Trakm8 Share Discussion Threads

[michael1mouse] 14/12/2017 16:24

Why the capitulation after such a positive trading update? It was positive was it not! Once bitten and all that. I small another placing. Will the ii take part this time?

[davr0s] 08/12/2017 15:50

Clearly ain't helping this afternoon

[blondeamon] 08/12/2017 14:17

Brexit sorted, ££ should move higher and moe stability to the markets going forward with a 2 year transition.

Should help TRAK manage/reduce costs more effectively and overall economic climate should improve.

[dc2] 08/12/2017 11:43

thanks blondeamon

[blondeamon] 08/12/2017 11:40

They already announced 1.5m annualised cost savings because of relocation and restructuring.

[dc2] 08/12/2017 11:15

Apparently already known (should read more)

hxxps://www.trakm8.com/news/trakm8-relocates-head-office-to-the-west-midlands

Any views on the staff turnover as a result, the cost and savings (do they own the building in Shaftesbury) and the relocation of the Cowleys (I assume they live in Shaftesbury) etc

Edit: perhaps they will keep Shaftesbury

[jamiemp] 07/12/2017 16:49

Could be the end of a flag coming up. Another breakout next week would be nice

[blondeamon] 07/12/2017 15:21

News keep coming in today.

"AA data used to confirm new world record

AA Car Genie telematics data was used to track the journey from Land’s End to John O’Groats and to prove a new world record for fuel economy"

[blondeamon] 07/12/2017 10:39

"ScottishPower has seen significant improvements in fuel efficiency and idling after deploying driver behaviour technology from Trakm8."



"these results have come as no surprise to us as Trakm8 present high level KPI and ROI summaries to us on a monthly basis. We look forward to working with Trakm8 over the coming year and beyond as we seek to build and improve upon an impressive first set of annual results."

Praising article for Trakm8 and this isn't even their best product. Imagine if they had the RoadHawk 600, many of their clients must be tempted to upgrade so that they can reduce their insurance premiums and get ADAS features too.

[allstar4eva] 06/12/2017 11:42

BTW I wasn't suggesting buy and hold is the only way. I said horses for courses. Whatever works for you. If there was only one way it would be well known and everyone would follow it. Always useful to hear different strategies.

[nod] 06/12/2017 01:53

I was not saying there is one way to invest.You appear to support buy and hold - that's one way.I suggest there is more than one way to maximise returns and reduce risk. Hold by all means but use your in depth knowledge of a company acquired over years to trade the ups and downs along the way.Few shares go up 700% in a straight line in a short time. It often takes many years.If you invest $1 keep it there - I'm not suggesting you sell it.I'm suggesting you also trade the share along the way to 700%We all have a tendency to fall in love with companies we buy shares in and can then only see the company through rose-tinted glasses. Selling is hard.Small company wipe outs are common when there is crash.

[allstar4eva] 05/12/2017 19:16

Sharing strategies is all well and good. It is also appreciated as you can get new ideas but there is no right or wrong way. Whatever works for you is correct. I've had shares where had I tried to trade I could have missed out on 700% gains in a year. I've also had times where I regretted not selling a spike. So I guess all strategies are valid in the right situation. Good to hear but no one size fits all imo.

[davr0s] 05/12/2017 19:07

Totally agree Nod. I have an exit point on every one of my holdings. I have no problem being wrong on a stock as long as I sell for a small loss if it falls

[40toolong] 05/12/2017 11:09

Nice to see us back on the way with strong buys. Glad I escaped the tree shake, almost got tempted to sell, time to top up.

[nod] 05/12/2017 02:44

Blondeamon, you wrote:"long term buy and hold is my style but each to their own, especially if you don't hold a full time job and you trade for a living like I suspect nod is doing (just guessing). All perfectly good based on subjective views and lifestyle, no right or wrong ways."Guessing is not a very reliable analysis or science.I'm not a day trader or shorter, never have been.I'm retired and have been investing in stock markets for more than 35 years. While it has its risks, it returns more than a bank.I don't trade for a living. I buy and sell now and then because it makes sense to use your knowledge and wisdom.I have not lived in the UK for 35 years - I live in the South Pacific Ocean (for 21 years) and get to see the Pacific Ocean every day. I previously lived and worked in Bermuda and Switzerland.After the 1987 crash I realised buy and hold doesn't work because nobody knows what's around the corner. A single event can decimate your long term investment for many years."It's not what stocks you buy, it's when you sell that counts". A book worth reading for its simple message.

[wilmdav] 04/12/2017 15:07

. 2017 2014 2015 2016 2017 2018(H1)Capitalised development (£m) 0.13 0.61 0.86 1.85 3.24 1.76Amortisation (£m) 0.22 0.20 0.52 0.66 1.57 0.73R & D (£m) 0.46 0.03 0.35 1.00 1.31

[wilmdav] 04/12/2017 14:47

Yes, that is illustrated in the Capex chart on my website:



But I will shortly post the actual figures too.

[pj0077] 04/12/2017 14:26

I think a better comparison is:* capitalised R/D Vs* total amortisation charge

[wilmdav] 04/12/2017 14:19

Thanks PJ. You are right. That does rather reinforce my earlier concerns. I will edit the text of the post and the row labelling.

[pj0077] 04/12/2017 13:29

WilmdavHaven't you labelled the rows incorrectlySurely the first row is capitalised development expenditure & the second row expenses R/D?

[wilmdav] 04/12/2017 11:45

Excellent news, especially as I topped up earlier this morning.

Further to my earlier expressions of unease about the amounts of capitalised development and blondeamon's reply, here is a table showing R&D and capitalised development for each of the last 5 years. The amount of cap-dev is significantly higher than R&D during the last 4 years. The fact that TRAK are regularly capitalising stuff other than R&D does suggest that their profit figures might be lower if someone else had prepared the accounts. In which case, the change in FD might be a good thing.
Edited at 14:35

. 2013 2014 2015 2016 2017Capitalised dev. (£m) 0.13 0.61 0.86 1.85 3.24R & D (£m) 0.46 0.03 0.35 1.00 1.31

[blondeamon] 04/12/2017 11:09

New CFO here less than a month just invested 30k of his own money just now to buy shares.

[allstar4eva] 04/12/2017 11:08

Director Buy. Maiden purchase by new FD