Member Info for CR888

Volume some 8.5 million shares today …. Higher than average 3 million shares …. Usa markets reversed ( the computer trading ) , maybe short covering too ..and bargain cheap shares … others might have ideas what happened!

Agree … …. 297 p close !

Well .. well

Yes of course a great bid target - with pound where it is too , however the big 8 shareholders control over 50 per cent of the company ? The question is what would they expect ! Also what would current management expect ….

Maybe Jim Cramer said buy buy buy
Or Takeover rumours starting ?
Or the end of the War nigh ?

Thanks BBC … ah yes Q1 is not Jan to March 2022,
Q1 is July 1 to Sept 30 2022 … not a calendar year !
Summer is slow quarter and there was the distraction of TB takeover discussions and other factors … numbers positive …

Investor relations email highlights

“Net CC ARR added growth in Q1 of 13.4%, which is towards the high end of the 4-14% guidance given for FY23, indicating a strong start to the year.
Revenue for Q1 was $126.3 million, up 37.0% over the same quarter of FY 2022.
We added 320 new customers in Q1, taking us to 7,757 customers in total, a 29.1% year-over-year increase.
We have reiterated all guidance, top to bottom, for FY23 which we gave at our FY22 Final Results in September.


Lastly, we were pleased to include that, with PREVENT having been made generally available in mid-Q1, there has been a significant increase in PREVENT upsell proof of value (POV) deployments within our customer base. “

I thought these results were referring to not Q1 but a later period ?

I see Stalemate in Ukraine War now … Elon Musks solution?

Usa mid term elections Nov 8
China decides leadership in the next week

Diplomatic talks are always happening behind the scenes through Turkey and others ….

Given usa and china elections , I would expect after Nov 8 , given the stalemate , then ceasefire talks could happen ?

Yes Dark could jump to over 600 p in hours , days or weeks :)

1. New product launch “ Prevent “ only months ago
2 . During Summer Quarter they explained a few months ago less deals done , so naturally less growth than January results
3. Maintaining clients and cross selling Prevent maybe past Quarter priority
4. …

Very quiet today

Takeover bid quite possible

The numbers all positive direction , and the management who own shares are highly incentivised to grow the company responsibly

The US dollar issue , if they charge clients in USD in Ysa and pay staff in USD , that might balance out to a degree … and the pound should get stronger in medium term ( and they could always hedge a bit if they wanted ) … the growth could be faster but Summer as they said previously is generally slower than Autumn … the new product Prevent needs time to sell , and the benefits of an office near Pentagon not yet coming

AGM in 3 weeks or so …

Can TB make an offer again in feb ? ( end or beginning Feb)

The Summer quarter always quieter than the Winter quarter communing and Prevent product rolling out now after free trials maybe

Takeover bid February onwards possible by TB again

Pound likely to recover next 6 to 12 months with any luck

The Sun front page - thinks Russia war machine might collapse