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Inflation is falling ,interest rates will follow next year. Sentiment on growth is negative ,that will change when the FED pivots. Use the falling SP to top up. The value of this is all about earnings and i expect them to be good. M+A will be rife in this sector in 2023
Berylfu/ no one can advise you what to invest in without knowing you. We all have our own strategies. I am only holding 3 stocks LSEG,GSK and DARK. The only advise i can give you is to keep 20% in cash,so you can take advantage of any sell-off , especially in this market.
Lending/iam sure your right,i thought the same. Sometimes the SP is going up as you are buying. The whole thing is a dark art. I use EQI,they are usually ok
stup/ ive never had trouble before,after all,its not a small cap. Anyway iam not too bothered.I just think the FED will pause rates early next year,which will give growth a lift. Add to that we might get some good news for a change, China opening up the war in the Ukraine ending. 332p might look real cheap in 6 months time. Anyway iam in for the long haul. I dont trend to sell out,i do top slice and add. I like this and the fundaments havnt changed
i bought another 30K shares today,i couldnt buy them in one go,so it had to be 2 lots of 15K. Also i couldnt get near the 327p the best i could get was 332p, So these prices you are seeing are just not there
Yeah,i dont like it,sure you need incentives but they are taking the mick. Mick Lynch has said as much. They are not the only ones. Tremor are doing the same(i sold out of them 18 months ago). Especially with the directors selling
This is cheap compared to its peers in the US. With the exchange rate, the market obviously thinks its going to be taken out
Lending/ i agree,i still read chapters 8 and 20 of Grahams book from time to time. Like you iam a big fan of Buffett and Munger and value investing. The trouble with tech growth stocks theres a big question mark over forward earnings, thats why Buffett never bought into the likes of Google and Amazon which he admits was a big mistake. Like you iam not interested in the SP now. I am happy with the management, the SP will correct going forward on earnings/profits
Watchman/ive been investing for over 40 years,so my strategy has developed over that time. You answered your first question yourself. As for your second. I have no idea where the SP of DT is going. I said ,i wished it to go down to 10p. I think DARK should be about 650p now. If there wasnt a war going on and the FED wasnt raising rates,iam sure we would be looking at something like that. Anyway,it is what it is,take advantage of it. As GS say "never waste a good recession". One day the war will end and the FED will pivot. One thing for sure, the spend on cyber security will not drop
Lending/the market sets the price ,its up to us to go long or short. At the moment(in my opinion)the market is waiting on the FED and the affect of the rise in interest rates. Everything is under pressure ,we are probably going into a world recession ,so that has to be put into the equation when valuing a business, Personally i would like DT to go down to 10p. I am holding 110K shares with a average of about a fiver, so i am well underwater Iam not bothered ,i will buy on the way down
Ive given up trying to value DT,let the market do that. "the market is never wrong our opinions often are" All i know is billions will be spent on cyber security in the next few years and i believe DT will be one of the winners
Ade/so i take it that you will be shorting it
Lending/i for one,make you dead right, I only wish there was more shareholders in DARK like you.
Win/the PoO is coming down you can see that at the pumps, commodity prices have been hit. I cant see rates going above 4% but who knows. The lowest ive bought DARK at is 290p if it goes under that i will start adding. In 5years time these prices are going to look very cheap
Win? the stock markets falls are due to the FED raising rates. My guess is the market has priced in a 4% interest rate. We are now waiting to see how far the FED will go until they pivot. If the FED keeps going to 5 or 6% we are going to have one hell of a crash and recession. The FED and Central Banks kept interest rates too low for too long now they will probably go too far the other way. I am hoping they pause at 4% to see the affect it as on inflation. Inflation is coming down
obviously the market is taking it down but you should expect a pull back after a pay out. Iam buying on the way down
Eng/Because they paid out the dividend,
Win/sorry its Rob Brydon,i did speak to him in the local petrol station seems a nice block
Win/ i enjoyed that ,i live a few hundred yards away from Rod Brydon, thats the nearest ive ever got to Wales!! I will go one day
Win/i hope it doesnt get bought out by the americans. The americans are focusing on cyber security and they know all about DARK. The profits and free cash flow should come flooding in,in the next three years. We are in the right company, in the right sector,with the right management. I met the senior director many years ago, hes got a brain as big as Wales