The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Yes
https://www.ft.com/content/6c2b776d-e086-49e1-8987-48b4b9f7dd8b
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This could be great news eventually for Dark share price … as long as Poppy and Dark separate from this case , let’s see
Did anyone notice the volume of shares of Dark on Friday , 23 million shares , yes 23 million
Just a month ago normally Volume 1 million to 3 million ?
What’s happening?
12 citizens in the Jury, will decide
44 witnesses
I wonder how big the so called Bill Gates of UK, court case will be in USA among the public
Lots of free press for Darktrace worldwide (Free pubilicity)......may I will ML good luck to get acquiited or a very short time in Jail at worst.
I would expect Mrs ML to sell down more shares, but ML himself has pledged a 50 million Bond ? of his Dark Shares or something?
When will Poppy testify in UK,
Just immagine if he is aquitted , the share price might go to 1200 p in days....and if Poppy cleared 100% then we could go up to 650/750 or more and then Dark will have offers for Takeover 1200 to 1500p?
All wild guesses, but you see the sort of "trend picture ", HereKittyKitty what do you think :)?
She lead Dark though a brialliant restructuring of Sales force commission, not R and D, a narrow path to glolry to get Profits too.
She looks like Bond girl, and brilliant execution, giving Directors and staff tonnes of shares at cheap prices, and a war chest of shares to hand out to key employees
She held off a takeover bid at 850p by ThomasBravo who if the bidded again this year, would need to pay over 1200 p to stand any cahnce.
She is a very key person, and investors seem to be signalling she/Dark will not be impacted by ML courtcase
Fingers and toes crossed
AI boom is just starting , and in Cyber a limited number of players say 30-50 will take 80 per cent of the market in Western World, Dark can be one of them.
FTSE100 is no longer a dream
Https://www.macrotrends.net/stocks/charts/MSFT/microsoft/stock-price-history
Heard Bill Gates speak 1991/2 at Harvard , the share price since then up 200 , am I be unreasonable to ask for 5 X on dark shares , just 5 times to 2500 p , I think 10 X could happen , for now happy with a 20 to 50 per cent upside each year starting from today
Perhaps the answer to your puzzle is they want Big customers , not lots of small customers , therefore the number of customers is just a number , key is their size
Even if the number of customers dropped , it’s fine as long as more huge customers , like the Usa federal or Pentagon contracts
But great analysis , well done
Bad press on ML court case will start to come out next week , bad headlines - and the name Dark will come up in the background .
Honestly it’s a miracle we are where are today , it seems big investors believe Dark and the court case are seperate stories , plus the good results has knocked the ball out of the park . Let’s see what next 2 weeks brings with the very Bad headlines coming from the usa
I say it’s free advertising, we are saving millions and millions to get Darks name into to press in usa / uk , ironically Ml case will make Dark famous ! fame equals more sales which equals 1000 p
I will probably sell a few Dark shares between 200 p and 2500 p , but if sales and profits continue in upward trend and the company well managed. , I will probably wait til 4000 p to 5000 p a share before selling let’s say half my shares , the rest I will hold til we reach 10000 p
Let’s face it 4900 p is just a rise of 10 times my money …. Let’s not make the same mistake as Bill gates who would be much richer if he had held onto all his Microsoft shares and not diversified following Buffests advice …. Hold and have faith that in the next 5 to 10 years Dark could go to 5000 p if well managed and executed . poppy is young , she can do it
I do not want to scare anyone but Sentinel One share price dropped 17 per cent yesterday , glancing at the news it was due to results , so it goes to show , good projections depend 100 per cent on continued cost controls and profitability and investment
Poppy is a maths genius and an account , whose wealth depends on a successful business , an Accountant ! So we are in best hands with her , who can balance the grow and control the costs , and drive up the share price ! She wants to be a. Billionaire !
If Dark goes to say 2000 p , which I thought it would last time :):) ..
Then you can be 180 per cent up !
The fact is look at Microsoft , I remember attending a speech in Harvard in 1991 or 1992 by Bill Gates where he said he was hiring at Harvard , then since then his share price might have gone up , go knows , maybe 1000 times ? Since 1992 ?
So if Dark goes up by only 4 times , who can argue against that ? As software sales are infinite !
I heard an Ambassador speech this week on geopolitics - the west will next build in near future trust with Russia and China probably ever
Cyber warfare is here to stay
We now all reluctantly buy cyber software like Norton if we use Windows , a virus on our Computor is very disruptive, and similarly governments / large companies can not afford to not function due to a cyber attach
So I now raise my target price of Dark to 2500 p within 3 years , unless a takeover happens then depending on the timing then 1200 p to 1853.5 p :)
I am start to think that Poppy and the management , partly , did not mind the share price dropped over the past 2 years , as that gave the company time to restore their model , and for management to load up fully on shares
Now they are driving a Ferrari of a company , that will really accelerate sales in next 12/18 months including through Chsnbeks not just through their own sales , and someone mentioned the Federal lisence to sell to federal entities in Usa , … as Trump would say this is going to be huge
Look at the graph of Bitcoin price , now at record high levels after dropping like a rock !
Well imagine if Dark does the same and we go to 1100 p , that’s a 175 per cent rise from here
I would not want to sell early , I would want to hold till at least 1100 p
Popppy and her management will get rich , if and only if , they run Dark well , increase sales
Their interests are highly aligned as shareholders to contr costs ( she is an accountant ) and make the share price go above 1000 p and really do believe 1000 p yo 2000 p is on the cards as the business grows next 2 years in many new revenue streams
You are sitting on a gold mine !
Thank AI too …