|This guy pops up every time the share price increases here. The agenda is quite simple as far as I can tell: sow confusion and panic among PIs with unsubstantiated claims.
Be good to see some evidence to back up said claims. Until that day, I remain unconvinced.|
|So QTX can 'undercut' the competition. Pricing war?|
|Larva where did you get that? and what is your agenda? Quartex only today said they are concentrating their efforts on fleet where margins are better.|
|massive downward pressure on fleet margins i hear|
|Price seems to be jumping all over the place. Be good if it could settle a little.
So much uncertainty in the market place at the moment, however. Never mind the sentiment here...|
|Sterling weakness must be a big factor here.|
|Well thank the Gods you're not a holder (presuming, of course, that your prophecy has substance to it. However, some may have no viable alternative.
Why some on these BBs revel in the misfortunes of others is beyond me. Sure their time/energy would be better spent nursing their own investments.|
|wouldnt wantt o hold when this next reports/warns|
|The only positive thing about the recent interims is that now presumably the shareholder base will comprise of people with a long investment horizon. Its difficult to see the share price recover meaningfully for another 12 months at least given that the Fy17 results will read horribly - perhaps if the sales headcount increase has started to translate into order book then there will some positive spin, however a SaaS business model would imply that in that case profitability will remain under pressure for longer.
Personally, I'm happy to sit this out for 2-3 years. The company is trading at 1.3x turnover which, if they can sustain 20%-30% top line growth (as the order intake growth implies), is cheap. I'd expect them to be closer to 3x sales, however a smell factor will driver a near-term discount. Given the SaaS business model and most of revenues from recurring revenues rather than products, PE multiples are somewhat irrelevant for the next year or two.|
|Timing is suspicious mike as bad news came after|
|"I wonder if he still owns those shares at this stage".
Well I can tell you that he does. John Watkins share holding has not reduced by a single share throughout this period. I can say that categorically for two reasons:
The first is the company's returns of significant share holders show that to be the case ... if you bothered you could look it up yourself.
The second is that that I have an exchange of emails with the man himself clarifying that the transfer was between personal share holding accounts of his own which had to be reported for regulatory compliance reasons and that no shares had been added or subtracted from his total holding.
So, your guess is wrong.
(And before you say that a short could all be done 'quietly' in the background ... 2.5m shares is 15% of the company and would clearly be notifiable ... and where would you find a patsy to take a £2.5m hit for you and keep quiet?)
And finally ... if you're going to make these kinds of aspersions ... have the decency to post your name on the bottom of them.
|Tuesday 19 July, 2016
Trakm8 Holdings PLC
RNS Number : 6219E
Trakm8 Holdings PLC
19 July 2016
Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them
Details of the person discharging managerial responsibilities / person closely associated
Reason for the Notification
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
Trakm8 Holdings plc
Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted
Description of the Financial instrument, type of instrument
Ordinary shares of 1p
Nature of the transaction
In specie transfer of ordinary shares of 1p each
Price(s) and volume(s)
· Aggregated volume
2,500,000 ordinary shares of 1 pence transferred at nil cost
Date of the transaction
18 July 2016
Place of the transaction
London Stock Exchange, AIM Market (XLON)
I wonder if he still owns those shares at this stage - my guess is that in reality alot of the selling has already been done via "independent" vehicles before the price tanked as a short - this is just window dressing so they keep pi's in the dark as to how they truly operate.|
|continuing its slow upwards movement|
|if they sign one of those contracts they intimated on, then these could see £1.40-50 again....let's see...nice bounce nonetheless|
|looks like sellers have cleared IMO, wonder where it will now settle at|
|PJ0077, thank you and the same to you for the New Year|
|Cashflow problems undermine four in ten small firms
· 71% agree that cashflow issues are currently the biggest risk for small businesses
Four-in-ten (38%) small and medium-sized businesses (SMEs) have suffered cashflow problems over the past two years, according to new research1 by Amicus Commercial Finance, the specialist lender of flexible working capital to SMEs. The figure rises to two-thirds (65%) among medium-sized firms with between 50 and 250 staff.
