T42 Iot Tracking Solutions Share Discussion Threads

[albert arthur] 17/12/2021 15:04

Aye... bot sent me this as an algo job. In at 12.5p

[smithie6] 17/12/2021 15:03

interesting

a friend tells me that you can not buy this stock on line via

AJ BELL Ltd
(probably has the biggest number of SIPP accounts in the UK !!)

even though it is just another listed share

If anyone is looking for a broker you might want to avoid having an account at AJ Bell since it looks like they are completely nuts !!

& you are NOT allowed to do normal buying/selling of shares.

[newbietrader2000] 17/12/2021 15:02

Dnt think so No commitment of contractThey could pullOut anytimeNice jam rns

[dave4545] 17/12/2021 14:59

5/10 bagger I guess

Should do 200% in total, look at what Bids has done

[smithie6] 17/12/2021 14:52

5/10

????

(5/10 = 0.5 I think)

[albert arthur] 17/12/2021 14:51

Potential 5/10* on that news...

[smithie6] 17/12/2021 14:50

indeed

well done TRAC

[flashheart] 17/12/2021 14:35

Wow! Nice.

[nick2412] 12/12/2021 21:07

Those are very enticing stats hedgehog and, based on the comparison, it looks like TRAC just have to show either growth or small profitability for them to get parity or surpass 4GBL's £24m valuation. I make a £24m m/cap a circa 55p share price with an approximate 350% upside from the current 'under the radar' valuation.

I'd like to see one or two decent pre-Christmas contracts but I'm not overly bothered if they come then or earlyish next year. TRAC has pitched itself in a high growth sector and the Company has compelling products (including the DHL 'endorsed' Lockies) to succeed in taking a chunk of the $5.7 billion smart container market share. I say 'a chunk' but the reality is that TRAC only has to take a minuscule amount to take it into profitiability.

[flashheart] 11/12/2021 12:33

Yes I'm quite excited about this one going forward hedgehog. I've unfortunately got mine a little higher up but may add some more as funds allow.

[hedgehog 100] 11/12/2021 11:47

Two other software-services companies that have floated this month are Skillcast (SKL) and 4GLOBAL (4GBL) -

01/12/2021 07:00 UK Regulatory (RNS & others) Skillcast Group PLC Admission to trading and first day of dealings LSE:SKL Skillcast Group Plc
"Skillcast Group plc (AIM: SKL), a provider of e-learning software and content subscriptions and related professional services, is pleased to announce that admission to AIM will occur, and dealings in its shares will commence, at 08.00 a.m. today, 1 December 2021 ("Admission"). Dealings in the shares will commence under the ticker "SKL". The ISIN number is 213800OV1WLNFL7YRY20 and the SEDOL is BNLXS04.
Upon Admission, the Company will have a market capitalisation of GBP33.1 million, following a successful fundraise of GBP4.5 million at the placing price of 37 pence per ordinary share of 0.1 pence each ("Ordinary Share"), comprising a placing of GBP3.5 million for the Company and a further GBP1.0 million raise on behalf of selling shareholders (together the "Placing" ..."


07/12/2021 06:59 UK Regulatory (RNS & others) 4GLOBAL PLC Admission to AIM and first day of dealings LSE:4GBL 4global Plc
"4GLOBAL, a UK-based data, services and software company focused on major sporting events and the promotion and measurement of physical activity, is pleased to announce that admission to AIM will occur and dealings in its ordinary shares will commence at 8.00am today, 7 December 2021 ("Admission"). Dealings in the Company's ordinary shares will commence under the ticker 4GBL. The ISIN number is GB00BLH36N37 and the SEDOL is BLH36N3. ...
On Admission, the Company will have a market capitalisation of circa GBP24 million following a successful placing and subscription to raise GBP4 million at an issue price of 91 pence per share. ..."



In its year ending 31.12.20, SKL had turnover of £7.923M., an increase of 7.87%, and a pre-tax profit of £1.023M.
Currently 38.5p, market cap. £34.44M.

In its year ending 31.3.21, 4GBL had turnover of £2.6783M., a fall of 25.6%, and a pre-tax profit of £396K.
Currently 89.5p, market cap. £23.58M.


TRAC, at it's current share price of 12.5p, has a market cap. of just £6.57M., despite its multi-million dollar & pound turnover, and being not that far from breakeven.

And its growth prospects look to me to be far more exciting than those of SKL & 4GBL.

[smithie6] 10/12/2021 13:10

post 30

transport by train of containers

Asia to Europe
growth sector
vital to have IT management for border crossings imo

take forever using paper & soo many borders to cross
& of course many borders are crossed outside of normal office hours...providing staff overnight at borders to do paperwork & physical inspection of the door seals on each container, if just 1 or 2 convoys each night, would clearly be expensive.

[nick2412] 10/12/2021 12:53

Yes, excellent posts. Disappointing to see the fall on low volume but confirmation of the anticipated orders will reverse that very quickly given a certain amount of illiquidity.

