Trakm8 Share Discussion Threads

[blondeamon] 09/11/2016 18:52

USD should start to go down a bit soon, not much but could help stabilise the ££.

Now neither the US or the EU are as stable as they liked to think and UK seem to be doing okay despite Brexit, or at least before Article 50.

News in 2 weeks, Budget might also help us with an IPT cut. That would be awesome and would make both us and DLG rise substantially.

[cheshiremoggie] 08/11/2016 15:10

QS99

"the interims were lower than interims last year" = we havent had the interims this year.

However the company has advised of a currency cost due to Brexit and the falling pound of £500k which will make the profit lower these results than last year.

Of course the company will be trying to mitigate that cost - there are various ways but I'm sure I dont have to go into them as you will know full well what they are.

Now, the currency extra cost doesnt actually indicate the health of the underlying business - ie orders, customers, product development, pipeline etc.

Thats what the interims will tell us - how the underlying business is performing.
The omens for the interims look good for the real world business.

We will see soon enough.

CM.

[qs99] 08/11/2016 14:53

am new here, but IMO the downward slant doesn't bode well....the interims were lower than interims last year and is heavily H2 weighted. if they are not hitting internal targets then what impact will that have? Just strikes me that the shares have drifted an awful lot on little news I understand that, but given that H2 weighting message, I wonder if market are seeing that as too much of a risk? DYOR and IMO, would like to know your thoughts!

[blondeamon] 08/11/2016 10:21

Direct Line Says Motor Insurance Drives Premium Growth

Also Green Flag going really well (our telematics solution there too)

No numbers provided this time but I am pleased with continuous growth, I anticipate something along the 10-12% growth.

[blondeamon] 07/11/2016 22:04

PE of 12, PEG ratio of 0.15! For a company that shows 25-50% growth year after year.

I'm not ruling out another spike down in this insane valuation, I'll be buying more when that happens. As soon as they book another major deal this will fly as everyone will wonder why the hell it's valued so low.

H2 already started, this is going to be an interesting year. Last year around this time RouteMonkey was announced, extension of AA contract, major deals followed through etc

If we get Lex Autolease from AA, or Thames Water from BT Fleet or a IPT tax cut for young drivers choosing telematics....any of these would be huge news for Trakm8.

[blondeamon] 07/11/2016 14:38

20% is too much IMO.

We already know that in the first 5 months(May to August) we increased our insurance units by 11,000 or 12% (92,000 => 103,000) and that's not entirely DLG, a bit could be Marmalade or Allianz although probably not.

DLG on H1 results by June 30 had 91,260 telematics policies so if they went to 102,000 that's a roughly 12% increase. An optimistic scenario would be around 105,000 but not nearly enough for 20%.

It's H2 where the strong growth usually comes from insurance policies as everyone has to renew after year end and more and more people switch into telematics.

P.S Unless September was truely exceptional in adding units.

[40toolong] 07/11/2016 14:24

I think there could be.

Personally I think tomorrow will show us all how the market is growing with the Direct Line trading update.

Will be ready to top up heavily if growth above 20%.

Everyone of their units is ours.

Also, I believe it might be time for Direct Line to take a strategic stake in Trakm8 as they have with The Floow.



DYOR

[blondeamon] 07/11/2016 13:11

Telematics company, the Floow, accompanying the PM to India to promote telematics.



Could the Autumn budget have some nice telematics-related surprise?

[blondeamon] 06/11/2016 21:51

Motor Transport magazine had a special 12-page issue on Trakm8 and RouteMonkey.

Register for free and click on the Special issue, no need to pay anything as they provide the whole report with no charge.

[blondeamon] 05/11/2016 16:51

This share just can't catch a break.

Results will be announced same day as the Uk autumn budget. Noise from that will drown any news here. Mehh so what...

They might announce some tax cuts regarding telematics car insurance for young drivers that many companies have been asking for but probably too early for that.

[bottomfisher] 05/11/2016 10:23

Long suffering Trak shareholders wanting some reassurance might find some comfort in Edward Jackson's November 1 analysis of Trak on the iii website. For some reason I can't post the full website link on this board.

[dave2608] 04/11/2016 16:57

PIONEERING Fleet Intelligence product

[40toolong] 02/11/2016 15:25

I think people are getting excited that the Direct Line update will be reporting a steady rise in telematics policies after a huge social media push in the last 3-6 months. Every sale they make is one of TrakM8's units remember.

[rogash] 02/11/2016 08:35

Perhaps it's reacting to all the good anecdotal evidence recently.

[joeywald] 02/11/2016 08:31

What's going on here?

[jaws6] 01/11/2016 20:51

hxxp://www.i ii.co.uk/articles/365790/stockwatch%3A-contrarians-dream-aim-pick

[dave2608] 01/11/2016 18:59

Regards last post (996). White labelling of Route Monkey from the Route Monkey end would be the correct way of putting it as white labelling from the Trakm8 end (with their partners like Fleet Telematics, Roadsense, AA, BT Fleet etc) of Route Monkey will have already started.

[dave2608] 01/11/2016 18:02

I suppose the tie-up with ECO Stars is in effect the beginning of the white labelling of Route Monkey's route optimisation software.


Here's an example of a company signing up to the scheme, a major high street brand. There is a link to the ECO Stars web site.

[blondeamon] 01/11/2016 17:36

Good ones Dave, thanks!

[dave2608] 01/11/2016 15:29

Couple of the latest news stories for Route Monkey:

ECO Stars joins forces with Route Monkey to boost operators’ fleet efficiency




Route Monkey develops online national scheduling platform for fleet operators.

[sheep_herder] 01/11/2016 12:39

Feel free to enlighten us all with your reading of the article then...

[blondeamon] 01/11/2016 12:34

yeah, like all your posts.

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