According to the study conducted among 500 small businesses owners, over the past two years one-in-seven (15%) are still suffering liquidity problems and 12% either came close to or became insolvent. Small businesses recognise the threat cashflow problems can pose; nearly three-quarters (71%) say it is the biggest risk they face.
On a sector basis, 35% of finance and accounting firms report that are affected by cashflow problems. Regionally, companies in the North East have been the worst hit by cashflow shortages.
The biggest challenge caused by cashflow shortages is paying suppliers, cited by 41% of business owners. This is followed by meeting debt repayments (30%), buying inventory (29%) and paying staff (24%). One-in-five (18%) said they had lost contracts due to cashflow problems.
Amicus Commercial Finance provides a revolving working capital facility based on a proprietary invoice discounting platform which utilises the latest available technology and data extraction methodology. The firm’s proposition has proved to be very attractive to a broad range of businesses with a turnover between £1m and £20m.
Its ‘Intelligent Cashflow’ solution is user friendly, making it straightforward for firms to access working capital. It integrates seamlessly with a business’s accounting system, reconciling sales in real time. The company can quickly update each customer’s availability of funds and provide quick and easy access to additional cashflow.
John Wilde, Managing Director of Amicus Commercial Finance, commented: “Our research shows that most small firms recognise the damage caused by cashflow problems but that doesn’t guarantee their immunity. The worst case scenario is insolvency but in our experience, slow paying invoices are often to blame. As working capital and cashflow are by their very nature dynamic, most traditional systems have failed to keep pace over the last few years.
“We have taken a fresh, tech-driven approach that builds on some of the lessons learned in the fast growing alternative finance sector. Here at Amicus Commercial Finance, we combine deep sector experience with a high-touch personal service and cutting edge technology to make the process as straightforward and efficient as possible.”
What challenges did your business experience as a result of cashflow problems over the last two years?
Meeting debt repayments
Accessing new finance
Loss of contracts
Source: Amicus Commercial Finance (October 2016)
|We all make mistakes, Lukead.. I make hundreds every year.. its inevitable in investing, where you have to discount the (uncertain) future.But £1 invested in Leicester City became £5,000...so I don't think £1 invested in TRAK becoming worth £4 longer term is nutty, even though you may think it is improbable.Good luck with your investing in 2017.|
|i, personally, think it is naive and silly and shows a lack of investment acumen for someone to predict a share price will go from the present 95p to £20, given the inherent problems of the company and bearing in mind the recent brutal and swift decline from over £2
i think that the poster has said he got into this share at much lower levels and so is still well in profit, as of the moment, so it is easier for him to be relatively calm, if he actually believes what he has written. A pity for those who got in at much higher levels, some of who may have bought or added on the basis of what they have read on here by him and other bulls, the motto being, don't be suckered in by reading and believing everything written on BB or even , may i say a 'blog'|
|95p is being sorely tested at the moment.
Where are you getting 89.4p from?|
|Crucial point I think LUKEAD, is the posters insistence on the long term.Much can change on a 5-10 year time horizon.Even TWO years ago, no doubt I would have been called 'nutty' if I had predicted:* Leicester City would be Premier League champions, and/or:* Donald Trump would be the next US President.Most investors struggle with forecasting because they extrapolate the current circumstances.|
|PJ007, why the sarcasm, I didn't say that there will be a drop as larva has pointed out, after all, there has already been a swift and brutal decent drop from recent highs.
I am just suggesting that and I reiterate that talk of a rise to £4 and even £20 is shall we say premature. In fact idle talk of that nonsense beggars belief and puts the sanity of the contributor of that particular piece of rubbish into question, hence Planet Nutty.|
|I'm pencilling in support at 89.4p|