T42 Iot Tracking Solutions Share Discussion Threads

[jim claire] 20/1/2022 14:19

Big Article written on the Economic Times today on how good T42 lot is.

[albert arthur] 20/1/2022 12:10

This is looking cheap again...

[smithie6] 19/1/2022 21:57

Complete insanity on the rampers thread for Trac

"That market cap is not reflecting the potential for profits, in the tens of millions".

Deluded idiots.

(Although one of them has achieved amazing trading results by buying/selling at perfect times)

[dancing piranha] 19/1/2022 17:35

Guys, I was just stating the current Mcap....
The reason we are here is because we see the massive potential and upside from here!!

[nick2412] 19/1/2022 16:12

ST, agreed. Obviously, the market will discount the share price (and is doing so massively) until there are some firm indicators that minimum volumes are being achieved. However, there is still a long way to go even for a heavily discounted share price of that prospect.

I saw one post that was complaining that TRAC is already trading 3 x revenues. Firstly that's a historic, pre t42 distribution contracts assessment of revenues. Secondly, these aren't one-off low-value sector revenues; these are recurring revenues in the highly valued software SaaS sector. In the U.S. the average multiple for SaaS tech companies is 15.5. Some have astronomical ratios of 70 plus if they are small-cap/high growth. That is the U.S. where valuations are significantly higher and I don't know the ratio for UK listed companies. However, even if the average U.K ratio is half that then t4t2 have a long way to go.

Obviously, if the company hits anything like approaching the minimum revenues for Open Box and Latin America then, with the decent margins that the product achieves, the company will be highly profitable. Then a market cap anywhere between £100m and £200m is possible. That's £1.80 to £3.60 share price range.

No guarantees and please do dyor etc. TRAC has had a decent run already which is something to factor in, but I'll be holding for the revenues to materialise and seeing if the Company is going to be the multi-bagger I think it will be. Obviously, a decent deal with DHL accelerates that process.

[sunshine today] 19/1/2022 07:11

Morning,

That market cap is not reflecting the potential for profits, in the tens of millions.

Software margins are typically over 80%, recurring revenues are extremely attractive to investors.

[dancing piranha] 18/1/2022 13:15

Market Cap £15.5m @ 29.5p.....

[sunshine today] 18/1/2022 12:55

That 25,000 lump buyer, can’t stop.!,

Lol

[albert arthur] 18/1/2022 12:55

Totally agree.. I'll not be selling any down here.

[sunshine today] 18/1/2022 12:50

Those in at today’s price could do exceptionally well if the company delivers.

Market cap V potential.

95% of those tempted to trade, ( sell ) have all lost out at today’s quote.

The company now has cash.

[albert arthur] 18/1/2022 12:45

16p initial investment is looking great... and all the topups too, could be the last chance under 30p today. SCAP and WINS on the 29.5 ask...

[sunshine today] 18/1/2022 12:37

Problem is, after news flow it’s to late to get shares at the right price.

They have said updates are due, (at some stage.)

No idea about leaks

[givmesunshine] 18/1/2022 12:17

Hi All - This hasn't been leaky before has it ? I added after the pull back - didn't expect this to touch against highs yet until more news flow. Interesting

[dancing piranha] 18/1/2022 12:16

Just tried for 10k, no joy! Tick up imminent....

[sunshine today] 18/1/2022 12:11

Lumps of 25,000 being purchased.

[sunshine today] 18/1/2022 12:02

If DHL news hits the screen, the fun really starts.

[sunshine today] 18/1/2022 12:01

Market makers slam down the price at every opportunity, only works, if the buying dries up.

It’s been 100% failure for them over the last few days

[dancing piranha] 18/1/2022 11:58

Plenty of buys coming in, news imminent?!?

[sunshine today] 18/1/2022 10:33

28p for a tiny amount paid.

[sunshine today] 18/1/2022 02:05

Good morning,

Any DHL contract could immediately put pounds on the share price, for the following reasons.

It would confirm real customer orders to an end user.

It 100% validates the product.

It makes it simple to sell to ANY future customer

Investors will place extremely high multiples on the share price.

Today’s tiny valuation of TRAC would not reflect ongoing business and the shares would be re rated accordingly.

Whenever you find a stock that has the ability to grow profits at 500% or 1000%, from zero, in a short timeframe, your onto a winner.

On paper, at least, with orders like the last two, it can be done. Put DHL in the frame, and you might need a seatbelt.