Tracsis Share Discussion Threads

[apad] 07/9/2015 08:46

Funny little acquisition for TRCS - seems to fit, but not a big deal. Uses anonymous mobile phone data from VOD and other peoples software and location systems to process the data. Grant funded in 2011, looks like first two contracts in 14/15. Roads around London and in Wales by the looks of it. Doesn't seem an obvious fit - trust the management I suppose.

[molatovkid] 13/8/2015 11:22

Nice 15000 delayed buy @ 460p from 8.14 this morning....showing as a sell.

Beware the smoke and mirrors !!

[buffetteer] 13/8/2015 09:44

I bought Trcs at 65p 3 years ago thinking it had a v profitable niche that could be expanded . Although the shares may seem highly priced today the ambitious and highly capable management give me confidence to remain invested as they grow from a tiny one product uni spin out to a multi product company serving the same industry (mainly). I see no reason why the company should not grow substantially larger due to the high free cashflow it generates and disciplined management who won't destroy value . The railway industry still has the same issue so the need remains.
One to tuck away and look at again in 3 years.

[adorling] 13/8/2015 09:00

Invested yesterday after confirmed breakout and the recommendation by Sean Keynes in his first edition of the Penny Share Letter (not exactly a penny share) but his new approach is finding robust AIM companies (a rare occurrence!). His thorough analysis makes this share a superb opportunity.

[molatovkid] 12/8/2015 08:05

looks like a breakout is on the cards and Tracis is moving into a new trading range

[2breakout] 12/8/2015 07:32

How are people getting away with insider trading.

[caradog] 12/8/2015 07:07

Trading update:


is the sort that small investors dream about! Basically, everything better than expected. Growth, profits, cash.

[jashunter] 11/8/2015 13:56

Apad, the 900000 is clearly deleted and replaced by 9000 at exactly the same time!

[apad] 11/8/2015 12:39

900000 purchase showing !
apad

[welsheagle] 01/8/2015 20:59

Good news on the American pilot? - Anybody see any news

[apad] 01/8/2015 12:27

From stoko board, Fri

Apparently it was a Motley Fool Hidden Winners share tip, last night. That expains the buys this morning. I also hold this share, was getting a bit worried with the recent fall but now it has bounced back. Will be interesting to see if there will be a new 52 week high next week.

[wingrove4] 31/7/2015 22:10

They have looked over sold for a while picked up a few this week, good timing I think, fingers crossed it's not often I make a good decision

[apad] 31/7/2015 08:56

Anniversary of the extension of the US pilot to 6 sites :-)
apad

[stuart37] 31/7/2015 08:53

no, can't find any news either - suggest they have been tipped somewhere.

[apad] 31/7/2015 08:34

Flurry of trades - can't find any news.
apad

[joeywald] 23/7/2015 08:31

Stuart

According to the Urban Dictionary, LTBH is short for "Little tiny butt hair" :)

[apad] 22/7/2015 19:51

They do wilt on lack of news, stew. If I remember correctly the US lead time is predicted (by the company) to be long (couple of years?).
Doesn't stop us fretting though!
apad

[samenic] 22/7/2015 18:37

My guess is that lack of an early trading update probably significant and thus is presumed nothing special in the pipeline ! Tis at the bottom of the uptrend so maybe worth topping up with a reasonable stop.Problem l have is that l really like the company and the management!!

[stewy_18] 22/7/2015 12:11

Not really sure robarnold. This share does this though. Last time it dropped, I thought it was due to the MPEC pilot in US not going well. They released a trading statement and it shot back up. Nothing I know of. Just best to sit tight and wait for news. LTBH for me.

Best

Stuart

[robarnold] 21/7/2015 22:48

Any thoughts on the current downward trend? Is it due to the General Election result, or the overhaul of Railtrack, or something else?

[buffetteer] 15/4/2015 19:09

Wingrove
Problem is if youre out of the market for 10% of the time you miss 90% of the the price rise over time. That's a fact. That's too much of a risk for me with this high quality company so I'm better watching the ups and downs - and if the earnings continue to rise a sit grows then there will be more ups than downs.

[wingrove4] 15/4/2015 17:48

I tend to disagree I have held this year for a number of years and made a lot of cash but if there is a market setback this share Will drop like a stone. I have taken profits a couple of times and will probably do so again before the outcome of the election. Which is a real worry to myself. I am and always will be a pessimist good luck to all those that hold

[stewy_18] 15/4/2015 10:02

Steady as she goes.

Liked this bit:-

Since signing this agreement we are pleased to announce an additional two US Class 1 pilots for the adoption of our RCM technology (hardware and software) and hope to announce further progress in due course.

The timing of adoption of RCM technology within large rail networks will vary by customer type and we are not anticipating a significant revenue contribution from the US in H2 this year. However, management believes seeding the US market with our technology at the earliest opportunity is the correct approach and that will lead to significant success in the fullness of time. We remain bullish about our prospects in North America and other overseas territories and are pleased with the appetite shown by potential new customers to pilot our technology.

So TRCS performing well and that doesn't look like it will include much for MPEC sales in the US this year.

One of my better investment decisions. I don't have to worry about this company .

[davidosh] 14/4/2015 23:00

For those of you who are interested in meeting management of the smaller listed companies on AIM and the main market and particularly want to meet John McArthur of Tracsis then why not join us at our two day Mello workshops event next week ?



It is being held on Thursday 23rd and Friday 24th April and there are over 50 workshops with lots of investment topics covered and over twenty companies to see each day...



You are all welcome to join us and the company presentations are completely free. John will present at 1.30pm on Friday. We have just over 80 tickets remaining for that day which has a very busy and popular programme.