T42 Iot Tracking Solutions Share Discussion Threads

[smithie6] 04/1/2022 15:17

nice RNS & price rise !!

:-)

[dave4545] 04/1/2022 15:16

ha ha at the 2 who voted my post down !

I'm the one that bought loads sub 16p recently and some at 15p last week

vote that down as well lol

[tomboyb] 04/1/2022 15:12

Amazing deal -

30p+ on this -

[dave4545] 04/1/2022 15:11

Boooooooooooooooooooooooommmmmmmmmmmmmmmmmmmmm

[deanmatlazin] 31/12/2021 09:40

Starcom executives buy shares at premium, reflecting "confidence"


CEO bought more shares only 2 months ago before the name changed to T42.

Buy and hold. The potential is enormous. I agree with nick this will be a ten bagger in 1-2 years time if all goes as planned.

[flashheart] 31/12/2021 09:21

Thank you for sharing Nick. Very encouraging indeed.

[nick2412] 30/12/2021 23:29

Were TRAC/t42 to get anywhere near $10m SaaS revenues they could quite possibly attract a valuation of 15 x SaaS revenues multiple. This could come sooner than anticipated if there are more contracts of the size of the recent announcement.

That equates to $150m m/cap or £111m. Allowing for a little dilution that would be about 200p a share. That's not some hyped figure plucked out of the air, but based on fact for U.S. SaaS tech companies. One or two have ratings well over 70 but that's an anomaly. Obviously the higher and faster the growth the higher the rating.

That may be a bit too ambitious, and t42 have to deliver or flag up figures in future trading updates first, but it highlights the potential upside here. Please dyor research and be aware the median multiples are based in U.S. tech companies who tend to get higher ratings than their UK counterparts.

My own view is that one more chunky announced contract will be firm evidence that t42 is going to reap very significant returns for shareholders over the next year or two. A commercial contract with DHL would be quite a coup and also give a nice balance to the shipping container strand of revenues.

"As of June 30, the median valuation multiple for public B2B SaaS companies in the SCI remains near the middle of that range at 15.5x ARR.

[nick2412] 30/12/2021 23:17

Smithie, this link looks encouraging:-

"To optimize costs and in line with DHL’s GoGreen strategy, we are also working on smaller, non-disposable tracking devices that can be retrieved easily via mail,” said Christopher Fuss, Head of DHL SmartSensor IoT, DHL Customer Solutions & Innovations"



Looks like TRAC/t42?

Also from a poster on lse who also has email contact with t42 indicating that they have completed the pilot work with DHL and moved on to 'commercial aspects'. This is as envisaged in their rns when announcing the pilot with DHL in Singapore but, nonetheless, very reassuring to hear they are on track (no pun intended).

[dave4545] 30/12/2021 15:46

N2000

The market is full of traders, when this is next up 20% or more they will pile back in.

There's just no patience, 15p or less is worth buying more. I got 27500 more yesterday on the dip.

[smithie6] 30/12/2021 15:40

anyone know much about the DHL opportunity ?

If DHL were to start buying Lokies, how much money are we possibly looking at ?

[newbietrader2000] 30/12/2021 09:14

The old failed pump

[dave4545] 24/12/2021 09:49

15.455-17.1p

That's killed the action for now

[nick2412] 24/12/2021 09:47

I wonder if this will have been looked at by any of the end of year/new year small-cap tipsters. It's certainly looking set for more highly material contracts and exponential recurring revenue growth which is now funded. It's probably not been spotted as it's very much under the radar at the moment. A DHL contract or second contract of the same magnitude will change that.

To do what t42 have done on such a low budget in terms of technology development and impressing the big players is remarkable and impressive. They have been astute as well in terms of spotting the opening with smart shipping containers and taking advantage of it. Very much a right time, right technology and right place company.

Anyway, it looks like it will be an exciting 2022 for the Company and its shareholders. Happy Christmas to all.

[smithie6] 23/12/2021 10:00

....they can/could build up some stocks of Teis & Lokie units ?

to help with sales by having more stocks available ready to go

although always a risk that a client might want a different version

---

could also fund sending out more units to transport/shipping companies as demo units

[nick2412] 23/12/2021 08:43

Good to see TRAC will now have the capital to fulfil the current and additional orders. A strong balance sheet is important to demonstrate they have the working capital to deliver on the existing contract, prospective contracts and growth that are coming. Warrants at a decent premium too and the Company is now nicely set for a bumper 2022.

