Trakm8 Share Discussion Threads

[40toolong] 12/6/2018 09:10

Big things happening at the Resellers day on the 25th June, big push, time to top up!

[40toolong] 07/6/2018 14:39

Blonde, I respect you but I think that Watkins cannot wait to offload Trak.

I think it will be sold / major stake sold in 2018. Do you want to put dinner on it Blonde? Restaurant of choice? You and me?

[knowbodyyouno] 07/6/2018 13:25

Wouldn’t it just?!

The market would have got a whiff of it though and so far there’s no reflection of such background noise.

I’m very impatient, but doubt we’ll get anything until the 2nd.

[40toolong] 07/6/2018 11:26

Nice if AA announced a take over at their AGM today at 12pm!!

[40toolong] 05/6/2018 20:35

My belief is that this will happen soon. Why? He old FD is still an employee, after the new FD coming in over 8 months ago. As a substantial share holder, as an “employee̶1; the old FD will be subject to Entreprenuers tax relief (10% total tax on equity sales over 5% for employees of the company).

No one needs an 8 month hand over, he is still an employee for a reason.

[knowbodyyouno] 05/6/2018 11:05

I would imagine, once the transfer to the new business model is complete, Trak will certainly be a takeover target. In fact, my hope for sometime has been that they will dispose of the business - but not so soon that they don't realise the full value.

[bhxian] 05/6/2018 08:40

Blondeamon
My belief is -consistent with JW's management style-steady,carefully managed and to an extent lacking in a strong public persona he will inexorably increase devices sold..Behind the scenes -evidence their current recruitment profile -and their commitment to increased production automation -it will happen.The real question is will he be able to hold on before the vultures circle.

[knowbodyyouno] 05/6/2018 08:10

I suspect we'll find out where the co is going, when they update the market with the final results. We know already they will be better than last year, because last year's results were bad. Recent RNS suggest this year will be much more in line with ME - here's hoping for an upward trajectory following results. Until then, my guess is we will remain fairly flat or move further down.

[emptycup] 04/6/2018 20:59

Where is this co going? Have seen no real solution sales, just more of the same box shift and that is not what they should be relying on. With a cost base as it is, there is a ton of dongles to sell. New channel sales guy ex Green Road should help but would prefer to see some more smarter sales that are more about the data and higher subscriptions than tracking. With transport becoming more of as-a-service, surely their device and a smart platform could help new entrants, whatever the vehicle type. Come on Track!

[knowbodyyouno] 31/5/2018 11:31

Just confirmation of the sorting out of the dividend issue, I believe.

[40toolong] 31/5/2018 11:07

I wonder if anything interesting happened in the GM? Oh to be a fly on the wall....

[knowbodyyouno] 31/5/2018 10:48

Nothing. But I wasn't searching for advertised jobs (which I found easily), I was searching for updates about recent appointments, which others here suggested could be viewed on Linkedin.

[mrx9000] 31/5/2018 10:35

Not sure what is so difficult at Trakm8 jobs on linkedin?

[knowbodyyouno] 31/5/2018 09:19

You maybe right. Or perhaps I'm not tech-savvy enough to properly navigate my way round Linkedin. Either way, it doesn't matter too much - others here and elsewhere seem to be taking that lead presently.

[40toolong] 30/5/2018 19:59

KYK, difference between an analyst and an observer. Observer looks for answers, an analyst finds them...

[knowbodyyouno] 30/5/2018 11:27

Couldn't find these new appointments on Linkedin. I notice, however, that they're advertising for PR/marketing man/woman and not before time in my opinion.

[40toolong] 30/5/2018 10:26

They will at least mention that their technology has been selected to be on the roadmap of some of Europe’s largest recovery fleets customers vehicles.

[40toolong] 30/5/2018 09:34

The AA contract is going to be huge. I like the fact that they have not mentioned it at all. Suggests the big reveal in a months time.

[blondeamon] 30/5/2018 09:27

New contract for Trakm8, 200 vans: