Tracsis Share Discussion Threads

[tomps2] 14/4/2023 08:08

Tracsis (TRCS) Interim results presentation - April 2023

Chris Barnes, CEO & Andrew Kelly, CFO present the interim results for the six months ended 31 January 2023, followed by Q&A. The first half performance was in with expectations. With strong revenue and adjusted EBITDA growth, underpinned by strong rail technology recurring revenue growth in both the UK and North America.

Watch the video here:

Or listen to the podcast here:

[km18] 03/4/2023 14:47

Tracsis issued interim results for the six months ended 31 January 2023. The Group has performed well in the first half, delivering strong organic and acquisitive growth, making further progress in delivering software deployments from contracts won in previous years, winning new multi-year software contracts that will support further growth in recurring revenues, and accelerating the progression towards a more integrated operating model.

From WealthOracle

[tomps2] 03/4/2023 07:47

Tracsis (TRCS) Interim results overview - April 2023

Chris Barnes, CEO & Andrew Kelly, CFO give an overview of the interim results for the six months ended 31 January 2023.

Video:

Podcast:

Management will also present H123 results with Q&A this Wednesday 5.4.23, at 1pm. Register here: bit.ly/TRCS_H1_webinar

[tomps2] 31/3/2023 13:34

Tracsis (TRCS) Interim Results webinar

Wednesday, 5 April, 1:00pm

Chris Barnes, CEO & Andy Kelly, CFO will present Interim Results for the six months ended 31 January 2023, in a webinar, as part of their investor roadshow.

Register here: bit.ly/TRCS_H1_webinar

[strollingmolby] 24/2/2023 11:56

It's gone very quiet here but the company continues to perform.

- H1 Trading in line with the Board's expectations.
- Group revenue is expected to have increased to over £39m (H1 2022: £29.2m), with strong underlying growth in both Divisions. EBITDA is expected to have increased by more than 20% (H1 2022: £6.2m).
- Cash balances remain strong at c.£17m (H1 2022: £25.1m; FY 2022 £17.2m) which enable the Group to continue to invest in organic and acquisitive growth.

It's also reassuring to see the confidence of the group with new contracts won and numerous opportunities in the UK and US - The Rail Technology & Services Division has delivered further growth in rail technology software licence usage and annual recurring revenue. In the UK the Group has won new contracts for the deployment of its Pay-As-You-Go smart ticketing technology across smartcard, EMV (debit or credit card) and mobile app platforms; delivered the second full deployment of TRACS Enterprise; completed the roll-out of a large RailHub enterprise software contract; and saw strong demand for its remote condition monitoring technology. In North America, RailComm is performing well and has successfully delivered several projects in the period including a large software licence deployment with a transit customer. We continue to see good growth opportunities in this large and growing market."

[davidosh] 15/11/2022 16:20

Just to remind shareholders and prospective investors that Tracsis will be one of the companies presenting at MelloLondon, the two-day investor conference on Wednesday 16th and Thursday 17th November 2022. The event will also feature top quality keynote speakers such as Lord Lee, Katie Potts, Andy Brough, Gervais Williams and many more. You can also expect educational workshops and panel sessions; 50 exhibiting companies; and over 100 company presentations. Tracsis will present on the Wednesday.

For more information, click here:

A MelloLondon sponsor has provided 20 £25 DAY TICKETS and 20 £50 TWO-DAY TICKETS! First come, first served! Use code ML25OFFER and ML50OFFER at checkout to access these special prices!
*UPDATE* There are ONLY 4 remaining £25 tickets and ONLY 5 remaining £50 tickets! Don't miss out on these limited discounted tickets!

[tomps2] 14/11/2022 13:17

Tracsis (TRCS) Full-Year results 2022 presentation – November 2022

Tracsis CEO, Chris Barnes and CFO, Andy Kelly, present full-year 2022 results for the period ended 31 July 2022, followed by investor questions.

Watch the video here:

Or listen to the podcast here:

[tomps2] 09/11/2022 07:28

Tracsis #TRCS Full Year 2022 overview by Chris Barnes, CEO and Andrew Kelly, CFO.

bit.ly/TRCS_FY22o

Revenue: +37% £68.7m

Organic growth: +24%

Data, Analytics, Consultancy & Events: +63%

Rail Tech & Services: +13%

Adj EBITDA +9% £14.2m

PTP £2.6m (21: £4.6m) includes £3.1m exceptionals associated with acquisitions.

