Member Info for CR888

Yes correct Grotyface- I see it too now ! So 900 p down to 600 p …. Last September they were saying 710 ! Fair enough .. thanks

Yes Banks ( like Sheltie Lloyds ) , Oil , Commodities … and other Value and dividend stocks , and Travel , Airlines / Cruises , Hotels , Pubs might also see a rebound after being hit low … as I mentioned Paolo Alto , Fortinet and many other established tech doing well … the loss making , very highly valued tech seeing a pullback … today both Crowdstrike and sentinel one recover a bit , maybe the key is diversification !

Watchman - thanks for the correction-

Grotyface- I searched google on Piper and found 9/16/2021 the 710 p target from 600 p increase …. Can you kindly send the latest “link”showing now 600 p thanks

Peel Hunt 475
Piper Sandler 710 p overweight
Needham 1000 p +
Berenberg. 1000 p +
Jeffries 1000 p +

Also we hear today their product not easy to copy - Good moat …

All brokers believe current price is undervalued by 20 to 125 per cent

Let’s see if sentiment improves on the numbers and results !

Sheltie - I agree Dark unlikely to hit Needham / Jeffries / Berenberg price targets anytime soon but the company appears to be growing fast

Let’s see if it can reach first PH / Piper Sandler price targets first . Investors no doubly awaiting the 2 big news in January Results plus update on ML … happy to hear buyback will continue after results ..

Bococara - good post on Needham

Piper Sandler at 710 and overweight seems to be in the middle ground between PH and the 3 / 4 brokers who predict of 1000 p … so far just range trading …

Oversold yes - Value is over 214 p and higher according to some info I see

One size certainly not fit all - let me make the following observation about 4 Cyber companies Paolo Alto , Fortinet , Crowdstrike and Sentinel one

Paolo Alto and Fortinet share price holding up near record highs

Crowdstrike and Sebtinek Ine both off say 40 per cent from peak

What’s the difference between first 2 , and second two … the first two were founded earlier … the second 2 we’re listed within past 2.5 years or so …so full acceleration still to come for CRWD/S

Rescued - great insight on the “ Moat “ …. Any idea which competitors like Crowdstrike, Sentinel One , Paolo Alto , Fortinet , Zscaler etc might also have similar product .

Microsoft certainly like Dark … a Moat is key to maintain pricing power - there are so many Cuber security related software companies including Israel offering different solutions …

Oldfool - may I ask target price of Dark by Piper Sander ? Thanks

Today a Usa a sell off due to Tapering talk , Fed positioning etc … Nasdaq rout around 3 per cent !

Will very interesting to see job openings on LI - they would be hiring multiple for more common roles … 1400/1500 staff around now …

On Bollinger a break above 432 I would be above upper band and above 409 above 20 MA !

Bollinger Band Squeeze - indicating higher volatility could be coming ! Direction of break out will become clear !

Sure nothing much new for now .

I guess they might announce results on 12 Jan or 13 Jan to allow a few trading days before weekend .

So far they have been conservative in results so have wiggle room to lay it on as it is …

If you believe results goid , now is chance to add !

Nothing changed on business since 900 p levels as far as we know ( main risk is ML news I believe, and the biz growing well )

Rainbow why you think I sold majority - not correct
No 2 . I do care that LTH do not get sold out at bottom … like yesterday
No 3 From now on I will try to trade some of my shares more actively for short term … eg sell some ar 430 and buy back at 380 p today but very difficult to predict - Sanchez seems good at that

I hear from Dark they do not announce dates for trading update .

July 15 and Oct 13 were the previous ones … so my wild guess Jan 13 to Jan 17 th ! It could be any day and if I were then I would announce in 8 days , early if results are good !

So far they have bought back 2.2 million share around so still over 1.8 million to buy !

Ladies / Gents and others … one reason why I have repeated positive aspects and bullish views on Darks future is because
1. I am medium term investor not looking in hours days or weeks .. more months …
2. Even though it would be better to trade short term - I also don’t want all the Negative and Go short posts like yesterday to influence people to sell at the bottom … even though the 63 per cent drop from highs was more than expected , still believe it will recover if business results continue to be good !

Will great article - Surely Usa investors might also buy U.K. tech companies too !

Mid Jan - likely - either 14 or 17 Jan ?