Member Info for HereKittyKitty

I sold my entire holding on the morning of announcement at 620 as if it goes through that's roughly what I'll get anyway which could be 6-9 months of dead money. I'm ready to jump back in if it falls through and am free to invest elsewhere vs watching it bounce around 595-605 for 6-9 months at the mercy of GBP/USD. I do think they are worth more and hope holders get a better bid (then I lose additional gain but I'll hopefully be making that elsewhere in the next 6-9 months. Safer out than in IMHO.

Yet

12-Apr-24 Jefferies Buy - 890.00 Reiteration

Https://www.lse.co.uk/rns/DARK/form-85-eptnon-ri-darktrace-plc-x586soi7yxib3zb.html

Heck out https://www.thetakeoverpanel.org.uk/disclosure/disclosure-forms

The Form 8.3s are those with over a 1% holding declaring such

The Form 8.5s are those disclosing positions they have taken as an intermediary

Well worth looking at age latest Form 8.5 RNS from GOLDMAN SACHS INTERNATIONAL

Details all the short trades!

https://www.lse.co.uk/rns/DARK/form-85-eptri-darktrace-7p41tfgquhf9m0w.html

1p ordinary

CFD

Reducing a short position

21

5.1552 GBP

1p ordinary

CFD

Reducing a short position

5

5.1552 GBP

1p ordinary

CFD

Reducing a short position

1

5.1552 GBP

1p ordinary

CFD

Reducing a short position

14,544

5.1560 GBP

1p ordinary

CFD

Reducing a short position

3,518

5.1612 GBP

1p ordinary

CFD

Reducing a short position

55

5.6490 GBP

1p ordinary

CFD

Increasing a short position

78

5.6490 GBP

1p ordinary

CFD

Reducing a short position

23

5.6490 GBP

1p ordinary

CFD

Reducing a long position

25,429

5.9787 GBP

1p ordinary

CFD

Reducing a long position

132,441

5.9787 GBP

1p ordinary

CFD

Opening a short position

16,765

5.9930 GBP

1p ordinary

CFD

Reducing a short position

16,765

5.9930 GBP

1p ordinary

CFD

Increasing a short position

32

5.9989 GBP

1p ordinary

CFD

Increasing a short position

12

6.0008 GBP

1p ordinary

CFD

Increasing a short position

62

6.0011 GBP

1p ordinary

CFD

Increasing a short position

248

6.0012 GBP

1p ordinary

CFD

Reducing a long position

240

6.0030 GBP

1p ordinary

CFD

Reducing a long position

1,253

6.0030 GBP

1p ordinary

CFD

Reducing a short position

12,243

6.0191 GBP

1p ordinary

CFD

Increasing a short position

62,534

6.0196 GBP

1p ordinary

CFD

Increasing a short position

44,628

6.0200 GBP

1p ordinary

CFD

Increasing a short position

1,926

6.0200 GBP

1p ordinary

CFD

Opening a short position

8,638

6.0207 GBP

1p ordinary

CFD

Increasing a short position

591,813

6.0210 GBP

1p ordinary

CFD

Reducing a short position

27,905

6.0319 GBP

1p ordinary

CFD

Reducing a long position

260,000

6.0343 GBP

1p ordinary

CFD

Reducing a long position

17,371

6.0343 GBP

1p ordinary

CFD

Reducing a short position

61

6.0465 GBP

1p ordinary

CFD

Reducing a long position

255,363

6.0638 GBP

1p ordinary

CFD

Reducing a short position

3,591

6.0700 GBP

1p ordinary

CFD

Reducing a short position

21,500

6.0705 GBP

1p ordinary

CFD

Increasing a short position

2,067

6.0747 GBP

1p ordinary

CFD

Opening a short position

658,187

6.0761 GBP

1p ordinary

CFD

Reducing a long position

1,800

6.0873 GBP

1p ordinary

CFD

Reducing a long position

3,000

6.0907 GBP

1p ordinary

CFD

Increasing a short position

28,995

6.0913 GBP

1p ordinary

CFD

Increasing a short position

5,577

6.0913 GBP

1p ordinary

CFD

Increasing a short position

115,428

6.0913 GB

I agree & would be surprised if one doesn't materialise as better to buy now low cost vs off TB on a re sale at a premium

Quite bizarre that holding Dark now is the same as holding an ETF on GBP USD

Forecast is stronger GBP 6-9 months BUT

anything can happen; war/conflicts, oil, energy, elections, inflation, interest rates etc

Yes so let’s watch short update tomorrow as this drops into the high 5’s

There are still more trading opportunities to come here over the next few months

ForgeRock did list on US vs UK or Norway but still drifted is the point

If you don’t believe they will drift look at ForgeRock, UK based, offered to buy by TB in Oct 22 “ ForgeRock shareholders to receive $23.25 per share in cash”. It took until Aug 23 to complete (10 months) and you can see the drift down here

https://www.macrotrends.net/stocks/charts/FORG/forgerock/stock-price-history#:~:text=The%20all%2Dtime%20high%20ForgeRock,below%20the%20current%20share%20price.

Over 9 months with GBP/USD forecast this will be in 560s

Who wants to hold money 9 months watching it go down

Which is why the SP will drift down to the 560s/570 mark waiting until Q4 & voting etc

Watch for Luminance IPO

They’ve had 6 rounds of funding so are set for IPO

Only on Series B & don’t usually IPO until Series C

But keep eyes on that one

I agree the offer should be made in GBP & TB take the USD conversion hit

Https://www.tipranks.com/stocks/gb:dark/ownership#

They have 14.4% from KKR DA, Summit Partners, Director & Senior employees

We will see with the plethora of Form 8.3 RNSs this week as all 1 percenters declare

I can see this drifting towards 560s the longer it drags out so the sooner they get it done or new bidders declare interest the better for holders

Love it

https://www.ft.com/content/40a01e74-7eb1-4d76-a34a-1e7fdb827bbe

Forecast is 1.37 USD/GBP Nov 2024

$7.75 = £5.66 some 8.7% below offer in Apr 2024