Trakm8 Share Discussion Threads

[40toolong] 17/7/2018 14:41

Just me closing down some T-20’s. Nothing sinister

[knowbodyyouno] 17/7/2018 13:14

It is. Particularly given that someone is unloading in the background. My guess is it will be filled by the end of the day.

[tonybaloni] 17/7/2018 12:03

I have a limit order to buy here for 82p approx £2k, and it's not being taken - very odd ??

[knowbodyyouno] 17/7/2018 10:47

I topped up (for the last time) at 84p. I didn't think we would reach these lows again, even in the face of the recent trading update. It seems incredible to think that we were at 160p towards the end of 2017. Where the bottom is, who only knows. Let's hope there's some positive news released before sept or at least at the same time.

[dc2] 17/7/2018 10:13

Blondeamon, I know you only ever post overly positive posts ;) but it looks like you were correct with your share price prediction in May (post 2565). From a purely emotional perspective I wish I could buy some more but I can't :(

[40toolong] 13/7/2018 12:04

Sounds like you can’t read or you don’t know what you are talking about...

[muffster] 13/7/2018 10:39

The notion that they are being held down is flawed. The results were not clear, lots of hidden messages, such as customer inventory build up. Likely to mean, we cant shift the products. 2019 expectations lower... So share price lower.

[tonybaloni] 13/7/2018 10:15

Untradeable not unreadable

[tonybaloni] 13/7/2018 10:14

I have £50k worth of these average 87p. Will I ever get out !!! They are almost unreadable at these volumes and I agree, they are being held down.

[knowbodyyouno] 13/7/2018 10:01

Just out of interest, what would be the benefit in keeping the share price low artificially?

[sh1984] 13/7/2018 08:44

New Contract for 1,000 vehicle seems to have not been reported - looks like they are definitely gearing up

hxxp://www.worldhighways.com/categories/asphalt-paving-compaction-testing/products/trakm8-signs-telematics-contract-with-colass-czech-operations/

[dc2] 12/7/2018 11:23

Not sure if this link has already been posted but here is their roadshow presentation.

www.trakm8.com/downloads/roadshow_presentation_2018.pdf

I am sure somebody will correct me but (from page 10 of that report) the monthly ongoing charge for the devices appears to be roughly:

Fleet = 69% of £14,191,000 (where the remaining 31% is H/W, installation, license costs etc) divided by the number of units 73,000 (ok, this will have changed over the period) giving a monthly charge of just over £11.

Similarly the insurance devices come out to £4.66. (there is no indication of the turnover of these devices).

It also looks like they are generating more money per new fleet device (£160 to £190) but less on insurance (£84 down to £71) [calculated by simply dividing revenue by units in 2017 and then 2018 for each sector). This could be because the OBD H/W is getting cheaper but I have no idea.

I must admit I am a little confused that the hardware appears to be an upfront cost considering I thought they had gone SaaS. Perhaps I am just looking too much into their breakdown. Over to blondeamon.....

[knowbodyyouno] 12/7/2018 10:32

This BOD is notorious for radio silence. Almost to the point of secrecy. One can only hope the old adage: 'No news is good news', plays out to be true in this instance. Some have suggested more will be revealed in Sept. Not that far away.

[dc2] 12/7/2018 10:13

40toolong, forgive me if I have misread your last sentence but I agree, something solid from the company that justifies their need to significantly increase manufacturing to circa 1 million units would be most welcome (ever if it is just to say they have a deal with the AA for such large volumes).

[40toolong] 12/7/2018 09:56

I heard a whisper ages ago that there are OE relationships with manufacturers for Trakm8 but we never saw any proof. That would change everything and explain millions!!

[emptycup] 11/7/2018 19:47

ADAS is a crowded space - you have Mobileye as OE providor to a lot of manufacturers so what does Road Hawk think they can do with this, who knows, IMO not a lot. Blondy: any insight?

[knowbodyyouno] 11/7/2018 18:20

Yes
And he’s ‘orangepeel217; on another B, IMO.

Cheers

[sh1984] 11/7/2018 18:01

Anybody else think Elrico is actually TW?

[knowbodyyouno] 10/7/2018 11:52

Agree with the above. That TW retweeted erico straightaway doesn't add much to his credibility...

[dc2] 10/7/2018 10:40

Good video but how does it react when visibility is poor? I asked Mobileye the same question at the CV show and they said their system was only as good as the human eye. Obviously, I think all these systems are only good for medium/good visibility and the risk is that drivers become too dependent(lazy) on them. I like ADAS but I do keep thinking it is like the era of 3D TV (whatever happened to them).

I went to to IFSEC show in London recently and you couldn't move for ADAS related tech. Lots of people jumping on that bandwagon. Fortunately, this is only one string to Trakm8's bow (which is one of the many reasons I didn't agree with Elrico's (sp?) review recently - that and the fact that other aspects could be proved wrong with a quick google e.g. not having enough money to pay the dividend is clearly a false or poorly researched statement made by him).