Share Name Share Symbol Market Type Share ISIN Share Description
Tracsis LSE:TRCS London Ordinary Share GB00B28HSF71 ORD 0.4P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +35.00p +6.19% 600.00p 540.00p 570.00p 575.00p 555.00p 560.00p 19,417 16:35:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 34.5 4.6 13.4 44.9 169.77

Tracsis Share Discussion Threads

Showing 776 to 800 of 800 messages
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
DateSubjectAuthorDiscuss
27/4/2018
11:15
I do like the recent shape of that chart-we're going ballistic!
fredfishcake
24/4/2018
18:12
Just to mention that Tracsis will be presenting at our huge Mello2018 event in Derby on 27th April and all shareholders and potential investors are welcome to attend Http://mello2018.com/index.html TRCS have presented at a Mello event before and we are very pleased to welcome them so this is an ideal opportunity to meet the management and hear about their strategy. Do come and join us at this quality two day event and there will be at least 45 other companies to meet each day plus some fabulous keynote speakers
davidosh
28/3/2018
09:25
Excellent interim results with management "...confident of delivering full year results in line with market expectations.....a number of interesting and exciting opportunities remain ongoing....The business remains well placed within the UK transport market and our core markets of rail technology and traffic and and transport data services continue to be supported by a favourable market backdrop and positive growth drivers." Margins are up slightly. Very cash generative with cash on balance sheet of £18.1m. IMHO there is a more confident tone from management in the statement. I can't find anything not to like. Happy holder.
chasbas
27/3/2018
12:04
AXA has disclosed a new 5% holding yesterday. Other major shareholders are Ennismore (6.8%), Unicorn (6.6%)and Schroders (5.2%). Interim results tomorrow: 6 months to 31st Jan. IMHO they will be upbeat so I have topped up today at 508p.
chasbas
09/3/2018
17:50
Nothing obvious from the trades today. As noted three weeks back, the trading update was positive and encouraging. Interim results are due at the end of the month, so unlikely anything has changed since the update, especially as there hasn't been an announcement indicating a change. In any case, there's always a wide spread on this share which can sometimes exaggerate relatively minor movements in bid/offer prices, particularly on the bid side. IMO don't get nervous..... yet.
grahamburn
09/3/2018
17:37
6% drop in price today - very little trading - so, should I be nervous?
huttonr
20/2/2018
10:03
Great TU, great stock! Such a conservative and well managed company. Never disappointed. All IMHO. Even a mention of further work in the US. Cash balances over £18.5m. Given growth industry and cutting edge technology, this is a tuckaway and forget.
chasbas
21/12/2017
08:18
The confident view expressed on the podcast hasn't filtered into any changes to the forecasts so management not yet confident enough to risk their reputations. Maybe that's just a function of where they are in the fiscal year but the multi-million pound contract doesn't look like it was accretive to forecasts. Maybe it will be a source of outperformance, maybe it covers underperformance elsewhere. I don't know. The 3 year CAGR (FY16-FY19) of revenue (pro forma for full year inclusion of acquisitions of SEP and On-Trac in FY16) is about 2% which looks incredibly pedestrian for an early 20s P/E company. I sold it about a month ago as I felt I could find better risk/reward balance elsewhere. It also bothered me that the CFO said that the options scheme for employees was essentially them trading their bonus (or part thereof) for options, the cost of which then gets "adjusted" out of EPS.
gsbmba99
18/12/2017
13:00
IMHO Paul's interview was positive/confident. Management remains very conservative. Results are prudently reported. Great acquisition record. They are "very pleased how company has started the year" Topped up this morning at 520p. share price was this level in 2015 and 2016! I am not a chartist but the chart looks good to me. Any opinions? IMHO the share price is supported by fundamentals but any news, particularly from the US, could be very good for the share price To me the company is a bit unloved so a buying opportunity? Quality company that has never disappointed in my experience.
chasbas
09/11/2017
17:28
Here is my latest audio interview, recorded today, with CEO & CFO of Tracsis. I hope people find it interesting. The questions were crowd-sourced from my blog readers, plus some of my questions. It's independent - I didn't charge a fee, and have no shareholding in TRCS, no adverts, nothing! http://qualitysmallcaps.co.uk/ceo-or-fd-interviews/tracsis-trcs-ceocfo-interview-9-nov-2017/ Regards, Paul. P.S. Sorry about the bleeping in the background, something went funny with the audio software. But at least the main audio is tons better quality than in previous recordings - I got them to use handsets, not speakerphone.
