Member Info for Hindy86

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

I reckon 12-13p next year
chart looks heavy to me

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 noticed todays volume to be unusually high normally it’s between 20-100k it’s 21million
Even when the take over talk started volume only reached 8m

Maybe somethings about to go down

https://news.sky.com/story/the-future-of-energy-may-lie-with-hydrogen-but-the-journey-to-get-there-wont-be-easy-12732319

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

Cham.. the test runs until the end of October

Jesus don’t tell him to buy more he’s unstable enough as it is!

Ade I know what you mean boss
I bought eua that time you recommended and now I’m broke

Had to start an only fans

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

The dream is are products end up being superior and in the end we start taking market share

Cha- ching if we do

This is just a baby yet let it grow

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

Clued they usually have them risks fall all shares as a kind of way to make you feel curious and sign up.

I’m not signed up but had a look at simply Wall Street which looks like the data they are using

The risks where
Darktrace (DARK) Risk Checks

Is their share price liquid and stable?
Highly volatile share price over the past 3 months
Share Price
Fail
Has there been substantial insider selling in the past 3 months?
Significant insider selling over the past 3 months
Section 7.1
Fail
Have shareholders been diluted over the past year?
Shareholders have been diluted in the past year
Fail

It wasn’t jefferies seaking it was peel hunt

What we want is an upgrade off a tier one analyst

J p Morgan
Goldman sachs
Bank of America
Morgan Stanley
Citigroup

They move stocks

Yes they can still make a bid in the next 6 months under certain conditions

Eg. Some one else starts a bid tb can re enter

Or me
I’m also a lth

And I wouldn’t be surprised to see £3 again at somepoint over next 6-12 months
Because I don’t believe the markets have fully bottomed yet so When they come down so will dark

If it does hit £3 or less il be taking advantage

Thoma bravo separately said it reserved the option to make a bid under certain circumstances over the next six months

I expect it to fall back over time prob to about £4

If it goes anywhere near £3 over next 6-12 month I’m scaling in with size

I’m relieved we didn’t get bought out on the cheap
If we keep growing as expected and benefit from increased government spending
I see this in double digits 5 years time

They also beat! forecast was for a 9m loss I think

They made a profit,

Arr and revenue still forecast to grow 30-34%

Decent imo but expect choppy day