Trakm8 Share Discussion Threads

[nod] 27/6/2018 07:33

It doesn't appear to be more sales. A continuation of the service.

[40toolong] 27/6/2018 07:11

Contract extension for FMG! Great news Trak. More partners - more Sales!

[40toolong] 25/6/2018 11:16

HL have Trakm8 as a Strong Buy today

[knowbodyyouno] 22/6/2018 17:03

I've been invested in this share since Jan 2014 - through ups and downs, smiles and frowns. One thing that I can attest to, is the predictions of analysts - both positive and negative - have not been true. Rather there's been a mixture of calling it right and calling it wrong. What we have here, in my opinion, is a growth company that appears, following a few years of choppy waters and storms, to have steadied the ship. It's ripe for a breakout, but some will always view the horizon through a negative slanted lens - picking away at what is essentially a good news story. Decent contracts will concentrate minds, but what's most needed is demonstrated progress - July 2nd will hopefully reveal all, as they say.

[michaelmouse] 22/6/2018 13:58

OMG not another negative article from shareprophets. LOL.

I didn't think they were still going?

"A poorly written, shallow, no facts article" - They clearly haven't changed then. :)

Anyway back to the footie. Come on Costa Rica!!!

[nod] 22/6/2018 11:24

All new contracts are good news but I would caution against getting over excited. Overseas contracts are prestigious but tend to have much lower margins (higher costs).I recall C21 winning a contract with New Zealand's largest bus operator 18 months ago. There was a spike in share price and it's now around the same level as before the contract was announced. The disappointing return was in main due to circumstances at the customer end.

[dc2] 22/6/2018 09:32

Here is a recent update from shareprophets

hxxps://www.shareprophets.com/views/36756/trakm8-international-contract-award-but-does-it-materially-change-a-cash-burning-picture

He makes a interesting point about the lack of financials in the RNS (update - Graham N not Paul Scott sorry - did the same yesterday but at least reserved judgement until after the 2nd) but seemed to be splitting hairs about the use of the term "international" in the RNS title and that the customer is not new. My view is that Trakm8 have been historically slated (sp?) for being too UK centric and here they are expanding outwards (which, had he noted this it would have made the article appear a bit more objective IMO). He then regurgitates past comments about cash burn - which, whilst valid, seems a little premature given the update is only a few weeks away.

All IMO

[40toolong] 22/6/2018 07:32

Anyone know if this has been tipped today?

[michaelmouse] 22/6/2018 07:22

Eric - If you bother to look at the recent trading update then you'll see many of the relevant figures for the year ending March 2018:-



It's easy to read. Revenues will be £30m+. Read the rest yourself. That's pretty much £30m more in revenues than Opti reported, yet Opti is valued on a higher market cap. Astonishing really. Out the two Trakm8 is the far more sensible valuation (imo) but I am hopeful that as further growth kicks in then the valuation of Trakm8 will rise considerably. Anyway, not long to wait since they'll issue their full year results 2nd July and hopefully give an indication re: early trading from April 2018 onwards.

Blondeamon makes some excellent points and I suggest you read them.

Yesterday's announcement of an International Contract win is excellent news. An additional 40,000 devices is a big number added to the recently reported 251,000. It'll make a massive difference to recurring revenues.

[elrico] 21/6/2018 19:56

Michellemouse - I do hope you're not referring to the financials that were restated and or the ones that paid out a divi when the lolly wasn't actually available to do so. A clear example of fooling investors, like your good self.

I await your numbers from the today's announcement. You're quick to request the same when OPTI announce a commercial agreement. Lets see if you maintain the double standard-hypocrisy you're so famous for.

Btw, there's more than one way to value a company....you know this of course.

[rivaldo] 21/6/2018 13:41

Great news. It seems that TRAK are really finding their feet now.

Thanks for all the info and posts from me too blondeamon, it's much appreciated.

[bhxian] 21/6/2018 12:14

Blondeamon

I fully endorse your views as to the prospects.As yourself I am fairly heavily invested and have been for over 18 months.My only disagreement -with your many well researched observations -is that I do believe the share price will be slightly higher than £6 -however I do feel that that the timescales you are working on will come much quicker.In September 2019 I see a big crystallisation of the true value of Trak.Just my thoughts.Regards

[brucie5] 21/6/2018 10:37

Thanks for bringing this to my attention, blondeamon. Always a great to read a poster who has put the research in and invested with their own hard earned. You appear to be one such, and I follow in your wake.

[brucie5] 21/6/2018 10:10

Doubled my holding.

[knowbodyyouno] 21/6/2018 09:53

Going to be really interesting to see where this finishes the week. If we can break through 112.50p, from what I remember, next stop is 123p. Onwards and upwards.

[knowbodyyouno] 21/6/2018 08:52

Be interesting to see if Paul Scott has anything to say about this. Particularly given his (justified IMO) complaints about the last TU. Positive analysis from that direction may cause a few more to sit up and take notice.

[michaelmouse] 21/6/2018 08:51

blondeamon - Keep up the excellent posting. You are one of the very few informed and intelligent posters left on ADVFN.