T42 Iot Tracking Solutions Share Discussion Threads

[nick2412] 01/3/2022 21:08

Thanks for posting that nig1954.

What particularly struck me was the slide that shows t42's competitors and the rows of essential features. I think there were about 12 rows. t42 ticked them all and most of the competitors barely got 50% ticked off hence why t42 say they have up to a 2 year clear run over the competition. They make the point that they intend to make the most of this advantage.

I guess the larger size competitors have the choice of trying to play catch up or opting to buy the Company. I can only see the latter happening once t42 start to take decent market share and, if that happens as hoped, the price paid will be interesting.

[ged5] 01/3/2022 14:29

Thanks Nig1954, I can access the interview just having problems with the subtitles on Windows.

[nig1954] 01/3/2022 11:52

I hope that helps to find the interview. If not, let me know and I’ll try another source

[nig1954] 01/3/2022 11:50

//drive.google.com/file/d/1UFHblyl_cjUmi3kVY-Z4tIvxzx4k58DF/view

[ged5] 01/3/2022 11:23

Nig1954,

Might I suggest your just put the IP address without the http. We can then copy it.

[nig1954] 01/3/2022 11:06

Apologies, attached is the interview with Igor:

[...]

[nig1954] 01/3/2022 09:58

I've managed to locate a copy of Igor's interview with CFO Forum, Israel, which took place 3 weeks ago. Sadly it's in Hebrew. However, if you press "play", you'll see 4 captions in the bottom right hand corner. Press "cc" and eventually English captions will appear, approx. from 1.15 minutes into the interview. These provide a broad out line of their discussion [...]

It contains a breakdown of the 2 contracts recently announced which are with a combination of Brazilian and US port authorities- let's not forget that Brazil is South America's largest economy. Lots of great info to digest.

The following represents the contact details:



It also provides details of their principal competitors and explains in graphic detail why t42's technology is considered superior -interestingly, none of their competitors offer AI-based optimisation services.

I believe 1 of those competitors is the company which claims to have 80% of the connected US telecoms IoT market but by their own admission this only represents 2% of the US market. Furthermore, the US container tracking market represents more than 20% of the global market which outlines why the US market is so important.

In the Business Model section there’s reference to the fact they’re generating 24 Billion data records every year- I'm sure many investors will realise the potential value that can be extracted from selling this data and again it helps explain who is t42's target market and why this info may be so valuable to them

You can appreciate why such information would be valuable to tax authorities, customs authorities, insurance companies and homeland security . Tax revenue collection is approx. 15% of GDP in medium/small countries and over 30% of GDP in developed countries .Developing countries have much less to spend on infrastructure and good governance .
Tax compliance is extremely difficult to enforce in many small countries and tax evasion is prolific. The financial cost of adopting t42’s technology is relatively small in the context of the additional tax revenues which it would yield. South and Central American tax authorities would benefit immensely from being able to collect the correct tax revenues especially where corruption is endemic, - we’ve also been told that funds can be made available to help these countries transition to this digital technology . Hopefully t42 can present a powerful case to persuade these countries to adopt their technology and if it can gain first mover status then in the process it places itself in a very strong position to generate significant revenues for itself for many years to come.

Finally, this is only in relation to the 2 contracts recently announced which are classed as pilot contracts but with scope for many more similar contracts to follow

[smithie6] 28/2/2022 08:44

The rampers are still very busy on the other msg board.

Completely off their trolleys imo.

"the current m/cap could be surpassed by net profits in a year or two."

This company has been trying to sell its products including container tracking devices, for years.
The turnover & failure for sales to 'break through' & never ending cash raises to fund their losses, is all there to see.

I hope they get some bigger sales orders. But even if they get an order for £1 million from DHS, & deliver it this year, & get paid this year. A lot to ask I think.

Then the company will still be loss making !

[nick2412] 25/2/2022 16:05

Likewise AA, adding a few at these levels. Don't want to raise expectations to unrealistic or hyped levels, but purely based on the recent news releases, the current m/cap could be surpassed by net profits in a year or two. Early days but a trading update will see if smart container tracking sales have started to kick in.

[albert arthur] 25/2/2022 15:56

I've added some down here. It's at the it's well below all the EMAs, RSI on 14 is 37.5. Well oversold this. In fact it's on a historic EMA35 from Jan here. Crazy. One of the best bargains at this price I feel.

[smithie6] 18/2/2022 11:32

Customs.

Question for the posters on the other thread.

Which port in Europe has been running a sizeable project for digital customs for a number of years, involving some quite big companies ?

Is TRAC involved in that project ?

(I help you out !. No)

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I hope that TRAC succeed & they have done amazingly well to produce such an array of different products on such a small budget (which is very difficult). And the massive co. DHL have bought 32 units.

But the risks are very real.
The cash raises around the end of 2021 were survival cash raises. Otherwise the co. was bust imo or at least could not issue its accounts due to the auditor not being able to issue a 'going concern for next 12 months' statement & hence the shares would been suspended from trading.

If DHL places an order for say £1 million pounds it will have little effect on the accounts. Although the rampers will be letting off fireworks.

[smithie6] 18/2/2022 11:22

Uh no.
Grey market. Not a listing.

[dave4545] 18/2/2022 10:50

One min they are piling in at 30p next min people are selling out at 20p

I cannot get a quote for 5000 at 21p currently so it's bounce time, this market is just nuts people piling in high and all selling out low, if you do the opposite you can make money. I sold these at 28p recently and bought a few back at 20p today.

[turbotrader2] 18/2/2022 09:22

Looks like a US listing

[smithie6] 14/2/2022 14:41

The rampers are busy posting why ppl should Trac shares.

But they make hide the fact that Trac applied for a patent for their container tracking unit about 10 years ago. The co. let their application expire/end. I assume it was rejected or that key parts of the application were rejected, as not being new or not being inventive (& not obvious to a skilled person in the sector, ie. =normal design rather than being an invention).

Anyone talking about risk/reward should mention that in at least 10 years of trying the co. has never achieved notable sales of container tracking units.

eg. the initiative with Cubemonk (USA) failed to provide notable volumes.

-----

Anyone that moved from Trac to Tavi has made good money. Up 30-40% in last 7 trading days.
;-)

[sunshine today] 11/2/2022 17:16

nig1954:

Spot on:

It’s not a hard sell, TRAC “S offer, is a complete supply chain solution, that’s desperately required , and quickly.

[nig1954] 11/2/2022 17:03

I’m also very enthused about the repeated reference to Customs authorities. If we can break into this market then there’s huge potential. More countries are now digitalising their Customs systems both processes and procedures. This process has now moved online.
The focus has now changed and it’s now all about collecting the correct taxes and duties as well as detecting illegal activities in an effort to reduce transactional costs.This opens new possibilities as with less information and detail required in the declarations , the process becomes significantly less complex,as already proven in Singapore.
The more flexibility logistics companies have, the better they can also optimise the available space for cargo.This will become vital as shipment volumes increase due to e-commerce . It could also significantly reduce the customs clearance process .
The electronic exchange of data will become the standard for exchange of information with customs service providers. Digital transformation pioneers will gain a competitive edge which may lead to market consolidation. Over time digitalisation will significantly increase the efficiency and speed of customs processing

[sunshine today] 11/2/2022 13:02

Great to see different views.

Investors tend to think shares are complicated, they are not.

First you need a product or service (TRAC have both,)

Then you require customers ( TRAC have some )

Then you need to deliver.

So two of the big risks are already taken care of.

That leaves delivery of the service.

Most of the growth companies on AIM have not even achieved the first two stages.