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Trakm8 Share Discussion Threads
Showing 2726 to 2750 of 2750 messages
|A chart synopsis of failure
TRAK was one of my holdings for sometime as it trended upwards with decent momentum. I initially sold a first tranche after the upward trend (green line to the left) was broken at the lower high. And again a little later, but foolishly kept a small holding in anticiaption of return to upward momentum. After the last results in november last year i sold the remainder of my holding for an overall loss.
You can spend all the time you wish pontificating on the fundamentals of the business but the real answer is always in the chart. This was my analysis after the last november results fwiw.
I didn't post it at the time but have kept it as a reminder to myself to be more disciplined in my chart analysis.
One final note, on the subject of fundamentals the real issue here is Watkins...... who has demonstrated he is out of his depth. There's a good business here it just needs a quality leader.
To gradually build a sales team as the revenue was rising
Bought a businesses of questionable value overpriced
Recuited heavily in the sales department at a time when orders were declining and now has to make redundancies
Continued to spend heavily on development of the products when it's questionable as to whether that was necessary
This latter point is critical as the whole objective of TRAK products are to save their clients money. The more expensive they become the less efficient they are and my beleif is they've built too much cost into the product, it's over engineered.
Watkins is a technocrat what TRAK require is a sales oreintated CEO.
I follow this closely as i feel there's a real business here but it needs better management support.
free stock charts from uk.advfn.com|
|We spend too much time studying success, which is rare, and not enough time studying failure, which is common.
|I think it is completely loopy to talk in terms of the company paying a dividend. It happened once and will almost certainly not be happening again any time soon.|
IS UR TARGET 0P|
|Anyway its off a third today outlook is not good.|
|The business isn't booming. It's crashing. Paul Scott has written a good summary.|
|They have not sold enough though bloneamon, therefore the R&D is destroying the Business. Can they maintain/ grow their Market share with reduced R&D when their competitors will probably still be investing in that area?
I can see no catalyst to buy in currently. In fact the opposite.|
|What exactly are the business issues you see? Please englighten us. I'm not talking balance sheet, I'm talking business.
I see more devices sold, more products launched, more clients piling up, more orders.
At the same time they have spent insane amounts in R&D, Sales, Marketing which is why they have temporary problems. The business is booming but how they handle the balance sheet is horrible.
In any case, you don't have to listen to me. Do your own research and sell if you don't believe in it.
In the meantime have a look what new deals our partners/resellers are booking with our products to get a clue:
Just wait and see what will happen if the AA gets launched.|
|Eamon, you'd be singing the praises of TRAK down to a penny.|
|Look at the buying power here, it sells like crazy and price still hasn't budged.|
|Maybe The Chairman can see further ahead hence his purchase.
Its order book is up 24% from a year earlier though, at GBP24.2 million in the ten months to January 31, and, adjusting for the elimination of contract manufacturing, this represents a 33% year-on-year rise.|
|Worth about 40p imo.|
|Needs to buy a lot more than that to convince me....|
|Good to see CEO buying but way too little considering he owns £4,500,000 worth already!
Edit: The 5p resulting rise means he's already made his money back 6 times over.|
|CEO bought another £50,000 worth just now.|
|I hate to say it but it looks as though (with a rear view mirror) a knock out for TW in his battle against Paul Scott back in Jan 2016 - Read arguments Here:-
|Bottomed out IMO, with a nice yield of 2.5% this is a great entry point for those watching on the sides.
Underwater here but still convinced the strategy is right, just patient for another year before we see it paying off. I'll collect my divies in meantime.|
|I am afraid there is one poster who should not listen to and his name is MICHAELMOUSE.. He even writes his own blog saying what a great share TRAK is, see the undermentioned post from him on 2/12/16, in reply to a fellow poster, he says TRAK is NOT HIGH RISK, oh dear
michaelmouse - 02 Dec 2016 - 07:30:30 - 1197 of 1259 TRAKm8 Cutting edge Telematics & vehicle management - TRAK
It's the investors who listen to others too much that lose out "big time" in the long term.
One point you make that I'd disagree with is that Trakm8 is "HIGH RISK". It's NOT. It's just highly illiquid when dealing in the shares. Hence the huge moves up and down.
I've explained before why it's NOT HIGH RISK.
It does amuse me when people start saying "I told you so" though. How long is their time frame? If the company has collapsed in 3/5 years time then ok, but it's laughable after Trakm8's first disappointing set of results.
Let's see where we are in 3/5 years time with trakm8. I still have very high hopes.|
|Yet another great penny shares mag. tip.|
|certainly wont be following Blondie's 'research'...
talking an account into oblivion!|
|No indication (that I can see) as to how many years "future years" in rns covers
" new orders booked for current and future financial years valued in total at GBP24.2m in the 10 months to 31 January 2017 (up 24%compared to the same period last year)"? Anyone know cancelation conditions ? Could this be yet another case of counting chickens !|
|Needs 12 months at least now before considering a re-entry, imo|
|I took a 30% loss when I sold last year so once bitten twice shy!
As someone who works in the automotive industry and has worked for the largest leasing company in the UK what I do know is that there is serious push back from both unions and individuals who drive fleet vehicles against what they see as "big brother" monitoring and this is the market where there are real opportunities as you get to sign up potentially hundreds of vehicles in each sale.
Personally I still see a good future for this type of product but it will take a while before I would consider investing here again.|
|As per the statement today, they do have materialised. There are 24m worth of sales already done without counting the contracts that will happpen soon and everyone is waiting on.
The problem is overleveraging in anticipation of these, it's very high risk. If it pays off, and I see no evidence that their orders won't come through, it will pay big time.
In the meantime lots of things can go wrong and profits suffer.
When AA launches their new product later this year, addressing their 300,000 customers with our product I bet people in this board will be singing a different tune.
But each on their own, always DYOR.|
|Sorry for the holders but happy that I made back some of my big losses on this one by taking a short out after the last warning.
I have closed this morning although I suspect that there is further to fall.
they took a big gamble on gearing up for much higher sales which haven't materialised|