Member Info for latpulldown

I wouldn't hold shares in Evraz or Polymetal, Amur Minerals or Petropavlosk. All strong Rissian connections or high Oligarch shareholdings and sure to be in the receiving end of sanctions.

For the Ukranian people.

But

We don't have any bases in Ukraine or Russia and should positively benefit from any Cyber attacks and threats being made.

Mixed bag of results but yes the transformation plan is well underway and although a slightly subdued response the share price finished positively.

Looks oised for a return to profitability with interest rate rises and maybe the odd cash generative bolt on.

https://www.dailymail.co.uk/tvshowbiz/article-10544187/Zoe-Kravitz-wows-black-gown-Robert-Pattinson-attend-Batman-London-premiere.html

Not long now.

https://www.dailymail.co.uk/tvshowbiz/article-10543293/Robert-Pattinson-looks-smart-black-coat-Batman-press-junket-ahead-London-premiere.html

Charles just a really polite ask but can you just stick to what is the here and now on DARK rather than shooting off all over the place at tangents and littering the board. It gets really hard for people just to pop in and read whats current.

Thought the way the share price was trending back and forth today that they might push it through 360p into the close. However on what was a lacklustre day 2.44% will do nicely until markets kick on again.

Today's deal is a really good bolt on for what is coming in June and Nicole Egan had just spoken on attack path modelling about a week or so ago on the DARK website.

Last 5 or 6 weeks things are gaining traction nicely here on contract wins, new product launches and now this acquisition.

Massive cyber attack in Ukraine only reinforces UK warnings only yesterday to businesses, key infrastructure and food supply chain providers to "up" their game in terms of cyber defences.

https://venturebeat.com/2022/02/11/darktrace-on-where-security-ai-goes-next-turning-the-tables-on-attackers/

At the moment. Good industry to be invested in and looks set to grow.

You have to give it time for funds, investors and individuals to read all the threats, the security compromises and warnings issued and what the company is offering and delivering.

Last 4-6 weeks have been exemplary if you simply read the RNS's and the news information on the company website in conjunction with each other.

The market likes it. Let people get to their desks, read the RNS and let it sink in.

Excellent acquisition that and the pound has been sat near its highest with the Euro for the last few months at circa £1 to 1.20 Euros, so best exchange rates in a while. Strategic fit for what's coming around June.

I'm not really a fan of the DM either Winstanley for it often resorts to sensationalist headlines.

That said this I thought this was a well informed article that spells out the present multiple warnings being given out on so many fronts and the prevailing threat.

Take your pick, or combination of picks on why we are starting to rise.

* Oversold
* Sentiment just starting to filter through that DARK's products prevent and detect all manner of cyber-attacks, and should benefit greatly from the present climate.
* No bases in either Russia or Ukraine, so Insulated.
* Recent contract announcements x 3
https://www.darktrace.com/en/press/2022/396/
https://www.darktrace.com/en/press/2022/394/
https://www.darktrace.com/en/press/2022/391/
* New product launch - Antigena Endpoint
https://www.darktrace.com/en/press/2022/392/
* KKR a buyer of 4 million shares @407p on 1st Feb.
* Results on 3rd March. Last recent update was excellent.
* Recent Seller finished (Large £38M trade from Friday still to be claimed)

https://www.dailymail.co.uk/news/article-10538897/How-Russian-hackers-aim-cripple-Britain-cyber-attacks.html

I watched Boris Johnson in the HoC today on his statement to the House on the imposition of Sanctions and the Questiosn that came afterwards. On 3 occasions they mentioned the threat from Cybercrime.

It's real.

Thanks for precisely clarifying HNS.

My point 4 they should also incorporate. They want their cake and eat it imho.

It looks like either a seller cleared or somebody has been accumulating in the background.

Probably Clipper logistics taking a strategic position with their, to be, new found wealth or Mike Ashley possibly.

Came out of nowhere that so something is definitely going on in the background.

So undervalued imho.

I think that's nothing compared to where it will be going once people work out that things were actually "normalising" and have positively moved progressed from there since or they simply state things are well on their path to recovery.

One other Point 4 just also occurred to me having looked at what Mooky said in his testimony,

4. Part of any of the supposed synergies were to be made through what was referred to as Project Jumanji - and that was the sale of the non-cinematic operations such as entertainment centres, amusement arcades etc. CINE wished to stay 100% movie focussed and these were to be sold off. There has been nothing stopping Cineplex selling these venues since the deal fell through and CINE provided them with a Bank of America report they had commissioned on this. since the deal was pulled. So in effect Cineplex want the synergies that would be obtained from selling these assets and the proceeds that Cineworld would have gained - yet they actually still hold those assets. Surely that is double counting and can't be right?

There is in my view scope for substantial reduction if not complete removal of what I think most see as absurd damages. All will no doubt have their own views.

Interesting article HNS and written by practitioners in the field.

It left me thinking that there are actually 3 prongs on which CINE can fight the appeal.

1. Firstly that it is wrong to attribute synergies to the seller, when actually it would be the buyer that realised these. that is the most obvious one. How can you benefit as a seller, if you don't have the infrastructure to merge with to create the savings.

2. Secondly it is hard to argue that actually Cineplex would be the recipient in any case as if I remember correctly from the trial, there was a Canadian holding company set up with the plan to bring Cineplex under that umbrella when the deal was complete. So would it not be the holding company that benefited?

3. Lastly it points out that Judge Conway failed to deduct the Cineplex debt from the calculation. Cineworld executives at trial had quite clearly stated that some $600M to $800M of debt was being switched on completion to the new entity. A significant reduction if deemed to be the case.

I think it's odds on that they will recommence buy backs after March 3rd results. The buy-back shares either get put in treasury and effectively cancelled or used for the motivational shareholder perks for ALL the employees who are in the staff incentive schemes. That way you don't have to create any new paper stock to fund any performance related awards. It would make perfect sense with the share price where it is.

The buy-backs are farmed out to brokers to conduct and must be done in such a way that on the day they don't unduly influence the share price. It also makes perfect sense that you can't buy back shares in a closed period (quiet period) for the same principle excludes director any buying or selling on the run up to results, otherwise it would be insider trading.

Buy-backs reduce the freely available shares in the market.

The thing is because its worked this year then it creates a conditioned response for every future year.