Member Info for HereKittyKitty

Solid numbers

Toddle pip off you go then Stockready1
No need to be here as you say

I added today & probably will tomorrow

25-Oct-21 17:58:28 804.46 162,759 Buy* 1m O
25-Oct-21 16:59:45 880.25 344,757 Buy* 3m O

25-Oct-21 16:47:56 750.14252 486,000 Sell* 4m O

It will come good in time I believe

OMG!

06-Jul-21 Purplebricks (PURP) Buy 120.00 120.00 Reiteration

Price was 81.60 3 months ago when they said BUY going to 120

Today it is 52.90

So they’d have lost you 35% and it’s 127% below their target

Quite awful predictions

LOL good one missed that

25-Oct-21 Peel Hunt LLP Buy - 1,150.00 Reiteration

Same day now dropped to 507 as I check 35% down

Clever guys lol

Stockready1 See my post on previous PH ratings
They are often VERY wrong ;o)

In that case how did PH arrive at a target of 6,500 on ASOS using those metrics as everyone thought that was over inflated - fact is it’s all a game for these people to make money - at the end of the day I never listed to advice from Peel Hunt, Investors Chronicle, Motley Fool & many more as sometimes you just know where a company & it’s market are moving :o)

4tothefloor Hope you bought ASOS like PH said at 5500 with 6500 target as it dropped to 2300

Just balancing your view

All here

https://www.lse.co.uk/share-prices/broker-ratings/brokers/peel-hunt-llp.html

Let’s check a few

12-Aug-20 Avast (AVST) Sell - 355.00 Reiteration

Now 558 up 57%

20-Oct-21 Hammerson (HMSO) Sell - 25.00 Reiteration

Now 33.37 up 29%

19-May-21 Great Portland (GPOR) Reduce - 625.00 Reiteration

Now 738.50 up 18%

03-Nov-20 Wizz Air (WIZZ) Sell - 2,500.00 Reiteration

Now 4,470 up 78%

29-Sep-20 Greggs (GRG) Sell - 1,200.00 Reiteration

Now 3,046 up 153%

Analysts are not always right!!!!

Look at sone recent BUY advice!

12-Jul-21 ASOS (ASC) Buy - 6,500.00 Reiteration

Now 2,632 DOWN 59%

Well Done Peel Hunt

Anyway thanks PH for the extra shares

I’m British & love being British

BUT I’ve worked in US Tech companies ALL my life

The U.K. are DUMB when it comes to valuing modern high tech

If Darktrace were listed in the US they would be 3-4x todays SP

British just don’t get how to value good tech firms which is why many avoid London’s exchanges and go where real investors get it

OK here’s why PH have NO CLUE how to value a high tech security modern cloud company driven on ARR

At a SP of 801 the Market Cap is £5.58B ($7.68B)

In Customer Relationship Management (CRM) the big boys all bought Siebel etc & IBM, Oracle & Microsoft have big offering but Salesforce still thrived as an independent cloud leader now with a Market Cap of $224B

In Human Resource Management the big boys bought PeopleSoft etc & again all the big players have offerings but Workday still thrived as an independent cloud leader now with a Market Cap of $57B

In a commoditised Single Sign On security space, again big boys like Microsoft, Oracle & Salesforce have solutions but Okta is thriving as a breakout cloud specialist, valued at $31B & growing

Recently Norton announced buying Avast for $8B as they try to firm up offerings in the space. Analysts say that was cheap!

Darktrace main competitors such as Crowdstrike are valued @ $64.67B with circ $1.34B ARR over 9,900 customers and has just entered Nasdaq 100!

Dark NOW has 5,605 customers, having grown its customer base by 45.3% year-on-year with Annualized Recurring Revenue (ARR) of 357.3 million outlook, which represents year-over-year growth in constant currency ARR of at least 45.7%. Currently valued @ $6.38B

The total addressable market (TAM) for Darktrace is $28 billion and by 2024, $40 billion so a lot to go around.

Here’s another

BERENBERG RAISES DARKTRACE PRICE TARGET TO 900 (850) PENCE - 'BUY'

It’s one poor analysts view

Here is another

JEFFERIES RAISES DARKTRACE PRICE TARGET TO 1,030 (900) PENCE - 'BUY'

Introducing our EscapePLEX CE-IVD assay to detect known COVID-19 Variants of Concern

https://youtu.be/_O6-bH7960g

* Their

They advised all of their clients on 30 April not to invest in the IPO because they thought the stock was expensive at the IPO valuation!

Tgeit background is that they advised clients not to invest in Europe’s most successful IPO!

Enough said !!!

For a share to go from 932 to 693 & back to 800 in 4 hours this doesn’t feel stable enough as a FTSE 250 or 100 share if one little brokers ramblings can do that?