Trakm8 Share Discussion Threads

[blondeamon] 30/5/2018 08:53

AA working on using Car Genie to warn drivers about hazardous routes containing potholes. This is exactly how data should be used, this is great innovation.

[knowbodyyouno] 29/5/2018 19:10

I couldn't see the employment updates on Trak's website? Where's this info?

Cheers

[blondeamon] 29/5/2018 15:09

Good catch 40Tl, amazing resume that guy. Especially focus on UK SME and having built his own team for Green road from scratch. Could bring some well needed connections to the SME market.

Check out Phil Barnes as well, another impressive one just hired. They really upped their game with new hires.

[40toolong] 29/5/2018 14:56

They have also just hired a heavy hitter Ex-Masternaught / Greenroad guy to Head up the channel sales. Perfect timing for some new Sales blood!

[she-ra] 29/5/2018 14:27

Two weeks ago you said it will be taken over for £10 a share.blondeamon I completely agree that a massive premium is just around the corner.

[blondeamon] 29/5/2018 14:17

This time last year there was one contract RNS after another(3 in May alone). So far nothing this year but at least every little contract announced (Colas, Martin Group, Scottish power cameras) was on the Fleet side where the best margins are.

33 days until full results.

[40toolong] 24/5/2018 17:42

Wasn’t me BTW!

[dc2] 24/5/2018 14:50

15,000 shares allegedly sold at 90p and has no share price impact. The subsequent sells do not affect the price either. As Blondeamon states this is a small illiquid company so what gives? No need to answer, just an interesting observation that under different times the share would have bombed....

[40toolong] 24/5/2018 14:24

Just getting emotional....staying in

[knowbodyyouno] 24/5/2018 13:46

She-ra, why do you say Blonde has sold? He/she hasn't given any such indication.
I believe the growth story remains intact here but, like others, feel impatient. Perhaps JW should step aside.

[she-ra] 24/5/2018 13:14

blondeaman has sold. I wondered why the ramping had stopped both on here and LSE. He was talking about £10 a share not too long ago.

[blondeamon] 24/5/2018 13:08

40TL then you should sell, it won't change anytime soon. It will be probably take many chunks of 6-month reporting to take it back. My horizon is in years and can afford to wait.

Company communication will not change because management has most shares so they don't care to notify anyone else about every little bit of action.

I also don't rule out revisiting 75p during the summer with any market shock (brexit, trump etc)

I can see the future here but the market doesn't right now so no reason trying to change this.

Hold, sell or buy more. These are really your only choices.

[she-ra] 24/5/2018 13:00

40toolong - Then why did you buy some shares yesterday?

[40toolong] 24/5/2018 12:45

Blonde, you have been saying the same thing for the past 2 years. Jam tomorrow.....

I like you am a huge fan of his stock but I don’t like the lack of communication, they used to RNS when opening an envelope. No RNS = No Juicy Contracts.

Giving them until the end of the month to communicate some kind of interesting news or I am going to exit my position and do something else.

I used to blame the broker and the PR and now I Blame Watkins.

I work for a tech company and the Sales People are the ones that sell the dream, the others just make it.


The market hates this share and I am starting to see why...

A very miffed PI...

[dc2] 24/5/2018 12:45

Guessing is better than watching the tumbleweeds blowing across. As I have mentioned before shares tend to behave like a random walk so I am not concerned about short term prices.

It would be nice for some news from Trakm8 but I'd rather they concentrated on making the company its best.

[blondeamon] 24/5/2018 12:08

Why do you even try to guess? This is a small illiquid share, trying to understand why it does what it does will not help you much.

Unless news come in nothing will happen and the company likes to keep us in the dark except when it's obligated to report.

So July 2 it is for me, both profits and margins from last year but also outlook for first 3 months will be interesting.

If Fleet devices are close to 75,000 that'll be exceptional and in any case I expect exceeded expectations this year and reratings.

But not until after September.

[dc2] 24/5/2018 11:45

I think the mid price is misleading in this instance and that, as 40toolong witnessed, buys are being reported as sells. With no real knowledge here, it could be that the MMs wish to give the impression of a sell off but to what end?

I have no visibility of Level 2 but assuming there is only one MM then they seem to have increased their spread - suggesting that they neither want to buy or sell at the moment (a guess) - perhaps anticipating uncertainty in the future direction of the share. So, the only way I can square the circle is to assume that a nominee share holder (e.g. Halifax) has enough shares floating around that they can broker transactions internally between buyer and seller - hence the significantly lower spread between buys and sells. Again, a complete stab in the dark.

[knowbodyyouno] 24/5/2018 09:58

Yes it is a little odd. If you look back through the trade history, you can see that since May 10, there have only been 2 buys (recorded as buys); yet the price as remained steadfast at 91p. Given the illiquidity here, the price should have moved significantly lower if the recorded trades represent the truth of things. Yet here we are at 91p. Seems to suggest that something is at work in the background. That said, I have no evidence for this assertion.

All the best for now

[40toolong] 23/5/2018 22:32

Something is up here. I bought some shares today and it was marked as a sell. What the hell is going on.

No clarity, no RNS, no contracts.

No movement, no idea!

[she-ra] 23/5/2018 14:54

Its funny how that Elrico guy turned up out of the blue to talk down Trakm8 when the share price started rising just prior to that last trading update. And anyone with a bit of paranoia would think that trading update was rushed out to stop the rise.

And a paranoid person might also think that there are dark forces at work.

[blondeamon] 23/5/2018 09:52

5-6 shows attended this month by TRAK. Lots of demos and exhibitions, June should have some contract wins hopefully.

Fingers crossed.

[knowbodyyouno] 17/5/2018 17:38

The only benefit would be to depress the share price and would amount to duplicity. Not a past time I wish the BOD to partake of.

[she-ra] 17/5/2018 11:09

"TRAK has done very poor choices with how they handle the perception of the business: from their RNS to their brokers and PR companies."

Maybe its intentional?