Darktrace

 

fuji996 Dec '21 - 09:56 - 1753 of 1978 FROM ADVFN

0  3 0

This is the most illogical action I have seen from DARK. For a company that issued 699 million shares what a few million buy back will change to the dilution ? Instead of saving money and rather use it for R & D, they freeze it for no benefit whatsoever. It is like a drop in the ocean. This is the first time I am not happy with what they are doing. Now let's assume they start running out of money, are they going to ask the market for more money by issuing more shares ? If it is the case what's the point of buying back shares and wasting £30 million in the first place ? Really puzzled.

Best Of The Best

 

n0rbie20 Jan '22 - 11:08 - 2212 of 2214  FROM ADVFN

0  1 0

M*** S****** 9% stake bought off the directors @ £24/share for £20.5M. Now worth £3M. Ouch!

The Hut Group

 

bldm19 Jan '22 - 18:44 - 8823 of 8903 FROM ADVFN

0  0 0

Bookbroker I agree. I said the same last week. They need to start making money. They need this for 2 reasons. First, the environment in which we are and have been going into does not tolerate growth loss making companies. Second, at the moment, they are losing money per share and the market is not convinced they have IP that is hard to reproduce and hence valuable. There is nothing ingenious about ingenuity despite the name. So you have a retailer who is losing money. Great. I like their growth but revenue in retail is nothing. You can grow an unprofitable retail company very, very quickly. The trick is making profit. Let me give you an analogy. You can grow a financial company very quickly - just start lending money. In no time you'll have a massive book with low quality. Retail is similar - you can grow your revenue very easily, the trick is to grow profitably.

THG at the moment is a bit of a mess. They sell makeup, they sell nutrition, they claim they've got a tech company. At the same time, they've acquired all kinds of random companies along the way - for example they own preloved.co.uk - I'll be surprised if anyone here's heard of this one let alone used it. Understandably, they look like a ball of sellotape that has picked up all kinds of crap along the way and MM is now repackaging the crap and trying to sell it as something useful. Best way out of here in my opinion is for them to reorient the business for profit. Growth does not matter here. We need to see profits.

Deliveroo

 

imastu pidgitaswell20 Jan '22 - 11:08 - 572 of 574 From ADVFN

I'm spending around a minute a month on this, just checking the price on occasion - its business model is hopeless.

All it can do is build turnover ("Gross Profit" - arf...) and losses, as it is fundamentally flawed until it can charge a step-change increase for what it does - and I mean 3-4 times as much. And of course if it does that, the customers will melt away.

There is no 'volume-scaling' to this if every single transaction makes losses - there is no contribution to central overhead. More turnover = higher losses.

That is the outlook - there is nothing else to analyse.

Can you not see that?

Think about it - before you bandy about terms like 'clueless' and 'moronic'. And maybe look in the mirror.

ODX - "Could not sell one test in a 1 in 100 year Global Pandemic"

 

CaptainSwag From LSE.co.uk

Price: 13.875

RE: C***** K*** Wed 18:27

"Did he leave because there is no near term Good news coming ? Or has he left the Good news for incoming guy to start with ?"

I suspect c***** did not have a clue of what was going on in his factory let alone when he is going to get an approval. my suspicion is that the board looked at the SP and realised that it was either him or the whole bunch. C***** was called in , mumbled something unintelligible about not wanting to be a scapegoat and then said clear out your desk - BJ is waiting for you in the car park. last we will ever see or hear of him i hope.

---

ItIsWhatItIs99

Price: 13.875

RE: "There is NO short term need to raise capital"Wed 20:09

"Wrong, millions who want to travel especially on cruise ships"

Desperation. Name 1 cruise company ODX has partnered with..........

Forgive the pun, but ODX and all its clowns onboard have missed the boat on every single opportunity. Every major company who needs a LFT has a partner already in place with an approved product. ODX has 1 contract with DAM and that will go nowhere near to stopping ODX losing money hand over fist.