I think the re-branding and the name change was primarily to highlight that Starcom is in the SaaS/IoT/smart containers sector(s) which usually demand a higher valuation based on SaaS revenues/profits multiples rather than the hardware technology sector.

TRAC are very good at bringing innovative products to market, but I think they could have done the re-branding process a bit better and the main website is still under the StarcomSystems.com domain. That doesn't make sense and it would have been better to get the website domain name changed simultaneously with the name change and consolidation.

They do have the additional t42.co.uk website but that is solely focused on smart containers. So they need one main website which could be t42.co.uk for all products or another domain name that links to t42 IOT Tracking Solutions or, better still, they should acquire t42.com as the main domain/site.

I can only assume that they rushed the name change through before website name changes because they wanted these highly material contracts currently under negotiation associated with the new name.

[flashheart] 08/12/2021 14:49

Great posts nig1954 and hedgehog. Just had another slice of TRAC at 13.9 so showing as a sell.

[nig1954] 08/12/2021 13:21

Excellent post Hedgehog. There's every reason to believe that in view of what's currently happening in the world of business that this company is sitting patiently in the right place with uptodate and transformative technology which global businesses need in order to meet the new demands imposed by the current pandemic.
Also, t42_IoT have developed sensors which can cope with Customs paperwork and demands as containers pass through various countries/states/regions which will contain all of the relevant documentation to enable those containers to be quickly unloaded and pass through their ports of entry with the minimum of fuss

[nig1954] 08/12/2021 13:10

Significant changes are afoot for the Logistics industry:

I've just read a new Trend Report which explains how the changes in the demographics of the workforce is already and will continue to impact upon the businesses of tomorrow. It's interesting in the context of this company because it explains in great depth how the Logistics industry will be at the forefront of these changes and will therefore witness significant increases in future demand. The workplace is currently reacting to multiple forces of change brought on by shifting demographics, technology advancement and the Covid-19 pandemic. Businesses are having to grapple with a growing labour shortage and a war for talent.The global pandemic has radically altered the work/life balance for many workers and businesses are having to react to this if they wish to succeed. For the first time in history "digital natives" ie. those brought up in a digital age, outnumber those who began their careers before the internet. Generations X and Y are beginning to take over the leading roles in business and they are driving a digital transformation and are very tech savvy. Business is having to act now to cope and there will shortly be an explosion in the application of technologies around the world and this won't be even as some lethargic developed and protectionist economies such as the EU are not collaborating with technology in the manner they should. The pandemic has greatly changed purchasing behaviors- for good, in the eyes of those closest to these changes -and there has been unprecedented levels of growth globally as more and more people have shopped online. In a recent study it was estimated that over 70 Million new shoppers came online in just 6 South East Asian countries since the beginning of the pandemic. It is widely believed this has led to a massive surge in the demand for logistics and that to build more resilience into the supply chains it will greatly accelerate the digital transformation of logistics as more and more workers in the future will be working remotely. This will create new work schedules as automation,visibility tools,contactless and flexible delivery technologies take shape and IoT sensors to track shipments will be just one example of technology acceleration as a result of Covid-19. It has become apparent that it is now critical for logistics organisations to implement optimal Future of Work concepts if they wish to remain competitive and relevant because many of them will simply disappear.

[hedgehog 100] 07/12/2021 17:12

"Sensor ships: why smart containers are the future of shipping

4 min read

To overview

The transportation of cargo around the world is routine business for the shipping industry, but delivering about 11 billion tons of goods a year is a process that is fraught with risk.(1)

.. Make containers smarter

Smart containers are one way to create a more efficient, safer and more sustainable shipping supply chain. These are much like regular containers, but are pre-installed with sensors.

“A smart container is just a regular container, but you put a little chip in it that has a connection with a network,” explains Jules Kollmann, managing director, Containers and Logistics, ING.

The idea behind equipping containers with an array of sensors is that they can collect real-time data about everything from the temperature inside a container to its exact location – thanks to GPS tracking.

This big data approach promises a lot, so what exactly are the advantages of collecting all that data?

Big data means more efficient, more sustainable outcomes

Collecting such data can help to optimise the supply chain. Sensor data provides hyper-accurate information about the location of a container, allowing for optimised fleet management that results in less repositioning and more efficient use of fuel. Often, energy is wasted as a result of the shipping and repositioning of empty containers: estimates suggest up to $20 billion a year is spent on this activity that leads to unnecessary fuel consumption.(6) Research from the Boston Consulting Group has previously estimated that avoiding empty container shipping “for carrier-specific reasons” could allow the industry to reduce carbon emissions by six million tons per year.(7)

This can also ensure fleets avoid potentially hazardous patches of weather that could result in cargo being thrown off board or damaged, an issue that can cause significant environmental damages. ..."

