Trackwise Designs Share Discussion Threads

[fez] 19/10/2020 10:47

If the customer is Arrival - that is fabulous news. Perhaps the only way to invest indirectly into Arrival!

[nimbo1] 19/10/2020 08:56

I doubled my position this morning, originally bought some at 2... market cap to potential are out of sync here imo...a bit like maxcyte was at £1.5 imo.

[74tom] 19/10/2020 08:52

Nice bit of interest again this morning, I think in response to some excellent digging on twitter which looks to have uncovered the customer announced in last months contract (and the fact they have just secured $118m from Blackrock to support their expansion);

[longshanks] 12/10/2020 12:11

cheap as chips given the potential

I can well imagine RS will want to take his stake higher: he has form elsewhere.

[74tom] 12/10/2020 11:53

Indeed, re-rating nicely now - still just a £47m market cap too.

[montynj] 12/10/2020 08:22

Nice to see Richard Sneller increased his stake to above 5%

[under the radar] 06/10/2020 14:08

BOR breaking out of triangle now and it’s up 19.7%

465mb of light sweet crude
No debt
Own 100% of acreage
BOD have skin in the game
Quick payback time
Under $35 a barrel costs
Could be a oil rim below Darwin
$2.5m enough to last 2 years
Mkt cap £3m
Potential 1mb total sourounding Darwin
Huge prospects on our acreage
Fairway play

Great news today about PMO merger for all Falkland companies.

Well worth tucking a few away imho


ATB and GL whatever you decide

[amt] 06/10/2020 13:07

74tom. I added all the numbers in the Eddison scenario report issued and rounded it. I don't know what the exact figure is but not that far from 1 billion.
I don't necessarily expect it to happen but it shows the opportunity is not tens of millions, not billions either but certainly hundreds of millions.

[longshanks] 06/10/2020 11:36

"Sneller is known for short term gains..."

Um - really?

He has done remarkably well with holdings in TWD, ODX and SCE this year, but of those the only share he has reduced in is ODX and that was by gifting shares to charity.

If he is buying more here, the price is still cheap in his books.

[toffeeman] 06/10/2020 11:05

He's a big holder in another of my stocks - SCE

[74tom] 06/10/2020 10:55

The fact he's added another 200k shares since the news on the 18th shows he views this as a long term hold - if he didn't he would have REDUCED from 3.4% on the significant price increase. I would imagine that he'll have a target of well in excess of the current price - maybe around the £10 mark?

[justtrying1] 06/10/2020 10:42

Wait til they start dumping Sneller is known for short term gains and when he starts dumping the price will collapse

[ny boy] 06/10/2020 10:16

Great hold, we have been rewarded a tad for accumulating in the sub 100p days, stay long, add on pull backs imo

[74tom] 06/10/2020 09:39

Where have you pulled the $1b figure in 10 years time from?

As Phillip Johnston states in the recent proactive interview their only competitor is no change... The recent £38m order suggests that isn't going to be an issue, which isn't a surprise when IHT can save up to 70% of weight & cost...

He also emphasises the technology is patented in the UK, US, EU, Brazil, China & Canada, so they have genuine global market potential & a decent moat to reduce competitive pressure.

I'd say it's impossible to predict where this will be in 10 years - if they scale commercially it's highly likely they will be acquired, but at what price?

Well worth any new investors watching the excellent interview below from a couple of weeks back;

[amt] 06/10/2020 09:05

So potential is approaching a billion usd turnover in a decade or so. So assume 250m usd profit or 200m pound a 4 billion pound valuation that's a hundred bagger from here. That would be very nice. Whether that ever happens we will have to wait ten years.

[longshanks] 06/10/2020 08:53

This is still somewhat under the radar, but starting to get exposure. What a great holding.

[jimbo123elf] 06/10/2020 08:37

The pros are loading up

[jimbo123elf] 25/9/2020 15:09

Good presentation. This company has loads of irons in the fire.

[petewy] 24/9/2020 19:52

Agreed Timbo. Thorough document.

hxxps://www.edisongroup.com/wp-content/uploads/2020/09/Trackwise-Designs-Connecting-technology.pdf

[timbo003] 24/9/2020 19:10

New Edison Research out on Trackwise (24/09/2020). Well worth a read

[shieldbug] 23/9/2020 20:13

10 bagger is eminently possible here. After the price rise the market cap is still only around £38m.

[amt] 23/9/2020 19:56

The market cap is only 37m. If they can get a few more 38m contracts we are in for a ten bagger.

[euclid5] 21/9/2020 20:34

off course it will tank soon, especially after winning a £38m revenue contract over 3 years!