Tracsis Share Discussion Threads

[apad] 02/5/2014 12:19

Ta muchly, S.
As an aside, the current pullback is unsurprising.
The PER is not that high, if judged by tech mid-cap standards.
It's all about the vulnerability of babies, in my view, so let's hope the management are nurse/midwife types rather than adventurous alpha male....
Oh Dear!
apad

[stewy_18] 02/5/2014 12:09

APAD,

I mailed the company regarding this point. Here is their response:-

"The Group is running a number of pilots and the point at which any one of these pilots is material, the Group will announce its developments."

That was in October. I took that to mean that the Scandanavian pilot wasn't successful. It was a long time ago and if there was anything material they would have announced it.

I cannot believe that one of these will not be successful. I am waiting and I believe it will be like buses. As soon as one comes.......

Best

Stuart

[apad] 02/5/2014 09:23

stewy
Have you seen any news at all on the Scandinavian pilot? I remember buying some more on the announcement, but have subsequently forgotten all about it! Sharing a bottle with PJ or enjoying the profit, perhaps.
I would welcome some european expansion, but the US pilot is scary for a £70m tiddler - "game changer" indeed.
Maybe success in the US is the sell signal to reduce that I am searching for :-)
12 job vacancies.
apad

[buffetteer] 02/5/2014 08:29

Be careful spreading rumours when you don't know the facts !
All we know is that there is small paid -for trial in the US -no more .
If you think the price is so high because of a potential deal in the US then good for you .
I think it is so high because the earnings are growing strongly .Why are the earnings growing strongly -because the business has unique products with high margins ,high returns and growth potential in all its businesses .That organic growth combined with acquisition -led growth boosts earnings considerably .
Im rather boring and just buy & hold .it seems to work -up 300% so far and will do so until the fundamentals change. Good luck sellers -i will quielty mop up your stock.

[stewy_18] 02/5/2014 05:34

Yes, it seems news from the US pilot was priced in as being successful. They didn't announce that the Scandanavian pilot wasn't successful so there might be some truth that the US pilot hasn't worked out. There may not be truth in that rumour because that is all it is at the moment.

Really depends on why you are invested. I am not that interested in the consultancy aspect of the business, but I feel mpec will deliver on a global scale. LTBH for me.

[pj 1] 01/5/2014 18:27

Apad, apols, its passed 5pm so the Bottle is out...!!!

[the big short] 01/5/2014 18:02

Nothing lasts forever.

[apad] 01/5/2014 17:59

PJ
Behave! This is a nice board, full of nice people, being nice, in a nice sort of way.
On a serious front. Have you considered when you would bail out? I.e. when the story stops.
The well known nice person known as apad

[pj 1] 01/5/2014 17:48

The Big Short 1 May'14 - 18:40 - 499 of 499 0 0

Jashunter

There is rumour that the deal in the US has fell though. There has also been significant spread bets on a price drop. I myself placed one yesterday.

I think a short position may have Ben opened or maybe about to.

Anyway, that's the reasons for drop.
----------------------------------------------------------------------
I take it English was not on the timetable at the school you were supposed to attend?

[the big short] 01/5/2014 17:42

The stock was overpriced anyway at 23 x

[the big short] 01/5/2014 17:40

Jashunter

There is rumour that the deal in the US has fallen through. There has also been significant spread bets on a price drop. I myself placed one yesterday.

I think a short position may have been opened or maybe about to be.

Anyway, that's the reasons for drop.

[fruitninja84] 01/5/2014 15:18

Indeed, but I don't think it's likely to happen :/ I was in at 230 and got stopped out 297 but will be happy to trade these again at somepoint ...

[buffetteer] 01/5/2014 15:13

Cheap is a relative word -still on over 20x .

[fruitninja84] 01/5/2014 15:09

Of course , even the greatest companies get there share price smashed down to a bargain from time to time :) hopefully I can get back in here in the cheap!!

[jashunter] 01/5/2014 14:54

Down 17.5p (5.71%) at 289p on no news that I can see. Anyone know of a reason for this? May just be some profit taking after a great rise. Any thoughts?

[apad] 22/4/2014 13:51

12 vacancies, many for java developers - looks like they are working on their interface, new product perhaps?
apad

[opodio] 08/4/2014 09:40

Culled a few and diversified into XLM mainly because that pays such a great dividend at 50pc of earnings

[sharesoc] 08/4/2014 09:28

John McArthur of Tracsis will be speaking in Brighton at 6pm today in a ShareSoc meeting for members. ShareSoc website: hxxp://www.sharesoc.org/events.html

[fruitninja84] 30/3/2014 15:49

www.bbc.co.uk/news/business-26122240

Good news for tracsis.

[paulypilot] 21/3/2014 14:50

Hi,

For anyone interested, and able to get to Brighton, John McArthur, the CEO of Tracsis is the speaker at the first ever ShareSoc Brighton investor evening.


The event starts at 6pm on Tue 8 April, in a brasserie called "Breeze", a short walk from Brighton rail station (fast & frequent trains to London are 1 hour).

John will be our speaker for the evening, and will talk about Tracsis for 20 mins, then will also give his reflections on AIM generally, for 20 mins, followed by Q&A. He's a fantastic speaker, which is why I asked him to headline this informal, not-for-profit event.

Space is limited, so if you would like to book a place, the link is here:


It's a private function, so whilst all are welcome, you must be booked in to attend. The price of £25 includes a high quality 3-course meal.

Hope to see some of you there!

Regards, Paul.

[protean] 21/3/2014 13:44

Steady buying today to continue the recent momentum.

Looks like it's headed towards the 300p mark.

[stewy_18] 17/3/2014 08:32

Yes, not really anything to say here. Looks great at the moment. Still waiting on news of the US MPEC pilot. For me that would be a game changer. Great set of interims. Given they say that "Board remains confident that the second half of the year will be comparably stronger" for MPEC sales, we must be looking at £18-20 million revenues for year end? Interesting.

[apad] 17/3/2014 08:07

Price to the various cash flow measures is stellar.
apad

[caradog] 17/3/2014 07:50

At a quick glance, excellent half-yearly results and the statement contains the following, always welcome, remark:
"Full year results expected to exceed current market forecasts"

[onjohn] 11/3/2014 16:36

someone smellt the results :@)