paulypilot
08/11/2017
19:22
Tracsis is a great business and has rewarded Long-term shareholders with a ten-bagger in under ten years. The company manages to produce a decent level of profits and reward shareholders with a dividend, even though it yielded is less than 0.3%. The dividend well covered. The two major acquisitions made last year will continue to integrate into the main business. Despite, Tracsis numerous good traits, we need to look at some negative ones. These include: 1). Falling operating margins, as market valuation has pushed PER to 35 times earnings. Normally, Tracsis’s PER range around 12-16 times during 2011 to 2013, before the shares got “re-rated.” 2). Although it sees costs per employee falling, Tracsis wage “component” is becoming an important factor as it accounts for 55% of revenue in 2016 from 30% in 2012. Apart from the above, I feel shareholders and investors need to account for up to £9m in deferred payments if targets are met in 2018, a potential cash outflow and would halt the growth in their cash balance. At £156m, I see Tracsis’s shares trading sideways for the next 12 months until fundamentals catch up with valuation. For full analysis and charts click http://bit.ly/2hSPlXK If you enjoyed this post, there are other company coverage here hxxp://walbrockresearch.com/home/
walbrock82
08/11/2017
14:55
are they still chasing RMC in North America; looks as though negotiations are continuing?
mw8156
08/11/2017
09:06
Results look pretty solid. Surely that trade at 415 must be bogus as it hasn't traded at that level for months
davr0s
07/11/2017
09:59
Results due tomorrow, Paul Scott planning to interview the CEO and states: "So if you have any questions to put to John, then please email them on Weds to both me and John, using these email addresses: Me: QSCquestions@gmail.com CEO of Tracsis: J.McArthur@tracsis.com" Quoted from hTTps://www.stockopedia.com/columns/paul-scotts-uk-small-cap-value-report-1/
fredfishcake
13/10/2017
13:35
Yeah spread isn't great so it means I positioned it as a smaller sized purchase
davr0s
13/10/2017
12:21
Fine thanks,been a holder for years,good luck with the spread.......
samenic
13/10/2017
11:19
It's a standard breakout from consolidation (and I bought it about an hour ago)
davr0s
13/10/2017
10:47
Is something occurring,been sideways for along time,now suddenly??
samenic
14/8/2017
10:27
Don't forget blue sky upside from the US where they already have one contract
chasbas
14/8/2017
08:38
True, the cash makes it easier to sleep at night and reduces the ex-cash multiple. I guess my concern is that markets are looking toppy at the moment and there is a chance that if we do get some for of market correction, then Mr Market will decide that a 5%-7% growth company doesnt deserve this multiple. Think I'll keep it on the watch list for the moment.
adamb1978
14/8/2017
08:32
Yes there is £15m cash so the ex-cash multiple is 17x. I agree it looks pretty full with little eps growth.This year has been a trough year due to the contract cycle and reorganisation. Next year should see strong growth and acquisitions. I see 30% upside & little downside now
buffetteer
14/8/2017
08:06
The TU confirms that H2 Fy17 showed zero growth year on year and that turnover growth was c.8% for the year. Looks like EBITDA and PBT will be ahead by similar amounts and EPS probably in/around 22p. I've had this on my watch-list for a while however it now feels like this is a say 5%-7% growth company, but which you're being asked to pay 20x for. That doesnt feel too compelling to me - certainly these doesnt seem to be any upside in terms of multiple appreciation, so share price growth needs to come from earnings growth. Am I missing anything?
adamb1978
14/8/2017
07:55
Pleased to see that second half was much stronger than the first half. good chance that this will continue into the new financial year. Also cash generation was strong with a 30% cash increase even after some acquisition expense. Will look out for either further contract news or more positive statements.
interceptor2
14/8/2017
07:48
Surprisingly good trading update. Much better than i personally thought it might be. Might lead to a relief rally? Very happy to hold and see what the future brings here.
cfro
11/8/2017
09:05
The 2017 EPS estimate was cut by Investec at the HY stage. It was positioned as a precautionary cut with the company saying they could still make the old number with a particularly favourable outcome for 2H. The 1H results masked a marked deterioration in the "core" business (excluding SEP and On-trac). SEP and On-trac were purchased at seasonal low points in the prior year. Full year inclusion should have benefited 1H17 PBT by about £1m (from memory). The small rise in 1H PBT suggests that the "core" PBT went backwards by about £0.7m. Not sure what the right numbers are for the full year. Am hoping 1H poor performance was down to the occasional lumpiness seen in prior years where inclusion (or not) of franchise rail bids is a big factor in performance for the year because of software and associated consulting fees from advising bidders.
gsbmba99
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
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