Member Info for CR888

Last year Hsbc shares dropped to below 300 p .. at the very low , one of their big existing shareholders a chinese insurance company bought more shares ( like KKR ) , since then Hsbc shares ( which I also hold ) have doubled
So the moral of the story could be , don’t ignore KKR buying at 407 …it’s a signal that will likely encourage other investors to Buy Buy Buy ! :)

Kick I agree - hopefully Allianz Trust , Polar Capital , SMT , Schroders , Blackrock , Fidelity and other well know find managers will eventually buy in too

Legally Dark not allowed to buy shares til after next results in March

Can anyone explain why
Crowdstrike up already 3 per cent premarket today
Sentinel One up 2 per cent today premarket

Looks like worst is over and Up Up Up … like a Hot Air Balloon ? :)

A company growing revenues at over 50 per cent a year , if it can keep costs under control ( most of Dark top management have shares , so are motivated to do so ) … and with a Price / Sales well under market normal valuations- even a 50 per cent increase in the Sp .. just brings Dark to where it should be today … so I see 500 p to 600 p by March 30 th !

Got to work now - but I do feel that the worst could be behind Dark for now and we are heading into a positive period again over the next year !
Dark could be the one of the best performing Ftse 350 companies of 2022 due to its high growth and business success .
Good luck

Romaron - I am listening - which post did not suit your taste ? And why ?
It’s sad to see the moaning ! Feel free to filter anyone you like !
I bought shares of Dark today below 400 p .. we may never see below 400 p again :):)

Thanks , I posted this one earlier today under “ Cyber Attack Germany “ the Cyber attack bought me out of hibernation - as it was missed by everyone here this afternoon ..

How serious is this Cyber attack in Germany …. Russians ?

This update come from a source close to the company !
Looks positive

BB good post

Off the record :

Just making sure you saw that KKR, who first invested in Darktrace in 2016 and sold some of their convertible holdings last year, have now been buying in the market and raised their position in Darktrace from 8.58% to 9.25% as per this public release: https://www.londonstockexchange.com/news-article/DARK/holding-s-in-company/15311645



You could argue that as some of the longest standing professional investors in Darktrace they know us the very best, and having seen the news last Friday that Mike Lynch lost his UK civil trial with HP here in the UK and has been suggested extradition to the US, I think this action by KKR is a very supportive sign for our business and underlines what we have been saying that any outcome for Mike Lynch is just that, an outcome for Mike Lynch, not one for Darktrace.



In other news, we hosted 15 investors in our offices in Cambridge last week for a product demo, roundtable discussion, and financial Q&A, and repeated this event virtually with >35 investors (mostly those based outside of the UK). Interest in the story remains very high, and 75% of our investor engagement is with prospective - not current holders, even if the lacklustre share price and broad risk-off environment in the market doesn’t make this quite so obvious yet.

Sheltie - you claim to own Lloyd’s shares , but I see no evidence that you do , as no posts in last 30 days on Lloyd’s

More likely you are are paid by a hedgefund to post lots of negative , mostly rubbish , small minded , and uninformed predictions ! Why should we listen to you , when the brokers are much better informed?

Sheltie - that’s very rude - please withdraw those comments now !

Brokers are better informed than you anytime , your predictions are based on depressed hot air !

Employees shares - lock up ends when ? 3 months later or 9 months after the big shareholders ?

Today I see only 1.23 million shares traded… much less than 4 million yesterday … so good news , down on a low volume day …Usa cyber up a bit CRWD , S

Watchman - I am applying for a sales job as we speak at Darktrace :) Yes what level of commission is paid on new deals and are they conservatives not to pay all commission in year one and spread it over a few years of the contract …Blue Prism I remember seemed to pay too much Commission ! But Dark should be more balanced I hope … over and out !

Fair point - but Cyber Attack only so far ( nothing to do with Dark )
I only have one new fact

According to a Jefferies note at current prices

EV/Sales for Dark

8.7x June 2022
6.7x June 2023

Crowdstrike on cnbc news is a 14 X and growing at 70 per cent on huge and growing market with people going on cloud !
Notice I have made no comment on Dark share price today … the Cyber attack I thought worth mentioning as an exception

Great posts by everyone- really well done at the detailed analysis !

https://www.bbc.co.uk/news/technology-60215252

https://www.reuters.com/business/energy/shell-re-routes-oil-supplies-after-cyberattack-german-logistics-firm-2022-02-01/

https://www.bleepingcomputer.com/news/security/german-petrol-supply-firm-oiltanking-paralyzed-by-cyber-attack/amp/