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% 86.00p 82.00p 90.00p 86.00p 86.00p 86.00p 580 07:44:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 26.8 0.7 4.5 19.1 30.72

Trakm8 Share Discussion Threads

Showing 3201 to 3223 of 3225 messages
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DateSubjectAuthorDiscuss
16/8/2017
03:57
Google "RoadHawk 600"
nod
15/8/2017
17:36
Just out of interest I thought I would seek to confirm Blondeamon's claim that Calor Gas was a QTX customer. So important that it is one of the lead case studies they promote on their web site. Blondeamon's assertion was perfectly correct.
bhxian
15/8/2017
06:08
Have you got any links or info on this integrated product bloneamon?
mrx9000
14/8/2017
22:54
As I have been saying all along, Trakm8's technology is no match for rivals. Did you know Calor Gas UK had QTX's telematics since 2012 and abandoned it for our our tech with this contract? Somehow I don't think it will be the last client that will switch to us either, this product is just too good to ignore. State of the art camera, black box, diagnostics and route optimisation all in one.
blondeamon
13/8/2017
18:56
Blondeamon - might tag along to the post AGM event and see the ADAS demo. If this is in-house algorithms - then there could be a way to sell the option based on the enhanced hardware, but could be a tough 4x per vehicle per month charge to benefit. I do hope ADAS is tried & tested and not going to soak huge amounts of development. Remember though - the OEs are always wanting to integrate this kit in production - if trak can license their apps, then that could be interesting. Would like to see the 'Insight' product you mention - can't see that on the website - nor any mention of ADAS! Is this just a lot of smoke...?
emptycup
12/8/2017
16:49
Exactly, the 1500 Iceland devices were also recently upgraded to the Roadhawk 600. So that's 2100 devices using the new product, just barely 2 months since it was launched. I think the potential to switch many of our existing clients to it is quite good as many will want a product that gives them dashcam HD capabilities in 4G while keeping the core telematics product the same and better as you can switch on plugins like route optimisation, diagnostics etc on demand. What's even better is the next product their engineers work on: ADAS. The Roadhawk 600 will be enhanced with a bunch of advanced features to increase road safety: driver fatigue detection, collision detection, lane switch assistance and more. Regarding the website: Swift is just the front end. The back office systems of these companies have APIs they connect to and get a feed of all the data they need. Swift is mainly to generate reports, schedule jobs and have an overview of the fleet not crunch data.
blondeamon
12/8/2017
14:03
EmptyCup, it's not the first win for the latest model 600. From May:"The [Iceland] contract extension covers the provision of Trakm8's Route Monkey Optimisation software and updates Trakm8's Roadsense telematics with Trakm8's latest "RoadHawk 600" integrated 4G video and telematics solution, with data provided via Trakm8's latest data solution "Insight". The new contract extension will run until April 2024.
nod
12/8/2017
12:42
Blondeamon: "Those new products have fantastic ARPUs, calculates to around 36£/mo for each month for the next 5 years. Current average ARPU is 9£" Looks like if the 600 are fitted sharpish, they could get at best Q4 @ £36pvpm as this may well be the first win (and desperately needed - and potentially discounted) of the SaaS model. Your ref to £9 must surely have been in the old days when they'd buy the unit and install at £100's. Tacho dload is interesting and a good niche. Would like to see Calor seeing it integrated into their ops platform - no mention of that - so looks to be Swift with camera + tacho. They really do need to get people not so dependent on the website - would really like to see a major fleet case study where they have done something more than the traditional 'here's the website, username & password'. I might be missing something...
emptycup
11/8/2017
19:57
I'll tell them if it wasn't for the free bus, I wouldn't be able to make it from my sleeping bag in Birmingham station. I suppose if they still ask me, they are getting desperate.
jamiemp
11/8/2017
16:39
jamiemp - They may want you fund a placing. Take that sense of humour of yours with you as well as those bags.
she-ra
11/8/2017
16:21
Free buffet at the AGM. Maybe I can recover my losses... better bring a couple of carrier bags.
