Trakm8 Investors - TRAK

Trakm8 Investors - TRAK

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Trakm8 Holdings Plc TRAK London Ordinary Share GB00B0P1RP10 ORD 1P
  Price Change Price Change % Stock Price Last Trade
1.00 6.45% 16.50 13:17:14
Open Price Low Price High Price Close Price Previous Close
15.50 15.00 16.50 16.50 15.50
more quote information »
Industry Sector
TECHNOLOGY HARDWARE & EQUIPMENT

Top Investor Posts

DateSubject
11/2/2021
09:04
knowbodyyouno: Personally, I would rather a stronger cash position, than existing 'on a shoestring', as Blonde/Jacko describes it, but it's perhaps not surprising given the COVID-19 situation. The good news is the company has so far survived. I'm sure it was touch and go at one point, yet here we are 1 year later. Building Hunt-Mason's plans / success isn't a bad thing in my book - nor is outsourcing manufacturing (if I read that point correctly). We'll have to see what the results are like - I can't see how we can expect them to be good. Although, it also depends on how you define good in the present context. Personally, I'm more interested in the outlook. Update in April according to Trak's investor relations. Edit: I also wouldn't read too much into Barney Thompson's departure. I get the impression that telematics (and sales generally) is an extremely transient industry. However, one way of reading Trakm8's constant job opportunities would certainly be to point towards an unusually high attrition rate. Of course, it would be even better if JFW fell on his sword, but the chances of that appear to be close to zero.
19/1/2021
12:54
michaelmouse: Unless you're familiar with Trakm8 (and very few investors are) then I think that the significance of the AA acquisition will have been missed by most. The AA's future has been secured now (it was always a risk before) and they're committed to their Smart technology offering with Trakm8. The AA have the funds readily available now to push forward with their Smart telematics technology more rapidly than previously, and this should benefit Trakm8 in a very significant way. It'll be very interesting to see Trakm8's outlook for next year (April 2021-March 2022). Imv the AA contract alone now justifies the current market cap. never mind their other significant customers i.e. Saint Gobain, EON, Iceland, Scottish Power, Direct Line Group, Euro Car Parts, Ingenie and LexisNexis etc. As with all micro-caps there are many risks of course, but massive gains if things begin to go well or pick up.
25/11/2020
15:03
michaelmouse: Keep talking bears. You're bringing attention to Trakm8 and helping with the re-rate. Up 14% now. Intelligent investors can see the recovery unfolding and are picking up shares whilst they're still cheap. It's clear to all that the recent interims (massively reduced losses and significant increase in second half revenues) coupled with the uncertainty removed from the AA's future (announced today) is massive for Trakm8.
25/11/2020
13:12
michaelmouse: Buying activity - even small volumes move this very quickly as usual. Investors waking up to the significant uplift in second half revenues to March 2021 (indicated in the interims) and the all important AA news this morning.
25/11/2020
12:55
michaelmouse: Boom we off!! Savvy investors getting it now!!!
25/11/2020
11:48
michaelmouse: Nice tick up in the price. Investors slowly cottoning on to the significance of this morning's news. The AA's secured future, and additional funds it will receive to accelerate growth will greatly benefit Trakm8 with ramped up demand for their hardware and services.
14/11/2020
09:18
michaelmouse: dave post 5360 - probably best to look at year end figures and the split between fleet and insurance:- 2015/2016 - Total 151,000 Fleet 59,000 Insurance/Auto 92,000 2016/2017 - 190,000 66,000 124,000 2017/2018 - 251,000 73,000 178,000 2018/2019 - 243,000 76,000 167,000 2019/2020 - 245,000 77,000 168,000 Currently (TS) 248,000 70,000 178,000 So the dip year (in connections) was 2018/2019, due to a drop in Insurance/Automotive. Total connections are climbing again. Fleet connections have climbed every year albeit at a slower rate than investors would have hoped for. This year (so far from the trading statement) fleet have dropped by 7,000 (Covid related) whilst Ins/Auto have climbed by 10,000. IMO all of this is already included in the share price at the current 14.5p (£7m market cap.) but the pick up in connections (even this year so far) gives me hope that this is a recovery stock or at the very least a buyout target. If they can weather the current environment (and so far so good with reduced losses and managing costs) then they have every chance of very significant growth going forward. However, each to their own as they say.
