Trakm8 Share Discussion Threads

[slartybartfaster] 24/5/2017 22:21

It's a biggy. Really, how do you know michaelmouse? You rubbished these type of announcements from other companies you bash. TRAK is different, why? No cash figures at all. No mention of margin either.

michaelmouse
20 Apr '17 - 14:32 - 3439 of 3598 0 0

It doesn't always work like that clocktower. That's why I'm sceptical about the emphasis on revenue whilst in the same breath they mention continued losses and additional capex.
From the statement it strongly suggests that increased revenues are coming at an equivalent ramp up in costs. Hence cash burn will remain high.
Certainly no evidence of operational gearing coming into play yet.
////////

You were wrong on capex, wrong on losses and wrong about the cash call.

[lampran] 24/5/2017 10:39

hxxps://www.research-tree.com/blogs/news/trakm8-shares-rebound-on-contract-win

finnCap covered it in its morning note. said it made no changes to forecasts but did say it was extremely encouraging news

[philjeans] 24/5/2017 08:46

Correct.

Way oversold down here.

[orange1] 24/5/2017 08:30

The contract is with a technology company whose customers may or may not include the AA and the ANWB.

[philjeans] 24/5/2017 08:19

AA it is then.

Excellent.

Glad I bought at 85p - on to 150p this summer.

[kemche] 24/5/2017 08:13

All good I see.........

[blondeamon] 24/5/2017 07:49

My previous research tells me it's ANWB, Netherlands biggest Roadside Assistance company with 4.4m members.

This is from my archive, AA setup a pan European organisation with Netherlands and Austria




I'll dig out more.

[blondeamon] 24/5/2017 07:38

Winner of most clueless post in advfn goes to philjeans. The AA he says Omg.

Good contract, finally some international sales kicking in. But since number of devices was omitted I guess it's not that big.

Waiting to see but all on the right direction.

[bhxian] 24/5/2017 07:37

michaelmouse

Totally agree.Some months will elapse before the true significance of this win are appreciated -the statements "significant" and "additional visibility" are the first meaningful indicatore to opening up big time into Europe.

[philjeans] 24/5/2017 07:34

Sounds like the AA.

Excellent news.

[michaelmouse] 24/5/2017 07:15

It's a biggy!

"It is also encouraging that this solution is expected to be offered in multiple countries."

"This contract is expected to be a significant one and provides additional visibility for our expectations for this financial year and beyond."

You won't be regretting your trade this morning knowbodyyouno ;)

[bhxian] 24/5/2017 07:14

Yet again (more) encouraging news.

[knowbodyyouno] 22/5/2017 16:39

It was my trade. Regretting it a little now.

Better to purchase in increments it seems.

Ho hmm ..

[philjeans] 20/5/2017 10:41

Encouraging - hidden gem here.

[alphapig] 20/5/2017 10:26

bhxian, it's shown as an ordinary trade on lse, so slightly optimistic, see what it opens at on Monday.

[bhxian] 19/5/2017 20:49

Can anybody help.Is there any technical reason i.e. inter market maker transfers -why
somebody should acquire 90000 shares -declared after market-in the sum of £1.15 per share?

[blondeamon] 17/5/2017 22:55

Trakm8 won the Transport Technology of the Year 2017 award

[ch1ck] 17/5/2017 11:33

The recent fall after such a strong rise was inevitable. I held on to the shares I bought as I picked them up quite cheap.If you believe in the company then it's easier to do this but it is disconcerting when it falls 20% or more.It's going to be a bumpy recovery but thinks are looking fine for now

[luckymouse] 15/5/2017 15:34

Yes the news & anticipated fundamentals have to back up each chart stage. This hasnt reached stage resistance yet imhv.

[jamiemp] 15/5/2017 03:44

Interesting LM.

It does remind me a little of GMS: that was oversold and priced to fail last year (?). The first positive news basically doubled it from the bottom. But nothing seemed to happen after that I. E. There was no further catalyst to resume a long term trend.


Completely different business but similarly a limited free float.


Thst being said, Keith Evans seems shrewd. I'm sure he can cook up positive and timely RNS's at the right moments.

[loglorry1] 13/5/2017 17:21

Blondeamom are you sure theAA are using TRAK in their insurance products rather than just their fleet. I heard theAA are also working with a different company. Don't fly off the handle I'm just asking the question. Can anyone find evidence it is 100% TRAK?

[bhxian] 13/5/2017 16:29

LuckyMouse
Many thanks for your thoughts.

[luckymouse] 13/5/2017 15:01

bhxian - I'm afraid you have to take it one stage at a time (imhv)- only in the very rare cases of very high Sharpe Ratio stks (performance/volatility) such as BOO ASC FEVR KWS G4M etc or the FANG stks in the US - is there an automatic assumption that it will easily blow through into the next stage due to their world dominating growth business models. The rest of the mortal world is generally stage by stage.

There are some steady eddy companies and ITs that keep on growing with excellent management that are good for buy n forget with your pension etc but again far and few between.