Quartix Technologies Share Discussion Threads

[apad] 13/7/2016 18:15

www.bloomberg.com/news/articles/2016-07-12/your-car-s-been-studying-you-closely-and-everyone-wants-the-data

[janeann] 04/7/2016 16:02

Presumably rising in sympathy with the positive update on trak this morning

[gswredland] 04/7/2016 10:48

What has brought this rise? Tipped somewhere guys?

[apad] 07/6/2016 08:56

Good find, hastings.

The complete report is worth downloading.

www.svb.com/uploadedFiles/News/Company_News/UK%20Tech%20Quoted%20Company%20Scorecard%20Report%202016.pdf

apad

[hastings] 07/6/2016 08:01

hxxp://www.cambridge-news.co.uk/Quartix-takes-spot-Megabuyte-rankings/story-29366541-detail/story.html

[iamkhan] 02/6/2016 16:00

All a bit quiet here...

I'm expecting the interim results to be as good as last year. Thoughts?

[apad] 16/5/2016 16:33

£5.45 a throw on brokers fees, Pete.
It protects me from ruinous over-confidence and self belief.
The money either sits there waiting to grow before deployment, or I identify what seems to be a decent buy.
apad

AMS Purchases
Date Price
4-Nov-2011 84.68
17-Sep-2012 79.70
23-Oct-2012 75.74
25-Nov-2013 102.57
10-Feb-2014 110.21
28-Apr-2014 124.93
28-May-2014 115.90
14-Aug-2015 150.91
21-Jan-2016 168.14
5-Feb-2016 166.72
8-Feb-2016 161.72
8-Feb-2016 159.58
12-Feb-2016 156.44

Average Price: 117.91
Current Price: 181

[petersinthemarket] 16/5/2016 15:04

Really fascinated to see your stairway model apad. No disrespect intended but isn't it a horribly expensive way to buy in? pete

[apad] 16/5/2016 14:09

Increased a few out of income at 340p. Didn't really know what else to do with the monies!
Average buy price now 298p.
FWIW
apad

[alphabeta4] 14/4/2016 14:47

OK, couldn't resist - back in at 3.09 having sold at 3.863. Got back in at cheaper than before the results!
Prepared to sit on my hands but I'm expecting decent support at £3 and the dividend yield helps if I have to wait for a rise. RSI also way oversold.

[traderpawel] 13/4/2016 11:56

thank you very much

[traderpawel] 13/4/2016 10:51

what a ridiculous share. I have been trying to sell around £1k worth of shares in last 3 days and I do not get a chance to do so. Anyone else experienced it?

[apad] 10/4/2016 10:44

Quartix query:
I have read many reports, comments and listened to interviews. 
I am particularly impressed by the Beddard reporting of:  limiting features to those important to 80% of customers and the comment about temperature measurement.
It would seem to me, however, that software processing of data into a form that is immediately usable by a company's back office for the purpose of feeding into routine accounting processes does not carry the same overhead and would embed the product more deeply in the customer’s business.
I am interested to know whether this is (an important) part of Quartix’ business or whether I am whistling dixie.

Sunday response from Walters:
Our goal is to try to find ways of achieving that without it involving our key designers – so this is the thinking behind our suite of application programming interfaces (“APIs”) which we are calling “QWS” (Quartix Web Services). Interestingly we are using the same outsourced software development consultants to help in the development of those as we used for our mobile apps for iOS and Android, and I am hoping then that they, and other software consultancies, will be able to carry out integration work for some larger customers. If we decided to contribute to the cost it is at least a known cost and not a burden on our development team.
One great example of this is Transports Jacquemmoz, who used their own software consultancy to link an earlier version of our API to their own task scheduling software. There is a case study on our French site, although unfortunately it does not touch on that point. But the point is that we are quite deeply embedded in their operations and, as they are our largest customer in France, this is reasonably reassuring: hxxps://www.quartix.fr/nouvelles/etude-de-cas-transports-jacquemmoz/

apad

[apad] 07/4/2016 16:16

Beat me to it MW - doesn't he write well.
Pleased to see PHD is ignoring my doubts.
apad

[apad] 04/4/2016 12:08

Kenneth Giles and Andrew Kirk have sold a total of 215,000 Ordinary Shares and 480,072 Ordinary Shares respectively at a price of 347 pence per Ordinary Share on 1 April 2016 to meet institutional demand. Following the share sale Mr Giles' and Mr Kirk's beneficial holdings are 2,371,800 Ordinary Shares and 5,009,853 Ordinary Shares respectively representing approximately 5.02% and 10.59% of the Company's issued Ordinary Share capital.

[apad] 02/4/2016 19:30

No problem, H.
I detest all the recipes and guru-led investing mantras.
Mine's the Fairport Convention model :-)
apad

[hydrus] 02/4/2016 19:05

Fair enough APAD thanks for sharing

[apad] 02/4/2016 18:56

I respect your research, b.
apad

[apad] 02/4/2016 18:48

It's a characteristic of the way I work, H. I call it the stairway model.
Initial holdings are always small and I increase as I get to believe more of my own research. Hopefully they also get to grow on their own. It's not unusual for me to buy a share fifteen or twenty times.
Here's the distribution:-0
14.9%
13.6%
7.1%
7.7%
7.6%
5.6%
5.4%
5.1%
4.5%
4.4%
4.2%
3.8%
3.1%
3.0%
1.2%
1.4%
1.1%
1.1%
0.9%
1.0%
0.9%
0.7%
0.4%
0.3%
0.4%
0.3%
0.3%

[blondeamon] 02/4/2016 17:19

I had the same points Apad, what RouteMonkey offers is route planning which was missing from TRAK and now makes the product complete.

besides the existing contracts they had with BMW, Yodel, TNT etc they just signed 3 new contracts in the last month: multi year extension of Iceland Foods and new contracts with Avanti Gas and GSG group.

I expect RM to be delivering heavily to the bottom line in the financial year that started yesterday.

On top of that we have the new US contract for 25,000 devices, the AA extension and opening of their B2b clients to TRAK as well as insurance policies going from high to high, where our best margins are.

Do your own research but TRAK has a lot going for them and RM is only a small part of it. DCS, BOX very successful acquisitions and contributing to overall success, no reason RM won't be the same.

[hydrus] 02/4/2016 16:40

0.9%! What's the point APAD, it's just a rounding error. I guess my portfolio might be a tad more concentrated than yours.....