T42 Iot Tracking Solutions Share Discussion Threads

[sunshine today] 13/7/2022 11:39

The name of the game is to spot value before others.

The point here being, the product is proven , it’s an easy sell, to potential customers because huge strides can be made at minimum cost.

Large parts of the world are corrupted, governments need tax revenues that are being effectively stolen, on a massive scale.

Not to mention improved efficiency across the supply chain.

[turbotrader2] 13/7/2022 08:51

They will probably place here imo

[sunshine today] 13/7/2022 08:47

Don’t look at the share price, it’s meaningless, look at the market cap. ( all the shares at todays price ).

Under £50M in my opinion is cheap, it’s just £8.9M right now.

A tiny £60,000 of turnover in the shares so far this morning.

So very few investors have picked up on this, so far today.

Profits , ( recurring revenues will be extremely highly valued )

PE of 40 requires just £1M of after tax profit.

That gives you the potential here. (£40M market cap ).

[glavey] 13/7/2022 08:32

I understand that they've got lots of spare money to spend in Argentina so this is bound to go well.

[sunshine today] 13/7/2022 08:28

The market cap here is tiny at under £10M.

The product clearly works, hence todays order after 18 months of testing.

DHL has also been testing and come to the same conclusion.

So what’s the company worth. ?

I don’t even look at orders at this stage, they will follow.

Just like property , this business is about location, location, location,

It has a head start, in a immature market, crying out for modern day solutions.

It’s also wide open to a takeover at a huge premium to todays price.

I can see this stock at ten times todays price within a year.

That would be £80M

Still tiny, in the scheme of things.

[olympics2024] 13/7/2022 08:19

Very difficult to sell.
Just managed to sell out at 17p.
Had to make a call?!

Bought Tekmar instead, purely for liquidity and similiar potential for a multibagger.

[dancing piranha] 13/7/2022 07:46

A nice surprise this morning. The Market seems to be taking the news seriously at least!

[apfindley] 13/7/2022 07:31

Exciting times.But beware of the day trading pumpers getting hold of this with rockets and boooooms whilst it's on the top risers board.Good foundations being built here. Not amazing numbers yet, but they're enough to secure the business over the next 3-4 years, whilst we wait for additional contracts (which will come) .