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Share Name Share Symbol Market Type Share ISIN Share Description
Trakm8 Holdings Plc 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
  0.00 0.0% 15.50 15.00 16.00 15.50 15.50 15.50 45,527 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 19.6 -1.7 -2.2 - 8

Trakm8 Share Discussion Threads

Showing 7176 to 7198 of 7200 messages
Chat Pages: 288  287  286  285  284  283  282  281  280  279  278  277  Older
DateSubjectAuthorDiscuss
28/4/2021
13:14
I see Fleet connections are down 10%. If these are much more profitable than insurance then this will have a much bigger impact than 10% on the financials. I was expecting a bigger fall from Fleet due to covid so this is not as bad as could have been. Now that the youths are driving again we need to see the insurance connections gathering pace here and fast. If they do not then this doesn't look good.
trakm8fan
28/4/2021
07:50
Very pleasing update from Trakm8 despite lockdowns. Net debt reduced by £0.8m (strong cash generation). Connections up 4% to 254,000. Bank facilities all renewed. Confident that financial performance will significantly improve this year. Profitability anticipated. Excellent!
michaelmouse
02/4/2021
09:46
Just ISA / End of year movements, I suspect. First I thought it might be a director or 2 buying, but there's no evidence of particularly large trades that would confirm that (along with an RNS, of course).
knowbodyyouno
02/4/2021
08:55
Interesting price movement over the last two days.Announcement out ?
ch1ck
01/4/2021
12:18
Looks like cheshiremogie was holding the price down!
knowbodyyouno
01/4/2021
10:37
cyberhub - I think the risks for me are 1) business is heavily geared up towards high volume ins co business which is lower margin and the volumes from this have not been increasing as quickly as we would have hoped - obviously this could be due to covid and therefore kids not taking tests - 2) lots of staff getting paid by government under furlough so when this ends where will that leave them - 3) higher margin fleet business may return and start paying their bills or may shrink - so we wont know the true effect on fleet business until the covid effects have all played out to the broader market.
trakm8fan
31/3/2021
14:27
I would suggest going back through recent threads here (which it sounds like you have done) or on LSE. The Bull-Bear arguments are well-documented. In the meantime: hxxps://www.trakm8.com/news/trakm8-technology-helps-nhs-fulfil-vaccine-roll-out-in-hillingdon/ Assume it's done for cost/free, but not bad marketing, IMO.
knowbodyyouno
30/3/2021
22:54
I originally bought in 2010! Good luck with your investment journey as well...
cheshiremoggie
30/3/2021
22:13
Just looking in here after a tip. I really like the share price chart for the last couple of years, flat-lining after a big fall. Seems like they haven't raised any money since Dec 2018, and that wasn't a disastrous dilution (about 25%) although there was a heavy discount. Market cap tiny - plenty of room to multibag (potentially). Looking at their last half year results, just a small loss, debt a little high for the size of the company maybe. They seem to be a bit short on cash, but overall the working capital position seems OK? From quick research, I would see the risks being (a) short on cash - may need to raise a mill say, for WC boost?, (b) very high admin costs for the size of the company - though it seems that these have come down, are these the high exec salaries that I've seen mentioned on the board? (c) £4.5M loan due for repayment in Sept - hopefully they could refinance at lower rates? (d) what's their UPS compared to other companies in the field, (e) comments on the board about control freak management, and decent managers jumping ship, are what would be my main concern!! Management is critical if you're going to take a risk on microcap companies IMO. Does anyone have any comments - have I got the summary above right? Is there some game-changer coming down the track which could turn this around and achieve a leveraged blast-off?
cyberbub
30/3/2021
14:39
I recognise your name from the early days (I've been here since 2013, for my sins)- well done on getting out with a profit. Good luck with your future investments. QTX has certainly won this 'arms', race.
knowbodyyouno
30/3/2021
13:41
Sold the last 18% of the shares I bought many moons ago at 12p. Sadly the warnings that the company didn't generate any cash - years ago - have proven to be correct. Compare TRAK to Quartix which does produce piles of free cash. Very different outcomes. I'm one of the lucky ones in that all of my sales were at a profit. Good luck to all that still hold, you never know... CM.
