Member Info for squadraazzura

Onsolidground: The cost of living is irrelevant for an institution or a strategic company when it comes to protect data or securing energy generation and communication infrastructures for example. With a malware, power stations and data centers can be made idle nowadays. So it shows that this cyber industry is almost a matter of life and death. Imagine power stations and national grids hacked and broken down when it is freezing ? Imagine a telecom network paralyzed etc. So this is a vital protection of strategic national assets of every country.

How many stocks had gains in 2022 ? Very few.
Regarding Q2, I received an email from Luk Janssens, Head of Investor Relations stating: "We report 4 trading updates a year. We publish trading updates usually 2 - 3 weeks after period ends; so 2 - 3 weeks after 31 December 2022 is sort of 9 - 21 January 2023 as a good guestimate of when they can come". So Q2 could come anytime between 9th and 21st of January.

"Darktrace explicitly mentioned that its figures were adversely impacted by a the higher USD." - For information, in September when the Sterling was its weakest point, £1 = $1.08. Since then there was a strong recovery to $1.21's = 12% improvement.

Lejjb: DT is within a very defensive sector where spending is a must. Without protection, institutions and (strategic or not) companies are exposed to all sort of ransomware and various disruptions ending losing millions . As we move forward, cyber-attacks are increasing exponentially, costing billions worldwide and becoming a "normal business" to steal money and even geopolitical weapons to destroy country infrastructures. This particular sector will prevail at the end as cybersecurity is becoming a must have protection tool.

I would add that previously announced Q1 was the seasonally weaker quarter. As they have already launched the popular "Prevent" which is massively adopted, I expect stellar update and possibly an upgrade of all future numbers .

True. They did not give a specific date - They gave a time interval 3 to mid Jan. Then how can they publish a Trading Update to 31st December while everybody is on holidays for almost 2 weeks ? This is normal and already seen for many stocks as these are NOT the the final results.

Yes but in DT Website it is written "Please note that the dates provided are indicative and subject to change - please check regularly for updates."

Possible announcement or are the results to be released when the US opens ?

Yes the significant positive wider impact of "Prevent" on Sales will appear next year but the impact has already started as Prevent was already offered since September. So the next results will anyhow take into account additional income from the adoption of "Prevent".

I would just give a few hints on anticipated next results:
1/ Revenue for Q1 FY 2023 was $126.3 million, up 37.0% over the same quarter of FY 2022. This is seasonally the weakest quarter where DT still performed well.
2/ Sterling was also at its lowest ($1.08) level against the US $ (***ged up by DT).
3/ Since then, Sterling has recovered ($1.22) and we are trading in seasonally better quarters from Q1 on.
Logically we should be flying in the midst of a recession in other sectors such as retail and housing. This is without taking into account the positive impact of the most popular recent release "Prevent" since September. Of course everyone has his/her own logic ...
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"We expect this momentum to be further supported across the rest of this financial year as we complete
the phased roll-out of our new PREVENT product family. These products started to be made available
to existing and new customers in mid-first quarter, and in September drove a significant increase in
upsell proof of value (“POV”) deployments within our customer base. We believe that PREVENT product
sales should start making positive contributions to our ARR growth and net retention measures in the
second half of FY 2023.”

Agree because he is a specialist in M & A.
"M&A and strategic advisory services to companies worldwide which he co-founded in 2002.". We are now close to the 6 months M & A requirement.
"Under City takeover rules, Thoma Bravo cannot return with an offer within six months, except for if certain conditions are met, such as a rival bidder entering the fray, or an agreement being reached directly with the Darktrace board."

The CEO left because he knew there won't be any job for him if/when PFC is taken over. PFC will be under new private management.

Consolidation in this sector is going to happen. Based on its long-time experience, particularly its efficient execution and with the SFO issues now out of the way, I won't be surprised to see one morning, a takeover bid landing on PFC desk. What has changed between when the SP was over 125p and today ? Just a new CEO. Why Iskander left ? IMO he knows pretty well he won't possibly have a job if PFC is taken over. So I am just following some logic... The future will tell. For infos, the major share holders are:
Ayman Asfari and family 88,947,299 = 17.11%
Schroders Plc 76,342,285 = 14.68%
Iskander the leaving CEO owns peanuts.

Let us know then the source of this "news" please ! You seem to ignore BOO has a turnover of 1.9 Billion for such a very low Market Cap ! You also ignore that BOO is successfully deploying in the US ...

ASC is the only decent online retailer left. Holders will be rewarded long term if not taken over by a European rival.

IMO this is now oversold. Bought loads today.

Thanks a lot for the useful info Newdealz.

With a market Cap of just 3 Billion for a turnover of 12.6 Billion and a PE ratio of less than 5, with an excellent dividend yield is too cheap to miss. Buying loads today.

Mountainous: The bottleneck is caused by the desire to fly by too many at the same time. For 2 years everyone was crippled in their chairs by Covid and now everyone wants to catch up in visiting relatives and dream destinations. When there is demand, the price goes up, thus affecting positively the margins which, in turn, will compensate for any due refunds for delays. IMO this is the time to load up the likes of EZJ as the reward will be great from now on and of course as the big first real summer - Covid free - approaches...

OK but what can anyone do if Putin decides to just nationalise the mines located in Russia ?