Member Info for squadraazzura

It's not a question of charts at all. It is a question of credibility.
My understanding is that with or without recovery it was, is and will always be the same old story "We will deliver, next quarter, next year etc." which is just rubbish. Can they really deliver anything apart from bad news ? Who would really dare believe them ? I would imagine these people sitting quietly and comfortably behind their desks, with their lunch boxes in front of them, admiring the scenery of the welsh valleys, spotting from time to time the odd lamb who escaped from a nearby farm. And that's it - This is probably how they do "business" and the time passes and passes -
What's the problem ? Simple: Let's just ruminate then regurgitate the same old dross to the idiotic investor community, impatient to hear from us. This is the exact picture I see as we stand now.

With such great oil reserves, it will definitely be re-rated upwards. IMO, this stock should be held tightly as things are continuously improving as we move forward.

KCRCR: There are always those mean MD's that prefer to use the cheapest solution to start with. Then they will pay back all their "savings" plus extras - usually 10 times more when it's too late.

"The Government has vowed to update the UK's cybersecurity laws amid increasing levels of cyber attacks targeting critical infrastructure in countries around the world as a way of inflicting substantial damage on entire nations." - The expenditure on cybersecurity will be de facto a must do - not a discretionary item anymore.

"The Government has vowed to update the UK's cybersecurity laws amid increasing levels of cyber attacks targeting critical infrastructure in countries around the world as a way of inflicting substantial damage on entire nations."

Why protecting sites is a matter of life and death: "UK locations pinned on pro-Russian group's horror 'attack list' after support for Ukraine".
hTTps://www.msn.com/en-gb/money/technology/uk-locations-pinned-on-pro-russian-group-s-horror-attack-list-after-support-for-ukraine/ar-AA16PVvr?ocid=entnewsntp&pc=U531&cvid=21d6fa337c834ec1bdf520cb1f2b3e44

FDEV is now at its lowest share price in more than 5 years. IMO all bad news are behind us now and it is one those opportunities where the SP could spike up very quickly as the number of issued shares is only 39.4 million. In addition FDEV is one of the few decent gaming stocks still not taken over with GAW. It could just be a question of time before a RNS lands on a takeover bid.

IMO the results showed how the Trading Update was so conservative. Things will definitely improve very soon.
"Parents buying more toys and games for themselves"
hTTps://www.bbc.co.uk/news/business-64386885

For information, here are the UK companies taken over or about to be:
SOPH (Sophos), DTY, STAN, MCRO, PRSM, AVV, AVST.
"European private equity yet to spend €270bn worth of capital"
hTTps://www.investmentweek.co.uk/news/4062173/european-private-equity-eur270bn-capital-spent
HFD is very cheap and pays dividends.

The negativity in share price should be reflected in retail stocks such as for example ASC and NXT which went ballistic when they released their trading updates. With HFD we have millions of cars on the road requiring tyres and with Rail strikes, who doesn't need a car ? IMO HFD has just been a bit more than normal cautious in some statements.

I would add that for such a small market cap, less than 400M and sales of 1.2B + divi, it looks very cheap to acquire. UK stocks are becoming a joke in terms of valuation.

Very cheap valuation with of course a good affordable divi. So one can just hold and leave it.

I wouldn't advise anyone to trade DT. It's a very sharp knife downwards and upwards. This is why I prefer to hold long term such volatile stocks.

I will give you an example of what you call "" Most people in the know" and "what they are saying" as they know for sure.
5 January 2023: ‘Buy’ fallen Frontier Developments, says Shore Capital
HTTPS://citywire.com/funds-insider/news/expert-view-wh-smith-heiq-hill-and-smith-discoverie-and-frontier-developments/a2405810#i=6
Shore Capital has upgraded Frontier Developments (FDEV) as the video game group sits at a ‘notable discount’ despite a strong business model and record-breaking revenue.
Analyst Katie Cousins raised her recommendation from ‘hold’ to ‘buy’ but retained her ‘fair value’ target share price of £13.50. The shares, which have fallen 41% in the past year, rallied more than 4% to £10.16.
‘With the decline in Frontier Developments’ share price, we see an interesting entry price for investors,’ she said.
‘Frontier sits at a notable discount to our fair value and its historical metrics, despite a larger profile of titles and an arguably more sophisticated model.’
Cousins said the group remains ‘on track for another record revenue-breaking year in full-year 2023, with improving margins and increasing cash generation across our forecasts period’ and added that her target price reflects an upside of 40%.
9 January 2023: FDEV lost 40% ! what a coincidence 40% upside became 40% downside in just a few days !
These are the charlatans who know a lot when they want to get out knowing they are trapped. So my advice is: Avoid charlatans and future tellers. Do your own research.

Velo. Thanks for your useful information. According to DT, Q1 was the seasonably weakest quarter. In addition, Q1 was released when £1 = $1.08 in September. Today we are at 1£ = $1.20'sh, a recovery of more than 10%. Then "Prevent" was released and flagged up as one of the most popular releases. Logically everything is pointing to favourable conditions for both, Q2/H1 and the full year.

Velo: Cheers - No problem at all. I would add a few points for any new prospective PI: 1/ Very rare to find a lossy tech company becoming quickly profitable. 2/ DT is debt free. 3/ Cash flow is excellent with very accurate visibility. 4/ The more we move forward in time the more cybercrime becomes almost a "culture", so DT sector is almost independent of economy, thus ver defensive. IMO this is why DT ticks all the right boxes and consider it as a long term investment to achieve its full potential.

I would add that DT growth rate is far higher than that of Kape. Sales of 260 M became 500 M in one year. A loss of 140 M became a profit 5 M in one year too. So year on year sales are doubling and within 2/3 years sales could exceed 1 Billion. This is if not taken over as 5 UK software companies (Sophos, Blue Prism, Microfocus, Aveva, Avast). Another important point: DT is debt free with a very good cash flow. Reoccurring revenue give them 80% visibility for the full year.

DT has already started to make a small profit but its customer base in increasing very strongly. So far DT has 7700 customers in more than 110 countries are using its software. Adoption of this new AI technology adapted to new cyber challenges will definitely bring in more and higher profits. Again DT approach is new and its adoption is only a start. The difference is that DT approach is mainly directed to corporate protection while Kape's is at consumers. During a recession or a financial crisis, Kape may struggle to keep individual customers while DT deals with whole organisations where spending on cybersecurity is a priority for business continuity reasons and strict legislation on data protection.

Difficult to compare DT with Kape. Kape is rather suited to
consumers/individuals protection while DT has a wider range such as institutions and companies, large, medium and and small. DT uses a new protection approach through Artificial Intelligence (AI) with it's new process of "Protect, Detect, Heal" sequence while Kape uses the classical firewall approach by blocking intrusions. However as hackers are becoming more and more sophisticated, this sector needs more sophisticated new tools and new approaches such as AI particularly as most data has moved to cloud storage.

In any case Q1 was reported when the Sterling was at its lowest ever against the dollar (last September). Despite that, DT had an excellent quarter. Since then, the Sterling recovered by 10 - 12% and we had the launch of "Prevent" which was taken massively and we saw the number of new US customers growing. So expect a stellar Q2 and possible upgrade of year end results next week.
https://darktrace.com/news/new-customers-u-s-transport-sector