cheshiremoggie
16/3/2021
01:32
there is a moral here no --- there are morals re this chart
buywell2
26/2/2021
11:11
Yet there remain insurers like ByMiles, Ingenie, Insure the box, whose business models are based solely around telematics. My own view is the industry, whilst once an exciting prospect, never really took off in the way one might have hoped. I have 3 young neighbours currently sorting through their boy-racing days - only one of them has telematics (of a sort) - a tracker app. Can't remember the company. The others don't want a sniff of being tracked whilst their doing laps round town, blasting rap music - attempting to impress the omnipresent females that seem to accompany them. Fleet does certainly seem to be the way forward. QTX must be praised for keeping it simple. I did think of investing last year when it was around £3 ..knocking on the door of £5 now. Hindsight eh?! One must also assume that any hope of a sale of the company has been firmly booted into the long grass.
knowbodyyouno
26/2/2021
10:27
Can’t have helped with all insurance team leaving for pastures new. Own accord not pushed. Massive catch up mode. New client announced but smaller profit margin deal for RH600’s cheapest in industry. Bottom fishing on fleet market and contract value insignificant. Nothing else signed in fleet apart from small sme deals and channel business.
6jacko
26/2/2021
10:25
Quartix removed themselves from the insurance space because it was low margin make work. Quartix have always been way smarter than Trak.
andre
26/2/2021
10:14
Investor's Champion comments: Trakm8's exposure to insurance customers has impacted business more than larger AIM peer Quartix, one of our AIM favourites, which has seen growth from its fleet customers.
energeticbacker
25/2/2021
09:07
Didn't sound too bad to me. Clearly insurance has been hobbled by lack of new learner drivers. That should come roaring back next year. Smart breakdown should hopefully be adding further numbers and with new owners hopefully AA can make the next step change up. Smart Breakdown is still featuring on front page of breakdown cover so they are still pushing it https://www.theaa.com/breakdown-cover
horndean eagle
25/2/2021
08:47
I don't trust their updates at all. But I'm pleased to hear the lights are apparently still on. Whilst they're the sort of BOD who would blame a bad year on a toilet paper shortage in the office, the COVID19 excuse re young drivers is certainly a plausible one. As I said before, this is their market and it's effectively been closed for some months. Not huge volumes, so I would hope it doesn't finish the day down by much. Does anyone know whether this is a new client or simply an upgrade for an existing client? If the latter, is it common practice to trade back in the old devices and so on to off-set the cost of the new deal? Also, why announce such a small contract, and not other more lucrative insurance / fleet contracts, which they claim the winning of is improving? No one can blame the cynical among us for assuming that this is simply to lay a thin, but obvious, veil over what is more obviously a profit warning. Disappointing not to hear anything about Smart Breakdown or indeed how their touting for DVS business is going. All in all, more than a little disappointing, once again.
knowbodyyouno
25/2/2021
08:45
I think the only thing popping here is an illusion of ever making a profit again. It was marked down a lot (justifiably on that update). It's just rallying from bottom pickers.
andre
25/2/2021
08:20
Yes I know it's very transparent but someone has just bought 90to 100000 shares from what I can see.I bought 2000 ( big roller here) and now can't buy any.Like it or not the share may pop
ch1ck
25/2/2021
08:16
Appalling. They hung their hat on insurance and it's down. Trying to soften the announcement of 20% reduction in revenue with a single contract win. OMG.
andre
25/2/2021
07:53
Yes I'd agree given the backdrop. https://www.londonstockexchange.com/news-article/TRAK/contract-award-and-trading-update/14877845 New client win with over a 1,000 RH600 integrated telematics and cameras systems to The Parts Alliance Group. Modest loss for the year (similar to last year). Confident that the growth expected before lockdowns will be delivered next year. Not bad result imo. Recovery still in tact.
michaelmouse
25/2/2021
07:44
Good news I suppose
ch1ck
Chat Pages: 288  287  286  285  284  283  282  281  280  279  278  277  Older
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