T42 Iot Tracking Solutions Share Discussion Threads

[maverick081267] 17/12/2021 15:30

Yeh saw these this morning but won't buy now for a 20 percent fall back on Monday

[smithie6] 17/12/2021 15:26

I think the same, so I added. See what happens, but risk/reward looks ok/good to me.

[dave4545] 17/12/2021 15:19

People will get put off by the % increase already but in market cap moves it's only increased by £3.5 mil which is tiny for this deal so it should have legs.

[nick2412] 17/12/2021 15:17

Excellent news and the contract applies only to Latin America with a strong pipeline of further global contracts under discussion flagged up.

Very much under the radar, but the Company will eventually get more attention. If they do pick up more contracts of this magnitude then over time this has the potential to be a pound a share / £50m m/cap company in the making. Very much a 'right time, right place' investment imo.

[albert arthur] 17/12/2021 15:14

Yeah, it'll keep going up for days... strong finish...

[dave4545] 17/12/2021 15:13

mm's done well to get it back to 14-15p

But zero offered and 14.66p bid

I think it should be 20-30p range on that news, be a rush to get in ahead of the weekend so save your shares for Monday morning

[flashheart] 17/12/2021 15:11

Yep, already had the clown filtered from elsewhere.

[albert arthur] 17/12/2021 15:10

Yeah, probably open short... in for a roasting....Revs potential 8 times larger than the cap.

[albert arthur] 17/12/2021 15:04

Aye... bot sent me this as an algo job. In at 12.5p

[smithie6] 17/12/2021 15:03

interesting

a friend tells me that you can not buy this stock on line via

AJ BELL Ltd
(probably has the biggest number of SIPP accounts in the UK !!)

even though it is just another listed share

If anyone is looking for a broker you might want to avoid having an account at AJ Bell since it looks like they are completely nuts !!

& you are NOT allowed to do normal buying/selling of shares.

[newbietrader2000] 17/12/2021 15:02

Dnt think so No commitment of contractThey could pullOut anytimeNice jam rns

[dave4545] 17/12/2021 14:59

5/10 bagger I guess

Should do 200% in total, look at what Bids has done

[smithie6] 17/12/2021 14:52

5/10

????

(5/10 = 0.5 I think)

[albert arthur] 17/12/2021 14:51

Potential 5/10* on that news...

[smithie6] 17/12/2021 14:50

indeed

well done TRAC

[flashheart] 17/12/2021 14:35

Wow! Nice.

[nick2412] 12/12/2021 21:07

Those are very enticing stats hedgehog and, based on the comparison, it looks like TRAC just have to show either growth or small profitability for them to get parity or surpass 4GBL's £24m valuation. I make a £24m m/cap a circa 55p share price with an approximate 350% upside from the current 'under the radar' valuation.

I'd like to see one or two decent pre-Christmas contracts but I'm not overly bothered if they come then or earlyish next year. TRAC has pitched itself in a high growth sector and the Company has compelling products (including the DHL 'endorsed' Lockies) to succeed in taking a chunk of the $5.7 billion smart container market share. I say 'a chunk' but the reality is that TRAC only has to take a minuscule amount to take it into profitiability.

[flashheart] 11/12/2021 12:33

Yes I'm quite excited about this one going forward hedgehog. I've unfortunately got mine a little higher up but may add some more as funds allow.

[hedgehog 100] 11/12/2021 11:47

Two other software-services companies that have floated this month are Skillcast (SKL) and 4GLOBAL (4GBL) -

01/12/2021 07:00 UK Regulatory (RNS & others) Skillcast Group PLC Admission to trading and first day of dealings LSE:SKL Skillcast Group Plc
"Skillcast Group plc (AIM: SKL), a provider of e-learning software and content subscriptions and related professional services, is pleased to announce that admission to AIM will occur, and dealings in its shares will commence, at 08.00 a.m. today, 1 December 2021 ("Admission"). Dealings in the shares will commence under the ticker "SKL". The ISIN number is 213800OV1WLNFL7YRY20 and the SEDOL is BNLXS04.
Upon Admission, the Company will have a market capitalisation of GBP33.1 million, following a successful fundraise of GBP4.5 million at the placing price of 37 pence per ordinary share of 0.1 pence each ("Ordinary Share"), comprising a placing of GBP3.5 million for the Company and a further GBP1.0 million raise on behalf of selling shareholders (together the "Placing" ..."


07/12/2021 06:59 UK Regulatory (RNS & others) 4GLOBAL PLC Admission to AIM and first day of dealings LSE:4GBL 4global Plc
"4GLOBAL, a UK-based data, services and software company focused on major sporting events and the promotion and measurement of physical activity, is pleased to announce that admission to AIM will occur and dealings in its ordinary shares will commence at 8.00am today, 7 December 2021 ("Admission"). Dealings in the Company's ordinary shares will commence under the ticker 4GBL. The ISIN number is GB00BLH36N37 and the SEDOL is BLH36N3. ...
On Admission, the Company will have a market capitalisation of circa GBP24 million following a successful placing and subscription to raise GBP4 million at an issue price of 91 pence per share. ..."



