Member Info for CR888

Endpoint Cyber solution is Darls new product

Crowdstrike and Sentinel One both have Endpoint too

Can anyone figure out what per centage of Sales is Endpoint software at Crowdstrike and Sentinel One to give an idea of how this new product can add to Sales at Dark

Darktrace name is not mentioned in the Press

Only Autonomy

Dark sells software / no hardware too :)

Now this latest stage is settled , big new investors can decide to Invest , let’s see !

At least the worst case scenario is out on the Table …

Monday / Tuesday next week Darks share price might actually go Up , let’s see .

He will certainly appeal , but I don’t see how he can easily over rice the Home office , but Appeals sometimes work !

Dark do believe as a company with around 1600 people and in its 9 th year , his legal case should not impact them

While he is appealing I guess he can still stay on the committee for Tech at Dark …

A civil case in U.K. with a fine , would have been preferred .

Watch next week !

https://amp.ft.com/content/e7cf6611-5f56-414c-abec-d9d297d7bc40

Dark is a software business - Hypergrowth and cash generating

We are lucky Relative to slow growth shares , and for example Green Energy Hydrogen ITM , AFC and online retailers THG , Boo , and delivery companies like Roo , and even FinTech like Wise
Given that Nasdaq tech generally was 40 / 45 per cent down today , from peak , then you can argue yes Dark would have retreated anyway but closer to 600/550 … but Microsoft / Apple doing well , Paolo Alto and Fortinet doing well

Let’s look at Price / Sales fair valuation in Software business and updates from brokers :)

Lat pull down - I heard by appoint you as Legal advisor to this group …. Great legal analysis !
It seems Patel might just let expire and nothing more happens in Usa … 5 long hours to midnight !

Great BB

Patel - more likely to keep Lynch here in U.K. … not send him to be Lynched in Usa …

https://www.bloombergquint.com/amp/onweb/recent-hacks-in-ukraine-meant-to-spread-chaos-minister-says

Kick - try to focus on Dark …. Yes brokers did and still do predict 1000p … some investors think that with Dark growth 1000 p still possible as the Brokers predict …
Now Dark in current market maybe 600 / 800 today a fairer valuation !
Price/ Sales

Next week if Patel decide to keep ML in U.K. , share price could jump to 450 p then maybe 500 p by end of next week …. Wild guess but Dark Sales/ Price ratio extremely low and should adjust to normal level after uncertainty removed hopefully soon

Shorters mostly gone it seems from Equiniti

If Patel send him USA not great , but Dark believe either way Dark should perform well

A civil case in U.K. is a cash fine

A criminal case in USA is much wider …

He will prefer just a U.K. civil case and a fine

Ndn - yes but … maybe in worst case he might have to sell eventually who knows ..
If he stays in U.K. it would be better to face music here , by mid night tonight we might know !

Patel decision is key ! To stay or not stay is the question.

The good news is that HP will want Dark share price to go up over 1000 p … and more ! If say he needs to pay 600 million USD to HP then the cash from Dark shares could cover easily … he only made 850 million from sale to HP , at was it 8 billion .

https://news.sky.com/story/mike-lynch-loses-5bn-fraud-case-over-sale-of-autonomy-to-hp-in-2011-12527235

Is he facing a fine ? Or more ?
Patel is separate decision - surely she will keep ML in U.K. regardless!

Share price still Green
Patel next later today !

The court decision timing is all over news including Bloomberg !

Today 390 p seems to have good buying interest

Investors who buy this morning at 390 p … if ML is negative , there could be short term volatility but actually Dark business good so either way Dark will go Up after any volatility I believe …ML is a national security Asset and unlikely to be be sent over the pond !