Anyone got any views on Darktrace? Tagged as highly speculative but current climate makes the outlook seem pretty rosy.
£3.2B market cap with zero profits. Completely overvalued.
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Crusoe
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BnB
The buy point was in the middle of last month, as I pointed out recently.
Price is still not expensive relative to competitors but the revenue retention rate of 105% lags the market leaders who show 120%-130%, hence the discount. I took profits yesterday as it’s more of a (rare) trading name for me.
