Trackwise Designs Share Discussion Threads

[nesquikme] 04/12/2020 08:19

Shooting uop

[ifaze] 03/12/2020 19:09

I hope you do Timbo because I'm applying for about 45X. No guarantee the price won't be lower in the future but I doubt it. Not always the case that small investors get stuffed at the expense of the institutions. The IPO was 105p and most of my holding was bought for less than that. I don't think the company would be where it is now (or where it is going to be in the future) if it hadn't had the support of Miton, Octopus and Unicorn. I probably wouldn't have even heard of Trackwise if I hadn't seen that those companies were investing.

[timbo003] 03/12/2020 13:57

I've now submitted an application for my certifiated shares (postal application so no going back) for an 18X excess, I will be astonished if I get anything like the number requested, despite the reassuring words from the CFO at the Webinar.

[viking24] 03/12/2020 13:48

trying to buy TWD not easy, 300 by Friday

[strollingmolby] 02/12/2020 13:09

The share price of CIIC (ARVL) is rapidly dropping off after the initial hype around the IPO...

[viking24] 02/12/2020 12:47

in front of the heavily over subscribed Arrival IPO, potential key customer, this could be a good week

[fez] 02/12/2020 12:08

petewy

Rather than being panicked - I think the company has been taken aback by the potential.

The CEO is being diluted down to about 25%...but this is still a substantial holding in comparison to other listed companies.

I rather think the FD did a great job with the SCL deal but less so with this fundraise. The structure of this raise seems extremely fair to existing shareholders - we will see when the allocations are announced.

I think we need some experienced help at board level.

[petewy] 02/12/2020 11:22

Having followed this board religiously since the launch and bought and sold but now back in, my impression is this company has panicked into getting enough cash to keep up with production. It may have gone public too early. I am long term.

Manufacturing of other printed circuit board products is being transferred to the Stevenage Circuits factory, which will leave the current premises for IHT production.
taken from hxxp://www.hubinvest.com/133Oct2020.pdf ...by Andrew Hore.

[andyview] 02/12/2020 10:45

succinct :-))

[abarclay] 02/12/2020 10:21

Get back to 350p you massive slag

[someuwin] 02/12/2020 09:21

What many people don't realise is that a lot of the thickness of copper cable is to give the cable strength rather than electrical current carrying capacity. Using LSE:TWD's patented Improved Harness Technology (IHT) means that the strength is provided by the PCB rather than than cable. Result: Same current capacity with much reduced copper usage.

As copper prices are already heading to the moon, this copper saving aspect will become more and more important to EV manufacturers (as well as other manufacturers).

This is just one of the many reasons a major EV manufacturer has recently signed a £38 million deal with TWD.

[andyview] 02/12/2020 09:07

Looks that way, I've been adding all the way down but really would like to get some bonus £2 shares on top of my very measley allocation..heres hoping!

gla

[abarclay] 02/12/2020 08:59

Were in flight

[abarclay] 02/12/2020 08:48

Get back to 350p you massive slag

[andyview] 02/12/2020 08:46

Happy to see this bouncing back except for the fact I wanted to get my excess election fulfilled !

gla

[amt] 02/12/2020 07:35

Both are in my ten bagger potential 0portfolio, as is Bango.

[fez] 01/12/2020 17:11

Nice to see some normality return to this board...and a slight rise in the share price too.

SCE great comparison with TWD...they share some shrewd investors also.

I'm in both but happen to think the potential for TWD is far greater...many more markets open here...

Good luck everyone with your excess entitlements.

[timbo003] 01/12/2020 15:02

indeed Toffeeman

Both Trackwise and Surface transforms seem to be in a sweet spot with the unstoppable march towards EVs.

None of the EV manufacturers are able to manufacture light weight wiring looms and light weight ceramic carbon brakes, so they have to buy in. In SCE's case they form part of a Duopoly and in Trackwise's case a Monopoly

[toffeeman] 01/12/2020 13:55

>> timbo

precisely which is why SCE are alive and finally kicking!

(Merc use Brembo as options on their v high performance cars, but they signed up with SCE for the C class)

[timbo003] 01/12/2020 13:41

>>>>>74tom (re: post 343)

your comment

"Also, if anyone thinks for one minute that Arrival don't have another supplier / option lined up for circuit boards in the event that Trackwise don't deliver then they need to give their head a shake!"

my comment

They might have other suppliers, but if they do they are likely to be heavier/inferior products.

Also it is not unprecedented that the large car manufacturers only have one supplier for a critical part

Who has been supplying the carbon ceramic disc brakes for Ferrari, Porche, Mercedes etc for the last few years?

There was (until very recently) only one supplier and that was Brembo.

[andyview] 01/12/2020 12:17

Good to see a bit of recovery today. I've applied for my excess too so lets see what we get given

gla

[strollingmolby] 01/12/2020 10:29

Hopefully the share price is bottoming-out now, though I guess we won't know until we pass 10-Dec when the Sub & open offer shares are made available to trade...

In the meantime I have created an Arrival thread if anyone wishes to discuss its prospects on there -

GLA

[amt] 01/12/2020 08:32

OK timboo3, good idea.