T42 Iot Tracking Solutions Share Discussion Threads

[sunshine today] 07/2/2022 10:32

It should also be noted, finance will not be an issue, the quality of the clients and long term contracts gives the lender solid security on the debt.

[sunshine today] 07/2/2022 10:28

Absolutely dirt cheap so long as they deliver.

As I have repeatedly stated had this company not had a chequered past, the shares would already be well over a quid.

If you believe the tec works, ( it appears it does ) , then sales are not an issue.

[nick2412] 07/2/2022 10:24

Some good facts and figures and insight into the business model here:-

"The present alternative market competitors, fall short on delivering a comprehensive suite of solutions in the context of machine learning and smart IoT technology. Proper execution could enable t42 to capture a sizable swathe of a market valued at in the billions at relatively attractive margins."

"The company charges a one-time $250 fee per container to outfit shipping vessels with hardware at a gross margin of ~30 cents per dollar of sales. Subsequent to installation, t42 charges $2 per container per month for ongoing artificial intelligence (AI)-enabled Software-as-a-Service (SaaS) monitoring. The company expects, in the next two years, to charge only for SaaS and provide hardware on a subsidized, no-cost basis. This business model evolution will facilitate the assembly and growth of a global tracking and monitoring infrastructure based on t42 hardware."

[nick2412] 07/2/2022 10:04

The piece mainly covers what holders already know. This snippet, however, bodes well.

It suggests TRAC is positioned to take a significant proportion of the multi-billion shipping container market.

The fact is with such a minuscule m/cap and low-cost base, if TRAC can get just a relatively small proportion of this multi-billion market, then there is significant valuation upside. As for "a significant portion"? Well, I will wait with interest for the trading updates, but the risk/reward for me is enticing. As ever dyor. From the article:-

"While there are competitors that offer components of the necessary tracking solution, none deliver on a complete suite of solutions, and t42 stands to capitalize on a significant portion of the multi-billion dollar industry."

[tightfist] 06/2/2022 18:03

Hi Smithie6,.I understand your scepticism. However, ownership of the IP, piloting from small numbers and interactive development activities with a blue chip company can be very rewarding for the ultra-patient. Just take a look at how Cyan is now finally shaping up after several years of frustration for the LTH. .Cheers tightfist

[smithie6] 06/2/2022 12:33

I see that the rampers are still busy trying to promote shares in TRAC & avoiding consideration of the risks in the current share price, which has already more than doubled despite not receiving any sizeable orders at all.

[nick2412] 02/2/2022 21:33

You may well be right Bapodra but there are a few microcap funds along with high net worth investors who might have seen an opportunity here. It's just odd that 6 buy trades below 120 shares went through this afternoon.

One small-cap fund that might be taking a look is the one run by Miles McNulty. He or his fund used to hold 13m plus shares in Starcom and he sold in 2019. He might be tempted to buy back in for his family fund as t42 tells a new and compelling story. He usually publicises his holdings once he has bought in, so we will get to know in due course.

[nick2412] 02/2/2022 15:23

A lot of tiny bit trades have gone through of late. Quite possibly indicative of a fund acquiring.

[nick2412] 02/2/2022 15:22

Yes it sounds good dg, I use iPhone and telegram groups aren’t that intuitive to join but it’s probably just me. Will work it out.

[smithie6] 02/2/2022 14:24

Bapodra wrote

"The key question is whether this interest will lead to significant orders and revenues for TRAC. If so then we are on to a winner and if not then as long as we have an exit strategy we can move on".

What rubbish imo.

Gives the impression that there is only upside & no downside risk. Obviously complete rubbish, imo.

The current price imo assumes that some sizeable orders (eg. £2 million in 2022 & paid for in 2022) will be received. If it doesn't happen then the share price will imo go back down.

[dgbell7] 02/2/2022 10:03

thanks Nick I am pleased at the start we have made to the Telegram group and I think it's going to be a great additional forum for holders/genuinely interested prospective buyers. Hands up I am a fairly recent buyer (late Nov) and I'm hoping to learn a lot more myself and am delighted we are seeing LTH's on the group. I am a fairly recent convert to Telegram but now really appreciate it as an extra forum.It's easy to use and I'd encourage folk to give it a go.

[nick2412] 01/2/2022 17:24

Thanks dgb I will join.

One thing for holders to consider is that the Chief Technology Director, Uri Hartmann, is clearly a tech genius. Aside from all the other products it’s a remarkable achievement for him to have developed award winning devices on such a budget.

I think DHL will put in some sizeable orders now they have awarded TRAC such an accolade for Lockies. After all they have given the product a formal Certificate of Excellence after a competitive trial with several competitors.

I can’t think of any better sales marketing tool for sales to other customers than:- ‘Endorsed by DHL with a Formal Certificate of Excellence.’

A fairly quiet period now but recent positive newsflow is just the start imo.

[glavey] 31/1/2022 07:48

Ha! Hardly the same though... But sweet dreams.

On the other 'promoters' tread someone said they are effecting a telegram group. Telling, perhaps...

Thing with this company is that almost anything could be going on, or almost nothing, who knows?

[dgbell7] 30/1/2022 10:02

I have created a TRAC Telegram group as I couldn't find one elsewhere. It's t.me then forward slash TRACsolutions. Hope I will see some of you there.

[sunshine today] 28/1/2022 10:04

DHL pouring cash into digital.

[sunshine today] 28/1/2022 10:02

Keep looking in that rear view mirror.

Or

Move on.

Every single company that I have ten bagged or more, had previously failed miserably for often years , previously.

Hence TRAC are today’s price.

If TRAC had just been floated out of Sage, Apple , or any other Billion dollar company, it would now trade at a huge multiple of today’s price.

[smithie6] 27/1/2022 23:03

Bapodra wrote

"so even if it does not succeed I am not investing at a ridiculously high share price or market cap which is not sustainable by the performance metrics like revenues and profits."

imo, what a load of rubbish.

The share price if the revenues & profits in future accounts are essentially much the same as they were then the share price will go back to where it was or very close. 1p-1.5p before consolidation. 8p-12p after consolidation.

However !!
the cap. value might end up being the same, to represent the previous/on-going SAAS income, is it ~2 million$ & IP in various products & being listed & having contacts with various distributors & clients.

But divided by many more shares, so the resulting share price if there is no jump in turnover in 2022 could well be lower than 8p. If there is no success in 2022 some people will sell not believe the claims any longer & will sell to get out, dissapointed/tired.

And the co. may struggle to get investors of any new cash raise in 2023, if there is no success & turnover increase to justify putting in more new money.

8p is 1/3rd of the current share price of ~24p.

So, £10,000 would be worth £3,333.
The fact that a company is a small cap. does not remove the risk of losing money.

[sunshine today] 27/1/2022 14:35

It’s a strategy that has worked extremely well for me.

What investors forget is those who buy at the bottom with a five or ten year view can do extremely well.

A top fund over ten years might increase your wealth 3 times.

A stock like TRAC ( from a very low market cap ) could do 10X that.

[sunshine today] 27/1/2022 11:08

One has to understand to make really massive profits one has to take a view, when the companies valuation is peanuts, like TRAC is today.

The next jump in the share price will come years before actual profits show up in the accounts.

If I was DHL I would put these 32 units out TO GET STOLEN, IN THE MOST HIGH RISK AREA OF THEIR OPERATIONS.

DHL will then I believe be so impressed, they will immediately place very serious orders and quite possibly fund them.