||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Tracsis Share Discussion Threads
Showing 701 to 725 of 725 messages
|PRINTED MORE SHARES AGAIN TODAY.
Does anyone know of an easy way to check the rate of change of shares in issue?
|No, all looks good to me - onwards and upwards..........|
|Positive trading update today. I haven't spotted anything worrying.|
|Need a decent Network Rail order under the Framework Agreement and we might see the share price approach:
"8th January, John McArthur, Chief Executive, disposed of 120,000 ordinary shares of 0.4p each ("Ordinary Shares") in the Company, at an average price of 515.9p per Ordinary Share."
|Excellent news, I believe further patience will be rewarded.|
|Bigger than the number suggests; $0.4m to be fulfilled in just 5 months. That can't be much coverage. Concept proven, reasonable initial order. No surprise if more news early next year.|
|Not big, but a genuine first step. Phew!
|"North American contract win
Tracsis plc, a leading provider of software and services for the traffic data and transportation industry, is pleased to announce that it has signed a significant order with a North American Class 1 railroad operator for its Remote Condition Monitoring (RCM) technology, which marks the Group's first major contract in North America.
Under the terms of the agreement, the initial order comprises the outright purchase of RCM hardware units, a software licence for the Group's data aggregation and analysis tool Centrix, and various ancillary products. The RCM units will be installed in the coming months across multiple geographic locations on the client's network. The total order value is in excess of $0.4m and is expected to be fulfilled before the end of 2016."|
|10 Mar 2016
IP Group plc (LSE: IPO) (“IP Group” or “the Group” or “the Company”), the developer of intellectual property-based businesses, is pleased to announce that it has realised its entire holding in portfolio company Tracsis plc.
The Group received net cash proceeds of £13.1m from the sale, bringing total proceeds to date, including dividends, to £14.3m. This represents an Internal Rate of Return of approximately 58% and a multiple of approximately 38 times the Group’s investment of £0.4m.|
|No comments = no interest. Perhaps.
It's that "faith" word again!|
|A recent article from Condition Monitoring MD, still hyping the US opportunities
|The business is much bigger now and the small team have no doubt a lot on their hands . The positive ex.conics of their niche businesses stands them on good stead so I will keep the faith.|
|Trading announcement 12 Aug last year.
Still only 5 vacancies and none in Condition Monitoring.
I expect it will carry on drifting over the summer unless there is a warning, a decent contract, or an acquisition.
|I can see this is a good entry point. We have had many sell offs in the past and it presents a good buying opportunity I have held this year for many years and it has been my best investment. I realise that I should not become too attached, that I have taken profits in the past and will do again when this year is overbought|
|SP gradually moving south from last two months. Hope some good news is released|
|We're 20% off the YTD high and 10% off the selling price of large holders.
The US is bluebirds and sunny uplands.
The last two acquisitions look odd.
The market prices for the future not the past.
Too right I feel harsh.
|A little harsh I fear iPad
remind me what they've done wrong in the past 5 years .. I'm struggling ?
So yes I do have faith otherwise you wouldn't back the Mangement over long periods of time and thus likely miss out on compounded growth|
|He is 66 - horrid things can happen at that age.
The alternative is that he is resigning 'cos of practices he disapproves of. Been there 3 years. I don't think I am worried about this, although I could talk myself into being worried.
I still really don't like the selling though. I feel at a disadvantage.
Buffetter: "faith" you are joking - this is investing not religion.
If TRCS puts a foot wrong you can put your "compounding" where the sun don't shine.|
|I wonder why Sean Lippell, Non-Executive Director and former corporate law partner, has departed with immediate effect. He has been removed from the website this morning, too.|
|In balance to the negativity it's important to keep in mind the fundamentals . Earnings are due to increase from 18p to over 21p this year and 25p next year . These are big increases which deserve our support imho. The management have substantial holdings now and have been discilplined in achieving Roce of 20%. If there's one company thats likely to be far larger in the exit five years than it is now i would wager its Trcs. Keep the faith and let the power of compounding do its work .|
|And Leeds uni have sold 500,000.
Suggests that good news on acquisitions or US orders is no time soon.
|More director selling.
8 April, John Nelson, Non-Executive Director, disposed of 130,000 shares of 0.4p each at a price of 500p
The beneficial interest of Nelson following this transaction is 100,824 Shares Nelson also has 25,000 share options from an agreement dated 2013 with an exercise price of 175p per share.
|Turnover has increased every year now since 2005. Thats great record for a tech company imo which justifies a high P/E.|
|Loving the trendline here, tempted to add a few more.|
|Back to where the CEO sold a few.