Member Info for CR888

Yes today Friday in Usa is settlement day of 3 .3 trillion Options
I hear Everybody also waiting to hear from Fed Powell next Wednesday in Usa

So up Monday , down Tuesday and treading water til Wednesday …

The important thing is that key Technical levels are not broken on S and P and Nasdaq otherwise a further retracement in Usa
Europe should be more stable generally

Ukraine is heating Up

Nidec - I understand - yes supply demand … don’t forget there might be people who have still Shorted … let’s see Feb 1

I think new Investors , new demand , waiting for ML news first

For now range trading 405 to 445 p … it seems

ML news public within 3 weeks , let’s see

Thanks Sanchez

I Sa is Opex , 3 trillion of Options expiring .. Netflix down 25 per cent , over sold maybe

Triple witching ?

Nasdaq and S and P reaching 200 day averages and Technical levels if broken then wild days , or buy the dip

Darktrace helps find Hackers who have already broken through Firewalls too !
Metaverse will drive Cyber too !

Nidec - there was a news article or two last year , about the valuation Dark want for Ipo … around 480/500 p but in the end they sold a few shares at discount …

Nidec people were willing to pay 1000 p now 434 p … what changed ?

Let’s say CRWD and S are down 40 per cent from peak then you might argue Dark could be 600/700 now … the extra downside was due to things like FUD , Ftse 100 tracker funds , lockup , ML and shorts and good honest LTH selling due to the exaggerated decline - it was a very successful Campaign by PH / SF … now PH are hold ! Let’s see …

I think ML news once out , investors will have less uncertainty and buy into High growth Successful company - Fingers Crossed - no one knows for sure !

Getagrip - yes you are right last September we were dreaming of Ftse 100 …

Then a perfect storm and Campaign by PH , SF and others dropped the SP 62 per cent , only 35 per cent was warranted with Nasdaq and Tech retracement in my view , so we should be at 650 / 700 p today .

The drop was helped by FUD ( discredited FUD ) , fear of end of lock up , and Trackers / long term holders forced out the Business is solid , growth is solid , big shareholders holding , chairman bought at 600 p around , so only 2 things , 1. When will shorters decide to move on ( Feb 1 we can see per centage of shares in loan ) . 2. ML news impact if any
For now I want to find a good to to buy and sell same day or the reverse ideally with 4/5 per cent profit , waiting for signals from Sanchez

All the brokers can be right this year …All .

Marna - yes it’s funny - A reminder of perhaps - risk management- stop losses and diversification :) :)

Thanks BB , I will do whatever it takes !

Thinking of learning how to Hack computer systems … fly to Moscow then Hack into the Queens computer … think of the publicity of a successful Cyber Attack !

Google , Meta , Msft great companies … still a world of opportunities for them … even if a pull back …

The Graph of Bitcoin over the past year or so looks similar to Dark ! Bitcoin down 8 per cent today so far .

However Dark sells software on Subscription… Dark grew revenues and grew clients from 5500 to 6500

Bitcoin / Dark actually will not follow each other as sooner or later the Sheltie Rocket will happen :)

I will eat my Hat if Dark not over 500 p by Feb 28 :) :)

Only 2 things could go wrong 1. ML extradition ( not nice ) 2. Powell fails in his balancing act and scares Nasdaq into bear territory with people not buying in Dips

Getagrip yes 2000 and 2800 will happen :)

Each Multimilllion new client deal probably adds 100 million to 200 million to the market cap if you use sophisticated DCF analysis in an excel sheet like me :)

Well you are multi talented Sheltie - always good to know how to cook Italian , and how to open and drink a glass of Bollinger !

SMT has a lot of value , including Chinese internet shares which are low , but Tesla and others high …
Polar Capital and Ark investments all struggled since November
But European Tech generally much better value

If we say 40 per cent down from peak is reasonable then Dark should be 600/650 today :) with further upside later in year , so a 45 per cent jump in Dark is just Dark getting back to its fair value

Don’t forget Darks real Ipo price was around 500 p , so with 40 per cent growth since Ipo that takes us to 500 x1.4 = 700 p today …. So 600/650 easily reasonable price today

Sheltie - nice to see your humour - keep it happening

Actually I was on a Zoom call with a company in Thailand :)

But good guesses …

This year a few shares may still Rocket like Dark :) but in a day like today I should have sold at open some Darl shares and bought back at 414 p and made 4 per cent … I am willing to try it but at these levels day trading and range trading not easy … we are now back up at 430 so could have made 8 per cent !

Sanchez is you see a really good chance to buy low / sell high and buy low again or sell high / buy back low in Dark , please do not be shy and we will take our own responsibility for any trade …

Seems Range bound between 410 to 445 p at the moment until the unexpected “ Sheltie Rocket “

BB. Yes Nasdaq last night started Up the. Swing down , Bloomberg was saying biggest Swing Up and Down for a while … Nasdaq very volatile … even Netflix got hammered .
As Kick says Baba is a good company that got hammered last year … I see news on Ant ( Baba sister company ) and some corruption …. Goldman has buy rating for Alibaba but reduced it to 198 Hong Kong Dollar for 9988 , still 60 per cent above current price ….

These days Cheese and Wine party can move markets !

The Usa seems a little high generally , whereas China is low and Europe is has upside …

Thanks Kick , yes JD / ASOS both good
Big reversal from Up to down in Usa today … one of biggest swings in a day !

Darks 50 SMA now 452p and 50 EMA 474 .82 …
RSI now 65 near the magic 70
Volume only 1.7 million relatively low

Let’s see …. In the end multimillion deals and good growth results will be the magic sauce !

JD sports has done well but the leader sold some shares recently …, ASOS with M and S should do well .

If you want to beat Boohoo ( with its sweat shops ) and THG with its shareholder structure , have a look at Peloton ( the management are accused of selling out a year ago ) Peleton still heading in one direction !

No need to answer on Telegraph

However Sentinel One up as high as 8 per cent today , Nasdaq up , Tech up … a good day in Usa , Crowdstrike up !
Tomorrow is looking good but not a good day for a day trade which I am looking out for

Telegraph newspaper - value ?

Sanchez - any views on tomorrow , and next week Sp
Seems good momentum upwards today … but volume normal … I would expect a close above 440 p tomorrow … 450 p above close not impossible