know something we don’t. So looked up https://www.shorttracker.co.uk/manager/wellington-management-international-ltd/

Checked their previous shorts:

Technipfmc Nov 2020 sp $3.87 current sp $12.51
N Brown Apr 2020 sp 9.91 current sp 31. However, soon after they’re short at 9.91 it reached over 70.

They seem to be shorting at the bottom, thinking it’s a certainty to decrease when this doesn’t necessarily happen.

DT may have some skeletons in the closet with ML but the recent results suggest their products are popular. I’ve checked out reviews of DT compared to crowdstrike and other offerings by Microsoft etc and they get good comments about their ability to prevent cyberattacks.

I’m sticking with this.

Autocorrect - short not sort and Moore’s Law!

Looks like Wellington Management have opened a sort of 0.53% yesterday. I expect this could be why it’s fallen 4% today.

I’m still confident this is good for a long term bet.

My son is completing a degree in cybersecurity this year and there’s plenty of work out there. It’s a relatively new problem that is about to become a massive headache with the advances in AI. Artificial intelligence is set to increase in complexity at an exponential rate. This is similar to Moose’s Law for transistor numbers.

Large organisations will have to maintain good protection against cyberattacks and I’m hopeful that DT will be the go to company to protect them. I also think it will become increasingly expensive to remain cyber secure.

Can’t believe my luck, selling recently at 130 and taking a 30% profit. Not skill - luck. I would consider buying again. I think this has potential and the current drop is an over reaction. I’m hopeful that with FDA approval this can return to over 100.

I’m out but still watching. I think today’s drop is simply characteristic of a minor correction. This share has risen sharply and a correction was always inevitable. It will hopefully continue on an upwards path when the stock market settles.