In its year ending 31.12.20, SKL had turnover of £7.923M., an increase of 7.87%, and a pre-tax profit of £1.023M.
Currently 38.5p, market cap. £34.44M.

In its year ending 31.3.21, 4GBL had turnover of £2.6783M., a fall of 25.6%, and a pre-tax profit of £396K.
Currently 89.5p, market cap. £23.58M.


TRAC, at it's current share price of 12.5p, has a market cap. of just £6.57M., despite its multi-million dollar & pound turnover, and being not that far from breakeven.

And its growth prospects look to me to be far more exciting than those of SKL & 4GBL.

[smithie6] 10/12/2021 13:10

post 30

transport by train of containers

Asia to Europe
growth sector
vital to have IT management for border crossings imo

take forever using paper & soo many borders to cross
& of course many borders are crossed outside of normal office hours...providing staff overnight at borders to do paperwork & physical inspection of the door seals on each container, if just 1 or 2 convoys each night, would clearly be expensive.

[nick2412] 10/12/2021 12:53

Yes, excellent posts. Disappointing to see the fall on low volume but confirmation of the anticipated orders will reverse that very quickly given a certain amount of illiquidity.

I think the re-branding and the name change was primarily to highlight that Starcom is in the SaaS/IoT/smart containers sector(s) which usually demand a higher valuation based on SaaS revenues/profits multiples rather than the hardware technology sector.

TRAC are very good at bringing innovative products to market, but I think they could have done the re-branding process a bit better and the main website is still under the StarcomSystems.com domain. That doesn't make sense and it would have been better to get the website domain name changed simultaneously with the name change and consolidation.

They do have the additional t42.co.uk website but that is solely focused on smart containers. So they need one main website which could be t42.co.uk for all products or another domain name that links to t42 IOT Tracking Solutions or, better still, they should acquire t42.com as the main domain/site.

I can only assume that they rushed the name change through before website name changes because they wanted these highly material contracts currently under negotiation associated with the new name.

[flashheart] 08/12/2021 14:49

Great posts nig1954 and hedgehog. Just had another slice of TRAC at 13.9 so showing as a sell.

[nig1954] 08/12/2021 13:21

Excellent post Hedgehog. There's every reason to believe that in view of what's currently happening in the world of business that this company is sitting patiently in the right place with uptodate and transformative technology which global businesses need in order to meet the new demands imposed by the current pandemic.
Also, t42_IoT have developed sensors which can cope with Customs paperwork and demands as containers pass through various countries/states/regions which will contain all of the relevant documentation to enable those containers to be quickly unloaded and pass through their ports of entry with the minimum of fuss

[nig1954] 08/12/2021 13:10

Significant changes are afoot for the Logistics industry:

I've just read a new Trend Report which explains how the changes in the demographics of the workforce is already and will continue to impact upon the businesses of tomorrow. It's interesting in the context of this company because it explains in great depth how the Logistics industry will be at the forefront of these changes and will therefore witness significant increases in future demand. The workplace is currently reacting to multiple forces of change brought on by shifting demographics, technology advancement and the Covid-19 pandemic. Businesses are having to grapple with a growing labour shortage and a war for talent.The global pandemic has radically altered the work/life balance for many workers and businesses are having to react to this if they wish to succeed. For the first time in history "digital natives" ie. those brought up in a digital age, outnumber those who began their careers before the internet. Generations X and Y are beginning to take over the leading roles in business and they are driving a digital transformation and are very tech savvy. Business is having to act now to cope and there will shortly be an explosion in the application of technologies around the world and this won't be even as some lethargic developed and protectionist economies such as the EU are not collaborating with technology in the manner they should. The pandemic has greatly changed purchasing behaviors- for good, in the eyes of those closest to these changes -and there has been unprecedented levels of growth globally as more and more people have shopped online. In a recent study it was estimated that over 70 Million new shoppers came online in just 6 South East Asian countries since the beginning of the pandemic. It is widely believed this has led to a massive surge in the demand for logistics and that to build more resilience into the supply chains it will greatly accelerate the digital transformation of logistics as more and more workers in the future will be working remotely. This will create new work schedules as automation,visibility tools,contactless and flexible delivery technologies take shape and IoT sensors to track shipments will be just one example of technology acceleration as a result of Covid-19. It has become apparent that it is now critical for logistics organisations to implement optimal Future of Work concepts if they wish to remain competitive and relevant because many of them will simply disappear.