Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Consolidation is occurring in sectors beyond our direct focus. Could the notion, in the sector, migrate?
https://securitybrief.co.nz/story/knowbe4-to-acquire-egress-for-enhanced-ai-driven-cybersecurity
Certainly, many have dropped out of the race. This could be one of those unique stocks that only true connoisseurs appreciate, demanding endurance and patience. I'm curious if the possible profit-taking might cause a temporary setback for us tomorrow or maybe we surge on!
very good day today, that's for sure.
Apologies, Janus1
Although, one maintains the idiots negative rhetoric is swaying some.
Ah, so you haven't taken to the nickname "robthenob," have you? It seems you're quite content when the humour is directed by yourself isn't that right? And here you are, once again, with your trademark Tom-style response, waxing poetic about ITV's miraculous past, who could forget that fateful day in January 2018, awaiting its salvation? But pray tell, where do you suppose that share price would be now without the visionary leadership you so passionately dismiss. Surely, lost in the abyss of technological upheaval. Oh, the irony of it all. How amusing.
Robs60,
...or should one say robthenob,
Well, isn't it hilarious how someone of your obvious low caliber fails to recognise the merit in salvaging a struggling FTSE company? Clearly, turning around a ship destined to sink doesn't count as an achievement in your book. It might be time to toughen up, either double down on your investment or gracefully bow out of your streak of losses, old chap.
PS
'As if any investor would sell their ITV stake because of a post from Wimbledon Tom, or me or you for that matter.'
You know yourself, Tom, Janus1 was taken in by your tomfoolery.
Charles, Stevie is pointing to L&G, not to himself.
She must stay:
Dame Carolyn McCall's tenure at EasyJet coincided with a crucial period of economic recovery, undoubtedly contributing to her favorable reputation during that time. Her ability to navigate market forces and steer EasyJet towards success reflects her strategic prowess and adaptability. While some may perceive her as disconnected or out of touch, her leadership qualities and experience in managing a large corporation are undeniable assets. Under her guidance, ITV has undoubtedly faced challenges, but it's essential to acknowledge her efforts to address shareholder concerns through initiatives like the buyback, demonstrating a commitment to long-term sustainability. Rather than dismissing her achievements as mere luck or circumstance, it's worth recognizing her contributions and considering how her expertise can continue to benefit ITV's future trajectory.
………………………………………………………………………………………..
Attention, new investors: Be wary of WimbledonTom's motives, aimed at impeding ITV's advancement. His persistent attacks on the CEO, are his primary tactic. He frequently adopts alternate pseudonyms. Those who recently sold their shares, before results, because they were influenced by his nonsense are no doubt regretting it.
Becky Emmett returnd to her ITV roots:
https://pressgazette.co.uk/the-wire/media-jobs-uk-news/itv-news-itvx-newsnight-acting-editor-becky-emmett/
The Art of Execution
Lee Freeman-Shor
Indeed, he's a kind-hearted person, more knowledgeable about the game than myself. He recommended I check out Tremor's CEO on platforms like YouTube, which seemed fine, but upon doing so, I strongly disliked Tremor's Ofer Druker, especially knowing Rebecca Brooks was associated with the business. It was just a gut feeling, I didn't trust them, so decided to get out.
Conversely, I get a good feeling from Poppy!
I will read the book again when I get more time and brush up on investing skills. At the moment I'm doing a honours degree with the OU, which is taking too much of my time.
Enjoy the rest of the weekend.
S/w
Yes, same here. Those Tremor days were mad, I can't quite believe how well I did on that occasion - the art of execution (although more luck than judgement) ah ah.
I remember a guy, 'sharenicelynow' who always seemed such a gentleman and gave good advice - haven't seen him about since.
Thanks for that, Lending.
I agree s/w
The notion of "risk and reward" is the excitement I relish as well! Although I could sell now and make a tidy profit, there's a part of me that wants to see this venture to its conclusion. Most likely, I'll trim my investment, again, once it reaches my target price, but I'll still maintain a stake to stay engaged. Today has been positive overall, with everything progressing favorably. Have a great weekend, everyone; the outlook for the future is promising.
Additionally, concerning diversification, I find space-related stocks particularly intriguing due to recent news events involving missile launches near the edge of the atmosphere. This brings attention to the importance of space surveillance and exploration. On another note, does anyone have opinions on the US stock RKLB?
What I do know, through swatting up, is, traditional cybersecurity tools struggle to keep pace with evolving threats. They excel in specific areas but rely solely on past attack data, leaving them unable to detect unknown threats effectively. This results in a flood of alerts for security teams, who must manually correlate data across different IT systems. Although Traditional eXtended Detection and Response (XDR) solutions help by combining data from various sources, they still lack coverage in critical areas like email, leading to a reactive approach. Security teams are overwhelmed by alerts, lack time, and face challenges from complex vendor stacks. In short, many organisations lack the manpower to stay cyber resilient.
In contrast, Darktrace's tools,anticipate, or at least that's what they claim, and respond to security risks by analysing both internal and external threats. Their unique AI, Cyber AI Analyst, automates investigations, streamlining decision-making. Obviously, much of what they say is a sales pitch.
What other companies 'anticipate' a threat? It's easier, and inferior, to be wise after the event.
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On diversification:
Thanks s/w, as you say, not many have super-vision for in-depth research. The timeless advice of not putting all your eggs in one basket still holds weight. Diversification, as a fundamental principle, remains sound advice particularly for the vast majority of smaller investors, in my opinion.
Yeah, I get it:
"You know, we think diversification is—as practiced generally—makes very little sense for anyone that knows what they’re doing...it is a protection against ignorance."
However, you may think you know all the ups and downs, but know one knows what's around the corner.
"Lost in a mans business world."
Is this you again Tom?
One wouldn't be surprised.
Obviously, Poppy has vision and knows exactly where Darktrace is going, enough said.
All one needs to know, Lending, is the direction of travel and the vision of the drivers.
Diversification is key to investing with safety nets. It's unlikely that those with a decently diversified portfolio will know all there is to know about all they hold.