Member Info for CR888

Watchman sure - let me check where I heard that fact .

Ok here it is
Darktrace is guiding to adj EBITDA positive this FY 2022 to June ….and since the start of the Ipo , Dark have had a steady state economic model and they made it clear their business is capable of delivering an Adj EBIT margin in mid 2020s …
The markets appetite for loss making businesses has changed rapidly ( Netflix has 222 million subscribers but is not making ++ FCF and the market is punishing them , Peloton had the biggest demand tailwind due to Covid but because they spending too much …..see next post

The volume has I agree not been huge which is good while going down over the past few days

The 2 million buy order after hours is interesting!

Dark has been doing one on one and group Investor meetings over the past year and also recently to educate big Funds on their growth story and success
Imagine if when dust settles if just 10 of these Big funds buy in from Usa and Europe … Jeffries has been educating investors in Usa and has a 800 p Target Price so surely their clients might buy a good amount of shares quite soon - win win for everyone if that happens !

Check the two news articles I sent which talks about Price / Sales in Valuation - again not my words but the views in the wider markets on valuation

Dark has profitability by 2023 and is investing in the product and getting the product into as many Organizations and Governments as possible ! The Sheltie Rocket could happen :)

Buy Lloyds too !

https://www.forbes.com/sites/bethkindig/2021/07/16/sentinelone-excessive-valuation-overshadows-a-stellar-product/amp/

Old news but it talks about valuation

As far as I know , Darks price to sales cheap ? Can someone calculate for the 3 shares , CRWD , S and Dark so we are clear ! We all know in Usa higher multiple but good to know where we are when comparing Hypergrowth companies

https://seekingalpha.com/amp/article/4474232-sentinelone-s-earnings-stock-buy

Old news - but look at price to sales and compare Dark now

Beryl - well spotted - what sort of newspaper is this ?

Watchman - agree with what you say
Actually Dark predicted profitable by next year .. and needs to pivot much less than other tech companies due to any interest rises - agree Brokers reports on the high side today versus current price .

Price to Sales I saw yesterday is a good measure for share price - Dark is in the low side versus CRWD and S , can someone compare ( S was as high as 80 X, but 10 X more normal )
As Sheltie says Banks , Oil and even Travel and Value and Commodity shares , even China might do Ok

Nasdaq futures up today , S and P futures up too , so far !

I believe Large Funds that have been educated by dark might buy in soon when dust settles

Fed does not want to kill the golden goose !

Sorry Hellasverona , Brokers predict average price 775 p …

Agree diversify , Banks , Oil , Value as Sheltie says Lloyds is great bank

Microsoft results.good yesterday

Price to Sales - is 10 or more fair valuation , I saw Sentinel One was 80 X before now lower , Crowdstrike more reasonable , can someone perhaps compare current price to sales of Dark and CRWD , S and other software companies …

https://www.theguardian.com/world/2022/jan/25/cyberpartisans-hack-belarusian-railway-to-disrupt-russian-buildup

I don’t remember … anyway better to not put peoples Username or Name in Titles of Threads …
Things “ happen “ let’s move forward as a team … keeping eye on the ball …
I saw some news that Putin might have a virtual meeting with Italian business leaders ?

Pearl whats HBR

Sheltie we are all trying to understand what’s happening in these volatile times .. and I am sure everyone doing their best !

Ndc … using your name in the title of threads I think is not appropriate! That’s the point … in this case Sanchez actual post was fine … but not the title !
Good luck to everyone …

The share he mentioned mkango was ok to mention but a small cap at 50 million market cap , for real traders like Sanchez but not for me!

Sheltie - it’s not important who you are or who anyone is … just contributing to the dialogue to the best of your ability without too much personal judgement- Supply / Demand simply drives share prices - and it can go either way any time with this share and others too !

Your feedback Welcome - fair enough and noted !

On Olympics , and I have been to Beijing quite a number of times , even was in Beijng around 2008 near the time when they had their last Olympics - maybe you are right Putin will not go to war next 3 weeks and hopefully never … fingers crossed !

Beijing will close down factories to clean the air , and block overseas travellers due to the virus , to get the best possible Olympics !

On the Winter Olympics , I wonder which sports the U.K. has best chances of a medal !

From this level - something Big and positive could happen anytime in next 2/3 weeks or so - let’s see

Federal reserve Speech tomorrow at 230 pm Eastern time … the market waiting for this news
Also Ukraine in the background

Sanchez - your input was fine ( but kindly do not use peoples names in the Title … maybe a title like “trading update … “

Sanchez - I asked for the thread to be removed - apologies any inconvenience to anyone here - I was not comfortable with my name being used as the Title of the thread - the content was ok … but try to focus not on people here but Dark and the market etc , hope that explains

BB you are keeping on top of news well

The motley fool Journalist owns shares of Darktrace too