Trakm8 Share Discussion Threads

[knowbodyyouno] 08/11/2018 16:57

Slightly (?) odd that it's left to private investors to update the market.

[knowbodyyouno] 08/11/2018 16:42

I see.
Thanks.
Not sure what Trakm8 mapping is, in this context.

[dc2] 08/11/2018 16:04

The associated user guide makes a specific reference to Trakm8

"There are 4 options for mapping overlays – Trakm8 Mapping, Open Street
Mapping, Google Road Mapping and Google Hybrid Mapping...."

hxxps://ee.co.uk/content/dam/eeb-site/auto-mate/Auto-Mate-User-Guide.pdf

what is Trakm8 mapping!?

[knowbodyyouno] 08/11/2018 16:02

www.fleetnews.co.uk/amp/news/fleet-industry-news/2018/11/08/ee-launches-auto-mate-connected-car-service-for-smes

Apparently Trakm8’s hardware.

Good news.

[40toolong] 07/11/2018 17:27

So much upwards pressure on this stock, I am not surprised. Think it will drift to 100p on no news

[knowbodyyouno] 07/11/2018 16:26

Price movements on such little volume seem slightly odd this week. Since it's upwards, I'm not complaining !

[dc2] 07/11/2018 12:37

More sales people req'd...

"We are looking for a Regional Sales Manager for the South of England. This is a great opportunity to join our team, and to work for a company with some of the very best technology available on the UK market. "

hxxps://lnkd.in/eR4CPEM

Not sure why they require a degree. - you are either a good sales manager or not.

[dc2] 02/11/2018 17:09

A recent update from Trakm8 on LinkedIN

hxxps://www.linkedin.com/feed/update/urn:li:activity:6464100956631023616

"Increasingly, transport and fleet managers want integrated fleet management solutions. We developed the RH600 telematics camera to meet this need, and it has been a huge success for us....."

[40toolong] 01/11/2018 15:51

I will be patient. But I do want to see some good news right now!

[knowbodyyouno] 01/11/2018 14:44

I hear ya buddy. It's extremely frustrating to see the share price where it is today. But the claim of jam tomorrow is reinforced a little by the transition to the new business model. That's where the faith comes in. If it works (and of course it's possible it doesn't) then in 18m-2yrs, 60p will seem like peanuts. I guess we all have to take some chance. Nothing in life comes without some risk. Let us hope it's a case of he who dares wins.

All the best for now.

[40toolong] 01/11/2018 14:34

I retract.

I guess what I meant was without any decent news, and a poor December update, I can see this being left to the Ins. Investors as a lot of PI’s will believe that 3 years on, jam is still not coming tomorrow!

I hope they reward us loyal and patient investors, I am just not sure when or how!

[knowbodyyouno] 01/11/2018 14:28

I agree with you 40toolong, re the need for news. But not make it through the winter? There's absolutely nothing to suggest the co is on the verge of collapse. Quite the opposite, IMO (if what the BOD is reporting is true/accurate - think back to the presentation and the last TU). Soft take-over target, perhaps. Sinking that fast, no.

[40toolong] 01/11/2018 14:13

They need some pretty decent news ASAP.

No more partner news. That is not a sale.

We need a big 1,000+ fleet tech/camera £1m+ deal to move the needle on this stock.

Without this, I can’t see how it wil make it through the winter...

Such a strong advocate of this share but if they are not selling into big fleets, they are just burning through cash they do not have.

No AA update.....WTF!?

[knowbodyyouno] 01/11/2018 13:25

QTX ..are down 6% today.

Another co that once boasted a share price of over 400p.

[napoleon 14th] 01/11/2018 12:59

Apart from selfish motives, I hope TRAK can make it happen.
Looks like they are giving it a go, & trade partners like the AA aren't just hot air.
I've kept the rump of my holding 'cos IMO they could make it. The tech is good & production facilities all there.
It's then a question of how much better will it get?

O/T - check out D4T4 if you have a few bob to spare.

[dc2] 01/11/2018 12:59

I agree, I think consolidation in the sector will happen. Whilst I wouldn't wish it I think QTX should have attempted this when they were riding high.

[horndean eagle] 01/11/2018 12:43

I think TRAK are pretty much in last chance saloon. If they can't execute properly themselves then I think they will look to sell out. Should be interested parties. they have decent tech which they have spent a fortune on but more importantly they have a host of customers signed up. Someone taking over can just plug them into their own systems and take out huge layer of costs.

[chrisha100] 01/11/2018 12:26

hxxps://www.trakm8.com/news/real-life-driving-data-to-improve-autonomous-vehicles

[dc2] 01/11/2018 12:20

Perhaps I missed the full details of the Woodway partnership but reading it from the Trakm8 site, it sounds really good.

hxxps://www.trakm8.com/news/woodway-expands-product-offering-with-trakm8

I wonder how it may affect Tracker.

hxxps://www.tracker.co.uk/how-tracker-works/police-partnership

[knowbodyyouno] 01/11/2018 12:16

I agree re the contracts. Good news, for sure, but it's solid numbers we need to see. We know that the first half won't be great - hence the recent fall. But we've also been told by the BOD that they expect to meet ME at YE. If this happens, then the road to recovery will certainly be on track (no pun, intended), if there's another set back, then we may even see these levels of support give way. In sum, it's a question of waiting until the March/April trading update for an indication either way. I'm a believer and have been adding at these levels. 80p takes me nicely into solid profits. 400p, should we ever reach those dizzy heights again, would be my retirement.

[dc2] 01/11/2018 12:15

Interesting research contribution by Trakm8

hxxps://www.trakm8.com/news/real-life-driving-data-to-improve-autonomous-vehicles

Whilst it is not going to bring home the bacon....I like the way that Trakm8 is considered a reliable source of data.

[napoleon 14th] 01/11/2018 11:48

Interesting points both ways. The chart does show a support at 60p if you draw a 5 year chart, and also hints at what is possible - the high was 400p+ end of 2015, so we know what was possible, but is the same potential still there? TRAK have a lot to prove since they fell from grace...

I have a few left but won't add until things are definitely on the mend.
That means +ive and substantial ebitda,

Contracts like Woodway Eng are all very nice, but a distraction compared to the reality of profits and cashflow...

[knowbodyyouno] 01/11/2018 11:33

You're welcome here and your views are too.
But I, for one, don't buy them at all.
This won't halve or go much lower than it is now. There's simply too much support around these levels. If you'd been here for the last few years, like most holders of this stock, you would be aware of this fact.

DYOR

GLA