Share Name Share Symbol Market Type Share ISIN Share Description
Trakm8 Holdings LSE:TRAK London Ordinary Share GB00B0P1RP10 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -7.50p -3.61% 200.00p 195.00p 205.00p 207.50p 196.00p 207.50p 56,502 13:21:21
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 25.6 3.0 11.2 17.9 64.93

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Date Time Title Posts
24/9/201616:57TRAKm8 Cutting edge Telematics & vehicle management842
14/9/201608:39trakm8 - Ultimate Vehicle Control - NEW ISSUE1,469
10/8/201613:22Trakm8 - TW talks crap-
16/2/201615:27Trakm8 - TW says worth jack sheet-

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Trakm8 Daily Update: Trakm8 Holdings is listed in the Technology Hardware & Equipment sector of the London Stock Exchange with ticker TRAK. The last closing price for Trakm8 was 207.50p.
Trakm8 Holdings has a 4 week average price of 215.39p and a 12 week average price of 216.09p.
The 1 year high share price is 409p while the 1 year low share price is currently 182.50p.
There are currently 32,463,484 shares in issue and the average daily traded volume is 62,067 shares. The market capitalisation of Trakm8 Holdings is £64,926,968.
bottomfisher: SH. The absence of institutional investors (IIs) on the Trak share register may well turn out to be a bonus if the share price ever takes off. But the company did place a sizeable chunk of its shares at 333p to fund the Route Monkey acquisition less than a year ago. Trak’s share price is down by more than a third since then so it has work to do to restore confidence amongst the backers of that placing. Trak looks decidedly cheap when compared with Quartix. According to Stockopedia the latter is trading on a forward p/e of 35.8 with 11% forecast earnings growth whilst Trak is trading on 12.8 times earnings and forecast 24% eps growth. But the huge difference in valuation has yet to tempt big investors which makes me a tad nervous. There is an interesting comparison of the two companies on the Stockopedia website. hxxp://
rivaldo: I bought a few of these this week - hopefully we'll see a sharp bounce soon. This is the Shares Mag article FYI: "Trakm8 Brexit bump in the road Share price weakness is an interesting buying opportunity A £500,000 increase in component costs has slammed the brakes on shares in telematics equipment manufacturer Trakm8 (TRAK:AIM). But substantial growth in the order pipeline and management’s impressive execution track record suggests now could be a good time to buy on price weakness. Analysts are sticking to a 425p target price that implies investors could double their money in 12 to 18 months. The share price has declined from 227.5p to 212.5p since revealing the component cost issue. The cost increase is not hugely surprising since the company sources a considerable number of its components from the eurozone. The pound has been steadily falling since long before the Brexit vote as the Bank of England’s moves to shore up the economy have pushed investors into selling the pound. Its slump over the last 12 months means sterling is now worth 16% less against the dollar and 18% down on the euro. The company remains confident it can o„ffset much of the extra costs through its overseas expansion plans and by renegotiating with many of its key suppliers. The optimism of executive chairman John Watkins is shared by FinnCap analyst Lorne Daniel. ‘We retain confidence that the revised full year profit growth forecasts can still be achieved if the first half 2017 profit is, as indicated, below half year 2016.’ A trading update on 7 September revealed exceptional order growth in the first six months of the full year to 31 March 2017 showing a 27% underling increase in the order book year-on-year, and an even better 37% hike when the £9.1 million acquisition of Route Monkey is factored in. If Trakm8’s guidance is as accurate it would imply a rough 7.5% fall in profit due to the sterling hit. Daniel top-sliced his full year earnings per share (EPS) expectations by 7% (1.3p) to 15.7p, but that still implies nearly 25% annual growth. The year to March 2018 is anticipated to show a 15% increase again, with 18p EPS pencilled in. ‘Trakm8’s management team has consistently met expectations over many years so is clearly both conservative and accurate in its financial forecasting,’ believes the analyst. SHARES SAYS:  A PE of 13.5 falling to 11.8 next year looks attractive given the still robust growth rates being achieved."
