Trackwise Designs Share Discussion Threads

[roger148] 21/9/2020 14:43

Shoudl tank soon

[ny boy] 21/9/2020 10:42

Any weakness from here and I will be adding to this long term exciting play dyor

[shieldbug] 18/9/2020 17:03

Schoolofscience - the price dropped when results disappointed. Results may well disappoint again. The price is based on future potential so the price may jump around a bit here - especially given the small free float as pointed out by Euclid5.

[schoolofscience] 18/9/2020 16:22

This halved last August-September and it's doubled since August this year.

[ny boy] 18/9/2020 16:19

An obvious winner, investors have just tuned in and woken up here, 3-5 year hold, should be over 500p+ by then GLA

[euclid5] 18/9/2020 13:59

22% free float shs = approx. 5m shs only

78% held by large s/holders & the BoD's

[longshanks] 18/9/2020 13:14

sirrux - I believe it may have something to do with this:

[euclid5] 18/9/2020 12:20

They raised £5.87m in March to part pay for the co they recently took over and at a slightly lower price - but with this confirmed order, no problem them raising again, if need be

[sirrux] 18/9/2020 12:10

Getting on the right track. Who might be the UK EV OEM at the forefront of driving the adoption of sustainable technologies? And the mention of vehicles, is this scooters, cars or something else? The contract size suggests high volumes for flexible PCBs, so they'll be clearly ramping up the production side. What's the cash situation?

[euclid5] 18/9/2020 12:05

Be interesting to know the margin they will make in this 3 yr contract, as £38m is just the revenues only. Although very good indeed & transformational - just 22m shs in issue - current cap £32m

Results out next week on the 23 Sept

[ny boy] 18/9/2020 08:45

Wonder where that numpty Stalker boy is who was up to no good a long while ago?


NY Boy26 Feb '20 - 07:40 - 58 of 93 Edit
0 2 0
Stalker, all your posts are idiotic, go back to school and get an education before it’s too late.

Maybe I didn’t post because I was enjoying my holidays.

Dip buying underway, good bounce off 60p, long term hold for me and many others

Ignore stalker boy, his credibility is in tatters!

[amt] 18/9/2020 08:06

This is much more than another contract win. This is transformational and confirms the potential for this technology to become an enormous seller. 38m potential on one contract. The market is potentially billions.

[ny boy] 18/9/2020 08:03

Another contract win, very good progress indeed,

[timbo003] 18/9/2020 07:24

That is a very significant contract and it is not even in the sector that the CFO recently identified at the Shares Magazine investor evening as being the one that offered the largest opportunity in the short to medium term (i.e Medical instruments)

[w t tutte] 18/9/2020 07:12

Fantastic News ! Hold this one tight and don't let go.

[ny boy] 28/8/2020 13:19

Starting to gather momentum here! GLA

[ny boy] 26/8/2020 17:08

All good here, have all mine safely tucked away, onwards & upwards, where’s stalker boy and arab3 lol?

[timbo003] 19/8/2020 16:36

I see that the recording from the recent Trackwise presentation for Shares Magazine is now available:

[toffeeman] 09/8/2020 18:43

Yep - this is another in my Guinness AIM EIS, but not bought more (unlike RENX,EVG and of course SNG at 5.9p - my best ever!)

[timbo003] 09/8/2020 18:36

Yes indeed Toffeeman, I got a few in the IPO (EIS qualifying) but was scaled back by about 50%, nearly bought more in the market following the IPO but held off (fortunately), then along came the first interim results which led to a fall to around 75p and I topped up, then I met Philip Johnson at the Cenkos Investor forum in February (2019)and was sold on the story, so bought a few more. The market cap of £20M seems to low to me given the growth prospects and what looks like a monopoly on IHT type technology 🙂

[toffeeman] 09/8/2020 13:51

>> Timbo : afternoon - another we have in common!

[timbo003] 09/8/2020 10:14

Trackwise participated in the Shares Magazine Investor Evening Webinar last week, from which I gained two new insights:

* The demise of Huawei in the UK and elsewhere should (if anything) have a positive impact on the legacy RF business (phone masts)

* The largest market (by sector) for the new IHT circuits in the next three years is likely to be medical devices (I was expecting it to be EVs or aerospace)

A recording of the presentation should appear in the next couple of days here: