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Share Name Share Symbol Market Type Share ISIN Share Description
Trakm8 Holdings LSE:TRAK London Ordinary Share GB00B0P1RP10 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 35.00p 34.00p 36.00p 35.50p 35.00p 35.50p 92,018 15:53:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 30.1 1.2 4.4 8.0 17.49

Trakm8 Share Discussion Threads

Showing 5051 to 5073 of 5075 messages
Chat Pages: 203  202  201  200  199  198  197  196  195  194  193  192  Older
DateSubjectAuthorDiscuss
18/1/2019
09:10
btw Indian Rupee has been weak vs US Dollar for 2018 & now (Dollar strengthening due to their interest rate rising strongly & attracting buyers of dollars) while the pound has been weak vs most currencies helpful for the selling prices in India for Microlise & Trak versus competition from USA (Microlise already has a history of sales in India) -- chart pnd vs dollar (which defines the resulting difference wrt the Rupee. A change of about 15%, (in favour of UK product sellers in India (Track & Microlise) wrt USA product sellers, not massive % but if it was 15% in other direction it wld be a 30% variation wrt today) hxxps://www.xe.com/currencyconverter/convert/?Amount=1&From=GBP&To=USD
smithie6
17/1/2019
15:17
Nice to see this bounce back today.
knowbodyyouno
17/1/2019
12:53
..good info...thanks for sharing/informing (incl. 'tihese 3 automotive clubs have a total of 8M members ...if 5-8% take up the service/product....the impact on Trak's numbers are easy to see') --- ANWB connected is supplied by Trak ?
smithie6
17/1/2019
12:48
Intelematics Europe consists of the AA, ANWB and OAMTC. TRAK signed a Master Supply agreement with them to provide data and devices as the sole supplier. Netherlands' biggest road club, ANWB has a product called ANWB Connected and Austria's biggest road club OAMTC goes live with the same product next month, called OAMTC Smart Connect. AA already sells it as Car Genie and will make it a core offering next month called Smart Breakdown. These 3 clubs together have around 8m clients. Do you imagine what is going to happen to TRAK after these launches if even 1% of them decides to buy the product? If it catches on and we see 5-8% adoption we're talking about doubling the number of devices just from Automotive without counting Fleet and Insurance opportunities growing. There are also the Road Clubs of Denmark, Sweden, Ireland and Switzerland in their european association (Arc Europe) and these are prospective clients that could follow. They would take the technology and infrastructure all ready and good to go for deployment, directly from TRAK with 0 R&D from their side. I have been waiting for this for 3 years and it's the reason I bought into TRAK, 2019 is finally the year where it's all happening.
blondeamon
17/1/2019
12:16
btw here is the info page for Genie at the Trak website...(for newbies like me) hxxps://www.trakm8.com/articles/your-vehicle-could-have-striking-similarities-to-a-bugatti-chiron --- interesting the existing car management system should imo detect many car faults, like the battery charging system not working (probably duff alternator or bad connection), low battery voltage, ignition system problem ?, recently ran out of fuel & problem after re-fueling, air pressure problem in ignition system, brain thinks the electronic key is wrong key, excessive or low water temp., excessive or low oil temp. , low oil, oil press. fault, low water, low hydraulic brake fluid, broken fan belt (some women might not know a car has one) etc useful advance info for the AA before they arrive & also useful info to save the repairman a lot of time
smithie6
17/1/2019
12:09
..& Austria & Netherlands are Trak products ? Genie ?
smithie6
17/1/2019
09:09
As I said a month ago. And guess when those devices need to be ordered if they go live in February? I'm reckon they are already built and sold to the AA. A healthy initial launch of 20-30,000 devices at least should have been ordered with more to come depending on the take up from their clients. This will be the only breakdown product in the UK with a telematics device for retail clients. First come first served, they could take the whole market share. I hope the pricing is low so they can get as many as they can in, the device will pay for itself for the AA as they will avoid up to 33% of breakdowns, leading to much lower callouts and their profit exploding. A win-win partnership and if it goes well, all the other road clubs in Europe will follow soon. Austria also launching the same product in February and Netherlands already have 40-50k devices sold to clients as a standalone product. If they make it a core offering it too that number could triple. Very exciting year for TRAK, offered on a ridiculous price on the market. It could easily triple from here and just go where it was last year.