jamiemp
08/8/2017
21:56
Those new products have fantastic ARPUs, calculates to around 36£/mo for each month for the next 5 years. Current average ARPU is 9£ And Iceland bought another 1500 of these 2 months ago. The potential here is huge once these get mainstream, our Sales need to do some overtime.
blondeamon
08/8/2017
12:11
Not sure about these cameras but the ones I have come across tend to log into a server and are then available for live stream and/or historic footage requests. You probably can configure them to automatically send footage in the event of a trigger (over speeding, harsh braking etc). I guess it would be possible for somebody to live stream continuously but that will incur additional data costs. I am not sure what provision trakm8 has made for average data usage across the fleet but I am sure they will know what they are doing.
dc2
08/8/2017
10:09
With the 600 4G is live streaming always on, or is it an optional setting?Fleet live streaming would be a massive step up.
nod
08/8/2017
09:48
Fleet contracts added more and more lately. Noticed how the duration now is 5 or 7 years too? That's guaranteed money for better part of a decade, recurring revenues will be extraordinary good this year. Now let's see some International Fleet contracts.
blondeamon
08/8/2017
09:38
Cooking on Gas Trak. Nice contract win Trak. Keep em coming!
40toolong
03/8/2017
01:06
I think the salary was 60k GBP or so and role looks akin to a general counsel as well as contracts. I would think that's cheaper than outsourcing it for sure. Although outsourced legal would have been a nice chunky cost to strip out for an acquirer.
jamiemp
02/8/2017
22:53
Yes. Would be interesting to find out what happened to the previous Commercial Contracts Lawyer, if there was one, or maybe they believe it can be done cheaper ''in-house''?
pj 1
02/8/2017
18:37
spotted on Trakm8's Linkedin: QUOTE We are now urgently looking for a Commercial Contracts Lawyer to be based in our offices in Coleshill or Shaftesbury. UNQUOTE They've got another 8 roles up on Reed.co.uk, recruiting due to "steady growth". One is for an in-house Salesforce developer. Not a massive fan of SF personally, but it shows willing. Wonder where the 1.5M of savings are coming from if they're actively recruiting.
jamiemp
31/7/2017
17:30
Surely almost bankrupting the company to go SaaS shows they're listening to customers? :-)
jamiemp
31/7/2017
16:45
This is a rather enlightening part of the recent XAR trading statement and to a large extent covers my feelings about Watkins and his leadership of TRAK. Doug Edwards commented, "I am delighted to announce the collaboration agreement today with Xerox, which is another strategic milestone for Xaar. Through sharing the R&D investment in the next generation bulk piezo platform, the Company will make savings which we will deploy into our sales and marketing function, as we..................... continue to transform the business from an internally focused product company to a market and customer centric business." my dots to highlight the important part of the statement The companies and products are clearly unrelated but as XAR have also been through difficult times it's clear they've recognised that being an engineering driven company is not the answer to increasing revenue and growth. Having an all singing and dancing product and spending excessive hours developing it as alluded to by emptycup isn't going to get you sales. In my previous life as an engineering director i can totally see where they're coming from. TRAK need to remove Watkins and get a first class sales director to drive the business forward. wc
woodcutter
27/7/2017
13:58
£/$ costs falling, hopefully should take off some pressure from buying raw materials. We need another sizeble Fleet contract for this to start its ascent. The conditions are now ripe for a very good year. No acquisitions, no dividends and the 1.5m cost saving exercise should all contribute to a healthier balance sheet even with increased spend n R&D. Looking forward to hear number of devices and an update on the Roadside Assistance contract rollout across the UK, Netherlands and soon Austria.
blondeamon
27/7/2017
08:46
Nod you should use the share price/market cap. as a guide to indicate whether a company is cheap or expensive to buy. With micro-caps (and other companies) the share price often has a disconnect with the underlying business. The company has had one poor year so far but the share price has oscillated wildly from time to time on illiquidity and sentiment.
michaelmouse
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