RE: RNS18 Feb 2026 15:11
What would be a clincher is if there was another 25% off the salary bill as imho that would a pointer towards corporate action
Increase director exit bonus by 2.5%, cut wages by 50% and convert a loan into Tern shares, never been a fan of Sisto for around 8 years and never a fan of placings and haven't ever bought into a placing but this time it might be different
Plus of course evidently Palo Alto had the war chest to acquire CyberArk, and get the deal over the line pretty quickly. You could therefore conclude that CyberArk didn't have such a war chest to buy DA. So the odds have improved IMO for a DA exit now that Palo Alto needs KS to make its leap into this world of IoT secure, for the next 20 years, be it in the arenas of automotive, manufacturing or healthcare. KS is a must-have...
Of course nothing might happen until the next call so won't be putting the house on it but I hope that the odds have improved that this time it might all be different