[dave4545] 22/12/2021 14:26

15.95p bid now even after the 40k sale at 15.9p

can buy again at 16.7p

[sexyrexy1] 22/12/2021 08:45

Maybe that just want sellers then. Not selling any of mine.

[dave4545] 22/12/2021 08:43

I'm getting just 10k max buy at 15.875p

[dave4545] 21/12/2021 15:56

14.75-15.7p

Bid is up from 14.02p earlier

Not that many people selling for losses at this level

[nick2412] 21/12/2021 12:54

Some talk on the excellent LSE thread and a good poster about the DHL links and he talks about the prospect of further deals with the likes of DHL and also in the smart container sector. We do know that, aside from awarding Lokies as the innovative product winner, DHL has been trialling Lokies in Singapore and it looks like they remain keen. It looks like more deals to come and perhaps not overly long to wait.

"To optimize costs and in line with DHL’s GoGreen strategy, we are also working on smaller, non-disposable tracking devices that can be retrieved easily via mail,” said Christopher Fuss, Head of DHL SmartSensor IoT, DHL Customer Solutions & Innovations" ref: hxxps://lot.dhl.com/track-and-trace-why-your-business-needs-it-more-than-ever/

[nick2412] 21/12/2021 11:17

I am expecting some consolidation around these levels after the profit takers. Interesting to note that TRAC was more highly valued prior to the consolidation and highly material contract. From casual observation, that's often the result of consolidation but, from the contract, we can see why there was the name change.

TRAC do have the t42.co.uk domain but it's not the main Company website. I hope they can acquire the t42.com or some similar domain name. Given their long new name and new ticker, they do have a few options ranging from Tracking t42 or IoT tracking associated domain names. It's a relatively minor issue, but it doesn't seem fitting for the re-branding that their main website is still 'Starcom' associated.

It's still very much under the radar, but I think that will change as further contracts come through and, of course, there is still the possibility of a significant DHL contract for the (DHL) award-winning Lockies product.

[smithie6] 20/12/2021 22:18

from your numbers

~1/3rd of the cargo that arrives at the Atlantic end of the Panama canal does not go through the canal. I assume that some of it is destined for Panama & some of it is destined for other countries, with delivery by sea/road.

(some of these container ships are so big that I assume it not economical for them to do drop offs for a small number of containers, such as to Caribean islands, but doing the paperwork/tracking from that port makes a lot of sense (while it might be ideal to track from the starting point, perhaps in Asia but obviously the investment cost in tracking units would be much higher (since for many weeks the tracking units are on the ship on the long trip from Asia).
I guess that Maersk might prefer not to be the one to equip all its containers with tracking units since it would be a big cost; & would prefer that clients pay the cost if they wanted tracking/monitoring. Maersk have ships to run & thousands of containers to load & unload & also bill for & bad debtors to be chased, Maersk perhaps don't want the extra hassle of adding tracking units to containers as an optional extra.

[smithie6] 20/12/2021 22:04

thanks for sharing Nig
good info

[nig1954] 20/12/2021 22:02

There are currently 3 major shipping alliances. As carriers consolidate their vessel calls into fewer ports there will be winners and losers because there will be fewer choices of route. Marine terminal operators will feel the biggest residual impact of the alliance reshuffling. Bigger ships deployed require taller cranes, more yard space, expanded gate capacity and longer operating hours.Terminal operators will pick up these additional costs hence why the US has recently announced major infrastructure capital investment.
Advanced transmission of shipment data will especially benefit terminal operators, truckers and rail freight companies as more timely data allows them to prepare their equipment and labour needs to suit the environment created by these alliances. Bigger ships lead to cargo surges and they are attempting to reduce the complex nature of cargo delivery by giving truckers and beneficial cargo owners (BCO's)as much time up front, as is possible.
If carriers work with each other in their respective alliances to align data systems and terminal operators do the same then the complexity of port operations will be reduced for the benefit of truckers and BCO's. For example, LA/Long Beach currently has 13 container terminals and 10 different operating systems which is a logistical challenge often leading to chaos.Only recently, at LA, trucking companies had to hire additional staff to locate their containers either within the confines of the Port or,in the surrounding area.
The port information portals referred to in Friday's RNS will share shipment data in a secure environment-cyber proof- with carriers, terminals, BCO's, truckers and customs brokers so that all supply chain participants can prepare the assets they will deploy earlier in the shipment cycle than they are currently able to do.
This indicates the scale of what's at stake and those that get it right with first mover status are going to reap the financial rewards. Hopefully TRAC will be one of the winners with their cutting edge, innovative technology.