penpont: Update by Simon Thompson in IC today: Trakm8 on the right track Shares in Dorset-based telematics and data provider Trakm8 (TRAK:225p) have been volatile this year, not helped by a bear raid on the shares following concerns over the group's cash generation and acquisitions. Results released earlier this month for the 12 months to end-March 2016 should put those concerns to rest. The key take for me was not the anticipated surge in pre-tax profits - which more than doubled to £3.8m - nor the declaration of a maiden 2p-a-share dividend covered six times over by underlying EPS of 12.6p. It was Trakm8's cash generation. Around £4.4m of cash was generated from operations, representing a high percentage of annual cash profits of £4.8m, so after accounting for capital expenditure of £2.5m, mainly research and development, the company reported free cash flow of £1.9m. Importantly, there was no evidence of a squeeze on receivables on debtor books acquired from the two acquisitions made last year: Route Monkey, a software provider specialising in solutions that optimise fleet route planning; and Bodmin-based DCS Systems, a designer and distributor of camera systems for motor vehicles, bicycles and security markets. In fact, cash flows from both acquisitions - £400,000 for DCS and £500,000 for Route Monkey - mirrors their profit contributions. True, there is a degree of uncertainty over the outlook post-Brexit, but the company continues to win new orders, including one with German insurer Allianz for an initial contract of 5,000 devices announced alongside the results. After factoring in a full 12-month contribution from both acquisitions, analyst Lorne Daniel at FinnCap believes Trakm8 can lift current-year revenues by a third to £34m to deliver cash profits of £7.7m, pre-tax profits of £6.4m and EPS of 17p. I feel comfortable with those estimates and believe that a forward PE ratio of 13 is too low for a company with decent prospects of driving EPS up by a third this year. Interestingly, the share price looks to have successfully retested support around the 200p level, so having initiated coverage at 92p ('Zoning in on a profitable price move', 16 Feb 2015), and last rated them a buy at 290p ('Poised to track higher', 4 May 2016), I remain a buyer of the shares.
blondeamon: Also falling today are shares in Trakm8 (LSE: TRAK), with the vehicle telematics specialist seeing a fall in its share price of 9% despite no news flow having been released by the company. Clearly, this has been a tough year thus far for Trakm8’s investors, with its share price having fallen by 40% year-to-date. And with investor sentiment showing little sign of improving in the short run, further share price declines cannot be ruled out. Rising profitability Looking ahead, however, Trakm8’s share price could record a strong recovery since the company is expected to report rising profitability over the next two financial years. In fact, Trakm8’s bottom line is forecast to rise by 84% in the current year and by a further 48% in the following financial year. This has the potential, if delivered, to cause a step-change in investor sentiment and with Trakm8 trading on a price-to-earnings growth (PEG) ratio of just 0.3, it seems to offer a relatively appealing risk/reward ratio for less risk averse investors. Https://
mikeindevon: I agree ... like you I think the market is not only overlooking, but actively ignoring this share at the moment. I think I understand what is happening ... and why. Trakm8 is an extrememly tightly held and thinly traded share. As we've seen in the last few weeeks 10,000 shares either way can easily move the price by 5-10p. It's difficult for the investment houses to get in to any degree without a placement so we're dependant on small investors for share price movement. And that depends in turn on the financial pundits generating interest through regular reporting and comments. In the autumn time the share price was in a steep growth mode which attracted more comments and more PI type investment. Then we had the January debacle. Now I think the pundits are playing a very conservative wait and see game until the results come out. Basically I don't think anyone wants to pin their reputation on saying the JanAffair was wrong even though it was an obvious manipulation of the market. As you say, all the information is in the public domain ... but its not actually priced into the share price as the market is playing a 'lets see' game. Given the past record of the management and the consistency of their style and presentation over the years I feel very confident that this share has to revalue very significantly over the next few months. I'm still holding my target price of about £4+ for this time next year, and 300-350 as we go through mid-April. Mike
mikeindevon: I call this the "Eye of Sauron" effect. Those familiar with the LOTR films will know what I mean. Basically Trakm8's market making is done more or less manually and the price gets shifted around by the makers according to how they read the market in general and what they think should be happening with the share price. For the big, high volume, shares the share price is decided by the order book constantly balancing the buy and sell pressures and the various market makers systems optimizing their positions. At the moment the MMs are taking a pessimistic view and there really isn't enough buying pressure to force them to think differently. That's where the Eye of Sauron comes in ... in the Autumn time Trak benefited from a steady stream of media attention that kept a steady stream of small buying going along very nicely. Now the Eye has moved on and is distracted by what's happening in the rest of the market ... when the next set of results come out it will swivel back here and there won't be enough shares to go round again. As you've pointed out ... the future earnings are enormous for the present price ... unless you think the board are lying or mad and they've never disappointed in the past ... the share price has to rise to well north of £3.00 in the short-medium term, and to £4.00 by this time next year. Of course if the FTSE-100 is down at 1000 again by then then all predictions are off! Mike