Join us this Friday 11th November, 1pm for a webinar with Chris and Andy presenting the results .

Register here: bit.ly/TRCS_FY22_results

[strollingmolby] 02/11/2022 09:41

One week until results on 9th November, the spike-up yesterday suggests someone expects some strong results.

TRCS is also holding a results webinar on 11th November, in collaboration with PI World, and you can sign-up for it here:

Tracsis (TRCS) Full-Year 2022 results webinar

Friday, 11 November, 1:00pm

Chris Barnes, CEO & Andrew Kelly, CFO will present FY22 results for the period ended 31 July 2022, followed by live Q&A.

[strollingmolby] 05/10/2022 11:54

So results for the year ended 31 July 2022 will be announced on 9 November, and we know they will report group revenue of c.£69.0m (2021: £50.2m) from organic and acquisitive growth. I expect we'll see a large jump in EPS which will see the PE ratio come down considerably, which may have put some potential investors off, and bring the stock onto a few more radars.

"Both divisions have delivered high levels of revenue growth, which includes a strong post-Covid lockdown recovery of activities in the Events and Traffic Data business units, the contribution from the RailComm and Icon GEO businesses that were acquired in the year, and the initial benefit from the previously announced multi-year Rail Technology software contracts that were won during the year. The Group expects adjusted EBITDA to be ahead of market expectations.

The Group's cash balance remains strong at c.£17.2m (2021: £25.4m), which enables the Group to continue to invest in its technology base and to support future organic and acquisitive growth opportunities.

The Rail Technology and Services Division has continued to trade well. The Division benefits from high levels of recurring software revenue, a fast-growing user base, and has a large pipeline of multi-year opportunities. Performance for the year to 31 July 2022 includes the benefit from multi-year rail technology software contracts that went live during the year. Following the acquisition of RailComm, the Group has won several new rail contracts in North America that will support ongoing revenue and profit growth in this market.

The Data, Analytics, Consultancy and Events Division has delivered revenue growth ahead of expectations, driven by a very strong post-Covid lockdown recovery of activities in the Events and Traffic Data business units in the final quarter of the financial year. There was also strong revenue growth in both the Transport Insights and Data Analytics/GIS businesses, including the benefit from the acquisition of Icon GEO in November 2021.

[strollingmolby] 05/10/2022 08:20

!YOUTUBEVIDEO:mYs-4VnAWb4:

[tomps2] 25/8/2022 09:54

Tracsis (TRCS) full-year 2022 results webinar

Friday, 11 November, 1:00pm

Chris Barnes, CEO & Andrew Kelly, CFO will present FY22 results for the period ended 31 July 2022, followed by live Q&A.

Register here: bit.ly/TRCS_FY22_results

[matthew palmer] 08/5/2022 11:27

Anyone on TECHINVEST, I am wanting to form a group of similar minded people to discuss its views etc and information.

Click my name and send a note.

[tomps2] 12/4/2022 14:18

Tracsis (TRCS) interim results 2022 full presentation - April 2022

Tracsis’ CEO, Chris Barnes and CFO, Andy Kelly present interim results for the period ended 31 January 2022.

Watch the video here: www.piworld.co.uk/company-videos/trcs-hy22-results-presentation/

Or listen to the podcast here: piworld.podbean.com/e/tracsis-trcs-interim-results-2022-full-presentation-april-2022/

[matthew palmer] 09/4/2022 11:37

Anyone on TECHINVEST, I am wanting to form a group of similar minded people to discuss its views etc and information.

Click my name and send a message.

[tomps2] 07/4/2022 07:14

Tracsis (TRCS) interim results 2022 overview - April 2022

Tracsis’ CEO, Chris Barnes and CFO, Andy Kelly give an overview of the interim results for the period ended 31 January 2021.

Watch the video here: www.piworld.co.uk/company-videos/tracsis-trcs-interim-results-2022-overview-april-2022/

Or listen to the podcast here: piworld.podbean.com/e/tracsis-trcs-interim-results-2022-overview-april-2022/

[tomps2] 30/3/2022 14:15

Chris Barnes, CEO & Andy Kelly, CFO will present interim results for the year ended 31 January 2022, followed by Q&A.

