Member Info for Watchman007

Remember, "supply and demand!"
Comedy gold

Well said Sheltie. Totally agree with everything you said about Charles the defense bot.
His reply sums up the worthless drivel the Charles bot spouts. Absolutely nothing new and zero added value.
Still, we know he doesn't listen though he says he does, won't post less though he says he will and is too lazy to do his own research apart from begging people here for information that he then disregards if it doesn't fit his agenda. On top of that it appears the bot has the power to allow iis to buy or sell shares on its permission.
Apart from that no problem.
Great entertainment. Being a bot I guess he is live 24 / 7. Aren't we lucky to have him!

The Charles bot has been programmed by its creators to squash anything unbullish. It's programed to flood this board with gibberish and ramp relentlessly. Unlike DT's AI it doesn't learn on the job but repeats the same data on the assumption that everyone must believe regardless of whether they've been discredited or out of date. It's a 'what if' and 'lets see' machine that generates random (always bullish) outcomes for the future based on highly tenuous wishes. Very aggressive. Needs upgrade.

Same as Antegena %. dyor as they say

We'll see on Monday. I was thinking along the same lines. Reading the terms of extradition, once the judge had ruled in favour of HP Priti was bound by the treaty to extradite

Agreed. But most of us have a life and use the weekend to relax so fewer people on. I'm starting to think Charles a a DT bot.

Nidec. Charles uses the weekend to have a conversation with himself. Repeats himself constantly and rarely adds any value. Mainly tries to get others to do his research and then ignores inconvenient conclusions. Great sport!

Let's see if someone can post ten in a row uninterrupted. This is three for me unless someone jumped in whilst I type. Someone's already managed five today before 9 o'clock.

Auto correct. Jen = ndn

Thanks Jen. I learnt a few things from that article.

G. You raised this recently and it is still relevant. I guess the one saving grace is that it will be a very long time if ML is extradited and his appeal is heard here. He has the resources to kick this down the road if needs be but eventually should he have to leave, it will hurt DT as you point out.

Just like cakegate, whatever comes out at 1130 and then if Priti makes a decision later, this will run and run. Be good to be proved wrong.

The Trading Update will be released w/c 7th Feb.

Despite or because of all the noise here - actually neither, the share is quietly getting on with it and having a better day.

GAFG, there is no point engaging. Mr anonymous picks the numbers he likes and ignores everything - and I mean everything else and then spouts absolute tosh "Valuation … Price to sales … if 6 X is current level then easily Dark could jump 75 per cent and be at 10 X!". Any newbies ignore.

g. You see, thats why it always pays to keep an eye on this board to learn stuff.
Maybe this stock will go up with big funds jumping in all at once for no apparent reason and maybe it won't, just drifting around edging up or maybe it will go down before it goes up or it could go up a little bit and then something unexpect5ed happens and it shoots up - or down. To be sure a combination of these things might happen and if they do you heard it here first. I like to think Poppy never acts without consulting this BB.

Wow GAFG! Thanks for the insight. On that basis I'm going all in and emptying my piggy bank. Wait, piggy bank shares are up. What to do?!

The latest TU had the line "Darktrace is also increasing the guidance for its FY 2022 adjusted EBITDA margin to between 3% and 6% (previously 2% to 5%), applied to a now higher expected revenue range.".

EBITDA as I hope you've googled if you didn't already know is Earnings BEFORE tax, interest, depreciation and amortization. Whilst positive is better than negative they'll still have interest etc to pay.

So you left us hanging on "and since the start of the Ipo , Dark have had a steady state economic model and they made it clear their business is capable of delivering an Adj EBIT margin in mid 2020s …" which indicates 2025?
Gross margins are not the same thing as profitable.
You say you're no expert on financial jargon but surely you need to have some to glean that they'll be making a profit within the next 12 months.

Charles, you referenced more than once that DT will be 'profitable' by next year.
I can find no mention by the company or anyone else that this will be the case.
In fact by their projections even with increased revenue we are looking at three years to 'break even'.
Can you give us the data that supports your assertion?