12/11/2020
13:11
squeamish1: Who says buying low selling high is always the aim? I'm happy to buy high for quality earnings and future growth prospects. Scottish Mortgage looked expensive at £3 when I first bought it, expensive with every other purchase, and looked expensive at £9 in July when I bought more, it looks even more expensive now. I don't regret a single purchase and I don't plan on selling. AMZN has never looked cheap on any metric but investors (like me) have only regretted not buying it. A strategy of trying to catch falling knives in the AIM is a recipe for capital wipeout, you must know that. There's no shame in cutting losses, if Blonde got out at 25p well then he's already 40% smarter than people who stayed in and have since watched it fall to 15p. Rationalising that there's no point selling because you've already lost 90% is terrible logic. A stock that's fallen 90% is one that's fallen 80% and then halved again. I'm sorry for anyone who believe Watkins' BS. Remember when he nudged and winked that he was forecasting 1m subscribers within a couple of years at the investor event?
05/11/2020
10:21
michaelmouse: It's exactly what happened with Iceland. Route Monkey were the supplier of Optimisation software to Iceland. Trakm8 acquired Route Monkey whereupon they have now sold Iceland the complete all bells and whistles telematics offering. That's often how it works in business. It wouldn't surprise me in the least if they do exactly the same with Sainsburys. We'll see of course. Blondeamon - "Fleet sales have stopped and existing clients can't pay anymore, Trak said it on their RNS." Not true is it. From the trading statement, "There have been a number of new Fleet customers secured, including the optimisation contract award from a major UK retailer and several of our large customers renewed their contracts. A number of our Fleet customers have suffered cash flow challenges as a result of Covid-19. Trakm8 has endeavored to take a realistic long-term view in supporting these customers." The fleet attrition rate was 9% during a very difficult period for a majority of businesses (I would imagine that these are a handful of the smaller fleets), but to counteract that there was a 6% increase in Insurance connections which was excellent in these unprecedented times. Overall connections were up 1% at 248,000. Pretty good. Insurance should improve significantly in the second half. Since gross margins have improved by 8% points to 60%, my guess is that recurring revenues are clearly a greater percentage of overall revenues presently. Half year results should provide more clarity of course. Since you're trying to make it personal then perhaps you could stop posting such junk. Just some advice. Instead of making ludicrous and factually incorrect claims that anybody can check from the RNS statements, try and concentrate on your own investments. I notice you're now into N.Brown (BWNG). Another great call by the looks of it. £100 million placing with massive dilution to retail investors (60%) and a demotion to the AIM market which will ramp up institutional selling. Currently 12% down and much further to go I'd imagine?
03/11/2020
07:44
michaelmouse: Hi guys - great conversation yesterday. Jacko's comments about their clients never leaving was particularly helpful. They've got fantastic blue chip clients who will never leave. Marvelous. Thanks Jacko. Even dave made an attempt to answer the financial questions although a little scant on detail and without stating any future implications. Andre's overview of sales people was a most fascinating insight. No stereotyping whatsoever. I'm more positive than ever about the future of Trakm8 now. Thanks guys. I don't recall any profanity Andre? Blondeamon's turned up now though so I'm not sure if he'll bring the tone down? :-(. Lovely though yesterday was, I'll await November update now. Tough times for all, but if Trakm8 continue to navigate the current Covid crisis it's a great recovery stock. P.S. Blondeamon - "Amazing how you find the time to talk to that idiot who is down 90%+ on his purchases" You keep telling yourself that and hopefully you'll feel better ;-). We all know that your bitter vitriol is because you're the one that has crystallized a 90% loss. For anybody interested in the truth though here's my Trakm8 story (blog from 2018), and I'm hoping they'll reach the heights again:- hTTps://michae1mouse.blogspot.com/2018/11/market-madness-and-setting-personal_17.html Good luck to all investors and the Trakm8 team during testing times for all.
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