Trakm8 Share Discussion Threads

[henryatkin] 22/4/2015 10:08

Its just stops getting hit imo. I got a trailing stopped hit yesterday. No different to last May. Longer term holders will eventually see new highs at no extra cost and shorter term traders will pay additional costs with the hope of buying back cheaper.

[qut] 22/4/2015 09:33

Maybe they're on the acquisition trail?

[rogash] 22/4/2015 09:04

i am sure not bad news. This always happens with trak, a few bored traders selling
thats all. No real volume it's so illiquid.

[hydrus] 06/4/2015 19:34

Might get a trading update this week

[luckymouse] 17/3/2015 19:34

Trading update early April last yr - regs have changed so maybe not this year - but I hope there will be :) This deserves a rerate at March yr end

Interim Results 01 December 2014
"Significant momentum in sales and strong cash position"

[michaelmouse] 03/3/2015 20:49

Direct line released their results this morning:-

"The Group has also continued building its telematics portfolio, with 38,000 in-force policies at year end. This growth has been accelerated by the launch of a self-install device during the year." :)

Some anecdotal evidence that I've picked up is that whilst Direct Line telematics policies are clearly very popular with young drivers, some driving instructors are also recommending Marmalade policies to their young captive audience.



Thinking ahead, I think that there is almost an inevitability that telematics policies will eventually become compulsory for drivers of all ages. They must be incredibly attractive to insurance companies trying to manage their risk, and sensible drivers are certain to benefit.

Michael.

[luckymouse] 24/2/2015 12:29

Indeed yr is Mar15 - then we roll onto next yrs expectations which I calc quite a lot higher... :)

[cheshiremoggie] 23/2/2015 12:37

Well well. At the end of last year my target share price for end 2015 was a 25% increase to around 110p.It seems we are here already. Let's hope the company continues to make good progress followed by the share price CM

[luckymouse] 20/2/2015 13:35

www.barchart.com/snapopinion/stocks/TRAK.LS

[luckymouse] 20/2/2015 10:02

Just redone the fwd calcs - next bounce 131p

[henryatkin] 18/2/2015 11:54

Been tipped in Growth Company Investor.

[henryatkin] 16/2/2015 16:08

....and what is the likelihood of a deterioration when we have just had the recent Marmalade contract....
"awarded a contract by Marmalade, the specialist provider of cars and insurance for young drivers. The initial contract order is valued at GBP1 million which will be realised within the next financial year."

[firtashia] 16/2/2015 14:22

Hydrus - yes, I laughed at this one, because he wouldnt have bought "then", as he puts it, as the market cap would have only been about £10m, & he says he doesnt buy anything under £15m due to liquidity/delisting risks. Agree, its a classic case of regret. How greedy do people need or want to be? I'm happy to be 40% up with this one since October,& if the fundamentals start to deteriorate & I sell out at this price, then I'll still be happy.

[hydrus] 16/2/2015 13:15

I see Paul Scott wishes he bought here, not sure he has missed out though as plenty more scope for growth. Hard though if you have watched it rise a lot and never bought in. From his blog last week on a rival site: 'Shares of this niche telematics company are up 7% today on a £1m contract win announcement. The company seems to be going from strength to strength. I was very impressed with management on a conference call a couple of years ago, and remember thinking that they sounded like the sort of people who should be running a much bigger company. The shares are up 5-fold since then. I've probably missed the boat on this one, so am reluctant to buy now.'See more at:

[hydrus] 16/2/2015 13:12

Ok thanks.

[18bt] 16/2/2015 13:11

SImon Thompson in IC

[hydrus] 16/2/2015 12:38

Tipped somewhere?

[luckymouse] 15/2/2015 09:54

I think its worth a 102p, then 120p

[ricgains] 12/2/2015 12:07

Very positive news. It looks like Marmalade use telematics in ALL their policies, hence why the announced contract is a similar size to the Direct Line deal. I'm guessing here, but if they use black boxes for every customer, the self install T10 option must be much more cost effective.

It's encouraging that they are taking the data services as well.

Potential for further announcements of this kind in the short/medium term, as they pointed out in the interims, they have "over 30 significant trials in progress".

[firtashia] 12/2/2015 09:36

Nice contract win - certainly not a "jam tomorrow" company ;-)

[hydrus] 12/2/2015 07:50

Very good news today, could we see a re-test of 90p with a possible break out?

[luckymouse] 30/1/2015 10:50

Look at the income statement and margins on the right hand graphic - huge jump coming! :)

www.4-traders.com/TRAKM8-HOLDINGS-PLC-4005668/

[luckymouse] 30/1/2015 10:47

Still 8p undervalued for MAR15 & 40% undervalued for next yr! Should bounce up when folks realise.

[lanzarote666] 05/1/2015 14:29

And there she blows.

New appointments to the team at Box Telematics recently suggest that the growth reported in September 2014 continues. Promising.