Member Info for CR888

Yes I can’t see how Russia can hold onto the new territories ( vote or no vote and annexe ) …Ukraine has many more willing soldiers … Russia struggles to get Russians to sign up
Technology is being withheld by the west ,
Europe / USA could resumd all Russians with Visas … but maybe Europe already decided against that ….
Russian Oil / Gas goes to China and China could easily re export back to the west …
End game near , by November G20

This adds pressure for Ceasefire and eventual peace

There are lists of Europes fast growth top companies … FT and other publications do lists …. Let’s get hold of the list and review to guess next takeover targets

TB have raised a number for of funds - anyone know how much dry powder they have … are they allowed to borrow to buy companies too … the more the better :)

Sap could do better , agree

Sure , I have exhausted my ideas for now , surprised some many moaners will little contributions or rebuttals …
Now is wait and see time …. As I mentioned if talks are going well , and TB needs more time , Dark has the right to extend the deadline of Sept 12 …

Crown Jewels of Uk tech will go for Crown price I believe … not a dogs ear of a price !
Fingers crossed
Good post on Daily mail …

Worth attending even if it is the last one for a few years :) … I asked one question , why not 1100 p :) :)

Considering to Gamble on a deal happening and adding a few
As FTX founder says , only invest in Crypto what you are happy to lose !

On Fri, Sep 2, 2022 at 3:00 PM, Josh Dowley wrote:
Dear analysts, investors, and media,



Darktrace would like to invite you to our FY 2022 Results Webcast on Thursday 8 September from 14:00-15:00pm (UK time).



The online event will include a presentation from Poppy (CEO) and Cathy (CFO), as well as a moderated Q&A session at the end where Max Heinemeyer, our Chief Product Officer, will also join to take your questions.



· When: Thursday 8th September, 14:00-15:00pm (UK time)

· Where: Virtual event via BRR Media webcast

· Speakers: Poppy Gustafsson, Cathy Graham, Max Heinemeyer (for Q&A)

· Q&A: You can submit questions during the event for the moderated Q&A session





Details for joining webcast:



Please register prior to the call starting using this link: https://stream.brrmedia.co.uk/broadcast/62fe60bc8b876c6ccc6b6887





Details for joining via conference call dial-in:



Please join the event 5-10 minutes prior to scheduled start time. When prompted, provide the confirmation code or event title.



Event Title:

Darktrace – Full Year Results

Time Zone:

Dublin, Edinburgh, Lisbon, London

Start Time/Date:

14:00 Thursday, September 08, 2022

Duration:

60 minutes

Confirmation Code:

1075565



Location

Purpose

Phone Type

Phone Number

United Kingdom

Participant

Tollfree/Freephone

0800 279 6877

United Kingdom, Local

Participant

Local

+44 (0)330 165 4012





A replay will be made available after the event.



Best,

Team Darktrace



Luk Janssens, Head of Investor Relations, luk.janssens@darktrace.com, +44 7811027918

Josh Dowley, Investor Relations Executive, josh.dowley@darktrace.com, +44 7814061260



Luk Janssens & Josh Dowley
Investor Relations Team, Darktrace

80 Strand, London, WC2R 0DT

signature_3035078085

LinkedIn

Twitter

Darktrace

Confidentiality Note: This email may contain confidential and/or private information. If you received this email in error, please delet

Well sorry but although my base case is 800 ++

I would now not be surprised final bid price to be between 950 p and 1150 p .. as TB can add 2000 p value in 3/5 years and exchange rate high
Did 950 p to 1150 p wind any of you up :) ?

Good weekend …. Typhoons are blowing around Asia , your prayers welcome !

He said on lunch with FT , Twitter is a place where people wind each other up ?

If TB open an office in London , they plan to buy other uk tech companies
If they plan to buy other uk tech companies , let’s try to guess which ones and buy those companies shares first
Simple right :)

If anyone hears anything , do post it discreetly here
TB opening an office , in London , great timing for Dark going private ! Is the office already open ?

ThG looks like a dead man walking , even though cheap , it can get cheaper
Oil shares would have been safer

Their office not far from the Clubs I visit in Club land , so convenient ….

I liked Sheltie post about the new Office … the other I had looked at weeks ago , I am familiar with TB for years and seen them interviewed on Bloomberg TV in past years … they are a great outfit

Let’s see if offer price is nearer Sheltie / gang original 650 p or my gang who believe 800 +++++

Us Dollar is strong so even a final offer of over 1000 p would not surprise me , If a deal bid happens :)
And yes today was an up day as I predicted by 0.2 p
If you get a Gold medal in the Olympics and I have met Chinese multiple Gold medalists in Ping pong , even winning by 0.2 p is still a Gold medal

The Uk , Germany , Japan … with Germany and Japan already announcing they want to increase Defense spending by record amounts in next 5 years , billions and billions … Lizz Truss too … I saw she alone 157 billion extra , include Germany and Japan then 100s of billions extra into Defence
Defense includes Cyber security and cyber attacks which includes Dark !
I am amazed how little many of you post … where is the team work …

Thanks Sheltie for your posts ! We need more like you to balance the debate !

This increase the chance of a good bid !
80/20 now on my book !

Dark might extend the time TB has from 4 weeks to to another month if Dark choses .., this would add at least another 4 weeks wait ?

If they announce on last day , Sept 12 … then before 5 pm , after market possible ..
they may as well use all the time maybe

Thanks Sheltie

Gentleman and Scholar

Ivory Tower !

Just like in games like Russian roulette people are getting nervous ….

Certainly I expected today to be an up day … we still have a few hours left ….

So far no news … is anyone in the car park ?

How are the Tea leaves looking ?