T42 Iot Tracking Solutions Share Discussion Threads

[newbietrader2000] 04/1/2022 15:28

Down we go

[deanmatlazin] 04/1/2022 15:28

totally agreed. 10 bagger in the making!!! More newa to come :)

No wonder why the CEO bought all the employees shares and warrants !

[newbietrader2000] 04/1/2022 15:26

Dump it quick

[nick2412] 04/1/2022 15:26

Fantastic news and on track (over 12 months to 24 months) to my projection of 200p a share based on 15 x SaaS revenues of $10m. TRAC has the potential to surpass that projection with comfort as well. An under the radar gem if ever there was one.

[albert arthur] 04/1/2022 15:25

Lovely... first bagger of 2022. I agree with Dave. 40/50p in that news.

[newbietrader2000] 04/1/2022 15:24

Dave it's done now dnt be greedy Could close at 20p

[5maxi] 04/1/2022 15:20

I don't hold,but congratulations you guys! Well done

[nico115] 04/1/2022 15:19

Shall I sell ?

[newbietrader2000] 04/1/2022 15:17

Dumped profit banked

[smithie6] 04/1/2022 15:17

nice RNS & price rise !!

:-)

[dave4545] 04/1/2022 15:16

ha ha at the 2 who voted my post down !

I'm the one that bought loads sub 16p recently and some at 15p last week

vote that down as well lol

[tomboyb] 04/1/2022 15:12

Amazing deal -

30p+ on this -

[dave4545] 04/1/2022 15:11

Boooooooooooooooooooooooommmmmmmmmmmmmmmmmmmmm

[deanmatlazin] 31/12/2021 09:40

Starcom executives buy shares at premium, reflecting "confidence"


CEO bought more shares only 2 months ago before the name changed to T42.

Buy and hold. The potential is enormous. I agree with nick this will be a ten bagger in 1-2 years time if all goes as planned.

[flashheart] 31/12/2021 09:21

Thank you for sharing Nick. Very encouraging indeed.

[nick2412] 30/12/2021 23:29

Were TRAC/t42 to get anywhere near $10m SaaS revenues they could quite possibly attract a valuation of 15 x SaaS revenues multiple. This could come sooner than anticipated if there are more contracts of the size of the recent announcement.

That equates to $150m m/cap or £111m. Allowing for a little dilution that would be about 200p a share. That's not some hyped figure plucked out of the air, but based on fact for U.S. SaaS tech companies. One or two have ratings well over 70 but that's an anomaly. Obviously the higher and faster the growth the higher the rating.

That may be a bit too ambitious, and t42 have to deliver or flag up figures in future trading updates first, but it highlights the potential upside here. Please dyor research and be aware the median multiples are based in U.S. tech companies who tend to get higher ratings than their UK counterparts.

My own view is that one more chunky announced contract will be firm evidence that t42 is going to reap very significant returns for shareholders over the next year or two. A commercial contract with DHL would be quite a coup and also give a nice balance to the shipping container strand of revenues.

"As of June 30, the median valuation multiple for public B2B SaaS companies in the SCI remains near the middle of that range at 15.5x ARR.

[nick2412] 30/12/2021 23:17

Smithie, this link looks encouraging:-

"To optimize costs and in line with DHL’s GoGreen strategy, we are also working on smaller, non-disposable tracking devices that can be retrieved easily via mail,” said Christopher Fuss, Head of DHL SmartSensor IoT, DHL Customer Solutions & Innovations"



Looks like TRAC/t42?

Also from a poster on lse who also has email contact with t42 indicating that they have completed the pilot work with DHL and moved on to 'commercial aspects'. This is as envisaged in their rns when announcing the pilot with DHL in Singapore but, nonetheless, very reassuring to hear they are on track (no pun intended).

[dave4545] 30/12/2021 15:46

N2000

The market is full of traders, when this is next up 20% or more they will pile back in.

There's just no patience, 15p or less is worth buying more. I got 27500 more yesterday on the dip.

[smithie6] 30/12/2021 15:40

anyone know much about the DHL opportunity ?

If DHL were to start buying Lokies, how much money are we possibly looking at ?

[newbietrader2000] 30/12/2021 09:14

The old failed pump

[dave4545] 24/12/2021 09:49

15.455-17.1p

That's killed the action for now

[nick2412] 24/12/2021 09:47

I wonder if this will have been looked at by any of the end of year/new year small-cap tipsters. It's certainly looking set for more highly material contracts and exponential recurring revenue growth which is now funded. It's probably not been spotted as it's very much under the radar at the moment. A DHL contract or second contract of the same magnitude will change that.

To do what t42 have done on such a low budget in terms of technology development and impressing the big players is remarkable and impressive. They have been astute as well in terms of spotting the opening with smart shipping containers and taking advantage of it. Very much a right time, right technology and right place company.

Anyway, it looks like it will be an exciting 2022 for the Company and its shareholders. Happy Christmas to all.

[smithie6] 23/12/2021 10:00

....they can/could build up some stocks of Teis & Lokie units ?

to help with sales by having more stocks available ready to go

although always a risk that a client might want a different version

---

could also fund sending out more units to transport/shipping companies as demo units