Member Info for HereKittyKitty

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

They smashed it again
All going in the right direction

Apparently another FSA rule is you have to prove you’re invested before posting a democratic opinion on a bulletin board