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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 | |
---|---|---|---|---|---|---|---|---|---|---|
0.00 | 0.00% | 9.00 | 8.00 | 10.00 | 9.00 | 9.00 | 9.00 | 0.00 | 08:00:00 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Transportation Equipment,nec | 20.2M | -783k | -0.0157 | -5.73 | 4.5M |
Date | Subject | Author | Discuss |
---|---|---|---|
15/5/2018 08:45 | It does seem quiet, but then they don't have the best PR it seems. I suspect we'll be waiting quite sometime for news. Let's hope it's good. Your analysis suggests it may be. Personally, I think we'll see the benefits more in the second half of the year than the first. GLA | knowbodyyouno | |
15/5/2018 07:24 | Too quiet for May, any of these days I'm expecting a contract win. They always announce something on May after all these shows. Buy Yorkshire show today and BIBA soon too. SaaS bad effect finished on March 31st, this year all the previous deals will be cash positive and the 3000 cameras installed in 2017 will bring on 3x the usual Fleet margins. Waiting to see how many of the 34000 new devices in H2 were Fleet, if 5k were that's amazing leading to 75k total fleet. 2018 year they'll exceed and finally rerate IMO. | blondeamon | |
08/5/2018 12:27 | @bhxian - we may never know. Today is very quiet in comparison to recent trading days... | knowbodyyouno | |
04/5/2018 16:19 | I tend the view that this transaction is related to the former FD.As he is no longer a statutory director -having resigned -and a reasonable time has elapsed -not legally necessary but sends the right signal.This may have been relating to his adjusting his own holding or simply doing a related transaction.If- say he has moved on -he like many FD's -including our own -would wish to reassure in terms of his commitment to a new employer or alternatively simply for personal (financial) reasons.Imagine if somebody wanted to invest now at this level -I am sure the price would be marked up by at least 20-30p. There is no evidence of this in recent activity.Even the slightest amount of buying/selling results in the mm manipulating the price currently. | bhxian | |
04/5/2018 15:47 | Could be a delayed report of the trade, which would explain some of the oddities around the share price of late. In terms of the trade itself, looks like it's off the books - in other words, one party sold 200,000 shares to another interested party, at an agreed price - the MM, facilitated the trade. | knowbodyyouno | |
04/5/2018 14:56 | Any thoughts on the 2 x 100,000 @ 91p (mid price)? I still think there is a buyer out there and the MMs are shaking the tree. | dc2 | |
03/5/2018 06:10 | Someone (or more) is/are unloading in the background - at a fair pace, I’d say. I’m waiting until they are clear. | knowbodyyouno | |
02/5/2018 08:21 | And more senior roles for the Car Genie in AA: Reads really well, planning to integrate it with Alexa and car dashboards on top of the mobile app. They want this to be sold with each roadside cover in the future. | blondeamon | |
02/5/2018 07:57 | Excellent results from DLG again, especially in Motor policies. | blondeamon | |
01/5/2018 20:58 | I agree with you there Dave. | 40toolong | |
01/5/2018 18:52 | "The Floow analyse Trakm8 data for DLG." The mind boggles. | dave2608 | |
01/5/2018 14:57 | Dave, with all due respect, you have no idea what you are talking about. The Floow analyse Trakm8 data for DLG, not a technology provider. P.S DLG own a stake in them though! | 40toolong | |
01/5/2018 12:56 | I also think insurance is just something to pay the bills, never a long term thing for TRAK and certainly not where the money will come from. Plenty of competition out there on DLG's last year open competition, to provide a tracker and some algorithms . And all for a maximum of 1 year until the policy holder doesn't need this anymore and switches to a normal insurance. No recurring revenue, just a one-off fee per device which is not bad as it's upfront cash but certainly nothing to get excited about. At least TRAK's product made Quatrix retreat from the insurance space and hurt them a lot but I also think we lowered our prices a lot too to win that contract renewal. Money were always with Fleet and the nice recurring revenues it brings. Now add Automotive to that, which is basically TRAK's retail offering through the Clubs.(+ Smartdriverclub) Fleet devices were at 70,000 in the HY. QTX has 105k so definitely lots of road ahead for us to catch up. Only once above 100,000 that big players will take you seriously and consider a bid. The Car Genies is also an interesting approach as technically they are Fleet but on Retail side. But TRAK classifies them as Automotive and bundles them under 'Insurance & Automotive', thus keeping the real Fleet numbers pure. If you count those, TRAK is already above 100k fleet devices. They may only bring £2-3 pcm instead of £8-13 on the Fleet side, but we are getting 2000 of those each month for free and they are recurring not one-off. There are more than 10 clubs served by Intelematics/ARC Group and only 2 are already live while 2 are preparing to launch this year. The more the success, the more clubs that will follow. That can be tens of thousands of devices across Europe bringing in the bacon with 0 marketing/sales budget for TRAK within the next 12 months. I cannot stress this contract enough, people just seem to not buy the story here but IMO this is the most important contract TRAK ever had after the AA one at its beginning. | blondeamon | |
01/5/2018 11:38 | 40toolong re post 2525 "Interesting to see DLG next week. Could be time for them to make a move on their long standing partner and then license the technology to the AA, European Breakdown businesses AND Green Flag, which they own". You make it sound like Trakm8 is the only iron in the fire for DLG and for other insurance providers. From this standpoint the conclusion can easily be that in the long run Trakm8 has these companies in the bag. This certainly isn't the case though. There really is plenty of competition out there. I don't think that the link up with DLG is as compelling as you think. Take the following 3 articles for example. | dave2608 | |
