T42 Iot Tracking Solutions Share Discussion Threads

[nick2412] 13/1/2022 16:13

babycheeky, grateful if you could keep your spat to private messages. Thanks.

[smithie6] 13/1/2022 15:55

Sales from recent 'orders' ?

Zero, as stated in those 'orders', because they were not orders but agreements with distributors.

Trac has a history of announcing distributor deals & hoped for sales. Examples
- cubemonk
- WIMC
- Russian distributor for Lokies

& many more over the last X years.

None of them ever delivered the alleged sales, as shown by the co. accounts & repeated cash raises.

[babycheeky] 13/1/2022 15:46

Just for your information bap this is not a nano cap. A ridiculous comment.

Look up what nano is.

[babycheeky] 13/1/2022 15:44

LOL

Can’t bear being ignored can you bap.

ARB not looking good.

[albert arthur] 13/1/2022 15:39

Added a couple more tranches in the ISA

[sunshine today] 13/1/2022 15:35

Most of the traders have left town.

This stock can move fast.

[dancing piranha] 13/1/2022 15:33

Glad I didn't wait for the 18.6p I was told was coming, to buy!

[dave4545] 13/1/2022 15:29

15k max at full 24p now

mm's have cleared their sellers for today

[sunshine today] 13/1/2022 13:23

Just one MM left on 24P now

[sunshine today] 13/1/2022 13:13

Just one MM left on the offer

[sunshine today] 13/1/2022 13:09

Two sides here, traders and the investors.

Most of the traders are gone.

If you believe the company will deliver, then they are incredibly cheap.

[nick2412] 13/1/2022 12:48

Agreed ST. t42's revenues going forward from smart containers will be SaaS revenues and the average multiple for U.S. tech companies for Saas revenues is 15.5. It's much higher for small, fast-growing companies but the UK will almost inevitably have a lower average multiple. Once t42 hit revenues of £10m plus then a market cap of £100m plus isn't out of the question as that would be a valuation based on two-thirds of the average U.S. valuation. The market will probably reserve judgement until a trading update shows announced prospects are becoming reality.

Some talk on lse about imminent further contracts in the Far East, but I'd be wary of that and it's probably just educated guesswork given t42 have announced other territories.

Perhaps more interesting is the possibility that the U.S. distributor agreement is in some way linked to DHL. It should be an interesting 2022 and the risk/reward at the current market cap looks compelling imo.

[sunshine today] 13/1/2022 11:56

If this company is successful in gaining a 1% market share, shareholder returns could be absolutely massive.

[sunshine today] 13/1/2022 11:54

DUBLIN, Nov. 2, 2021 /PRNewswire/ -- The "Trailer and Cargo Container Tracking - 9th Edition" report has been added to ResearchAndMarkets.com's offering.

The total market value for trailer and cargo container tracking solutions reached an estimated € 1.2 billion in 2020. Growing at a CAGR of 16.0 percent, the total market size is forecasted to reach € 2.5 billion in 2025.

Trailer and Cargo Container Tracking is the foremost source of information about the adoption of tracking solutions for trailers and cargo containers. Whether you are a tracking solution provider, device vendor, cargo transportation stakeholder, telecom operator, investor, consultant, or government agency, you will gain valuable insights from our in-depth research.

This study investigates the market for tracking and security of intermodal shipping containers, trailers, swap bodies, rail freight wagons, air freight unit load devices, cargo boxes and pallets. The installed base of remote tracking systems for these cargo loading units is forecasted to grow at a compound annual growth rate of 25.3 percent from 9.3 million units at the end of 2020 to 28.9 million units by 2025. Get up to date with the latest information about vendors, products and markets.

The installed base of active cargo tracking units to reach 29 million by 2025

[dave4545] 13/1/2022 11:07

Hopefully the CLN sellers are out now, it's been 20.2p bid for 2 days so if they wanted to sell there was a good bid for their stock but no takers

[albert arthur] 13/1/2022 11:05

I just nudged it up.

[dave4545] 12/1/2022 11:42

Worth noting online the bid is a huge 20.2p

So 19-21p monitor but 20.2-20.6p online

time to move up again perhaps?

[sunshine today] 12/1/2022 10:33

99% of containers are not tracked.

In the past this was due to lack of power to keep the device going for years.

Since this has now been overcome, and transmission issues have greatly reduced, its game on.

Don’t forget two things.

Competition is not an issue when the market is unestablished.

Tiny companies only require tiny profits.

£500,000 of recurring revenues can be valued at £25M if the market believes in the company.

[smithie6] 12/1/2022 07:05

Lokies/tracking padlock from TRAC

Be aware that there are various other smart padlocks out there.

Including

"We are excited to announce the availability of the PLTX-01KR-DR and the PLTX-02KR-DR."

hxxps://cyberlock.com/?gclid=EAIaIQobChMIm_vS07Ca9QIVF-R3Ch2gdAATEAMYASAAEgLx0fD_BwE

There are various others.

Such as the G400.
Which looks to be from China & does provide tracking, it is probable targetting the market for lower cost & high volume. China, a tough (impossible?) competitor for price.

The pros & cons of each one (& whether it comes with a good easy to use tracking app, I don't know.

----

& Tracking device are very cheap nowadays.
Sure if you want different functions or higher performance or the tracking software to do certain things then sure an off the shelf £20 item from Amazon won't do it.

But for £1/2 million a suitable tracking app could be made, imo, by people experienced in creating tracking apps

Competitive market imo......& that prices have come down.
The many problems of lse:trak (vehicle tracking) is proof of how tough it is to survive

Lse:tst also do some stuff for vehicle tracking.
& QUARTIX
&.....

hxxps://www.amazon.co.uk/Likorlove-Vehicle-Tracker-Tracking-Motorcycle/dp/B078KTKQ79/ref=mp_s_a_1_8?crid=WWBRVCLXMRPV&keywords=gps+padlock+tracking&qid=1641971498&sprefix=gps+padlock+trackin%2Caps%2C657&sr=8-8

[glavey] 12/1/2022 06:56

Well, that would be a surprise wouldn't it. Would you credit is eh? Just think of the headline "Irregular postings on BB shock horror"... Second thoughts, probably best not.