smithie6: ..bulls and bears.. Fair share price... Short term ( till end of Feb. ....& assuming no news 150-200p ( even then its expensive) 330p recent peak = insanity 270p recent price...overpriced imo with little attraction on risk/reward for upside Personally I wouldnt be analysing in detail and consider whether to buy unless hits 150p. But noting I dont like stuff on high ratings, high % produce losses for investors and only a few imo deliver. And imho very few "expensive" shares on London mkts grow their price long term most go up and down and go nowhere imo !....and only dirs. and brokers make money. --- one could argue that directors have a history of dubious behaviour - breaking Company Act 2006 , in letter or /and spirit by subscribing for cheap shares in BOX acquisition when law prohibits - insider dealing using insider knowledge....they had insider knowledge - treating different shareholders differently..they allowed themselves to subscribe but did not allow normal shareholders to do so on same terms & -directors using share options & the company for own personal use...( they sell X shares.....then issue themselves options for X shares so that their holding is essentialky unchanged, but they have X million pnds in their pockets so have less risk & can buy cars, houses etc)..when law requires them to operate the company for all shareholders.. While I note that many shareholders will not see or listen to any -ve comments about the dirs. conduct. --- Technically I cant see TRAK products conquering the world. Company investment in R & D is tiny; surely there must be numerous USA & Russian companies that are much bigger and with much higher R & D spends ??...hence very tough competition... I recall the history of TOAD... Skeptical about over valuing TRAK. ---- But of course the co. is exposed to car sector.....millions of cars in what is a fair pricing ratio to use is anyone's guess.... However...history shows that wherever there is a profitable end mkt and companies in it are very highly valued....that more and more companies will arrive to meet the demand.....increasing competition and reducing unit prices and profit in pounds per unit ---- On share way to value the shares is to have bought the shares at say 50p or 100p....seeing the possibilities...and then wait 5 years till look at the price again....and ignore the share price oscillations during the 5 years....if the possibilities work out then the share price should be higher than 50p or 100p. If buy in at a high price ratio at say the 330p peak then such an approach has less logic imo.
jombaston: Given the fuss I thought I should read TW. It seems he has 2 arguments: 1. TRAK overpaid for Route Monkey Is TW saying that they didn't perform due diligence before the acquisition? Really? I don't think TRAK were buying RM just for current profits. In any case, the TRAK share price has fallen by several times the total cost of RM! 2. TRAK did not generate FCF in the last full year numbers And this is news? They have been quite clear about reinvesting into capex and r&d rather than paying a dividend. There is no suggestion of any fraud or accounting irregularities so I'm quite relieved. I think the message is DYOR, rather than buying or selling on tips. You are only helping the tipsters who thrive on publicity!
michaelmouse: rogash from 2014:- hTTp:// "TRAKM8 HOLDINGS PLC ("Trakm8" or the "Group") Trakm8 partners with Direct Line Group on telematics Trakm8, the AIM-listed designer, developer and manufacturer of GPRS based hardware and software for the vehicle placement and security market, is pleased to confirm that it has been appointed the sole telematics supplier of self-install devices to Direct Line Group for the recently launched Direct Line DrivePlus Plug-in device. This is confirmation of the significant hardware order Trakm8 announced on 13 January 2014. Trakm8 is working closely with DLG's other telematics supplier, The Floow, a specialist UK based telematics analytics and software company, to deliver the analysis and develop the feedback tools. Trakm8 is supplying hardware based on their next generation telematics device and the first of a new family of products called T10. The T10 Micro is a fully functional telematics tracking device with CANbus communications. The self-install device is fitted to the vehicle diagnostic socket and is probably the smallest such unit available today. John Watkins, Executive Chairman of Trakm8 commented: "This is a key milestone for Trakm8, as Direct Line Group launches a step-change in telematics for UK consumers. This proposition accelerates the awareness of telematics as an effective tool to improve driving skills and reduce fuel costs. We look forward to building on this relationship further as consumers adopt the Plug-in device." "
michaelmouse: gargleblaster - Just one last comment about my projections going forward. Your comment below has certainly given me food for thought:- "mm - thanks for the info - but slow down - 40 times fwd earnings - that sounds a bit rich to me!" I did reply quite hastily that perhaps a 40 times multiple was a bit silly, and have quoted a price of between £2.20-£3.08 as a price I am comfortable with at this stage. However, I do generally tend to err on the side of caution, and in fact would like you to consider the following:- ACSO has a current share price of 810p. It's forward p/e ratios for the next two years are 34 and 26.5 respectively. Applying those ratios to Trakm8 would imply a current share price of 408p (15.4px26.5). That's more than twice the current share price. Interestingly ACSO's eps growth rate is far less impressive than Trakm8's. Whilst they are two very different companies, I also see a number of parallels and with luck Trakm8's share price performance will follow the pattern seen in ACSO. Finally, a quick glance at Trakm8's finals will tell you that they have barely scratched the surface with deriving revenues outside of the UK. If they were to suddenly announce e.g. a contract with a major overseas insurance company then it would be a total game changer. AIMHO of course but I am very excited about the prospects for Trakm8. Michael.
Trakm8 share price data is direct from the London Stock Exchange
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