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
  +0.00p +0.00% 432.50p 420.00p 445.00p 432.50p 432.50p 432.50p 825 07:43:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 32.6 4.0 12.7 34.0 120.94

Tracsis Share Discussion Threads

Showing 726 to 749 of 750 messages
Chat Pages: 30  29  28  27  26  25  24  23  22  21  20  19  Older
DateSubjectAuthorDiscuss
27/7/2017
10:38
Well, it seems to want to go up on very little buying power.
cfro
26/7/2017
17:45
I did decide to buy a few here today after all. Just hope the next TS is at least 'inline'. Excellent risk/reward at these price levels imo.
cfro
26/7/2017
12:16
Nice bit of price action today. Anybody of aware of any reason? If the share price can close above 435p there would be a resistance free route to over £5.
martinthebrave
26/7/2017
11:17
Posters have probably all had successes and disasters with technology stocks..like me. Trcs has a long and successful track record (pun intended) with cautious management etc. Maybe it it is a bit boring...until something material comes out of US. I just do not think this excellent management team will let investors down. GLA
chasbas
20/7/2017
09:33
I will definitely be placing TRCS at the top of my watchlist and will be reading the next update carefully, with interest, plus keeping an eye open for any further contract news. Have just been going through the interims results which were out in March. They actually read rather well to me. Revenue up 20%, EBITDA up 11%, no debt and net cash of over £12m. All this and they even stated that the second half would show stronger growth.
cfro
19/7/2017
14:33
"Given the size and materiality of the contract, the award represents a step change in Tracsis' ability to tender for and win major technology projects and should pave the way for similar sales in the future with other transport operators both within the UK and abroad." The extract from today's RNS is the reason why I am happy to be a shareholder ahead of the next trading update, it is possible that today's news is the catalyst that propels TRCS into a higher contract stage, it does sound like the CEO is anticipating this. So from a risk/review point of view it could work out well, I will either be stopped out for a small loss, or if not I can build my position on hopefully more upbeat statements.
interceptor2
19/7/2017
13:42
Results are likely to meet the downgraded expectations ( similar to last year) imho . I suspect this year will be better due to delayed contracts taking effect this year (due to the different contract cycle). You need to assess the long term attractiveness of this business and ride out the cycles because the fundamentals are v good ( expenses all IT development ,unlike almost everyone else, v cash generative so lots of firepower for acquisitions, but will not over-pay - he's Scottish , and lots of growth opportunities
buffetteer
19/7/2017
10:52
I sold when the directors were selling. This news is way overdue and there is still nothing on the US? At least it is high margin business. I am not tempted back. apad
apad
19/7/2017
10:50
Also watching closely but I'm reluctant to buy under a declining 200 mda.
pj 1
19/7/2017
10:50
Cheers cfro. Martinthebrave, just to clarify I completely agree that it wouldn't be deliberate to "pull investors in" as I have a high regard for the CEO as you evidently do too. But the timing of today's win is such that it would work that way if results weren't up to expectations.
rivaldo
19/7/2017
10:49
Appreciate the expression of caution from respected posters, I will take a cautious approach until the trading update which is normally released mid August, I don't think that the broker estimates are that demanding so the next update should be at least inline? Good support on the chart at the 350p Nice to have a foothold in this company at last.
interceptor2
19/7/2017
10:11
Held this for a couple of years and I don't think John McArthur would "pull investors in" only a month prior to issuing a disappointing trading update. So I fully expect the update to be okay and have taken the opportunity to double up today.
martinthebrave
19/7/2017
09:59
I agree riv. Just on the watchlist for time being. This contract will have no effect for this FY and part of the contract is only a renewal of existing contracts. Not sure just 'significant' this contract is therefore.
cfro
19/7/2017
09:55
Not a holder, but on the watchlist. Good news today, but there's no way I'd be buying today with a year end trading update coming in a month's time or so. The H1 outlook noted that results are entirely dependent on the "normal" H2 seasonality and - particularly - "subject to the timely conversion of new sales for our various software products and services". I note that there haven't been any RNS'd new sales whatsoever this year until today. Caution is the watchword for me. This is a good, high quality company - but I just hope this news doesn't pull investors in prior to any trading disappointment.
rivaldo
19/7/2017
09:22
Appears market hasn't quite obsorbed this RNS yet...Significant contract recurring revenue...sp all time low. Surely this will now wake up the share price
casano
19/7/2017
09:12
hTTps://uk.advfn.com/stock-market/london/tracsis-TRCS/share-news/Tracsis-PLC-Significant-Contract-Win/75262858 Surprised that there is no comment about the significant contract win this morning. I have long admired this company but have never held here before, that has been addressed this morning. Must continue my research on TRCS.
