Tracsis Share Discussion Threads

[paella29] 12/2/2014 12:21

Up 12 now. Look at the last spike like this in October just before the 5 year framework agreement was announced. Something is afoot for sure!

[paella29] 12/2/2014 12:15

In fact it could be a deal in the US 'AND' a further orders with Network. Someone knows something and I reckon it's the broker. This share is up 15 % in a matter of days on thin volume. I put my money on it that an RNS will follow shortly.

[paella29] 12/2/2014 12:12

I've just topped up. I think Network Rail are going to have to spend big to meet the targets imposed upon them. Something's brewing IMHO and it's either a deal in the US or a big order in the pipeline from Network. The price movement in this share is too unusual to ignore.

It's fill your boots time!

[opodio] 12/2/2014 09:10

LET THE CHICKEN SEE THE NOODLE

[mr. t] 11/2/2014 15:16

Thanks Fruitninja - the article does suggest lots of potential for tracsis.

[fruitninja84] 11/2/2014 12:36

Here is reason for the rise http://www.bbc.co.uk/news/business-26122240Could be very exciting for tracsis

[apad] 11/2/2014 09:33

Mr. M watches your every move Stew :-)
apad

[stewy_18] 11/2/2014 09:21

Any idea what is causing the strong share price today? Tipped anywhere?

[stewy_18] 07/2/2014 06:08

I have bought back in at 213 pence.

Just too risky not to be in given there might be new from the AMS pilot at any time. Also, strong trading statement, strong first half. Will not be surprised if they really kick on from here.

[buffetteer] 06/2/2014 22:41

Stews
I fear that if the interim results are considerably above last year the shares are likely to rise if anything - here's hoping anyway - in at 79p

[buffetteer] 06/2/2014 22:41

Stews
I fear that if the interim results are considerably above last year the shares are likely to rise if anything - here's hoping anyway - in at 79p

[stewy_18] 09/1/2014 12:37

Hi Apad,

That has to be where the future lies. I reckon Network rail need 40,000 of these MPEC devices to cover the UK. At £4,000 a pop and 40% margins (by my calculations) imagine what could happen if the break the US market? Mouthwatering :)

A bit rampy for sure and the price has got way ahead of itself but you only have to look at the size of the US to realise the potential.

I need the price to go down so I can reinvest my most unfortunate topslice. Any de-ramping would be greatly appreciated:) !!

Regards

Stuart

[apad] 09/1/2014 09:06

John McArthur, the Leeds-based company's chief executive, said: "We are delighted to have won this further major order, which is testament to the quality of the technology solutions we provide and our excellent working relations within the rail industry.

"We believe Tracsis is well placed to win further contracts of this nature both within the UK and overseas."

A decent overseas order for the condition monitoring looks overdue.

apad

[rialto bridge] 14/11/2013 10:12

Charles Sean Lippell, aged 63, has more than 35 years' experience as a corporate lawyer and was formerly a partner and LLP Member with Addleshaw Goddard, a post which he held for 13 years, five of which were as Managing Partner within their corporate division.

Sean is currently a director of Acceleris Marketing Communications Limited and Protean Coaching Limited and was previously a director of A G Secretarial Limited and Inhoco Formation Limited.

Sean has today been granted 50,000 share options over Tracsis shares with an exercise price of 185p. The options will vest in equal 3 month intervals over a period of 36 months from date of grant and once vested are exercisable at any time for a period of 10 years from the date of grant whilst Sean remains a Director of Tracsis.




Why could he not put his fat hand in his pocket

[stewy_18] 14/11/2013 10:10

ADAP,

Quite fully valued already, but I agree, if it unfolds the way I think it could.....

Could say the same for quite a few story shares, SRT for example.

[apad] 14/11/2013 09:22

I bought for the sixth time this morning Stewy.
The combination of generating the data as well as analysing it is my "story".
The value of this must come out - I just wish they'd stop printing shares.
apad

[stewy_18] 14/11/2013 09:04

My views here:-

[apad] 14/11/2013 08:12

RNS could be a harbinger of Spring!
apad

[wingrove4] 05/11/2013 20:56

Yes I agree IC have not got a great record. I stopped my subscription years ago

[buffetteer] 05/11/2013 13:22

Good reason to buy then eh!
The question is do you think they will sell;
More condition monitoring equipment now that they have a framework agreement
More consultancy services now the re-franchising is back on
More sales and profits from the new acquisition .
If the answers are yes then why on earth would you sell.
i hope people do so I can pick up a few more cheaply.

[huttonr] 04/11/2013 08:36

I see the latest issue of IC says 'Tracsis on track' and 'sell'

[johnsx] 30/10/2013 14:59

Another slow burner. Worth a hold.

[buffetteer] 27/10/2013 16:55

It surprises me how everyone looks backwards.
If you continue to look back you really ought to sell.

Looking forward in the actual business one can see lots of positives ;
Framework agreement for Mepc -now one of 3 suppliers rather than 4 .Should be good for sales (having been well down last year).
Re-franchising timetable agreeed by Gov't so lots of work there which was suspended last year.
New acquisition full year contribution might surprise most.
Sales opps abroad for software could also surprise.
£7m in cash looking for a home . remove the cash and it s a fair bit cheaper.
Remember this is a v. high margin business with some great IP and competitive advantage .Its just has lumpy sales .
Dont write them off .Ive tripled my money so far and have no intention of selling part way through this exciting journey.

[penpont] 24/10/2013 23:57

Have to agree with the IC results update from today:

SHARE TIP UPDATE:

Tracsis is expanding its geographical footprint and, at some point, should start to pick up more rail franchise-related consultancy work. There's also a line of new products and a cash pile with which to support further acquisitions. However, forecast profit growth is modest, the dividend yield is wafer thin and - with the shares trading on a hardly cheap 17 times forecast earnings - it's time to take profits from our buy tip (138p, 9 August 2012). Sell.