Member Info for Doyezee

Something in the pipeline? SP at 6 month high

Largest deal to date - yummy!!!!! Shorts will be running for the hills. DT front and centre of the CyberSecurity space and will be come a global market leader IMO

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.

Keep the fire burning!!!!

And all in the ISA of course :-)))))

Top!!!

I tip sliced at 4.77 as needed some funds but thankfully left my original holding in the game and will just hold from here and enjoy the continued run up :-)

https://apple.news/AI8o5xcw5R1Wh8DqALx8ekA

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.

https://apple.news/AmtLlhniUQCq3fxXXaNElRA

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

100notout - I came to the same conclusion!!!!

https://www.planetf1.com/news/fia-president-common-sense-saudi-arabia-f1-bid/

PIF also made a half hearted approach to buyout FIA recently so for me, I can see PIF buying the lot - AML, AMF1 and the FIA. Puts them front and centre and in the spotlight on the global stage and prestige that is F1 as well as having the ultimate luxury brand (work in progress!) in AML. If they takeover Lucid then I really do see it as just a matter of time until they take AML. All IMO as always.

Lucid shares near doubled at one point as PIF full buyout rumoured

FOOD for thought