interceptor2
06/4/2017
08:39
Joining up the dots ! Software and traffic data firmTracsis has invested up to £1.3m into Vivacity Labs, a provider of smart, hyperlocal data for smart cities and intelligent transport systems, in return for up to a 28.1% equity stake. The AIM-traded company said Vivacity developed novel machine learning software and sensor technology which is applied to solve a wide range of traffic and transport issues. These are most specifically for the automatic counting and classification of pedestrian and vehicle flows in a variety of environments. “We are delighted to have agreed this investment into Vivacity Labs and are excited by the potential of this technology both for our business and the wider traffic and transport market,” said Tracsis chief executive John McArthur. “The potential of machine learning technology is very significant and the Vivacity offering is highly complementary to our traffic and data services division." In the past 12 months the business secured a number of client wins and pilot projects with local governments, infrastructure owners and transport providers and in March was successful in winning a significant Smart Cities grant with a value of £1.7 million. Tracsis said adoption of the Vivacity technology had the potential for it to significantly reduce its existing costs for processing video footage within its traffic and data services division, while also leading to improvements in operational performance such as increased accuracy of traffic counts and the reduction of turnaround times for clients. As part of the broader investment round for Vivacity, Tracsis agreed to invest up to £1.0m via a tranched equity funding - subject to performance milestones - in return for 23.3% of the enlarged share capital of Vivacity. In addition, Tracsis was granted a warrant to subscribe for a further 4.8% of the then-enlarged share capital for an additional £0.3m. A Tracsis executive will join the Vivacity board to help further grow the business and promote their offering to the Tracsis customer base. The investment round also included Downing Ventures EIS Fund and the London Co-Investment Fund, with Tracsis being the lead investor. “We are pleased to join forces with Tracsis having worked with them for some time now on joint projects,” said Vivacity chief executive Mark Nicholson. “The combination of Tracsis' experience and extensive customer list, combined with our technology makes for a great partnership. “With this investment in place and the support of Tracsis, we look forward to accelerating our penetration into the market.”
buffetteer
27/3/2017
23:14
Tracsis CEO John McArthur will be presenting at our Leeds seminar tomorrow, come join us! hTTp://www.sharesoc.org/leeds-seminar.html
sharesoc
27/3/2017
20:06
For anyone interested, I interviewed the CEO & CFO of Tracsis today, and published the audio file here: http://qualitysmallcaps.co.uk/ceo-or-fd-interviews/tracsis-trcs-ceocfo-interview-27-mar-2017/ Disclosure: I did NOT charge a fee for this interview, so it's independent. I do hold a small (tiny actually) long position in the company, bought on the recent dip. Regards, Paul.
paulypilot
16/3/2017
17:00
Were trading on a net of cash PE of 13x -thats too cheap for a growing tech company with 15-20% returns. They could boost profits v easily by amortising development costs like most tech companies on Aim but they dont ,they expense it all. Anyone who thinks its ex-growth is wrong . The delayed contracts have fallen into the second half which can easily happen when selling to the rail industry . They tend to grow organically but in a lumpy way .The Ceo has always said that in presentations I've attended .With £12.5m in the bank I suspect acquisitions won't be far off . good buying app -Ive bought more all the way down .Famous last words !!!
buffetteer
16/3/2017
16:38
They can and need to up the dividend, which they have plenty of cash so to do. Let's see if that actually happens. If so, they are still worth holding.
andrewbaker
28/2/2017
15:09
“More than at any time in history mankind faces a crossroads. One path leads to despair and utter hopelessness, the other to total destruction. Let us pray we have the wisdom to choose correctly.” Woody Allen. apad
apad
28/2/2017
15:06
fear for another profit warning
onjohn
28/2/2017
14:53
Musings on TRCS. Sold some this morning at about 365 (many previous sales above 500). Current profit about 170%. If I am correct and this cash rich company has gone ex-growth then management will be desperate to have something to crow about for the interims in late March. Maybe a special dividend or an acquisition. They have made a big thing about not overpaying for acquisitions and have referred to a big deal that couldn't be completed. Paul Scott has threatened an interview twice, but nothing has come of it so far - the CEO is eager for interviews when he has something to brag about :-) So, the 27th March interview will be interesting Maybe we are coming to a time when it is worth increasing, but I'm not brave enough yet. apad
apad
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