Member Info for PI_Winner

Lending, again poor post and poor research

Analysts still expect CrowdStrike's revenue to rise 34% in fiscal 2024, but its slower growth in new customers and net new ARR suggests it will need to squeeze more revenue out of its existing clients to hit that target. They expect that slowdown to persist, with just 30% growth in fiscal 2025.

CrowdStrike will also likely remain unprofitable on a generally accepted accounting principles (GAAP) basis for the foreseeable future. That red ink, which was largely caused by the stock-based compensation (SBC) expenses that gobbled up 23% of its revenue in the first nine months of fiscal 2023, will further dampen its appeal to investors as interest rates continue to rise.

Lending if you are going to post something you need to do it 'in the round'.

SentinelOne’s operating losses remain large, despite substantial progress being made over the past few quarters. Management has begun taking a more prudent approach to investments, including moderating headcount growth, and they are also trying to streamline processes and improve productivity.

As a benchmark does anyone know our main competitors YOY revenue increases for this year? thanks

yep agreed.....no downgrades....30%ish revenue increase YOY is excellent

Darktrace will report the key findings of the E&Y review once it is complete. Darktrace reiterates the guidance given in its trading update of 11 January 2023.

Gordon Hurst, Chair of the Board said:

"The Board believes fully in the robustness of Darktrace's financial processes and controls. As a sign of that confidence, we have commissioned this independent third-party review by E&Y. We look forward to the outcome of this review."

Further independent review of financial processes is a VERY smart move.

There was no obligation to do this.....but the market will definitely welcome it. Well done DT.

Man some of you guys like to run down an alleyway and dont turn back! To quote from the NY Times:-

''By buying a stake in a hedge fund, K.K.R. receives a cut of the often hefty fees that investors in the fund pay to the managers. Marshall Wace said that its existing management team would continue to run the business INDEPENDENTLY after the transaction, and that the company did not plan to CHANGE its investment strategies.''

KKR as a PE invest in all sorts of hedge funds, stocks etc, they have a wide portfolio. They have NO influence over MW decisions. We need to get some perspective here....MW have a short of just over 1%....that is peanuts. There are circa 70 FTSE's....yes 70 FTSE's with HIGHER short positions.

There is ZERO chat on here regarding the fundamentals of the company, results in a couple of weeks, I really question the thought process of some PI's on here!!!!!

I know Watchman, I was generalising, there is always an exception i.e Natwest today and you sometimes get some funky AIM RNS's Friday mid morning/afternoon for my special's pot.

Ha not sure if my post suggests that CR888, but each to their own!

Anyway I do not think this board will exist come the end of the year as a PE or a big US tech firm will have swallowed us up.....but at a good price! For all the reasons I have mentioned before....industry leading products, super hot market, materially undervalued in comparison to main competitors etc etc...I am boring myself now :)

I agree Watchman007, I personally have a scan but do not record on a spreadsheet. I thought it would be helpful for other PI's.....but you have been told....do it yourselves PI's as part of your research :).

No worries Pat, you are doing a great job for PI's on here.

CR888.....you always appear to have about 6 hours free during the night, might be one for you to pick up on....percentage of shares acquired by DT versus the overall traded volume per day commencing 1st Feb :)

For me fridays are always a FAFF AROUND DAY. Sooo many traders have different milestones, key trading RNS updates are never released by companies on fridays and only bad news is buried. Anyway it helps focus on wkend activities so not all bad! But personally I never really track my stocks until about 3.15pmish on fridays to see where we are going to open on Monday. Rant over :)

Cheers SW

Lending fair point....but I am here for a good time not a long time :)

We are getting to the point of insanity on this thread anyway where the 2 shorters continue to repeat the same point and expect a different result/response.

$hitchat you really need to do your research. ML is appealing the decision which will go on for years - FACT. Research high court appeals. Also as DT have stated in black and white, ML dealings have nothing to do with DT.....to summarise for you in plain english....DT and PI's dont give a $uck.

P.S.....hows your short doing???

is causing a drag on stocks this afternoon

Thanks Pat.....loving the work. Have you got on your spreadie the total traded amount for the same period to understand the percentage DT are acquiring in comparison to daily volume. Do not worry if you don't, I can have a quick scan each day, thanks

Easiwyns.....is a walking/talking contradiction.....if you check out his posts he is in bed with the RUSSKI's STOCKS.....OH DEAR!

He is a failed investor and now FAILED shorter on DT.

Exactly seaking1.....I think this is why Jzchat are Easiwyns are proven failed shorters. They do not understand what the SP is based on.....1.future outlook, 2.future outlook and 3.future outlook. If you notice Easiwyns has now repeated the same point with slightly different words about 6-7 times, quoting info from 2-3 years. For me it has gone past desperate.

They have completly missed the unequivocal statement from DT yonks ago......'it is important to note that any current controversies surrounding Lynch’s dealings with HP are not connected to Lynch's tenure at Darktrace'.

You can lead a horse to water as they say........

Anyway I sold a car years ago and the current owners crashed it recently......so it is a good reminder for me to transfer money to the new owners because obviously I am still liable to fix it :)

Thanks SW77, Yep that is definitely the common thread in the market....great products/services but needs new blood at the exec level.