Member Info for CR888

lets keep this board cordial...

Dark could collapse to 400 p or rise to over 800p....wide range of possibilities .....Shadowfall views can be ignored .....the view that matters is TB.....as they will have the experience to judge

Bobocaca - I am busy and certainly prefer to post much less if at all
Titles like Times bets against Dark are rubbish , fake news and jiberrish from someone who ranted on for months and months saying Darks value this year only 420 p … he should not be trusted :)

Now 9 trading days or less , before an offer could be put on table !

Can anyone check the level of short interest if any from any Hedgefunds

As per the previous article by Times - Dark is a hold !

Sheltie on Tuesday do you plan to sell or hold your Dark shares

One of main reasons why I post so often is to counter the negativity from you on Dark , to add balance … your negativity may have encouraged many to sell near 420 p !

So do you plan to sell on Tuesday given this Times article , yes or no ?

The Times say hold quite clearly in their previous article

Clearly the Etonian at Shadiwfall has a mate in the Times who gives him a voice …. But why publish this call , if indeed Shadowfall are not shorting Dark

If there is not a bid , then of course some people may sell , but so far we are waiting news of offer bid

Sheltie you said 420 p max this year , you have been a seriel undervaluer so far of Dark previously …

I am am a cautious optimist …. If no offer a drop to 415/450 possible before rising towards 600 p year end
If offer then 750 p ++ and most likely both of 800 p due to strong dollar and. Good prospects of Dark , so far before this potential bid I was one of the only ones on Target :)

Fed will do what it needs to do to bring down inflation

Now 116.95 Us Dollar to pound
Dark gets cheaper by the day for a potential U.S. Buyer … good chance pound drops to 115 by next US Interest rate rise !
So even if TB offer say 860 p … that’s only 700 p in last years prices !
Let’s see … the exchange rate certainly matters in this deal !

Internet rates going up
Dollar stronger
Gold 1700 …

The big software investors hang around Silicon Valley country clubs , Chicago clubs ( around 3/4 ) and Miami … of course New York too

These are Ivy League clubs - Etonians now study in Usa as Oxbridge much more difficult

Pole dancers make things go up … not down !

Can anyone summarise the history and where this is going

PayPal or Pay ? uk listed ? Thanks

TB , can add value to Dark in many ways … not strippers !

They are Pole dancers !

Good post Bobocaca -
Also TB won’t short change any of last years placements , many of the investors will be in same community and country clubs that TB go to , and regularly do deals and invest in each other’s companies , that’s why 750 p plus 10/20 per cent possible … a smooth take over is win win

TB do not need lots of complaints from shareholders who bought the at 750 placement
Nor from MPs complaining of a sell out
Nor from KKR and Summit
So my guess is if they do this , they will not mess around - they will hit the ball out of the park
850++ to 950 p +++ … why ? Because of the firms prospects , and 750 p last year is is 900 p today due to US dollar strength … 850 p + to 950 p or nothing :)

So if this is the final offer 3 per cent upside from here in Micro
If Dark gets offered 650 to 850 p then 25 to 65 per ce t more upside from here ( low risk of no offer )

The market cap of the buyer not big , similar to MF … I doubt if they can offer more , the buyer share price went down like a brick some 14 per cent on Friday after they announce to buy … my humble advice is not to expect more from this buyer , the only hope is another buyer …. so far no sign …

Switch 20 per cent into Darktrace which is also a potential takeover target and spread your bets …with chance to increase your return with 2 takeovers if they happen

Does anyone have idea of other takeover targets that might happen … given strong dollar

Maybe another bid … but unlikely given Micro history and debts … fingers crossed for an improved bid …

Look at Darktrace .. a bid might come next week or following week , could see a nice jump :)

Maybe consider switching 20 per cent into Dark , hedge your bets … :)

With or without TB .. Dark likely trading north of 550 p by January or 600 p
So little medium term 6/9 m downside if buy at 500 levels now most probably
So holding is likely fine if can hold for 6/9 m
It might be a nasty drop to 415 or 450 p temporarily if TB announce no deal , which is now unlikely
Imagine a Tinder date … normally if you go on Tinder dates you will know within 2 weeks if you want to go from coffee to dinner or more ? So TB has now been looking Dark for a year from a distance , and now 2 weeks with access to data , they are clearly ready to make an offer , but the key is to balance how much value TB can add by bring Dark to Usa with its management know how , access to clients , access for Dark to new cyber tech by merging with another TB company …

Poppy needs new mentors ( ML has been fantastic but now less in picture ) and ML probably a bit ****ed off with Uk government not protecting him more , so he/wife can exit at a very good price … HP happy as they can try for higher fine ! And in future Dark can list on both Nasdaq and Ftse …
The funny thing is Dark might jump back to FTSE 100 again if the buy out level sufficient … so incentives for everyone needed , shares for management, new EDs , and promises to existing big funds KKR etc that they can buy back in before next Ipo , and a level of 850 p buys out most share holders who bought after IPO ..

let’s see how far the Tinder dating has reached …