The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Crowdstrike
SP $148.60
MC $35.11B
Customers 23,000
ARR $2.1B
Trading @ 16.7x ARR to MC
SentinalOne
SP $14.58
MC $4.52B
Customers 10,680
ARR $522M
Trading @ 8.6x ARR to MC
Darktrace
SP £3.948
MC £2.768B / $3.57B @ 1.29 ex rate
Customers 8,800
ARR $626.5
Trading @ 5.7x ARR to MC in $
Low end valuation of DARK should be 596p
High end valuation should be 1156p
Any Nasdaq traded company could buy dark just for ARR & get a Nasdaq rating for just on customers & ARR
*just on customers & ARR
Crowdstrike
SP $148.60
MC $35.11B
Customers 23,000
ARR $2.1B
Trading @ 16.7x ARR to MC
SentinalOne
SP $14.58
MC $4.52B
Customers 10,680
ARR $522M
Trading @ 8.6x ARR to MC
Darktrace
SP £3.948
MC £2.768B / $3.57B @ 1.29 ex rate
Customers 8,800
ARR $626.5
Trading @ 5.7x ARR to MC in $
Low end valuation of DARK should be 596p
High end valuation should be 1156p
Any Nasdaq traded company could buy dark just for ARR & get a Nasdaq rating for suck on customers & ARR
Agree
My read here is they are un diluting shares to decrease pool ready for incentivised employees share options maturing in coming years as well as increasing EPS metrics
While is private buyout is possible I doubt that will materialise as I think they are first increasing value for employees & shareholders, intimately making them a bigger buyout price tag to the benefit of all employees firstly & shareholders next.
Recon we will see some interesting events after share buyback programme is completed & shares cancelled to lower the floated pool available ….
We’ll see 😉
A lot of films flop at the box office as over hyped
Is it the one from 5 years ago or recent?
Https://www.lse.co.uk/rns/ALBA/clogau-update-3deddtsai44nlxe.html
“Primary targets for regional gold exploration being refined for spring 2018 field programme“
GL Long term holder in 2045
Anyone who’s been here for 3-5 years know it’s the same old same old …. Make promises, dilute shares to raise cash to pay for GF big salary & allow them to play for another year drilling & mapping with the occasional revisit to the dump from years of old where an odd bit of gold might be found …. Incredible really how we all got/get sucked in with absolutely no real output in so many years
THG results great today
ASOS better than expected last week
BOO ….
First ASOS, now this, next BOO
But you said it was a 100 bagger at 350
I love the word never
Endless achievements where never was proven shortsighted
If you want eye-watering debt look no further than UK Gov plc
Oldhack Exactly what I was going to say
Hope she doesn’t mind getting her nails dirty & chipped as they need somebody to dig it out first vs talk about it all the time
LoL
Well it was news for me & after all
“ The Regulatory News Service, or RNS, is responsible for disseminating regulatory and non-regulatory information on behalf of UK businesses and publicly listed companies.”
They distributed non regulatory information
Tick
Yeah why would an investor want to know there is big demand for a new product in a big potential market to generate lots of future revenue - crazy just crazy sharing that with investors
Whatever the accurate number is he’s doing alright
Only one person making gold here & GF thanks you all for his £20k a month for delivering so much value to shareholders
Some have preached how everything he touches turns to gold
Argo, Cellular Goods … all tanking failures
Better than I expected