Tracsis Share Discussion Threads

[aishah] 05/3/2015 09:14

What's the attraction here? 2015 fcst eps growth around 31% followed by just 5% in 2016. P/E of 21.27 falling to 20.26. PEGs of .66 followed by 4.06 for 2016. Does have around £10m cash and is debt-free though.

[stewy_18] 05/3/2015 09:07

Don't like this one bit. Will have to wait for news but something seems to be up? Consistent downward pressure.

[macarre] 04/3/2015 15:36

From a technical perspective I'd say that it is a result of share price breaking through the long term trend line and the support that exists at 365p, causing more downward pressure. But wtfdik.

[apad] 04/3/2015 14:06

Just some sells with a k behind them I think stewy.
A month to the finals, no news….
apad

[stewy_18] 04/3/2015 14:03

Anyone know what is causing the drop?

[macarre] 04/3/2015 13:57

I'd be happy with £3.10.

[fruitninja84] 04/3/2015 12:41

Give me these at £3 and I will be a happy chappy! One of my greatest mistakes in my investing career ever was selling these at 180p from my original buy:/

[apad] 03/2/2015 13:17

Lots of little O sales 'driving' the price down. rns uninteresting. Even a non-trader like saw the price as toppy.

stewy, we casually reuse the word 'pilot' but it is at six sites. Seems a bit more than a pilot study to me, but the yankees will play hardball.

So, I turn to worrying about the profitability of the US adventure, rather than worrying about it happening :-)

Perhaps I should have jumped off the ledge on my wall of worry?

apad

[stewy_18] 03/2/2015 08:06

Trading statement out today. Steady as she goes. Shareprice was a bit toppy so didn't expect a rise, in fact it came off a bit. Perhaps priced about right now. I will be patient here, as in two years time I think things will look even better as the American pilot turns into a full scale roll out. Very relaxed about the investment case here.

[stewy_18] 02/2/2015 11:46

I hope nothing has leaked. 450 pence was looking a bit toppy but this downward pressure is looking a bit ominous.

[apad] 01/2/2015 17:42

Rubbish post - edited out.
apad

[stewy_18] 23/1/2015 08:48

Anyone know why the shares dropped 5% after the agm?

[mw8156] 04/1/2015 15:16

see the telegraph has it down for its 'disruptive' technology but then doesn't mention it further; presumably it means the MPEC division which must win in N America to enhance the share price,me thinks. Is it working for Union Pacific or Burlington or does anyone know which network is trialling the technology?

[buffetteer] 04/1/2015 10:39

Think you've hit the nail on the head - big moat . Just need to sell more of it . Still a v small business.

[stewy_18] 03/1/2015 19:22

It will go up and down on background noise. I ask myself where I see this being in 3 years time. IMO, it will be a lot higher and my belief for this is that is because MPEC will become global. Big moat, great product.

[apad] 03/1/2015 18:08

So good to have you holding my hand on the ledge, with the dizzying drop in view, B :-)
Anyroadu, I am hanging on in there - here's to the sunny uplands.
HNY
apad

[buffetteer] 03/1/2015 16:55

I don't agree that the company is high risk only the inflated share price .
Personally I want to see the company evolve over the next few years . A five bagger so far if it can continue to grow at 15-20% per annum for next few years 430p will seem like a distant memory !

[apad] 03/1/2015 13:18

It's been a long time since we've had positive news.
This is crazy.
apad

[wingrove4] 02/1/2015 16:33

I have taken profits selling half my holding to recoup my original investment about 3 months ago , since then they have continued their upwards trajectory. They are high risk but this is a small company with potential

[apad] 02/1/2015 08:26

Telegraph tip effect - very tempted to top slice.
apad

[apad] 01/1/2015 17:56

You're correct B,
A backwards PER of 32 brooks no bad news.
What's the old saw - climbing a wall of worry?
US news is the key, but hey what a sleigh ride.
apad

[buffetteer] 01/1/2015 17:40

Trcs is a good business but it's all in the price and more .Any slowdown, delayed contracts,etc could lead to large fall . Don't feel comfortable with such high rating because they normally go one way!

[apad] 01/1/2015 17:33

Stroll..
Here come the Tintins :-)
I bought my first shares 54 years ago and I haven't found a better example of the principle that you buy a good business, rather than a business with a good balance sheet.
Hey Ho.
apad

[strollingmolby] 01/1/2015 16:22

Good spot, APAD!



Disruptive Technology

Tracsis
411.5p
Buy

The UKs creaking rail infrastructure is overcrowded and getting old but Leeds-based software company Tracsis [LON:TRCS] helps operators get the most from their networks. The company monitors passenger numbers to ensure these giant train sets run as efficiently as possible, saving money and getting us there on time.

The company announced a five-year contract with a major infrastructure client last November. Revenue more than doubled to £22.4m and pre-tax profits increased by 62pc to £4.2m in the year ended July 2014. The company generates plenty of cash and the balance sheet is strong with no debt and cash of £8.9m at the end of July.

Make no mistake this is a high risk investment as the company is a tiddler with a market capitalisation of £110m, and the shares are highly valued trading on 23 times the forecast earnings per share of 16.8p. However, the earnings forecast could prove conservative given the rapid growth and demand for their services. Buy.