01/5/2018 08:20 | I think one of the fundamental problems Trakm8 has (and to my memory has always had) is the ability to 'shout' about what they're doing. Instead, we've had a series of poorly written RNS, misleading statements or just plain silence, when clearly 'stuff' is happening in the background. If the BOD are serious about unloading this co to a big player in the insurance or perhaps even the mobile data market (as I suspect is the near/medium term aim), they need to do a much better job of this. As a long-term holder I currently look on with disappointment. Yes there has been some hiccups - pretty stomach churning ones but this remains a viable and growing concern that generates decent revenue and makes profit - a rarity on the AIM market. My feeling is that following a full and successful tradition to the new business model we will see a substantial re-rate (if projected figures support it) - but as always, cash is king - Trak needs to make sure it's generating plenty of it. | knowbodyyouno | |
30/4/2018 21:04 | Blondy - no it's not the value of a Scottish power contract every month. Tracking is far better rev than insurance & other. Cameras might be better margins but have sold very low numbers. Is this a product play or solution company? What is the strategy as I feel they'll be churning out thousands of insurance devices at next to nothing with no control of the data and services behind it. What, exactly, does TRAK do for the insurance market. What data analysis do they actually do? Can someone tell me since they need to shout about it if they are. We need to get this co back to the exciting times of 3 years ago and we can all make some money | emptycup | |
30/4/2018 12:56 | AA has 6000 Car Genie devices, ANWB Connected already on 20,000..both within less than a year. Both have huge plans to ramp up sales of those devices. Austria's biggest roadside club OAMTC also launches in the summer. That's 2000 devices per month, the size of a Scottish Power contract every single month. Margins low there though but we do nothing to attract these devices, it's all paid for by the clubs' budget. The RoadHawk 600 and ADAS is the next big story. Any sales there are huge as margins are triple the usual trackers have. When ADAS goes live it will unlock a new market for TRAK, competing directly with SEE. I don't expect any big bangs but gradual modest increases upwards. In 2017 they added 61,000 devices...50% more than their previous record and I think they are just getting started. It would be great if they announced another mammoth contract, sure. But I am not counting on it, many decent medium ones is more what I expect and already happening. Fleet devices and recurring revenue is the key metric here. Along with the Automotive numbers which is under Insurance these days.(the clubs' trackers) | blondeamon | |
30/4/2018 12:11 | Where are things going with Trak? No new announcements following the CV show and all of Q1's news stories a bit dull IMO. Martin Group, 400 systems, standard tracking; Scottish Power, DC2 but only on new fleet - so not convinced enough to retro-fit and COLAS 1000 systems over 3 years. This isn't good enough - with a company this size and R&D/Big Data, is that it? Trak can't bank on the black boxes and subs (Blondy - the business has to be better than that). Will someone acquire? For the existing subs - probably not as contract churn will be high regardless. I do think Trak needs to get their tech more integrated within business systems of the major fleets rather than being a tracking/driver behaviour player competing lower in the food chain. | emptycup | |
30/4/2018 08:25 | Trak will be snapped up long before it reaches £10, if that day ever arrives. Personally, I would be glad for a return to the days of £3+ (my personal target), but even that dependant on a lot of factors. Meanwhile seems the trend is downward. GLA. | knowbodyyouno | |
29/4/2018 09:04 | Blonde, don’t kid yourself, the BoD would take 3.50–3.80 a share (odd that is what the DLG share price is at the moment. Share swap on Wed?) as they must see all of the fierce competition around them and they know that no matter what they do, they will never be the Darling of AIM again. They must want out, the stresses and strains of being the ugly listed stock could all be ended with a handshake to DLG. DLG could boost their breakdown and insurance business by buying Trak and shutting the door on the AA and others or makes lots of money by licensing it out at a steeper margin. DLG has a market cap of £5.1bn. AA has one of £820m. For £100m DLG could really trip up the AA as they have pinned their future on Trak. Watch this space. If it goes for over £10.00 ever Blonde, I will be flabbergasted... | 40toolong | |
29/4/2018 07:38 | There is also a new insurtech company that will go live in May and if my research is correct, it uses Trakm8 behind it. That's quite significant as it will not use traditional insurance products but will rely on technology solely. On top of DLG and Marmalade, a new offering will diversify TRAK's leadership in UK as the #1 provider in the insurance telematics space. I still don't think any of these companies will invest in Trakm8 as competition is fierce and plenty others could replace them if something went wrong. They use only trackers from TRAK not any sophisticated cameras. The AA and Intelematics on the other hand are basing their pan European common product on Trakm8. They tied their product's future with that of this company and would make sense to invest. In any case the directors/founders here wouldn't sell easily, they're all above 50-60yo and small chances of giving away their nice salaries for anything less than £10 to a bidder. Last time they gave something away to an institution was at the placing at 330p where they gave sth like 3%. I suspect by this time next year TRAK will be doing a new record high. | blondeamon | |
28/4/2018 21:45 | And I quote from the DLG job site “Telematics Pricing Manager As the motor insurance market is transforming, the way in which motor insurance will be priced in the future will change; this is why telematics is one of Direct Line Group’s top strategic priorities” | 40toolong | |
27/4/2018 15:50 | Interesting to see DLG next week. Could be time for them to make a move on their long standing partner and then license the technology to the AA, European Breakdown businesses AND Green Flag, which they own. Top up on Monday for me | 40toolong | |
27/4/2018 12:16 | And another Fleet contract, 400 devices for HW Martin: This is the third Fleet contract this month after the one in Europe, Scottish Power extension for cameras and now Trakm8 Asset devices. Again, too small for an RNS but quite important and towards the right direction of juicy Fleet margins. | blondeamon |
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