Trade Now

Capital at risk Advertisement
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
  1.00 6.45% 16.50 15.00 18.00 16.50 15.50 16.00 23,534 16:28:34
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 18.1 -0.1 0.4 44.6 8

Trakm8 Share Discussion Threads

Showing 326 to 350 of 7275 messages
Chat Pages: Latest  15  14  13  12  11  10  9  8  7  6  5  4  Older
DateSubjectAuthorDiscuss
04/12/2014
08:19
Tracey.....shudnt u be pumping that PoS qpp as u have been for the last few months all the way down?
brahmsnliszt
04/12/2014
08:08
Good point Adam. Very good news this morning could see a break out soon
hydrus
04/12/2014
07:57
marmar80 , seriously if you're STILL pumping that gold outfit STOP it you're doing the genuine holders no favours.
tracy_moore
04/12/2014
07:54
The other point about capitalised costs is that they will usually be amortised through the P&L so it's not as if there's no P&L impact from them, just delayed
adamb1978
04/12/2014
07:44
Make a judgement on past numbers by all means, but do not forget the future growth opportunities. This has legs and could run a lot further. This morning's announcement; 'Trakm8 receives significant hardware order to upgrade Saint-Gobain fleet telematics Trakm8, the AIM-listedtelematics and data provider to the global market place,is pleased to announce it has been awarded a significant hardware order from its well-established customer Saint-Gobain. This order is an expansion of the business the companies are already committed to, and will upgrade the entire installed [UK] fleet of vehicles to the Trakm8 ecoN fuel saving fleet management solution' £1m plus
lanzarote666
04/12/2014
00:47
I know this is a different play but.. Guys, keep an eye at Oxus Gold (OXS). Arbitration news any time, expected in 2014. Big money to win (up to 50x), high risk involved. Dyor. mm.
marmar80
03/12/2014
23:22
Fair point but I guess that large prepayment would ordinarily be paid this year so cash generation better this year than it looks.
hydrus
03/12/2014
23:13
Sorry I dont know much about finance :0( but from what I see, they made negative cash flow in the half year even with good profits and last year the cash flow was only helped by a big swing in payable? i will happily hold on longer if i am mistaken :0)
solooiler
03/12/2014
23:12
Oh and one other thing there are very strict criteria about what types of development costs can be capitalised. It's not just any old development expenditure. If the criteria is met as far as I understand it they must capitalise the costs, they have no discretion.
hydrus
03/12/2014
22:44
Clever accounting? I'm an accountant (Paul Scott isn't) and I can tell you there is nothing clever about it they are simply following accounting standards. Paul Scott's view is that this accounting rule is not helpful, I disagree with his black and white view of it. It's entirely reasonable for a company to capitalise some development expenditure as it will reap the benefits of much of it over future periods. Either way with good cash generation I wouldn't be worried about any accounting tricks.Good luck with your strategy, with 30 trials in place and growing traction I can imagine you will regret selling out at 95p.
hydrus
03/12/2014
22:33
I bought in at 72p :0). But my target is only 95p. Profits are really flattered by dev spend capitalisation :o9. profits for half year fall to 350k when you take out zee clever accounting :09. paul scott pointed this out too :0O
solooiler
03/12/2014
21:43
Hmm 65 p a few weeks ago looks like a terrific bargain now 85p not too bad either ,I think
nfs
03/12/2014
21:34
....and that 10.6x PE I think under-states the likely earnings
adamb1978
03/12/2014
21:29
rogash - I might update my website towards the end of December or early January. Adam - "Looking at the Mar-16 multiple there could easily be another 50%-75% upside from here over the next 12 months" Yes given the impressive growth figures they are achieving, the forward p/e for the current year at 15.1 and for 2016 at 10.6 are very modest. Michael.
michaelmouse
03/12/2014
20:43
Looking at the Mar-16 multiple there could easily be another 50%-75% upside from here over the next 12 months
adamb1978
03/12/2014
19:22
Up 12% today and not a squeak. Solid buying throughout the day. That is a nice whoosh this week! Chances are we will see a breakout, a new high and three figures before the year is out. 8-)
lanzarote666
02/12/2014
09:33
Keeps delivering on it's promises in the past 18 months....before that they were chugging a long in a small way, however it seems they have hit a good market niche with the car tracking and driver behavior and is their real expertise...well done Mr Chairman and the rest of the team! 30 trials is excellent!
harrison15
02/12/2014
09:09
Michael, you don't seem to be sharing your thoughts much on your website lately.
rogash
01/12/2014
20:06
Excellent interim results. Figures are very encouraging. Very positive outlook statement. This bit looks particularly intriguing:- "Total revenues in the Solution sales segment represents 59% of the Group total. We currently have over 30 significant trials in progress and we anticipate that revenues will continue to grow strongly in this segment." These are the recurring revenues that underpin the group's performance. Superb management and a company that keeps delivering on promises. :) Michael.
michaelmouse
01/12/2014
08:54
Onwards and upwards - with 60% of revenue recurring sales, this underpins the healthy cash generation. The question is what are they going to acquire with the cash. (I see that Finncap have a target price of 100p)
lanzarote666
01/12/2014
08:06
Yes, decent results. Meeting expectations for the year means 3.3p EPS for H2 so if you then factor in some grwoth next year, puts them on a single digit PE for the year to Mar-16. Think these should be 50% higher than they are
adamb1978
01/12/2014
07:34
Results look good to me. Mention of a new contract with saga which I don't think has been announced before
hydrus
28/11/2014
16:14
Bounced off support, results in a couple of weeks
hydrus
14/11/2014
11:40
Thanks Hydrus, appreciate the work you've put in here. I believe that broker figures for all newly listed companies are not issued until at least a month after listing (I dont know why this is). I hold TRAK and am not considering selling out any time soon.
firtashia
14/11/2014
11:14
Things are a bit muddied by TRAK's purchase of Box. It would be easiest to compare last years financial results but they are not comparable because of the above. Therefore for TRAK I'm going on broker figures for 2014 (thats 2014/15) and for QTX going on last year figures multiplied up by 20% as that appears to be their prospective growth rate based on what they say about current years trading in their admissions document. If anybody has broker figures for QTX that would be better. QTX: 1.56 share price, 72m mcap, 47m shares, 2013:17m revenue 4.6 profit after tax2014:21m revenue 5.5 profit after tax 11.7p EPSPE ratio: 13.3 TRAK: 0.69 share price, 20m mcap, 29m shares 2014:18m revenue 1.6m profit 5.7 EPS PE ratio: 12.1On that basis TRAK looks a bit cheaper. However I think TRAK has better growth prospects also. Brokers are forecasting 8p EPS for 2015 which is 40% growth. I also think, from reading QTX admissions document, that TRAK has more traction in insurance which is perhaps the bigger growth area. QTX appears to be more a more profitable company though which is interesting. I think it has a niche in SME's. So maybe it able to charge more? Not really sure. Both are interesting companies, but I like TRAK as at £20m mcap with faster growth it seems to me to have more headroom.
hydrus
Chat Pages: Latest  15  14  13  12  11  10  9  8  7  6  5  4  Older
ADVFN Advertorial
Your Recent History
LSE
TRAK
Trakm8
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

Log in to ADVFN
Register Now

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20220813 19:19:45