Tracsis Share Discussion Threads

[strollingmolby] 28/7/2021 08:16

Breaking out to another all-time high! :)

Large RailHub Enterprise Software Contract Win / Updated Forecast

Tracsis, a leading provider of software, hardware, data analytics/GIS and services for the rail, traffic data and wider transport industries, is pleased to announce it has been awarded a new multi-year significant contract in the UK for its RailHub software product suite. This is one of the large rail opportunities that we highlighted in our Interim Results announcement that was in the final stages of contract award.

As a result of this large enterprise licence win, ongoing growth in Rail Technology & Services and Data Analytics/GIS and a post Covid recovery in business activity levels in our Traffic Data and Events business units, we are now expecting full year EBITDA for the Group to exceed market expectations.

[wanttowin] 23/7/2021 16:27

New all time high

[its the oxman] 02/6/2021 14:32

Should move higher, think Paul Scott on stockopedia holds as well so he will probably (justifiably) repeatedly give it a push going forward. 900p soon I expect.

[tizo100] 27/5/2021 02:22

Tracsis (TRCS): Corp
The Williams-Shapps Plan for Rail
Initiated in 2018, the Williams Review was largely ready by March 2020 but was overwhelmed by COVID, leading to the
euthanasia of the franchise system, an early move within the new rail philosophy. The eventual Williams-Shapps Plan for
Rail is also in line with anticipated positive changes, and the expected focus on passengers, efficiency, and promotion of
greater rail use (incl. freight). Train Operating Companies (TOCs) will provide services with detailed service level
agreements and no ticket revenue risk, as ‘Passenger Service Contracts’ – much as they are under the emergency
COVID measures. Network Rail will be subsumed into a more powerful authority, Great British Railways, to create a
single focus of ultimate responsibility, and deliver an affordable and convenient integrated service that train users want
and will use, including a major focus on simplified ticketing. Tracsis five core growth areas play to the aims of the Plan,
and the initiatives should ultimately deliver the environment for Tracsis to further flourish. We lift our target to 1020p
(900p) based on improved multiples, given the evidence for further strength of prospects for Tracsis.

[tomps2] 14/5/2021 09:09

David Thornton speaks on Tracsis’ (TRCS) results at 08:17 in the latest piworld interview

Watch the Video here:

Or listen to the Podcast version:

[snape] 04/5/2021 13:45

Nice bit of exposure on BBC1 the One show last night. Providing the tech behind tracking the Liverpool Rave project at the weekend. Small scale in itself but high profile.

[tomps2] 21/4/2021 09:27

Tracsis H1 results presentation given as part of their roadshow. Key bits: revenue growth in the Rail Technology & Services Division was offset by lower sales in Events and Traffic Data businesses due to CV19. They have a strong cash balance of £20.8m. There are two large multi-year rail opportunities in the final stages of being awarded. Post-period end saw the win of a hardware and software contract with a major transit agency in North America. They are starting to see an increase in new business enquiries across the businesses that were hardest hit by Covid.

Video:

Podcast:

[dougmachin] 10/4/2021 00:27

Some nice buys at the end of the day Friday.
648,000 pounds worth in 3 trades. Someone confident it seems.
DM

[mysteronz] 08/4/2021 08:05

Ye happy with that, going optionality to exceed with new rail deals in the offing and cv19 lockdown ending :)

[nw99] 08/4/2021 07:49

Good update

[dougmachin] 07/4/2021 13:42

From the 23rd Feb RNS:

The Board's expectations for the year ending 31 July 2021 remain unchanged.

The Group continues to invest in our technology base and to pursue acquisition opportunities.

The Group's interim results will be announced on 8 April 2021.

The Board is committed to communicating with all investors equally and directly, to ensure that its strategy, business model and performance are clearly understood. Accordingly, as part of the Group's Interim results roadshow, an online investor presentation will be given by management, hosted by piworld, on Tuesday, 13th April, at 1.30pm.

Anyone wishing to participate should register here: [...]

DM

[fredfishcake] 06/4/2021 11:58

Apparently SCSW tip at the weekend, hence rise.

[nw99] 06/4/2021 09:53

Very undervalued results soon willProve that

[mysteronz] 01/4/2021 11:27

And me looks cheap, good reopening play too, recent US wins could snowball from here.

Quality business, product, management at a reasonable price.

Cash in the bank too!

[shammytime] 01/4/2021 11:23

Expecting 700p+ in a week or two

[energeticbacker] 05/3/2021 11:15

Looking out to 2022 (Forecast Eps 34.8p – growth 33%) and the rating looks quite reasonable, especially of one adds in the £21m of cash. One to keep an eye on according to Investor's Champion.

[strollingmolby] 04/3/2021 08:31

Two North American contracts announced finally of RCM equipment and software, and also a signalling renewal - hopefully these will develop into larger deployments over time and greater adoption amongst other transit agencies. No contract values mentioned. Does anyone have any idea of which transit agency it is?

[tomps2] 25/2/2021 08:56

Tracsis Interim Results presentation followed by Q&A, with Chris Barnes, CEO & Andy Kelly, CFO.

Register here:

Tuesday 13th April 2021, 1:30pm

[energeticbacker] 24/2/2021 10:19

Investor's Champion comments:

Trading in-line and plenty of promise. As business returns to normal in 2022, revenue is forecast to rise 20% to £60.5m with adjusted pre-tax profit up 34% to £12.2m and earnings up by a similar amount to 34.8p.

[simon gordon] 02/1/2021 08:13

Tipped by the British Gordon Gekko parody and the depth of analysis is pathetic:

[grahamburn] 18/12/2020 19:57

Apologies for forgetting that announcement, though comment still has a modicum of relevance.

[simon gordon] 18/12/2020 18:30

He's leaving the company!

[grahamburn] 18/12/2020 18:07

Still has a reasonable holding, including options.

[fuji99] 14/12/2020 16:22

Not a good signal for the confidence in the company when a CFO offloads shares ! "Tracsis is a leading provider of software, hardware and services for the rail, traffic data and wider transport industries, and confirms that on 14 December 2020, its Chief Financial Officer Max Cawthra sold 75,000 ordinary shares in Tracsis at a price of 638.7p."