Trakm8 Share Discussion Threads

[sh1984] 25/10/2017 08:38

If you hold for around 18 months then we should be in the region of 500p

[jamiemp] 24/10/2017 20:17

Great: I'll sell you all of mine for 225p!

[axdelta] 24/10/2017 19:42

I would think a fair value of these shares given the progress they have made is around £2.50

[nfs] 24/10/2017 12:17

Surely it will take time to rebuild confidence Maybe £4 in 18 months?

[luckymouse] 24/10/2017 12:16

Nice technicals

[blondeamon] 24/10/2017 10:56

Nothing goes up in a straight line but I suspect there will be reratings soon.

Why would today's Trakm8 not deserve to be at 4£ right now, being there just 2 years ago when the company had 40% less sales, missed the spectacular products they own today and client base was significantly less....especially without so much potential on Intl Sales.

When you add the Calor Gas contract in H2 plus any new ones they'll book in the meantime, this year can really be the basis for great things to come. I am looking forward to their ADAS features hitting the market, then the RoadHawk 600 will be unbeatable worldwide.

All in all, if this trajectory continues within 1-2 years this will be fairly valued at 5-6£, hopefully when a dividend is in place as well.

[qs99] 24/10/2017 10:37

well looks like a few buyers out there still....could this get to £1.50 today with this momentum? So tightly held....GLA

[rogash] 24/10/2017 10:36

Anybody know what T>W> said about Trak in his bearcast yesterday

[dc2] 24/10/2017 09:50

Thanks blondeamon.

[michaelmouse] 24/10/2017 07:51

Nice follow up article blondeamon. Cheers.

[blondeamon] 23/10/2017 21:20

My new article on Trakm8:



Find out what everyone else missed under the devices section.

[knowbodyyouno] 23/10/2017 18:12

Nice strong finish. Feel vindicated re my recent top ups. I also would have added this morning but I'm out of available funds at the moment. That said, I have quite a substantial holding here, so very happy to sit back now and enjoy the ride. Whilst I'm sure there will be ups-and-downs, smiles-and-frowns, pretty sure this is the turning point.

Onwards I say; onwards!

GLA

[mrx9000] 23/10/2017 17:00

Good article blondemon, thanks for sharing. Increased my holding today.

[kmann] 23/10/2017 16:10

Got to be good for a short squeeze now atfer all the negative sellers need to close. All change to the upside now on multple metrics, fundamental, industrial, and technical.

It was obvious from the last update this had turned the corner, you didnt need any telemetric data to tell you that!

[michaelmouse] 23/10/2017 15:55

A quick reminder of what I said back in March of this year:-

[kmann] 23/10/2017 14:25

paul scott added today, says he struggled to buy first thing, not surprised, look at that volume.

Good article blondeamon, you should goPro!

[luckymouse] 23/10/2017 13:04

free stock charts from uk.advfn.com

[blondeamon] 23/10/2017 10:32

In case someone missed my article the first time:

I'll do a follow up soon as well.

[kmann] 23/10/2017 10:13

I thinks this is a re-rate prospect now. A little bit of coverage from a couple of grown up share tip magazines should do well.

[kmann] 23/10/2017 09:46

All you had to do was some BASIC research here to see this this developing in to an industry winner.

"record number of new contract wins and extensions achieved during the period, due to the continuing high levels of investment in engineering, sales and marketing. As previously announced, new contracts have been secured with Intelematics, Calor Gas and Mecalac and contract extensions with Iceland Foods, Shell, Young Marmalade and Direct Line Group"

Massive gap to fill at 175p

[blondeamon] 23/10/2017 09:19

I think 3m PBT is way too conservative for this year. They will play it safe until last minute but unless there's a big disruption (Brexit related or similar) I think they'll pop the "exceeds expectations" somewhere near Q4 in February. If I was the CEO I would do it on the same day as the profit warning last year, just for effect.

[horndean eagle] 23/10/2017 08:46

If they can deliver full year numbers then hopefully trak re-rates with the market. This sort of organic growth should afford a much higher prospective rating than 10.

[blondeamon] 23/10/2017 07:50

Excellent results, note John's phrase of "high margin " sales increasing.

It's not just 14% of revenues up, it's also that these are higher margin too.

Number of devices and recurring revenues the biggest indicator here, both displaying excellent progress at 14% up. In H2 this will be alot higher as all these devices count for a full season (many installed for few months not whole period)

[michaelmouse] 23/10/2017 07:44

Absolutely bhxian. It's very promising for this year and even more exciting as they move forward.

[bhxian] 23/10/2017 07:41

And the cash position has increased in a time of continued R&D growth,number of trials out with putative clients and substantial hiring of new staff.