Friday, April 8th, 1:00pm

Register here: www.piworld.co.uk/events/

[nchanning] 14/3/2022 07:30

Well done Barnesy, this looks like an excellent beachhead for an assault on the ultimate prize - winning high margin rail contracts in the USA. Keep up the ambition and don't be afraid to use a little debt if you need to make another acquisition

[grahamburn] 11/3/2022 20:29

km18. You seem to be on numerous boards promoting wealthoracle but only posting its analysis on LAST year's results rather than THIS year's.

Not very helpful for followers of this company.

[km18] 11/3/2022 17:35

...from last year...

Company overview:
We have all been there – standing on the platform, waiting for the train wondering whether there will be disruption on the services today. Tracsis, the company we cover today is the one responsible for calculating the most efficient way of managing the flow of transport. They are a technology company providing critical resource, planning, asset and safety/risk management problems solutions for the transportation sector. They are experts in improvements of operational efficiency, including cost and risk, asset performance and know-how of data analysis to facilitate the decision-making process.
A quick check on the overall performance may raise some questions about value, with £300m market cap and less than £50m in sales. However, there is more than what meets the eye with this one. It is effectively debt free, with minuscule leverage levels, revenue compound growth is around 15% and if they manage to reach the sales levels for the FY21, the P/E should fall to around 34.3, which is more than fine for the technology sector. The cherry on top is the visibility of revenue, as once integrated the software becomes a focal point of efficiency and effectiveness in the railway, with vast amounts of data to base the analysis on. There is some goodwill on the balance sheet, coming from the 15 acquisitions since their IPO in 2004, but at 13% of total assets, we can let it slide.
This year has been volatile for the company. For the interim period, Tracsis reported a decrease in revenue to £22.2m (15% below 2020 period) caused by the strain on their Events and Traffic Data businesses from the lockdown restrictions. They cancelled the pay-out of dividends, which was the correct decision with cases seeing uncontrollable rise. However, Tracsis confirmed being on the right path with cost reduction actions, two large multi-year rail opportunities nearly completed and encouraging start of Q3. Six months later, as FY21 is closed for them, the trading update is delivering the fruits of their strategy. Revenue is expected to hit the £50m mark and adjusted EBITDA should reach the 25% level. Cash generation is strong as balances are 40% ahead of FY2020, at £25.4 and no deferrals. The outlook for Q1 FY22 is positive as the company is well-positioned to benefit from the government-backed insurance scheme for live events and the eased restrictions during the summer....

...from WealthOracleAM

[tomps2] 09/3/2022 07:54

Tracsis (TRCS) interim results webinar

Chris Barnes, CEO & Andy Kelly, CFO will present interim results for the year ended 31 January 2022, followed by Q&A.

Friday, April 8th, 1:00pm

Register here: [...]

[nchanning] 23/2/2022 08:45

Glad to hear about the growing pipeline of acquisitions Barnesy , that cash is burning a hole in your pocket . Don't be afraid to use 10 milly of debt in such a high quality business

[nchanning] 17/11/2021 12:34

Barnesy, I have just watched the presentation and thought you did a great job describing all the exciting opportunities in rail . Good to hear you talking positively about making a bigger acquisition. After the inevitable recovery in the COVID hit businesses and the exciting growth in rail it won't be long before Tracsis is gushing £15 million a year in cash into the balance sheet . Gonna need to think Big or too much cash will keep sitting there

[tomps2] 17/11/2021 11:16

Here's the TRCS FY21 results presentation. Good tailwinds: rebound in Events & Traffic Data, William-Shapps plan for rail, Icon & Flash Forward contributions & further M&A

Video: hxxps://www.piworld.co.uk/company-videos/tracsis-trcs-full-year-2021-results-presentation-november-2021/

Podcast: hxxps://piworld.podbean.com/e/tracsis-trcs-full-year-2021-results-presentation-november-2021/

[tomps2] 10/11/2021 08:20

Tracsis full-year 2021 results webinar

Chris Barnes, CEO & Andrew Kelly, CFO will present full-year results followed by Q&A.

Friday, 12 November, 1:30pm

Join us here: