Member Info for Desertsands

“ Cambridge-based Darktrace, which first listed on the LSE in 2021, today lashed out at the sorry state of the London public markets, complaining that its financial achievements “had not been reflected commensurately in its valuation” with its shares being consistently undervalued relative to US peers.

“The Darktrace board recognises that there are risks to, as well as uncertainty as to the timing and delivery of, shareholder returns on the public market,” the firm added.”

This says it all and yes, the UK is undervalued - the powers that be ( both regulatory and within BOD’s) change the way business is conducted and rewarded in this country, they won’t be the last to go.

Shareholder value matters - why can’t MM see that?

We knew it was coming Winstanley ……

Can’t see an all cash offer being defeated somehow. And I don’t think Darktrace will be the last.

An earlier poster asked what the difference is with this offer …… I think the EY audit laid a lot of the smoke & mirrors conspiracies to rest- that coupled with the new security clearance in the US for government contracts, makes this a steal for a predator company.

It’s been a bumpy road that’s for sure. Patience has been tried and ultimately rewarded here……

What are we thinking here ….

Is this the long awaited rerate?

Is there incoming news?

Pump & dump?

Hi Winstanley - it’s been a while. You top slicing at all?

Hopefully there won’t be too much profit taking and the sp will have a chance to consolidate……

It’s been a while since we had a sustained sp over 500 ….

* last year’s …. ( no need for yeast!)

Tamovv - “…… might be caught on the too optimistic side again, but this reads between the lines as UK politicians are not complete idiots ……”

🤣🤣🤣

However, it is an election year so anything said by either party should be taken with a generous pinch of salt ……

Spratt - indeed but perhaps some thought must be given to transparency here, considering the near catastrophic consequences of last yeast debacle.

It takes more than a change of name and a new helmsman to assure investors their money is safe. Informing the market of such discussions as alluded to by Pearls would be de rigeur in light of recent events, wouldn’t you think?

As expected, The ENI news we’ve been waiting for …..

Not quite Spratt ….. it’s not completely linear. in this instance, where Cirata is clearly struggling - it it is not an exaggeration to say will need additional funds Just to keep the lights on, any such discussions with RG would be seen as having a material impact on the share price and is market noteworthy

Morning everyone

And here we are again ……

Re lack of notice - This is not the first time ….. he did the same thing last year for one of the updates and the same speculation followed then as now.

So unnecessary and unprofessional. But then again, it’s not exactly out of character …..

I wish I could believe tomorrow’s update will inspire and surprise - I would so love to be proved wrong. Still …… here we still are so we hope for the best.

Pearls - Any such discussion would be a mandatory RNS -

Speculation - the forming of theory or conjecture put forward in the absence of fact or evidence.

You are completely fixated on RG being the lynchpin solution to Cirata‘s current woes. That is both shortsighted and presumptive.

Https://www.forbes.com/sites/danieladelorenzo/2024/04/17/eu-bites-into-cultivated-meat-as-meatable-sets-first-sausage-tasting/

Https://www.reuters.com/business/aerospace-defense/eu-regulators-have-not-sought-feedback-iags-air-europa-deal-sources-say-2024-04-09/

This is good.

This is very good indeed.

The ML hold has now gone with Invoke being unable to take a seat in the board and it is full steam ahead.

Can’t see this staying a solo operation for much longer now. The gremlins are gone and the new security clearance from the US has surely got to place a very big target on Darktrace’s back …….

Nothing about premium listing or partnerships he was touting before…..

And Capex is still too high.

Groundhog Day again.

The arrogance is staggering

Just to be clear Peterrr - are you saying you don’t see the point in food critics being able to sample the ‘human’ menu offerings? If they want humans on board then they must allow them to sample the food and have taster offerings as part of the process. Same as you would have had for other product that is now considered mainstream.

Dogs will eat pretty much anything ‘meaty’ or otherwise - they really don’t care. It’s the owners you need onside

Https://www.telegraph.co.uk/columnists/2024/04/07/william-sitwell-meatable-laboratory-grown-meat/

Https://www.independent.ie/business/technology/mike-lynch-backed-legal-tech-firm-raises-40m-as-he-fights-fraud-claims-in-us-court/a1095176449.html

They’re not relating specifically to dark trace, much has been mentioned on here about his association with dark trace and the negative impact people think it has. This article perhaps serves to show that things have moved on, and if other firms in the US are happy to deal with him and take his money, then maybe we shouldn’t be so hung up about it this side of the pond.