Tracsis Share Discussion Threads

[cockneyrebel] 07/12/2012 11:43

SCSW tomorrow.

CR

[cockneyrebel] 03/12/2012 16:05

Small Co Sharewatch this weekend coming.

Bid ticking up.

CR

[apad] 02/12/2012 14:13

Thanks CR,
I disliked it, and enjoyed it, because it was a good lesson about how the Tintins have a one dimensional (financial) view of companies. CML, Lo-Q and TRCS are interesting companies, but their investment potential depends on their technology, not on their financial history or what a financial journalist can glean from however long they spend at the company.
If you have a significant technological advantage that is difficult to compete with then money is a by-product.
CML have survived for a very long time in a ferocious industrial environment. To answer the question "Why" you have to look to their technological competence, not their balance sheet.
British Motor Corporation (BMC) when they took over Rover said to all of their staff that they were not in the business of making motor cars, they were in the business of making money. One of the best gravestone statements I have ever heard.
apad

[cockneyrebel] 02/12/2012 13:11

TRCS - worth a listen - included here from around 19:00 timeline:

[cockneyrebel] 28/11/2012 16:07

Just been RNS'sd too marlin111

DJ Tracsis PLC Tracsis wins Company of the Year award

[apad] 28/11/2012 12:58

Oh Noooo (in a Ruth Archer accent).
apad

[marlint111] 28/11/2012 11:59

Tracsis have won the Lloyds TSB Growing Business Award for mid-sized companies:

[apad] 28/11/2012 09:24

My last buy was at 125, which is about halfway between the 200 and 50 ema.
Put in an alarm to consider adding more at or below this price.
apad

[marlint111] 28/11/2012 09:17

A bit of a mention of Tracsis in this fool article: (talking with Guy Feld, co-manager of the Marlborough UK Micro-Cap Growth Fund)

[jamielein] 20/11/2012 13:49

I sold right at the top of the peak at the best possible price. (only joking)

I have a feeling I'll be holding for some time, unless something changes.

[cestnous] 20/11/2012 13:28

Nice to see an honest man Steg. We've all been there but not so many admit it.

[stegrego] 20/11/2012 12:45

I sold at the bottom of the dip. Twas ever thus.

[pj 1] 20/11/2012 12:00

L2 Has strengthened on the BID, I'm hoping leak of some News

[cestnous] 20/11/2012 11:54

Maybe an acquisition in the offing?

[cockneyrebel] 20/11/2012 11:13

Nicely back on the up today.

CR

[protean] 20/11/2012 10:46

Starting to move up again following the recent retracement after the results.

Revenue +112%, EBITDA +164%, Profit +169%

"There is a significant growth opportunity available to Tracsis both in the UK market and overseas and we will address this both organically and through acquisitions as appropriate."

[bigbigdave] 19/11/2012 16:20

Can't keep a good 'un down, also intending to hold this for some time.

[marlint111] 14/11/2012 09:56

Happy to see this. Lots of the short-termers who got in post results (and corresponding IC recommendations etc) have now probably got bored and selling out.

If we get down to the 130-140 level again- I'll be looking to top up (remember this is the level we had directors buying pre-results).

[cestnous] 14/11/2012 09:45

Being punished on low volume. Longish term hold for me here.

[apad] 05/11/2012 16:50

m...
Couldn't agree more.
Doubled my money in ARM in no time flat and sold at just over £2.
apad

[marlint111] 05/11/2012 13:49

I'm still planning on sitting tight here for now. I don't really believe in top-slicing profits- I think it ends up with the investor taking money out of their best ideas/shares, and putting it into worse ones (I think a few did this around the 150p mark)!

My short term price target is around 210p. That would see Tracsis on a prospective P/E of around 15 (based on the company's indication of next year's growth, not the WHI forecasts).

If we get towards that I might consider selling a chunk.

[cestnous] 05/11/2012 13:37

Off we go again.

[marlint111] 04/11/2012 12:03

Ghf. I simply don't understand the whi forecasts. As steg pointed out in his post, the company indicated that without acquisitions they expected to maintain the current rate of organic growth (40 percent). As we're already a few months into the year I imagine that ytd revenue growth has been in line with that.

The company has no history of over egging guidance for the year ahead. On fact they've often had to upgrade multiple times in the year.

This gives me good confidence that next year we will hit at least 14p eps.