Member Info for Watchman007

Doesn't look like the cavalry is coming! Good luck to all who see this back above £4.50. I really hope it does but not just because they are a cybersecurity company.

As usual I agree Sheltie. Its not just on this board that that comment is made - especially when under water. Fingers crossed we finish above £3.54 today.

https://www.watchpro.com/watches-of-switzerland-opens-record-breaking-rolex-boutique/

Lat, hope you are correct and we do rise above £4 or so but as you know just because historically something was worth x doesn't mean that's what its worth now. We've already mentioned Boo today. That was trading at over £3.50 last year and is sub £1 today. People there were ragging on the 'realists' who were forecasting sub £1.50 at the time. I know these are two different companies in different sectors but just because people 'feel' that a share should be worth a higher price doesn't make it so. I think its called confirmation bias. Anyway the technicals have proved more accurate than the optimists so far

I know I know, but I bought early at £3.83. Spent the day regretting. This share has a way of finding new ways to disappoint.
C'est la vie.

Ha Ha, I'm the curse! I went in yesterday to add and the price promptly dropped another 5%. Sheltie, you pantomime villain, you are correct about market cap. I was thinking this last night. BooHoo is a train wreck and if you think this BB is bad go sample theirs. Same themes though nastier. Squeaky bum time.

Sanchez, I'm more than open to pleasant surprises. As you say the money isn't there right now and IMO won't be possibly for the rest of this year. As far as Russia, agreed nobody wants any deaths. It seems to me like Putin will invade and like Crimea will get away with it. Don't know what the west has as a bargaining chip except sanctions and whilst necessary, they hurt us almost as much as Russia.

Sheltie said earlier today, support level is at £3.54. Looks like we're nearer that than some of the "should be" prices bandied about. For context I hold and am gradually adding but IMO this is not a get rich quick share as some of the more enthusiastic posters keep ramping. Even with good numbers next month and April (they had better be good) this will only rise gradually. Why? Because until they prove they can turn a profit and gain / retain customers the institutions will sit on the sidelines.

Charles. We know what to expect from you, you call it bullish, most call it ramping. Sheltie posted some very useful numbers from Barclays and the only thing you took from it was £6.81. You chose to ignore the lower numbers (they were all lower). Why do you persist in distorting numbers already out there? It is not at all helpful.

Just under 14m shares (2.2%) held by 'private companies '. I.e. not PE / VCs, IIs or legacy stake holders

This will be a slow burn now until numbers digested.
A lot has been priced in but would expect to see some realignment upwards within the week.

"See news actually it is a multimillion deal"
Charles, no it doesn't, you need to read properly and not read what you want to see.
It actually says "Darktrace wins new "million-dollar" deal with multinational company"

DT, I think you may be getting your answer. Looks like Market Makers have been playing with this for a month now . Good numbers will increase upwards pressure.

The revenue numbers will be at least on target I would think. The EBITDA will also be on target - again an educated guess. My concern is operating costs since everything opened up. I think the market is in limbo atm until tomorrows numbers. If they are as I expect there is little downside. That is purely my opinion.

yes

Well lets hope that HMFO weren't using DT products or anyone else for that matter that got hacked. Whilst I doubt there would be much publicity if they were it would get around if hackers were breaching AI defenses. Do we assume that anyone using DT is immune to successful attacks?

Kick - NOooooooooo!

Grey Area
Welcome to the BB. It is very important that you do your own research based on facts. Not wise to ask for advise as we all have differing opinions. Also what we quote here as facts may not be :-)

Hi Charles. At 5:42 you posted
"Good luck. I have not much to add til March !"
We all suspected that was not true and so it proved. You are also supposing that we all care! The whole post was a waste of effort.
As for your latest question "are Needham, Jeffries and Berenberg lying?" you'd need to put a date on when their predictions are meant to materialise to measure that. Until then, they are just that - predictions.

Thank you for the link Sanchez. Very interesting. Not too much evidence of IIs 'accumulating' right now and don't remember anybody posting about a mark up phase or distribution phase last year, just a load of people saying jump on the bandwagon and shouting down anyone who said the share was overheating. As your link says its easier to see the phases in hindsight. So it could be that Shelties' post about Barclays technical analysis is going to be the way it is for a while.