Tracsis Share Discussion Threads

[nchanning] 03/11/2021 09:26

Good start Barnesy and attractive multiple for what seems like a good quality complementary business . But with the amount of cash Tracsis is generating and the size of the net cash position you're going to need bigger acquisitions . You might have to pay a higher multiple but don't be afraid to use your elephant gun .

[tomps2] 25/10/2021 07:12

TRCS FY21 results presentation

Tracsis, a leading provider of software, hardware, data analytics/GIS and services for the rail, traffic data and wider transport industries, will be announcing its results for the full year ended 31 July 2021 on Wednesday 10 November 2021.

As part of the Group's Full Year results roadshow, an online investor presentation will be given by management, hosted by piworld, on Friday 12th November at 1.30 pm.

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

[nchanning] 07/10/2021 09:26

Dear BarnesyIt's a big mistake to sit on 30 million in the bank for such a high quality business . Make a software acquisition for £40 million using a little bit of debt that's making 3-4 million operating profit and watch the share price fly Kind regards Channing

[wanttowin] 25/8/2021 08:39

Solid update here today.

[wanttowin] 06/8/2021 14:58

sweet.. looks like £10 has gone.

[lomax99] 28/7/2021 07:30

Excellent contract win, onwards & upwards.

[strollingmolby] 28/7/2021 07:16

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 15:27

New all time high

[its the oxman] 02/6/2021 13:32

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 01:22

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 08:09

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 12:45

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 08:27

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] 09/4/2021 23:27

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 07:05

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

[nw99] 08/4/2021 06:49

Good update

[dougmachin] 07/4/2021 12:42

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 10:58

Apparently SCSW tip at the weekend, hence rise.

[nw99] 06/4/2021 08:53

Very undervalued results soon willProve that

[mysteronz] 01/4/2021 10:27

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 10:23

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