Member Info for Winstanley

Https://www.irmagazine.com/investor-perspectives/ir-tv-sonya-ghobrial-haleon-challenges-demerging-gsk

'I think I would say don’t underestimate the transformation from being part of a bigger entity to suddenly being a stand-alone firm'

I think I would say don’t underestimate the transformation from being part of a bigger entity to suddenly being a stand-alone firm

..to play for!

https://www.thisismoney.co.uk/money/markets/article-12473211/Darktrace-eyes-new-chapter-business-practice-probe.html

ITV remains a work in progress, a consensus analyst estimate of fair value at over 90p.

https://www.ii.co.uk/analysis-commentary/ii-view-itvs-streaming-investment-now-peak-ii529027

'Jefferies noted that the cybersecurity market, valued at US$200 billion, is projected to grow with a compound annual growth rate (CAGR) of 9% between 2020 and 2024, and Darktrace operates within some of the fastest-growing segments of this market'

"Importantly, we believe Darktrace has a combination of disruptive technology together with a ‘growth-first’ model that should enable the group to take market share and deliver superior growth in the medium term,”

said the analysts.

Jefferies has upped its Darktrace target price to 550p from 500p while reiterating a 'buy' rating, with a revenue CAGR of 36% between 2021 and 2024.

It may have been a factor, or maybe not.

The question is can Dark follow in the same direction?

https://siliconangle.com/2023/08/30/crowdstrike-okta-shares-rise-solid-earnings-revenue-beats/

First to report was Scottish airline Loganair earlier on X, better known as‘Twitter’, that there was a “network-wide failure of UK air traffic control computer systems this morning”. On the scale of technical issues, this is ‘big’.

It certainly looks suspicious - let's see what reports come in.

Congratulations India !!

Https://www.livemint.com/news/world/chandrayaan3-indias-boom-russias-crunch-how-money-is-shaping-new-space-race-11692718526437.html

It's so quiet lately that off-topic thoughts need to happen.

Satellites dedicated to tracking climate change and various other applications are poised to maintain their growing significance. With Russia's recent setback in its lunar probe mission, attention has now shifted to India's Chandrayaan 3, which is due to land on the dark side of the moon tomorrow! The success of this mission is likely to reignite enthusiasm for space-related investments - in my opinion. Are there any other developments in this sector, perhaps not as ambitious as moon exploration, that pique anyone’s interest?

P.S

I'm not sure my last post made sense. To be clear I'm not suggesting that LIO are on the pullback, but are apparently experiencing a downward trajectory.

S/w may one ask.

Slightly veering away from the main topic, I'm curious about whether a potential market pullback, either happening now or in the near future, could present an opportune moment to consider investing in the stock you previously mentioned, namely LIO. Speaking of LIO, I must admit that I don't have a complete grasp of their business model, but I have noticed some apprehension among the crowd regarding a proposed acquisition. Do you still like them?

Will do that, cheers.

S/w

Lost me here!

Is it good or bad?

taxation manoeuvrer?

'The decision to move content comes after BARB viewing data shows that while the average amount of broadcast TV minutes of kids TV channels watched by 4-15-year-olds per week has declined by 62% since 2019, unmatched viewing has risen by 30% in the same period, demonstrating the streaming first trend in kids' viewing.'

'It is not yet known if other ITV channels will be affected by the streaming-first approach, but it's an exciting move for children's programming which the broadcaster has added is part of their'

"continuing drive to supercharge [ITV's] presence in streaming, delivering content to audiences however they want to watch it".

https://www.whattowatch.com/news/itv-set-to-close-a-hugely-popular-channel-in-scheduling-shake-up

The silence is deafening.

https://businesscloud.co.uk/news/moulding-calls-for-action-over-darktrace-attack/

https://www.uktech.news/cybersecurity/thg-founder-darktrace-shares-20230821

What a lovely day...

my my my Delilah...da dee da dee da da da!

..is not the wisest move.

‘The company had also been ploughing more funding into its cyber-security systems since the attack.’

The proverb dates to at least the 12th century and is as true as it ever was!

‘For whan the grete Stiede [fine stallion] Is stole, thanne he taketh hiede, And makth the stable dore fast.’

https://www.thisismoney.co.uk/money/markets/article-12374423/MARKET-REPORT-Investors-head-exit-Capitas-25m-cyber-attack.html

It's one thing to be witnessing the everyday effects of the misguided protectionist approach of the deluded Brexit supporters. However, the fact that ITV's newest attempt to liven up Christmas involves featuring Liz Truss, who was responsible for the disastrous economic car crash we now find ourselves in, is far from being one’s idea of entertaining television. Daffy Duck Liz should be locked up!

Then again, she might be - on the show at least. That'll boost the viewing figures.

https://www.nationalworld.com/culture/television/im-a-celebrity-2023-itv-bosses-reportedly-targeting-liz-truss-dominic-raab-after-failed-boris-johnson-bid-4241698