blondeamon
17/1/2019
08:50
I contacted AA re car genie and this was my reply, ME TO AA,Good afternoon, I see on your website that Car Genie subscriptions are not currently being offered. I am not currently an AA member but am consideringbreakdown recovery from various service providers. Can you confirm if the Car Genie / connected car service will, in the future, be available to new members, whether by subscription or as a free inclusive service. AA TO ME,Many thanks, We are hoping to release our new sales strategy of the Car Genie device called 'Smart Breakdown' around the end of February. This will be an additional product for you to purchase with your breakdown membership. It will only be available to purchase online for new members, so please do keep an eye on our website in the coming weeks if you are looking to take up a Car Genie device. Kind regards
tonybaloni
16/1/2019
15:38
Some healthy profit taking going on here, by the looks of things. Perhaps in the face of the chaos unfolding over Brexit. Wasn't quick enough to dive in and out, but might grab some more if it rows back far enough. GLA
knowbodyyouno
15/1/2019
15:46
thinking out loud to myself --- ...with Trak's in house design..& production.... ..it has the option to do exclusive or semi exclusive deals/products for big players in the world like the AA who might want to offer an exclusive product to help them attract or keep their clients.. ---- ..one wonders if a big co. like Direct Line might want to own its own company like Trak...with the massive changes in the insurance industry & motoring sector incl. car sharing, Uber, electric scooters etc.
smithie6
15/1/2019
15:45
AA have been on the record that connected car is a very exciting area for them and they are looking to use it as a major marketing tool. It even made their last results presentation. They were just fine tuning how to actually package it up. I made my own inquiries and was told that car genie will only be available on subscription when purchased with a new membership. I imagine they will focus on premium members first and then take it from there. As I understand it the device actually pays for itself somewhat in that it helps save AA making unnecessary call outs for certain issues.
horndean eagle
15/1/2019
15:39
does Genie have the chance to be a standard product used by every AA member....for the std. breakdown package ? (!!) --------- Exactly. It will be one of their 4 core offering. If even 5% of their members decide to try it that's 165,000 devices! Imagine if it catches on and has something like 10-15% of users adopting it. TRAK now has 250,00 devices so we can double or triple the devices just from the AA contracts. This is a game changer for TRAK but the market seems to be completely unaware.
blondeamon
15/1/2019
15:32
thanks for that info (Im not up to speed with the different AA products,... as long as the AA are busy doing product initiatives...& using Track to supply them....that's good enough for me...(I know the AA have millions of members...& that Track has a smallish cap. value so big volumes from the AA 'could' impact Trak's turnover/profit & hence share price...that's good enough for coupled with the dirs putting in 700k pnds & Microlise putting in 700k pnds.) ---- ...so AA dont now sell the Genie but will provide it as part of the new breakdown package ?? ...does Genie have the chance to be a standard product used by every AA member....for the std. breakdown package ? (!!) (Genie. its product spec. & poss. production cost ; I've got no idea !)
smithie6
15/1/2019
15:20
I already said here multiple times what is going on, pay attention :) The AA does not sell the Car Genie standalone anymore since December. They are starting to introduce a new breakdown package based on the Car genie, called Smart breakdown. So on top of the main packages, they'll have a new pne based on TRAk's device. It will appear on this page soon, sometime in Q1: Https://www.theaa.com/breakdown-cover/ 3.3m members will have now the option to select their basic breakdown with a Genie and not just a good-to-have gadget. They must have already pre-ordered thousands of them before launch so hoping the numbers count in FY18.
blondeamon
15/1/2019
14:45
..does it mean that the AA have sold out of Genie units ? ( wld that mean the TRAK UK factory will be working fast to make/supply more units ?)
smithie6
15/1/2019
14:32
If it's being offered 'free', then there is no requirement for subscription. Also, it says 'don't worry, the app and service is continuing'
knowbodyyouno
15/1/2019
14:29
Yes. I just found the same.
knowbodyyouno
15/1/2019
14:26
Hmm...not sure this is the case. When I search for car genie on the AA website I get this "We're not currently offering new Car Genie subscriptions to existing Members" Sounds more like they are turning the taps off... hxxxs://www.theaa.com/breakdown-cover/connected-car
epsomsalts1
15/1/2019
14:24
Can you provide a link please? I'd like to spread the gospel...
knowbodyyouno
15/1/2019
14:07
I think this is about to go through the roof. AA website confirms that they are no longer charging for Car Genie but giving it away! This means millions of units being sold. No wonder Trkm8 needed the money for stock which will now come back!
40toolong
15/1/2019
11:48
Thx v much I have no doubt this will be a winner
nico115
15/1/2019
11:33
It was a strategic partnership that took the form of a subscription. PIs, were not invited to the party - nor were IIs. If either were I doubt many would have taken up the opportunity, given the negativity that surrounded Trak at the time. However, there were plenty of shares in the market when it was down in the mid-teens - some including myself, took the opportunity to snap up a few (in my case to average down). So far, the subscription / tie up seems to have worked out, but there's a long way to go yet. Shares rarely go up in straight line, so you may yet get your chance. IMO, as a long-term investment, it's still pretty cheap, but not without risk.
knowbodyyouno
15/1/2019
11:13
nico115 - the placing was at 22p when the share price was about 18p I think. Anyway it was at a decent premium.
blenny2
Chat Pages: 203  202  201  200  199  198  197  196  195  194  193  192  Older
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