Member Info for Bunter999

Darktrace A confident message 3 November 2021 Key Takeaway We co-hosted an investor event at Darktrace, spending time with the CEO, CFO and CTO. The key message was confidence in the technology and competitive positioning, which unlocks a large TAM and runway for growth. Meanwhile, new product innovation moves the company from being a point-solution provider to a platform-based company, providing an opportunity to increase revenue per customer, further improve retention and build a deeper competitive moat. Buy.

here is key bit....addressable mkt size was basis of PH...
We believe Darktrace is well-placed to capitalise on the structural growth in cybersecurity and deliver among the fastest growth in the European tech sector. Cyber is a large $200bn market that is expected to grow at a 2020-24 CAGR of 9%, and Darktrace is exposed to some of the fastest-growing segments (such as network detection and response and email security). Notably, we estimate the group is exposed to segments that are growing at a 2020-24 CAGR of 13%

it has individual users name in every page of every copy that fund managers run off ..

I have Jeffries note...can't post as tracable..upside target price 1300.

Increased liquidity is a benefit to such a thinly traded share.

End of day crossings for institutions have to be done at VWAP.

It was accounting for revenue at Autonony which was issue. More tgat HP couldn't read a set of accounts rather.

It will get listed NASDAQ so a junior analyst with no tech experience won't get near them..

The Hunt "analyst" was an associate at another firm 2 years ago. In equity research terms that means a data entry clerk. He has no IT experience. It is pathetic Peel Hunt could let him be lead on a multi billion mkt cap company. Sad reflection on state of UK tech coverage. HK and NY coverage light years ahead with the US IBs.

Look at he Peel Hunt analyst on Linkedin. He knows nothing about the industry. If any good as,a tech analyst he would be at US firm on big IPOs. My son is in AI machine learning, works with DARK, PhD,CERN, originally and now has topped up so 20 per cent of his not small pension fund is invested.

You.know anything about what thrycactually do....? Thfycardxslreafy more highly rated by actualusers than AWS's own system which is the market leader. I do not own but hate to see bs..If this is what the charts say, fine. But you have no industry knowledge.

https://www.g2.com/compare/aws-security-hub-vs-darktrace-enterprise-immune-system

The US market doesn't wake up to anything, as it never sleeps. The.NYSE might shut but that is all.

The young analyst did a finance degree and has no experience in software. I do not hold thr stock but my son is one of the leading Data Science/ machine learning guys in UK of his generation and says the research shows no knowledge of the industry or business

PH...280 million quid mkt cap ..??

I was head of the one of three 3 regional equity groups globally for one of the big 4 US IBs. So I am pretty familiar with what serious equity research looks like. This isn't it.

yes..mickey.mouse small uk broker getting his knickers in a twist in a sector that is followed in US by serious us analysts

Amazon is AWS. It makes the vast majority of the p and l. My mum isn't Bezos and THG is not Amazon.

See my KNOS comment in Dark..vital UK public sector supplier and very highly regarded ...excellent long term investment still. BJSS is the Leeds based unlisted near equivalent and is worth buying if the founders come to market as they near retirement

My 32 year old son is a top AI machine learning guy, but is not at an IB as lead tech analyst simply because of dealing restrictions; so he works in the business. He takes concentrated six figure long term positions. His three choice holdings are Kainos, from way back and with whom he competes, and Dark and Snowflake in US. We also have an Indian start up from 2014 going public soon and there is room for one or two exciting original companies from there, as the market matures and money flows post China. I don't need to plug our one !!