Quartix Technologies Share Discussion Threads

[blondeamon] 02/4/2016 15:46

TRAK has booked multiple contracts since last results and on top doubled their telematics insurance policies with Direct Line.

Results will be quite good IMO, there's always risk with AIM companies but there is still huge doubt around TRAK because of TW and his unfounded article. Since there have been no news since, everyone is waiting.

The recent share price rise means the market now feels more comfortable and this could go back to 3£ before the results, while I see 4£ for full year end.

If you had a good run here and like the telematics sector, it's time to take profits and move on to the next winner. That's TRAK.

All IMO/DYOR, very long and biased.

[apad] 30/3/2016 20:29

Been wrong before, H :-)
apad

[hydrus] 30/3/2016 20:10

Hmm I suspect you are wrong on TRAK. Still expensive here for sure.

[apad] 30/3/2016 19:52

Ordinary shareholders bailing out, en masse, still, - interesting.
Poor performance from TRAK (which I expect) could well trigger a further exit from QTX.
Hard to see what will cause a change in sentiment in the short term.
on sit hands (rearrange).
apad

[apad] 29/3/2016 20:43

Such a lot of competition out there.
Quartix TCSV10 Vehicle Tracking Unit on amazon.com but no reviews :-)
apad

[blondeamon] 29/3/2016 15:52

Best timing to move into TRAK for those looking for an alternative riser in telematics. Sorry to mention this again here, I am also looking at QTX but it's way overvalued right now, although a quality company. I'd consider an entry at 3-3.2£ or close but for now with TRAK publishing in 23 days, my money are there.

[apad] 29/3/2016 15:09

Lots of O sales based on Paul Scott's view I reckon.
Plus of course a stellar valuation waiting for a trigger.
apad

[gswredland] 29/3/2016 14:56

Why the sell off?

[apad] 20/3/2016 12:33

TRAK brought me out in a rash. Acquisitions and posy management is what I remember - and that haircut!
Also biased :-)
Good luck, b.
apad

[blondeamon] 20/3/2016 12:04

TRAKM8 about to go in the same parabolic rise as QTX when they post results next month. Already ahead of expectations and new AA contract signed. Insurance offerings with DLG and Marmalade doubled or more.

Keeping an eye here but too highly rated for me, TRAK is a bargain right now at current pricer thanks to that moron TW. A blessing in disguise as it made some wonderful opportunities for me but doesn't do the business any justice.

A holder and biased so DYOR!

[apad] 16/3/2016 20:03

Oooh, your such a tart, S :-)
apad

[saucepan] 16/3/2016 19:07

We have had a rather parabolic rise in recent weeks. The first sign of weakness this afternoon made me feel it is time to sell up for now and book some very nice profits. I hope to be back if I spot a good entry point. If the price runs away from me in the meantime, I shall be pleased for more-patient holders.

[saucepan] 09/3/2016 20:44

Thanks for the informative links, MartyWidget; you are an information gold mine :-)

[martywidget] 05/3/2016 07:22

I note Paul Scott, aka Paulypilot, gave Quartix a brief mention, in his Small Cap Value Report:

[martywidget] 02/3/2016 20:45

Why cash-rich Quartix wants to break America
01 March 2016

[cfro] 02/3/2016 11:59

Just got round to watching the video posted above, thanks.

Totally agree that Andy Walters comes across as impressive. To me he appears very level-headed and, to some extent, laid-back.

'Cash for shareholders and no acquisitions'. A clear intention to grow the business organically.

It is very hard to find any negatives at all but one to keep an eye on is the increase in Attrition rates which currently stands at just over 11%. Unfortunately it is the nature of business sometimes that companies will go bust after taking on the new equipment.

[hydrus] 01/3/2016 20:45

Well I wished I bought a few more of this when it was £2. On a very high rating but looking like this will be a good long term investment, as others have commented the MD comes across very well.

[interceptor2] 01/3/2016 14:29

Agree Saucepan, the volume seen from 10:15 looks like institutional buying. And we still could see some coverage this week from some of the investor magazine, which could raise the profile.

[apad] 01/3/2016 10:45

Me too - it's the reason I chose to sell PHD and increase QTX with the proceeds.
Mkt Cap of 161 and illiquid normally. 400k showing as a sell.
apad

[saucepan] 01/3/2016 10:29

Heavy volume - institutional activity I presume?

ic2: thanks for those links. Andy Walters impresses me in interviews.

[interceptor2] 01/3/2016 08:44

Have been looking for new broker estimates, Finncap have increased their target price to 375p from 290p, still waiting to see new estimates.



Click on results and presentations video.

The link above has three videos released yesterday after the results, two presentations with the MD and FD, and an extra interview with MD Andy Walters. Who comes across in a conservative manner and certainly wouldn't the the type of director to overstate the business prospects, a competent and safe pair of hands imo.