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You seem to post a lot about kape on here
Rather strange considering you don’t hold Darktrace
Here’s an idea why don’t post on the kape board?
Here’s one of recent quotes just in case you forgot-
I take the point that I shouldn't post about another company on here and will bear that in mind in future. But neither should this forum be an echo chamber when there is interesting news or a tip about another company competing in the same space.
Sharecast News) - Analysts at Berenberg lowered their target price on cybersecurity firm Kape Technologies from 410.0p to 270.0p on Thursday, stating it still had concerns about the stock.
Berenberg said that due to concerns regarding churn and cash conversion, it initiated coverage on Kape with a 'hold' rating back in October 2021. However, the stock has fallen by roughly 35% since then, and with some "green shoots" in Kape's interim results and the stock looking "optically cheap", with upcoming accretive M&A using cash already raised, the analysts now think the shares could do well in the near term.
"Nevertheless, fundamentally our concerns on Kape remain, and we prefer to wait for a clean set of results in FY 2023 (without major acquisitions) to be sure that the improved cash conversion is not a one-off boost on account of the ExpressVPN acquisition," cautioned Berenberg.
The German bank also noted that Kape had just raised approximately $220.0m of new equity at 265.0p for more acquisitions, after having raised $354.0m in September 2021 at roughly 340.0p, meaning that there will be another acquisition soon and there will not be "a clean set of results" next year to gain confidence in the group's existing businesses, unless it improves its disclosures and reporting method.
"We think shares could trade positively, especially if Kape beats market expectations and announces an accretive acquisition. However, we are not yet convinced that the improved cash conversion is sustainable, and we still do not think Kape's amortisation policy with regards to its capitalised sales and marketing dollars is comparable to peers. Therefore, on a comparable basis to peers, Kape is not as cheap as it appears - we think it trades at a circa 35% premium to the reported valuation below," said Berenberg.
Maybe that’s why we prefer dark
Sharesport it looks like they offer fuel flex yes,
With gas and biomethane to start with then moving to pure hydrogen once more infrastructure is in place.
I wasn’t saying Bosch’s is more flexible than Afc
That was just a paragraph pasted from the article
Bosch and ceres seem to think there’s a market for it as they’re going down a similar route
But the Bosch SOFC offers even more flexibility. Depending on energy requirements, it can be freely scaled – from the individual unit to the entire power plant. A single SOFC unit generates about 10 kilowatts. Five units connected in a system can on average supply sustainable electricity to a standard supermarket or more than 100 four-person households in an urban quarter.
https://www.bosch-sofc.com/technology/benefits/
You mean marchs number of 7% ?
Even in April it only jumped to 9%
November was 10.7%
So you think by march it will be SIGNIFICANTLY below 7%…?
I’d love that to be the case but I don’t see it
It’s still way off their target of 2%
So they will keep rates higher for longer in turn hurting the economy
The unlucky ones will lose jobs and houses
Don’t get me wrong I’d love it to turn round on a dime and inflation to fall off a cliff
Maybe when putin flecks off it will
https://twitter.com/darktrace/status/1605982372284940288?s=61&t=MEszlwlwEbZ6x7wxFFgtBg
Surely that gave revenue a little boost too?…
The stocks pretty much sold off into them and oversold at that so I think anything positive will give the stock a boost
if you read between the lines they said strong demand for prevent so I’d be surprised if they miss
That’s my thoughts
Mines with reason tho
I expect the bear market to continue, growth stocks to get hit again
Probably a recession (market doesn’t usually bottom before it)
Inflation/Labour markets are still strong so banks will have to keep interest rates higher for longer
Keep an eye on the fed once they start cutting rates markets will boom especially growth stocks
What’s even worse garrone is that if you are right and bond is pulling are pants down your gonna lose all your money in being so
Not the best investment strategy imo
It’s kinda like me going Brentford won’t win the prem but I’m going to back them to just in case
doesn’t make sense invest in something you believe in with conviction
I told you in February p.o.s like this will get killed
This could be similar to ftx/Enron maybe the wise choice is to get out now while you’ve still got money left
If they fail to deliver the 100k to abb this year it’s absolutely pi55 poor management
Why?
Because it was scheduled for delivery 2023
So to come out and say it will be delivered early and then fail to deliver is an absolute joke
And a not so funny one at that
I don’t know if you seen it but Michael burry (the big short) put out a tweet last week about S&P500 valuations
There’s 200+ stocks in the S&P500 that are valued at $10billion each with a negative ebitda of $100million
I repeat NEGATIVE -$100 million
Darktrace is valued at £2billion and has ebitda of
+£34million
When you look at it like that darktrace isn’t over valued at all.
If we was on U.S markets we would be valued 10-20x this for sure.
Considering markets this hasn’t done too bad,
all tech stocks are down similar or more
I still think it could go lower at somepoint but when markets turn I expect this to do well
I thought it was fairly obvious the power tower was working once we got shortlisted for the energy award finals, would they really shortlist something that doesn’t work?
The s series is obviously going to plan
When first announced it was scheduled for early 2223 now first initial deployment this year
3 months to wait
The next 3-6 months should see the news we’ve all been waiting for
Power tower results (they’re a bonus)
s series deployed (jewel in the crown for me)
and anything not rns’d will be in March’s results
As for the s.p and markets it was obvious this was going to happen about February
The indices have either just broke or are sat at 52week lows ready to break
I want another big pull personally I’ve been waiting for this, (markets in general but most stocks will follow)
Garrone so let me get this straight
Most stocks at lows or near and the one stock you want to invest in is afc
The same very stock you’ve been skating the past 12 month…lol
You really are a character aren’t ya
Get your shopping list ready
Scared money don’t make money
For balance here’s the passes
Are they forecast to achieve profitability?
The company is currently profitable
Section 3.1
Pass
Are revenue and earnings forecast to grow?
Earnings are forecast to grow by an average of 69.1% per year for the next 3 years
Section 2.1
Pass
Are they in a good financial position?
They are debt free
Section 4.2
Pass
Is their dividend sustainable?
They do not pay a dividend
Section 5.0
Pass
Do they have high quality earnings?
The company’s earnings are high quality
Section 3.1
Pass
Have profit margins improved over the past year?
Profit margins improved or DARK became profitable
Section 3.1
Pass
Do they have sufficient financial data available?
They have sufficient analyst coverage
Section 2.0
Pass
Are there any concerning recent events?
No concerning events detected
Share Price
Pass
Do they have meaningful levels of revenue?
Revenue is meaningful ($415M)
Section 3.1
Pass
Do they have a meaningful market capitalization?
Market cap is meaningful (£2B)
Section 8.0
Pass
Do they have negative shareholders equity?
DARK does not have negative shareholders equity.
Section 4.2