The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
On its results call at the end of the month, CEO Neil Murphy said "I know Darktrace has been in the press recently, but every single one of our Darktrace customers is renewing and customer satisfaction is very high"
Byte is DT's EMA Partner of the Year so a materiel sample size of customers that he is addressing.
re crematoriums GC mentioned bringing in a external party to recapitalise the Crematoria Biz or even a spin-off (estimated 1bn GBP!?) Either scenario provide shareholder value. This is 1 of 4 strategies outlined at the last AGM. Nothing is guaranteed and the uncertainty is weighing on the SP methinks. Holding for now.....
Debating in my head to dump and buy again at a cheaper entry - Which goes against everything I stood.
I'm still a long term believer in DARK. I front loaded so can't add no more as I'm at max allocation. SP currently below my average SP.
Sept 15 can't come soon enough - Seat belts fastened until then. Good luck all!
A lot fund managers know about this fund from their dealings with competitors and are building their positions. Read the Buffetology May statement.
Need to see some earnings coming through to validate the market cap. But all in all a strong buy and hold for me.
Momentum seems to moving the SP to a point where market cap seems unjustified. Currently 1.3bn! Just need revenue up so PEG doesn’t run away with self...currently trading at 2-3 ratio PEG with an expected 30-40% revenue increase.
The dilemma I’m faced with is Hold tight or scale back a bit?
Currently sitting at a market cap of 1.4bn. This feels a bit too heavy. Earnings need to be very good in the coming year to support this. PE is racing away.
ROCE needs to move back to average of around +20% and Margins need to move back to around +40%. But both are capable and within reach for the business. Got a solid holding but will top up more if these come through. Newish CEO, CFO, and COO so another factor to consider in terms vested interest and support.
They are actively addressing the lack of Vet specialist problem which is positive.
On watch with excitement.
I totally agree. I’ve been buying the dip in small chunks since Feb 2021.
Even the investment portfolio’s liabilities that back the pre-paid contracts are ‘prudently’ priced. Which means the surplus is actually bigger. Asset performance (no allocation to bonds) would have done great over 2020 and YTD 2021. All this add to shareholder value.
One worry( or uncertainty which I haven’t unpacked yet) is that I read the Phoenix AM think the crematoria business might be spun out.....