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TRAK Trakm8 Holdings Plc

9.25
0.00 (0.00%)
22 Apr 2024 - Closed
Delayed by 15 minutes
Trakm8 Investors - TRAK

Trakm8 Investors - TRAK

Share Name Share Symbol Market Stock Type
Trakm8 Holdings Plc TRAK London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 9.25 07:41:32
Open Price Low Price High Price Close Price Previous Close
9.25 9.25 9.25 9.25 9.25
more quote information »
Industry Sector
TECHNOLOGY HARDWARE & EQUIPMENT

Top Investor Posts

Top Posts
Posted at 15/3/2023 10:59 by dave2608
As for CMD, I remember some investor meeting, years ago, where they were talking of a million connected devices in the not too distant future. How did that one pan out?

If I were to attend this CMD, while Watkins was delivering his waffle, I reckon I would retreat to the bar for a swift couple.
Posted at 22/2/2023 07:32 by knowbodyyouno
Looks like this was the reason for the building was being spruced up for:

*Trakm8 Holdings plc (AIM: TRAK), the global telematics and data insight provider, announces that it is today hosting a capital markets event for institutional investors and analysts. The event will be hosted by Executive Chairman, John Watkins and Chief Financial Officer, Jon Edwards, and will include presentations from leaders within the group.*

*The Company will provide an overview of the products and markets that Trakm8 is addressing following the announcement by the Company on 14 September 2022 to focus activities on the most successful parts of the business. This will include an update that connections now exceed 318,000 (30 September 2022: 299,000).*
Posted at 21/4/2022 14:54 by andre
I'll give Trak one thing. They know how not to make a profit.

dave2608 is right. Contract wins mean little without numbers attached. Every company in their market wins contracts all the time. If they don't then they would die by attrition.

TrakM8 don't change. They have been a basket case for years. There is probably a reason they haven't been bought. Structurally deficient imho. The company has been run like a private fiefdom in the public domain and sucked in investors cash time after time.

Raza was smart joining the board to learn the ropes before floating Microlise (SAAS). I can't believe the value they put on that either though. SAAS also still trades at more than I reckon it is worth.

All imho.
Posted at 14/9/2021 12:40 by davesailing
Must be something going on... Trak8m getting back to profit article in UK investor magazine and takeover rumours (but who is in the running?)
Posted at 13/9/2021 10:17 by knowbodyyouno
It may have something to do with Microlise's recent success - it may not. There has also been some coverage of Trakm8 in UK Investor Magazine, based on a detailed broker note - the note is available on the house broker's website. Other than these possible factors and the limited number of shares available to PIs, I'm not sure.
Posted at 06/9/2021 16:46 by knowbodyyouno
I agree and the market may well be beginning to get a sniff of it. Of course, Micro investors may also have made the connection and are speculatively hoovering up Trakm8 shares (which will seem extremely cheap even despite the companies not really being comparable in terms of history etc...). Either way, I think a buyout is highly possible. Strip out the costs (the BOD alone costs more than £1m a year), and the just the recurring rev contracts (circa £10m) would be a nice add on for Micro - particularly if they want more of a footprint in insurance / breakdown (which everybody else seems to be exiting).

My thinking has always been this company will fold, or be sold. Can't see it drifting on indefinitely.
Posted at 11/2/2021 09:04 by 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.
Posted at 19/1/2021 12:54 by 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.
Posted at 25/11/2020 15:03 by 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.
Posted at 12/11/2020 13:11 by 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?

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