[nig1954] 07/12/2021 14:26

Furthermore,the rise of IoT technology has brought forth the demand for low cost, low-power, wide-area network solutions. 4G LTE (Long Term Evolution), which was developed and released during the last decade, offers faster and stronger capabilities than its predecessors, 3G, and 2G technologies, and at a lower operating cost.4G connectivity ranges from high-bandwidth applications to value-optimized performance with cost versatility. 4G LTE continues to offer better coverage for remote areas and areas with difficult accessibility. One of the innovations of 4G is LTE Cat-M1 technology which was designed for low speed and battery sensitive products. Such devices could increase efficiency and value, while requiring even less power to operate, making them optimal for lower-bandwidth battery-operated applications.
t42_IoT has stepped forward to adopt these latest innovations in technology.

[nig1954] 07/12/2021 14:17

T42_IoT have already addressed many of these issues and only recently announced how Kylos development continued to progress in 2020 and Kylos Dodge, a long range cellular based variant of Kylos was launched, allowing cross-device communication for low-cost operations. They also used the time during the Covid shutdown to upgrade the entire structure of Starcom Online - our SaaS platform - and brought it up to date in both the software and underlying backbone. They also integrated various third-party tracking units to allow easy transitions for customers from other companies to Starcom, developed a full vehicle maintenance module, and added support for Telegram Messaging App. In addition, they launched Olly - a new Android/iOS application for Helios end-users, allowing them to communicate with their vehicle securely using Bluetooth 5. Also, throughout Covid they maintained their R & D expenditure ensuring their Technology remained at the cutting edge as it was intrinsic to the future of their business. I think it's this attention to detail which gives t42_IoT an advantage over many of their competitors who lack the sophisticated features that our Technology is capable of providing.

[nig1954] 07/12/2021 14:16

I've just been reviewing the latest released 2021 Report on the State of IoT Asset Tracking. Asset tracking continues to be one of the most popular IoT use cases, with the global IoT-supported asset tracking market expected to account for over 90 percent of all connected enterprise and industrial solutions by 2030.
According to the data, the top-3 most tracked assets are: • Vehicles at 45 % • On-Site Equipment at 37 % • Personal Property at 14.5 %
The main motivation for respondents in tracking assets is to prevent loss/theft at 40 %, with enhancing operational efficiency close behind at 30 %. For those using connectivity technology, cellular 2G/3G and Wi-Fi were the most popular. Once again, cost remained the largest barrier to not having a current solution. While tech was again the most represented in need of asset tracking solutions, Telecomms, transportation and distribution, and retail all came in strongly, marking growth in the non-tech industries from 2020.
Cellular was the clear choice of technology for respondents who were tracking assets with WIFI the next most popular. However, tracking assets on long journeys becomes very difficult when the tracking battery keeps dying. Cellular solutions in particular shorten battery life and consume large amounts of power. For assets moving across state lines or going into rural areas, Wi-Fi and Bluetooth don’t provide the range or coverage needed to track location. The cost of running sensors and devices on private networks proves too costly for many asset tracking use cases.

[hedgehog 100] 07/12/2021 13:52

"Embarking on an era of smart containers

29 September, 2021|1 min read

To overview

Can the ‘smart container’ be the catalyst to once again revolutionize this industry, traditionally more focused on physical assets? To find the insights, watch this virtual event with our guest speakers of MSC Mediterranean Shipping Company, Digital container shipping association, and Traxens, a market leading developer of container tracking devices."




P.S. Thanks Smithie.

[smithie6] 07/12/2021 09:28

....good/solid post imo

[hedgehog 100] 06/12/2021 17:51

Thanks for those two useful post Nig.

What an exciting opportunity for TRAC, and it looks to have the perfect products to met this need.

Windward (WNWD)floated today, and has closed up nearly 10% at 170p, a market cap. of nearly £140M.!

And as WNWD is a maritime tech company, it may not be targeting the rail market.

[nig1954] 06/12/2021 15:47

Amazon intend to sell spare space capacity to other major retailers, such as, Walmart and Home Depot, for example, which will more than cover their operational costs and is regarded as a smart move.
This will be a huge logistics exercise requiring sensors galore to help move goods in large volume, quickly and efficiently. It will require state of the art technology with the type of features possessed by Tetis, Tetis R and Tetis R Hybrid who provide the perfect solution for tracking, monitoring and cargo management. They monitor every aspect from the moment the container is sealed until it safely arrives at its destination.
In addition to recording temperature,humidity and light they have combined connectivity- cellular and iridium - which allows tracking and monitoring anywhere and anytime even when outside cellular connectivity range. Kylos has similar attributes which are perfect for smaller packages and parcels and which offer a full management solution when used in conjunction with their mobile and online applications and can be combined with other products eg. Lokies for multi layer security.
They're going to develop a new market which is going to be huge and we only have to capture a small fraction of the opportunities these changes will bring which would significantly improve Revenues and Profits especially from a SaaS perspective which may be the type of feature that many smaller retailers prefer.
Currently there are no other container tracking and monitoring businesses that provide a more "state of the art" business solution than t42 and our technology has some unique features they don't possess. Covid has presented the company with the catalyst required to transform its business. Let's hope that the BOD are up to the task of converting the many business opportunities these unique circumstances are about to present to us.