Member Info for CR888

Kick - well done - spot on posts ! Subtle but right …

I have a few new pieces of information …in December shares on loan were 4 per cent , now only 1 per cent ( see Equinity website ) ! Actually Shadiwfalll has almost no shorts of any now is what I hear ( they did start in October )

Dark is doing well … this week 15 Institutional big investors attend Cambridge event and met management …
Also Virtual meetings held this week with dozens of Institutional investors and more meetings around the world at Events
Their technology is great best in class

Next big event for updates will be early March ( a full update for last 6 months of 2021 )
The top management are keen to deliver good business performance that reflects in share price ( they are mainly rewarded if shares do well too )
The valuation method used in market is EV method commonly used , Darks price to sales is now around 6 times , Sentinel One was 80 at peak , Dark is growing 50 per cent … share is a bargain !

I wonder when new big Funds will pull the trigger

Look at U.K. bank shares , NatWest , Lloyd’s similar direction
Look at TravelShares airlines similar direction
Of course some industries have leaders and laggard.
General observation, and similar in Cyber

Option 2 or 3 !

Patel previously requested until March to make a decision , so she and her advisors have time to study the result of the other long court case …. She would look silly if the long U.K. court case was favourable ( if she decided in next 2 days to approve extradition ) … So she can’t approve extradition,! That’s my humble analysis !

Similar industries shares do move in Tandem so Ndn71 had a good point
Airlines / Cruise shares
Oil shares
Bank shares
Green Energy
Crypto
Real Estate
Pharma

All these industries “ generally “ move in tandem to a degree,

There is no RNS today , so buyer and seller of large trades still a mystery

My humble view is Lloyd’s slightly down tomorrow and Dark slightly up :)

Pearl - did anyone every say you are Diamond ?
“Acres of Diamonds” a great book :)

I did not say if Dark would correlate - was just saying other Cyber firms were doing well … so kindly not put words in the proverbial mouth - although I can see all your points above to some degree … no one knows for sure what will happen tomorrow and Friday and next Monday ! No one
Supply and Demand impacts shares on a daily basis according to many factors … Dark can do better !

Beryl - great post - deadline seems to be midnight this Friday !
The other large high court verdict result - also this week I believe … Priti Patel wanted to study that result

Sentinel One 14 per cent Up
Crowdstrike 7 per cent
So far

No one is ramping here - only bullish or bearish I believe …

I understand Agm was attended by one person in this group - a new large investors buying in when things settled was heard - let’s see !

Good luck everyone - good news Fed reserve not increase rates ?

Nice sharing and well spotted Sir Sanchez

So far Sentinel one up 11 per cent today to around 43 /44 usd

Crowdstrike up 6 per cent today

Getagrip maybe ask Investor relations ? See if they can answer your great questions?

Getagrip and Steviewonder - great posts … yes Buffetology bought in
Dark is meeting and has met recently. let’s say3 dozen funds or more , half of which are considering to invest …

Today low volume, a million shares … nothing happened … Sentinel One up 8 per cent Crowdstrike also Up

Are investors waiting Priti Patel ?

Priti Patel - I wondered if she will really be pushed to make a decision in 48 hours ?

Microsoft partners with Dark AI product - abs they have more products
See their website about products , there a different strategies and products in Cyber ! One of there products looks at Cyber attacks that have already broken the firewall , that’s my understanding!
Dark is 9 years or so old …

Lending / Sanchez great posts

Price / Sales seems to be the way Crowdstrike/ Sentinel One are measured …

Sanchez - great analysis
Let’s see short interest next week in the public information Feb 1 st
Dark seems well over sold and the shorts could buy back and ride the wave upwards and make more if they time it early
ML news could be a trigger

Dark technology is vetted successfully by Microsoft their partner, and Microsoft up 5 per cent today after results