Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
CR888, as I said -happy to stay in cash for a while, although Ocado looks interesting.
Rewind to the days of Tremor, if anyone recalls them, and you'll find a situation marked by potential failure, but it had a spurt of significant rises - I got out before it eventually dived. RR was also facing significant challenges not too long ago, I made a modest profit there. Many thought Dark was destined for failure. It's interesting how quickly we forget. Now, consider these instances: two potential disasters and one star fallen out of favour, all of which turned out quite good for me. Let's reflect on that for a moment.
PS
... I do have a holding in ITV, long,
I'm not sure how that will pan out - but at the moment I'm just under break even.
No immediate plans, CR888
I will stay in cash for a while until an opportunity comes along.
I'm mostly out now - with just a small holding left for reasons of curiosity as to where this will go. Good luck all.
Whispers, anything could happen:
https://www.thisismoney.co.uk/money/investing/article-13383229/CITY-WHISPERS-Mystery-lingers-Darktraces-big-shareholders-prepared-4-2bn-takeover.html
You've been known for your overly enthusiastic remarks in the past, CR888. But this time, you're spot-on, even though it might not come to fruition!
I hope you're right!
In a nutshell, from over there:
https://www.informationweek.com/cyber-resilience/thoma-bravo-s-5b-darktrace-bet-highlights-cyber-s-ai-excitement#close-modal
Why did our pathetic government put everything in place to make things difficult, i.e ML extradition, only to sound more positive once it was too late.
……………………………………………………………………………………………………….
Seven innovative British scale-ups for maritime sector,including Cambridge-based cyber security company Darktrace, pitched to a South Korean shipbuilding and ship owning trade mission last week. The opportunity to pitch was offered to Darktrace and the other British companies as part of the government-funded UK-APAC Tech Growth Programme, which helps tech scaleups to explore and secure commercial opportunities in 11 markets across the Asia Pacific region, including South Korea, Japan, Taiwan, Singapore, Vietnam, Malaysia, the Philippines, Thailand, Indonesia, Australia and New Zealand.
Full article: Cambridge Independent, today.
Personally, I would like it to conclude as quick as possible as I’m on a good profit. However I appreciate that some will feel that it’s a low offer. It is unfathomable why others wouldn't want to compete. As I see it the board of the target company has a fiduciary duty to act in the best interests of its shareholders. Therefore, if a higher offer is made, the board may need to reconsider its recommendation and evaluate the new offer against the existing one. This could involve negotiations with the competing bidders to determine the best course of action for the company and its shareholders.
Ultimately, the decision on which offer to accept, if it were to happen at all, will depend on various factors, including the financial terms, strategic fit, regulatory considerations, and the likelihood of completion. Just saying!
Thanks, Stevie, it's been a pleasure. And yes, I have doubled my investment, if all lands safely.
I'll be sure to keep an eye out for you - and drop by to say hello. That book is going to be frequently well-read. Take care.
Cheers,
Is anything coming to mind?
I wonder how long this will take to play out.
'those' not this - typo!
Well, looks like it is what it says on the tin.
I'm taking it as stated, unless of course we have another RNS after close!
Bagging a tremendous profit so I'm happy.
A big thanks to this who gave sound advice, particularly s/w
I'm not totally sure if other offers can be accepted to be honest.
.....
Many believe this is bad for the UK. It is sad in many respects.
https://www.cityam.com/darktrace-leaving-isnt-just-bad-news-for-the-lse-its-a-crisis/
Can't see it falling through, if anything others will come forward.
Cheers, Desertsands
What a ride!
Interesting:
https://www.standard.co.uk/business/darktrace-to-be-bought-by-thoma-bravo-for-5-3-billion-b1153975.html
What now?
Yeah, someone explained in layman's terms please.
Thanks for your views, s/w. I will get in at some point soon.
S,w
I decided to release some of my holdings here a while back. Now, I'm patiently waiting to reinvest. This time, I'm leaning towards something with more stability, albeit with modest expectations. I'm contemplating GSK, but I'm uncertain about the optimal entry point.
Sorry, the wording in my previous post, it's not exactly what I intended to say, but I hope you get the gist of it.