Trackwise Designs Share Discussion Threads

[viking24] 05/4/2022 08:46

EV vehicles are in growing demand, though, as motorists shun diesel.Today's report is expected to show that March was the best ever month for sales of battery electric vehicles, with registrations last month surpassing those for the whole of 2019.

[tictac] 04/4/2022 15:57

"Disruptive technology with massive global opportunities", and useless CFO. Let's hope the change is for the better. It could hardly be worse.

[amt] 03/4/2022 22:46

Yes Shieldbug. Disruptive technology with massive global opportunities

[shieldbug] 01/4/2022 12:10

AMT have you been in TWD since the float? Can you remember what you first saw in TWD? Technology? Sector opportunities? Management? Did you already know of the company before IPO?

[buywell3] 01/4/2022 09:49

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[amt] 01/4/2022 09:46

buywell seems to remember reading TWD talking about other UK EV manufacturers looking at their IHT --- Might there be some news coming of another order perhaps related to Double Decker buses ?
Why don't you ask Buywell to find out for sure

[buywell3] 01/4/2022 09:00

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[buywell3] 30/3/2022 22:54

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[buywell3] 29/3/2022 06:48

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[buywell3] 28/3/2022 23:08

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[buywell3] 28/3/2022 21:08

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[buywell3] 28/3/2022 21:00

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[viking24] 28/3/2022 15:29

With Arrival ramping up production, doubling UK production and Trackwise's connection, one would not be surprised if further EV related orders coming through.I maintain my very bullish forecast, in particular with a triple A share holder list and off course, the FD buying shares before he retired.Perhaps the shares are finally heading back to the correct level.More orders being released.All buyers today.

[adorling] 28/3/2022 11:22

Nice rise today - news inbound??

[pinkfoot2] 24/3/2022 20:03

You are Norman Bates mate

[buywell3] 23/3/2022 08:42

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[amt] 23/3/2022 07:14

Is Buywell saying to Buywell that Buywell has turned bullish on TWD

[buywell3] 22/3/2022 08:43

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[buywell3] 22/3/2022 08:33

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[ifaze] 18/3/2022 14:22

Was it Shieldbug? I missed it anyway but had hoped to find a recording. Was the whole event cancelled or just no Trackwise?

[shieldbug] 14/3/2022 14:06

The AJ Bell presentation appears to be off.

[km18] 11/3/2022 17:42

...from last month...


Company overview:

Trackwise Designs is an emerging developer of printed circuit boards in the UK and Europe. Subsequently, the highly innovative firm provides microwave and radio frequency services. Consequently, it implies that the firm’s circuits are used in telecommunications, aerospace, marine , defense, automobile, industrial and scientific sectors. Given the growing demand for Trackwise products across multiple sectors, the firm managed to optimise revenue by £2m with respect to last year, from £6m to £8m in 2021.  The corporation’s robust performance was explained by the relatively high EV/EBITDA of 65.56x, substantially higher than the IT sector EV/EBITDA of 21.1x.   Consequently, it implies that investors are able to enhance their return on investment, which is expected to be further optimised, since Trackwise Designs CAGR stands at 20.8%, which is higher than the IT sector CAGR of 6%, hence the firm is expected to derive gradual increases in revenue.

Brief Analysis:

EV/EBITDA of 65.56x, significantly higher than IT sector EV/EBITDA of 21.1x.
CAGR of 20.8%, above the IT sector CAGR of 6%.
Revenue of £8m....

...from WealthOracleAM

[mdchand] 10/3/2022 15:50

I don't think Arrival could be accused of destabilising Ukraine (unlike Evraz who produces steel for Russians tanks) but why not sanction Germany / Italy who are funding the russian army right now....crazy world we live in.......

[fuji99] 10/3/2022 10:27

One has to be careful regarding Arrival because owned by a Russian. R & D is based in Russia. So what is the exposure of TWD and its effect if say it is frozen as the government is just doing for Russian Oligarchs ? - - -