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Seems like 78p is the floor currently keeps bouncing off the 78p mark maybe the price some of the Institutional investors paid. Good bit of support there.

Normally when a large stake is sold price tends to go down not up. Very Good news indeed

Bit of a show of confidence has helped the SP today most likely brought as they liked the trading update showing continued strong trading.

Thanks. I just assumed as previous holding was N/A they brought it all in one scoop

Schroders just brought nearly 6% stake in equals great show if confidence there. Clearly a demand for the company building

Looking pretty good though. £10million in the last 2 months so looking like growth is still going strong. Good to see they are re investing cash in boosting the sales team too. Equals solutions starting to take off £1.2 million in the last period vs £3.1 million for the year so could easily run to £7mill plus next year on a Conservative guess.
Very Happy with the update

Why a share buy back? Growth companies should never buy back their shares. They should spend the money on R+D instead. Share buy backs are for highly cash generative businesses who don't have anywhere else to put their money. Makes no sense for a company like darktrace.

Lol. I give up. Vox Markets must be blocked for some reason.

Not sure why it keeps starring out '**********' but put that in place of the ******

https://www.**********.co.uk/articles/equals-h121-results-q-a-09c2daa/
Sorry try this link

Should get some sort of trading update soon hopefully. Said early December in the end of this interview around 19mins 30secs in.
https://www.**********.co.uk/articles/equals-h121-results-q-a-09c2daa/

Seems that way. Hopefully we come back to life soon. Need a but of news or an update really

Hopefully a buyer is found reasonably quickly so we can resume and upwards share price. Will top up on the dip here I think.

Sounds good to me would be nice to see that sort of growth continuing next year. They also provide crypto liquidity through a partnership with Tap Global but I think they want to build out their own crypto platform. This would be interesting to see if they have much demand for it but if cryptocurrencies end up being common place in business transactions this could be a smart and lucrative move.

Thanks for the clarification on gross vs net profit will make sure to be more clear in the future. I read on the questor article that Bernstein expect revenue of around 50mil for the full year most of which is coming in from the end of H2. Entire H1 Revenue was 16.9mil and q3 revenue came in at 11.7mil so total so far is 28.6mil so to get to 50mil would be amazing. According to the trading update q2-q3 growth was 33% so if that is maintained looking at at least 15.5mil Q4 if growth rate is maintained. So full year will be around 44.1mil. We also had the 1.5mil transaction in there to add so 45.6mil would be a good guess for me. Then add in a but of travel revenue and 50mil is possible.
Assuming 50mil is hit would need to keep growth at 60% to hit 80mil. Could be possible though as Q3 2020 to Q3 2021 was annual growth of 62%.
Obviously this is just some back of napkin maths but this is my thought process on where we are going. Very excited about future prospects here.

Could help bump up travel revenue maybe now People are allowed to travel to the USA again

Would this mean CA would be force to sell their stake if they are forced to wind down the fund at the AGM. Hopefully not a heavily discounted placing but O guess adding some other institutional shareholders to the register could be good though.

This might drift a bit now as I think there are a lot of nerves around the current holders selling. As the share holder register get less concentrated the shares will get more appealing however. Also still have ML extradition to contend with. Still up a good chunk on the ipo price of 330p that it was first avaliable to retail at though which is still a gain most people could only dream of in 6 months. May have to wait till next earnings update or maybe an update on new products to really get the shares going again.

Yeah I think I will accumulate some more leading up to earnings report. I think there will be a big upside beat coming from the return of travel revenue that isn't reflected in current estimates. Travel used to be 30% but after covid was only around 5% so any sort of return to the norm could be a few million extra £ incoming.

I think if I saw the 50s I'd be backing up the truck on this one. Needs a few more significant transaction rns or some news else may drift down till earnings on the 10th of Jan. Still pretty excited about the upside though.