Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
At 513p
Market Cap is Β£3.59B / $4.49B
ARR is at 731.1M
Customers at 9,402
Crowdstrike is sitting at
Market Cap $71.98B
ARR is $2.56B
Customers at 23,019
So Dark has
28.5% of the ARR of Crowd
40.8% of the customers of Crowd
BUT only 16% the valuation of Crowd
Seems like a no brainer buy out for Crowd to add 9,402 customers paying $731.1M a year
or any of their competitors to gain Markey share against Crowd
Link https://www.sharesmagazine.co.uk/article/why-darktrace-is-getting-exciting-again
"Analysts continue to claim that Darktrace stock is being undervalued compared to US peers"
I've got until close Friday but not a bad forecast
The Boss must be saying to the Investment Manager who upped the short "You're a silly quant"
Qube quants must be getting promoted for upping their short π
Iβm thinking Qubes graduate quants & developers are not very familiar with software SaaS ARR subscription models. Being x Credit Suisse you wonder after one collapse why they are the only ones targeting Dark π€
Seems they canβt make their mind up π€
Up & Down like a yo-yo πͺ
https://shorttracker.co.uk/company/GB00BNYK8G86/
So now the consensus is
Strong Buy - 3
Buy - 11
Hold - 3
Sell - 0
Strong Sell -0
Nice - missed that!
Weirdly Qube upped their short 0.05% after just reducing it - but still a low 0.94%
https://shorttracker.co.uk/company/GB00BNYK8G86/
A lot of them are listed here https://www.lse.co.uk/ShareBrokerTips.html?shareprice=DARK&share=Darktrace
Some broker trend analysis lower on this page https://www.tipranks.com/stocks/gb:dark/forecast
Longer ratings history here https://investing.thisismoney.co.uk/broker-views/DARK
So the shorts reducing and updated 17 analyst views are utter nonsense are they?
Utter nonsense is going on about convicted serial killers on an investment chat board
1 week in
β As long as update meets/exceeds forward prediction & profit stays intact with solid ARR & customer growth I'd forecast 548 in the following 2 weeks exceeding the Aug 2022 peak of 544β
434 to 475 week 1 up 9.4%
Shorts buying out now
Need 15% more to hit target next Friday
Lots & lots of circ 2,500 share trade batches going through
Looks like more being closed out today
Very good sign
https://shorttracker.co.uk/company/GB00BNYK8G86/
Deutsche buy 500 Target
Https://www.thetimes.co.uk/article/asos-keeps-faith-in-turnaround-plan-as-sales-fall-76sn9xhl5
Strong Buy - 3
Buy - 10
Hold - 4
Sell - 0
Strong Sell -0
Average12 month target 567.75 (high 890 / Low 410)
Coverage from Morgan Stanley, Jefferies, Needham, Numbs, Berenberg Bank, Stifel Nicolaus, UBS, HSBC, Bank of America, Nothland Securities, Redburn Atlantic, Peel Hunt, JP Morgan etc
Nice!
Up 10.6p - must be a surge if down 2.8p was doldrums