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Jzchat - DT detailed statement in response to QCM allegations was headlined ‘However, it is also important to refute any unfounded inferences about the listed business we are today and push back in the strongest terms on any suggestions that this is a business that is not being run with the greatest integrity’.
A number of specifics were addressed directly in that statement. If DT refuted it in the ‘strongest possible terms’, they don’t have to reply in any other way than they seem fit. Not what you or anyone else may think the manner in which they should reply. If you want more specifics or detail, contact investor relations directly
Charles - whilst I’m very pro DT, you’re becoming intolerable!! Please slow down on the coffee, caffein, powder or what ever it is that’s feeding your over the top posts as if anything, they will only have a negative impact!! Just tone it down a bit please!!!!! ;-)
Thanks for posting the numbers Richard. Don’t read bad at all IMO and only outperformance for the month y/y is Maserati but only Bentley sold more cars than AML in the month with AML & Bentley selling noticeably more cars than any of the other manufacturers :-)
Lending - all part of the learning process which I’m sure we’ve all been through and no one can ever say they’ve ‘cracked the stock market’ as too many variables both above and below the table!!!!! I double downed at 224p and happy with that decision. For me, the ‘experts’ will have trawled all over QCM claims and if anything had been found to have had any real credibility, the SP would not have recovered as it has since and would’ve remained held down or fallen further IMO.
AimMaster, there was a 300/400 page piece written by Hindenburg in support of their claims of fraud against Adani. In comparison, what was written about DT by QCM can only be compared as ‘drivel’ and without foundation.
‘Derivatives shops, used to clearing hundreds of billions of dollars in trades every day found themselves having to manually process deals this week’
Reported on Bloomberg an hour ago but I can’t access the full story as not subscribed.
Lightly Looking at both the product and financial trends of Crowdstrike & DT, I wonder if this is a ‘David & Goliath’ moment that the US doesn’t like!!! Is it that DT offering is seen as a systemic threat to the US Cyber Security offerings in that it will take more market share so an ‘orchestrated attack’ in place to either try and discredit DT or simply bash its SP down for a US takeover? Time will tell but stand strong DT BOD and all PI’s. DT MCAP around 4x revenue, CROWDSTRIKE around 12x revenue! Despite Crowdstrike 4x the revenue of DT, it’s still running at a substantial Net Income loss of $135 mill whereas DT last posted a Net income positive of $1.5 million. DT has no debt. DT strong sales Growth globally so I’ve decided to double down on DT. GLA
It makes absolutely no sense to try stick a ‘flakey’ short story on DT just a week after Morgan Stanley say growth story intact and iterate a 410p target price. The SP should recover ground lost from this ‘fraud’ very quickly IMO
https://www.planetf1.com/news/fia-president-common-sense-saudi-arabia-f1-bid/